iShares Trust iShares ESG AwESGDETF
13F holders, Q2 2026 (June 30)759holders +6
43new positions
38sold out
3famous investors
$102.40avg. 13F price*
At the end of Q2 2026, 759 institutions reported holding iShares Trust iShares ESG Aw (ESGD) in their 13F filings, up 6 from Q1 2026. 43 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($972.2M), JPMorgan Chase & Co. ($796.6M) and Empower Advisory Group, LLC ($558.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Trust iShares ESG Aw
- CUSIP
- 46435G516
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $30.6M |
| Exits | 38 | $77.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,483,225 shares bought and 3,167,449 shares sold, net +1,315,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 759 holders
| Bank of America Corp. | 0.06% | Add +0.4% | 9,455,930 | $972.2M |
| JPMorgan Chase & Co. | 0.05% | Reduce -0.2% | 7,773,616 | $796.6M |
| Empower Advisory Group, LLC | 1.33% | Reduce -0.8% | 5,431,650 | $558.4M |
| Northern Trust Corp. | 0.06% | Add +7.5% | 5,064,070 | $520.6M |
| Morgan Stanley | 0.03% | Add +12.5% | 4,873,244 | $501.0M |
| FMR LLC | 0.02% | Add +15.3% | 4,581,349 | $471.0M |
| Betterment LLC | 0.69% | Add +1.4% | 3,972,639 | $408.4M |
| TIAA Wealth Investment Management LLC | 2.02% | Add +2.6% | 2,950,589 | $302.4M |
| Acorns Advisers, LLC | 1.10% | Add +4.0% | 1,642,193 | $168.8M |
| UBS Group AG | 0.03% | Add +1.1% | 1,563,789 | $160.8M |
| Wells Fargo & Company | 0.03% | Add +0.8% | 1,533,371 | $157.6M |
| Mercer Global Advisors Inc. | 0.19% | Add +3.6% | 1,484,182 | $152.6M |
| US Bancorp \de | 0.14% | Add +54.4% | 1,287,442 | $132.4M |
| Wealthfront Advisers LLC | 0.25% | Add +6.2% | 1,283,855 | $132.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.2% | 1,274,392 | $131.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -17.6% | 1,221,505 | $125.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -33.0% | 1,216,570 | $125.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.39% | Add +5.3% | 1,115,547 | $114.7M |
| Flputnam Investment Management Co. | 1.30% | Reduce -4.7% | 1,058,614 | $108.8M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.0% | 975,966 | $100.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.0% | 973,616 | $100.1M |
| LPL Financial LLC | 0.02% | Add +4.2% | 945,480 | $97.2M |
| Spinnaker Trust | 4.53% | Reduce -13.4% | 907,376 | $93.3M |
| BlackRock, Inc. | 0.00% | Add +2.0% | 870,465 | $89.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +3.3% | 846,705 | $87.0M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 15.40% | — | 775,300 | $79.7M |
| EP Wealth Advisors, LLC | 0.26% | Add +6.0% | 656,526 | $67.5M |
| Fiduciary Trust Co | 0.71% | Reduce -1.8% | 632,314 | $65.0M |
| Fifth Third Bancorp | 0.10% | Reduce -1.3% | 615,682 | $63.3M |
| Creative Planning | 0.04% | Add +0.4% | 597,951 | $61.5M |
| M&T Bank Corp | 0.17% | Reduce -4.9% | 557,789 | $57.3M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.4% | 514,835 | $52.9M |
| Royal Bank of Canada | 0.01% | Add +4.3% | 509,934 | $52.4M |
| Mission Wealth Management, LP | 0.63% | Add +12.1% | 492,111 | $50.6M |
| Alliancebernstein L.P. | 0.02% | Add +194.7% | 523,178 | $50.0M |
| Olde Wealth Management, LLC | 12.65% | Add +2.5% | 434,001 | $44.6M |
| IMPACTfolio, LLC | 16.66% | Add +2.4% | 430,343 | $44.2M |
| Sei Investments Co. | 0.03% | Add +1.9% | 375,979 | $38.7M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +1.8% | 375,356 | $38.6M |
| D.A. Davidson & Co. | 0.20% | Add +0.9% | 356,409 | $36.6M |
| Bond & Devick Financial Network, Inc. | 8.78% | Add +3.3% | 346,929 | $35.7M |
| Mariner, LLC | 0.03% | Reduce -1.2% | 314,863 | $32.4M |
| High Note Wealth, LLC | 5.49% | Reduce -0.4% | 313,173 | $32.2M |
| Composition Wealth, LLC | 0.37% | Add +2.1% | 310,104 | $31.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +42.4% | 304,935 | $31.3M |
| Ally Invest Advisors Inc. | 1.85% | Add +2.6% | 297,816 | $30.6M |
| AlTi Global, Inc. | 0.61% | Add +1.3% | 289,260 | $29.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Add +0.1% | 282,212 | $29.0M |
| Eastern Bank | 0.44% | Reduce -6.1% | 280,489 | $28.8M |
| Jones Financial Companies LLLP | 0.01% | Add +12.8% | 269,484 | $27.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +6.9% | 261,607 | $26.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 257,039 | $26.4M |
| MML Investors Services, LLC | 0.05% | Reduce -1.6% | 251,429 | $25.8M |
| Keybank National Association | 0.08% | Add +2.4% | 249,137 | $25.6M |
| Mather Group, Llc. | 0.22% | Add +11.3% | 241,378 | $24.8M |
| Ellevest, Inc. | 2.86% | Add +141.1% | 519,661 | $24.3M |
| Stanich Group LLC | 15.08% | Add +6.4% | 232,994 | $24.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.4% | 226,326 | $23.3M |
| Blair William & Co. | 0.06% | Reduce -2.5% | 225,764 | $23.2M |
| Odyssey Group, LLC | 6.13% | — | 220,180 | $22.6M |
| Howland Capital Management LLC | 0.76% | Reduce -0.0% | 203,791 | $21.0M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -4.3% | 195,241 | $20.1M |
| Baird Financial Group, Inc. | 0.03% | Add +3.4% | 191,817 | $19.7M |
| FinArc Investments, Inc. | 17.35% | Reduce -1.3% | 186,142 | $19.1M |
| Windsor Capital Management, LLC | 4.75% | Add +1.1% | 177,687 | $18.3M |
| Susquehanna International Group, LLP | 0.02% | Add +436.8% | 172,727 | $17.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -21.7% | 172,080 | $17.7M |
| Stifel Financial Corp. | 0.01% | Add +24.4% | 171,088 | $17.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -0.1% | 163,989 | $16.9M |
| Global Retirement Partners, LLC | 0.25% | — | 156,526 | $16.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -15.8% | 153,209 | $15.8M |
| Modera Wealth Management, LLC | 0.16% | Reduce -0.9% | 146,928 | $15.1M |
| Shira Ridge Wealth Management | 4.85% | Reduce -0.9% | 135,088 | $13.9M |
| Sand Hill Global Advisors, LLC | 0.41% | Add +0.7% | 132,543 | $13.6M |
| Wealth Architects, LLC | 1.07% | Add +0.8% | 132,123 | $13.6M |
| Citadel Advisors | 0.01% | New | 126,104 | $13.0M |
| Alesco Advisors, LLC, An ESL Co | 0.29% | Reduce -0.2% | 123,195 | $12.7M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 118,838 | $12.2M |
| Fund Evaluation Group, LLC | 0.32% | Add +3.0% | 116,875 | $12.0M |
| Cetera Investment Advisers | 0.01% | Reduce -10.2% | 115,954 | $11.9M |
| Roof Eidam Maycock Peralta, LLC | 2.29% | Reduce -0.3% | 113,018 | $11.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.9% | 111,208 | $11.4M |
| Impact Investors, Inc | 8.31% | Reduce -6.4% | 110,574 | $11.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -5.6% | 109,170 | $11.2M |
| Clearstead Advisors, LLC | 0.10% | Reduce -59.4% | 106,479 | $10.9M |
| Wealthspire Advisors, LLC | 0.06% | Add +4.5% | 105,989 | $10.9M |
| Principal Financial Group Inc. | 0.01% | Add +10.4% | 104,788 | $10.8M |
| Forefront Analytics, LLC | 11.65% | Reduce -59.0% | 104,247 | $10.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.0% | 104,183 | $10.7M |
| NewEdge Advisors, LLC | 0.03% | Add +20.4% | 102,299 | $10.5M |
| Advisory Services Network, LLC | 0.12% | Add +0.3% | 99,054 | $10.2M |
| Cerity Partners LLC | 0.01% | Add +13.6% | 98,140 | $10.1M |
| HB Wealth Management, LLC | 0.06% | Add +4.1% | 96,757 | $9.9M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +6.7% | 95,969 | $9.9M |
| Orgel Wealth Management, LLC | 0.18% | Reduce -0.1% | 90,566 | $9.3M |
| Laurel Wealth Planning LLC | 4.06% | Reduce -3.7% | 89,199 | $9.2M |
| Raffa Wealth Management, LLC | 1.09% | Add +6.6% | 84,064 | $8.6M |
| Farther Finance Advisors, LLC | 0.06% | Add +33.3% | 79,580 | $8.2M |
| Apella Capital, LLC | 0.12% | Add +1.4% | 78,962 | $8.1M |
| Mascoma Wealth Management LLC | 1.50% | Add +7.6% | 78,697 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -39.8% | 76,512 | $7.9M |
| Osaic Holdings, Inc. | 0.01% | Add +40.0% | 76,196 | $7.8M |
| Xena Financial Planning, LLC | 7.41% | Add +14.1% | 75,138 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.3% | 74,537 | $7.7M |
| JNBA Financial Advisors | 0.58% | Reduce -0.1% | 74,525 | $7.7M |
| Old Mission Capital LLC | 0.19% | New | 73,016 | $7.5M |
| One Capital Management, LLC | 0.21% | No change | 77,721 | $7.4M |
| Park Avenue Securities LLC | 0.05% | Reduce -27.4% | 71,523 | $7.4M |
| Facet Wealth, Inc. | 0.10% | Reduce -14.0% | 70,247 | $7.2M |
| Relyea Zuckerberg Hanson LLC | 0.59% | Reduce -0.5% | 68,476 | $7.0M |
| Centennial Bank | 2.25% | Add +4.8% | 67,925 | $7.0M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -5.8% | 66,989 | $6.9M |
| Corient Private Wealth LP | 0.01% | Reduce -79.1% | 66,604 | $6.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.8% | 63,656 | $6.5M |
| Quent Capital, LLC | 0.40% | Reduce -0.6% | 63,623 | $6.5M |
| NorthRock Partners, LLC | 0.09% | Add +1.2% | 63,343 | $6.5M |
| Accredited Investors Inc. | 0.28% | Reduce -0.4% | 63,199 | $6.5M |
| Focus Partners Wealth | 0.01% | Reduce -6.9% | 63,116 | $6.5M |
| Wrapmanager Inc. | 1.97% | Add +1.1% | 61,081 | $6.3M |
| Fisher Asset Management | 0.00% | Add +4.1% | 60,293 | $6.2M |
| CENTRAL TRUST Co | 0.11% | Reduce -1.0% | 59,911 | $6.2M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -0.1% | 59,699 | $6.1M |
| RVW Wealth, LLC | 0.39% | Add +4.1% | 57,446 | $5.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +9.7% | 57,267 | $5.9M |
| Citizens Financial Group Inc. | 0.07% | Reduce -10.1% | 56,017 | $5.8M |
| BSW Wealth Partners | 0.64% | Add +0.7% | 55,813 | $5.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.3% | 51,867 | $5.3M |
| Savant Capital, LLC | 0.02% | Add +3.8% | 50,941 | $5.2M |
| True Blue Financial, LLC | 2.17% | Add +96.3% | 50,024 | $5.1M |
| Garde Capital, Inc. | 0.23% | Add +0.9% | 49,875 | $5.1M |
| Decker Retirement Planning Inc. | 1.65% | Add +20.3% | 47,245 | $4.9M |
| &partners | 0.02% | Add +4.9% | 47,019 | $4.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +35.2% | 46,023 | $4.7M |
| Pitcairn Wealth Advisors LLC | 0.51% | Reduce -0.3% | 45,419 | $4.7M |
| CIBC Bancorp USA Inc. | 0.01% | Add +70.3% | 44,378 | $4.6M |
| Blue Sky Capital Consultants Group, Inc. | 1.95% | Add +3.9% | 44,311 | $4.6M |
| Heritage Wealth Advisors | 0.16% | Add +10.2% | 44,198 | $4.5M |
| Blue Edge Capital, LLC | 0.54% | Reduce -4.6% | 44,064 | $4.5M |
| Veridan Wealth LLC | 1.58% | Add +6.1% | 43,954 | $4.5M |
| Balanced Rock Investment Advisors LLC | 2.82% | Reduce -2.5% | 43,951 | $4.5M |
| Midwest Financial Partners Investments, Inc. | 1.85% | Add +2.7% | 43,255 | $4.4M |
| Legacy Edge Advisors, LLC | 0.40% | Add +1.0% | 42,628 | $4.4M |
| Pine Haven Investment Counsel, Inc | 2.77% | Add +4.8% | 40,132 | $4.1M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.94% | Reduce -2.2% | 40,118 | $4.1M |
| Integris Wealth Management, LLC | 0.83% | Reduce -1.2% | 39,848 | $4.1M |
| Keel Point, LLC | 0.24% | Add +1.5% | 39,754 | $4.1M |
| eCIO, Inc. | 1.15% | Add +2.4% | 39,656 | $4.1M |
| Nottingham Advisors, Inc. | 0.49% | Reduce -5.8% | 40,064 | $4.1M |
| Aptus Capital Advisors, LLC | 0.03% | Add +17.7% | 39,588 | $4.1M |
| Dunhill Financial, LLC | 0.83% | Add +6.5% | 39,555 | $4.1M |
| Brio Consultants, LLC | 0.48% | Add +1.3% | 39,514 | $4.1M |
| Affiance Financial, LLC | 0.58% | Add +5.1% | 39,390 | $4.0M |
| Canandaigua National Bank & Trust Co. | 0.32% | — | 37,237 | $3.8M |
| Modern Wealth Management, LLC | 0.05% | Reduce -20.8% | 37,025 | $3.8M |
| Bailard, Inc. | 0.08% | Add +0.7% | 36,895 | $3.8M |
| Midwest Trust Co | 0.04% | Add +3.8% | 36,677 | $3.8M |
| Sincerus Advisory, LLC | 2.55% | Add +1.8% | 36,579 | $3.8M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -6.5% | 36,540 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +0.3% | 36,307 | $3.7M |
| Hamrick Investment Counsel, llc | 2.45% | Reduce -4.5% | 35,948 | $3.7M |
| Vision Capital Management, Inc. | 0.42% | Add +6.7% | 35,745 | $3.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +38.8% | 35,676 | $3.7M |
| Hilltop Wealth Advisors, LLC | 1.83% | Reduce -0.3% | 35,550 | $3.7M |
| Silver Oak Wealth Advisors Services, LLC | 2.17% | Add +0.8% | 35,222 | $3.6M |
| Dorsey & Whitney Trust CO LLC | 0.18% | Reduce -5.4% | 35,002 | $3.6M |
| Wealth Advisory Team LLC | 2.81% | — | 33,679 | $3.5M |
| Crux Wealth Advisors | 1.19% | Add +1.0% | 33,490 | $3.4M |
| GC Wealth Management RIA, LLC | 0.20% | Reduce -2.1% | 33,427 | $3.4M |
| Plancorp, LLC | 0.08% | Reduce -3.8% | 33,458 | $3.4M |
| Klaas Financial Asset Advisors, LLC | 0.43% | Add +0.2% | 33,241 | $3.4M |
| Wit, LLC | 0.05% | No change | 32,336 | $3.3M |
| Montis Financial, LLC | 0.67% | Reduce -0.5% | 32,084 | $3.3M |
| Gould Asset Management LLC | 0.51% | Reduce -3.3% | 31,704 | $3.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.47% | Reduce -0.1% | 30,349 | $3.1M |
| Baron Financial Group, LLC | 1.48% | Reduce -6.1% | 30,130 | $3.1M |
| GeoWealth Management, LLC | 0.10% | Reduce -23.8% | 30,082 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Add +1.9% | 30,006 | $3.1M |
| Wesbanco Bank Inc. | 0.08% | Reduce -4.4% | 29,778 | $3.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 29,771 | $3.1M |
| IMA Advisory Services, Inc. | 0.19% | Add +1.6% | 29,336 | $3.0M |
| Pioneer Wealth Management Group | 0.73% | Add +23.6% | 29,230 | $3.0M |
| SageView Advisory Group, LLC | 0.10% | Reduce -18.0% | 29,204 | $3.0M |
| Haverford Trust Co | 0.03% | Add +10.8% | 28,699 | $3.0M |
| Acadian Asset Management LLC | 0.00% | Add +30.0% | 28,457 | $2.9M |
| Brookstone Capital Management | 0.03% | Add +7.4% | 28,020 | $2.9M |
| RTD Financial Advisors, Inc. | 0.31% | Add +0.4% | 27,951 | $2.9M |
| Diversified Trust Co. | 0.05% | Add +4.0% | 27,792 | $2.9M |
| Brooklyn FI, LLC | 0.52% | Add +3.2% | 27,600 | $2.9M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +2.8% | 27,564 | $2.8M |
| Brandywine Oak Private Wealth LLC | 0.21% | Add +0.5% | 27,282 | $2.8M |
| Torren Management, LLC | 1.40% | Reduce -1.0% | 26,778 | $2.8M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -3.5% | 26,718 | $2.7M |
| SOA Wealth Advisors, LLC. | 0.46% | Reduce -4.5% | 26,667 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +1.3% | 26,458 | $2.7M |
| Halbert Hargrove Global Advisors, LLC | 0.12% | Add +3.3% | 26,102 | $2.7M |
| Choreo, LLC | 0.03% | Reduce -0.1% | 25,976 | $2.7M |
| One Wealth Advisors, LLC | 0.29% | Reduce -12.6% | 25,675 | $2.6M |
| Compound Planning, Inc. | 0.07% | Add +20.4% | 25,571 | $2.6M |
| Wingate Wealth Advisors, Inc. | 1.15% | Add +1.5% | 25,375 | $2.6M |
| TriaGen Wealth Management LLC | 0.63% | Reduce -0.7% | 24,502 | $2.5M |
| Freestone Capital Holdings, LLC | 0.07% | Add +17.1% | 24,494 | $2.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.5% | 24,432 | $2.5M |
| Cranbrook Wealth Management, LLC | 0.47% | Reduce -2.3% | 24,307 | $2.5M |
| Aureum Wealth Management, LLC | 1.49% | Add +14.2% | 23,363 | $2.4M |
| CFM Wealth Partners LLC | 0.31% | Reduce -0.7% | 23,352 | $2.4M |
| Alaska Wealth Advisors, LLC | 0.26% | Reduce -2.2% | 23,343 | $2.4M |
| Vicus Capital | 0.15% | Add +18.7% | 23,314 | $2.4M |
| BigSur Wealth Management LLC | 0.57% | No change | 23,000 | $2.4M |
| National Bank of Canada | 0.00% | Add +14.8% | 22,480 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -52.6% | 22,458 | $2.3M |
| OLIO Financial Planning | 0.56% | Reduce -3.4% | 21,848 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -17.2% | 21,802 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.4% | 21,037 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +112.9% | 20,297 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +0.3% | 20,288 | $2.1M |
| First Financial Bank - Trust Division | 0.15% | Reduce -0.7% | 20,018 | $2.1M |
| Values Added Financial LLC | 0.74% | Add +6.6% | 19,957 | $2.1M |
| Birchbrook, Inc. | 0.94% | Add +0.0% | 19,576 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.6% | 19,206 | $2.0M |
| Planning Alternatives Ltd. | 0.21% | Add +0.5% | 19,007 | $2.0M |
| Okabena Investment Services Inc. | 0.34% | Add +39.5% | 18,550 | $1.9M |
| MAI Capital Management | 0.01% | Add +5.4% | 18,478 | $1.9M |
| Madrid Wealth Management, LLC | 1.24% | Reduce -2.5% | 18,397 | $1.9M |
| White Lighthouse Investment Management Inc. | 0.23% | Add +2.9% | 18,035 | $1.9M |
| Ryan Investment Management, Inc. | 0.84% | Add +165.2% | 17,994 | $1.8M |
| Elevation Wealth Partners, LLC | 0.55% | Add +1.9% | 17,841 | $1.8M |
| Weil Company, Inc. | 0.32% | Reduce -2.1% | 17,667 | $1.8M |
| Acropolis Investment Management, LLC | 0.07% | Reduce -0.3% | 17,563 | $1.8M |
| RHS Financial, LLC | 0.72% | Add +30.6% | 17,345 | $1.8M |
| Richard P Slaughter Associates Inc | 0.35% | Add +3.9% | 17,342 | $1.8M |
| Birchwood Financial Partners, Inc. | 1.46% | Add +5.2% | 17,319 | $1.8M |
| Trilogy Capital Inc. | 0.07% | Add +0.5% | 17,232 | $1.8M |
| Pure Financial Advisors, LLC | 0.02% | Add +2.3% | 17,169 | $1.8M |
| CGN Advisors LLC | 0.12% | Reduce -0.5% | 16,552 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Add +1.7% | 16,515 | $1.7M |
| Summit Wealth Group, LLC | 0.35% | Reduce -4.8% | 16,511 | $1.7M |
| Penobscot Wealth Management | 0.45% | Add +37.0% | 16,485 | $1.7M |
| Portland Global Advisors LLC | 0.16% | No change | 16,130 | $1.7M |
| Coastline Trust Co | 0.15% | Add +3.2% | 15,997 | $1.6M |
| Williams & Novak, LLC | 1.09% | No change | 15,920 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +30.9% | 15,884 | $1.6M |
| Western Wealth Management, LLC | 0.05% | Add +37.5% | 15,874 | $1.6M |
| WealthCollab, LLC | 0.59% | No change | 15,817 | $1.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | Add +11.0% | 15,808 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.5% | 15,556 | $1.6M |
| Caliber Wealth Management, LLC / KS | 0.15% | Add +3.4% | 15,296 | $1.6M |
| Sage Advisory Services, Ltd.Co. | 0.77% | Add +4.5% | 15,262 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.19% | Reduce -3.9% | 15,108 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Reduce -3.8% | 14,892 | $1.5M |
| Armbruster Capital Management, Inc. | 0.22% | Add +2.6% | 14,147 | $1.5M |
| DRW Securities, LLC | 0.09% | Add +120.5% | 14,072 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.11% | Reduce -0.1% | 14,039 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.7% | 14,000 | $1.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.21% | Reduce -2.5% | 13,946 | $1.4M |
| Range Advisory, LLC | 0.17% | Add +3.8% | 13,864 | $1.4M |
| HF Advisory Group, LLC | 0.43% | Add +3.4% | 13,626 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -2.9% | 13,503 | $1.4M |
| Tiaa Trust, National Association | 0.08% | Reduce -4.0% | 13,382 | $1.4M |
| Aprio Wealth Management, LLC | 0.07% | Add +0.4% | 13,376 | $1.4M |
| Cascade Financial Partners, LLC | 0.12% | Add +13.6% | 13,367 | $1.4M |
| Nepc LLC | 0.03% | No change | 13,340 | $1.4M |
| A&I Financial Services, LLC | 0.59% | Reduce -2.8% | 13,210 | $1.4M |
| Private Wealth Management Group, LLC | 0.31% | Reduce -30.9% | 13,123 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +28.9% | 12,991 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.9% | 12,870 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +15.6% | 12,809 | $1.3M |
| Mendel Capital Management LLC | 0.59% | Add +0.0% | 12,742 | $1.3M |
| Argentarii, LLC | 0.39% | Reduce -1.6% | 12,202 | $1.3M |
| Ipsen Advisor Group LLC | 0.84% | Add +2.2% | 12,668 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Reduce -29.1% | 12,622 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Add +4.2% | 12,607 | $1.3M |
| Omega Financial Group, LLC | 0.39% | Reduce -2.9% | 12,581 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -36.5% | 12,524 | $1.3M |
| Pathway Financial Advisors LLC | 0.15% | Add +56.1% | 12,439 | $1.3M |
| Falcon Wealth Planning | 0.08% | Reduce -12.1% | 12,333 | $1.3M |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +0.0% | 12,207 | $1.3M |
| Carr Financial Group Corp | 0.29% | Add +1.2% | 12,079 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.7% | 12,050 | $1.2M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -1.6% | 11,963 | $1.2M |
| MainStreet Investment Advisors LLC | 0.17% | Add +1.7% | 11,830 | $1.2M |
| Foster Group, Inc. | 0.03% | Add +0.7% | 11,794 | $1.2M |
| 1ST Source Bank | 0.05% | Add +4.2% | 11,713 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Add +31.7% | 11,615 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.3% | 11,595 | $1.2M |
| Red Reef Advisors LLC | 1.09% | Add +1.3% | 11,495 | $1.2M |
| Francis Financial, Inc. | 0.19% | New | 11,475 | $1.2M |
| Diversified Enterprises, LLC | 0.06% | Add +0.7% | 11,291 | $1.2M |
| Brewster Financial Planning LLC | 0.64% | Add +1.0% | 11,260 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -11.5% | 11,191 | $1.2M |
| XY Planning Network, Inc. | 0.14% | Add +4.9% | 11,176 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -29.4% | 11,166 | $1.1M |
| M. Kulyk & Associates, LLC | 0.19% | Reduce -13.0% | 11,143 | $1.1M |
| Presilium Private Wealth, LLC | 0.17% | Add +2.0% | 10,861 | $1.1M |
| LexAurum Advisors, LLC | 0.13% | Reduce -10.2% | 10,809 | $1.1M |
| Ameraudi Asset Management, Inc. | 0.50% | No change | 10,755 | $1.1M |
| Asset Dedication, LLC | 0.07% | Reduce -3.3% | 10,727 | $1.1M |
| Cambridge Financial Group, LLC | 0.34% | Reduce -2.8% | 10,576 | $1.1M |
| McAdam, LLC | 0.04% | Add +3.6% | 10,532 | $1.1M |
| Higgins & Schmidt Wealth Strategies LLC | 0.45% | Reduce -3.0% | 10,500 | $1.1M |
| Quadrant Capital Group LLC | 0.03% | No change | 10,468 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.8% | 10,451 | $1.1M |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -1.6% | 10,382 | $1.1M |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +56.5% | 10,374 | $1.1M |
| Archer Investment Management, LLC | 0.36% | Add +0.1% | 10,367 | $1.1M |
| Orin Green Financial, LLC | 0.39% | Add +1.1% | 10,359 | $1.1M |
| Parcion Private Wealth LLC | 0.06% | No change | 10,298 | $1.1M |
| Sigma Investment Counselors Inc. | 0.05% | No change | 10,193 | $1.0M |
| Whittier Trust Co. | 0.01% | Add +30.1% | 10,001 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +30.5% | 10,155 | $1.0M |
| Zenith Solutions, Inc. | 0.94% | — | 10,117 | $1.0M |
| Pittenger & Anderson Inc. | 0.04% | Reduce -2.0% | 10,083 | $1.0M |
| ERn Financial, LLC | 0.17% | Add +0.1% | 9,952 | $1.0M |
| Regatta Capital Group, LLC | 0.14% | Add +0.8% | 9,943 | $1.0M |
| BlueStem Wealth Partners, LLC | 0.10% | Add +7.3% | 9,899 | $1.0M |
| GenTrust, LLC | 0.04% | Reduce -2.7% | 9,509 | $978K |
| Wealth Analytics Partners, LLC | 0.35% | Reduce -2.3% | 9,408 | $970K |
| Jordan Park Group LLC | 0.05% | No change | 9,413 | $968K |
| Financial Planning Fort Collins, LLC | 0.76% | Add +1.8% | 9,325 | $961K |
| Shepherd Financial Partners LLC | 0.08% | Reduce -5.4% | 9,256 | $952K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -0.1% | 9,202 | $946K |
| Cape Ann Savings Bank | 0.44% | Add +9.2% | 9,105 | $936K |
| AQR Capital Management | 0.00% | Add +61.1% | 8,955 | $921K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -1.8% | 9,415 | $900K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -0.0% | 8,713 | $896K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -25.9% | 8,690 | $893K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +1.9% | 8,689 | $893K |
| Birch Hill Investment Advisors LLC | 0.04% | No change | 8,683 | $893K |
| Montecito Bank & Trust | 0.13% | No change | 8,654 | $890K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +0.2% | 8,652 | $890K |
| Avise Financial Cooperative, Inc. | 0.63% | Reduce -36.1% | 8,531 | $877K |
| PDS Planning, Inc | 0.05% | Add +2.0% | 8,509 | $875K |
| Bluespring Wealth Management, LLC | 0.02% | Add +56.9% | 8,463 | $870K |
| Courier Capital LLC | 0.04% | Reduce -2.3% | 8,412 | $865K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,275 | $853K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -9.3% | 8,275 | $853K |
| Peak Financial Management, Inc. | 0.20% | No change | 8,295 | $853K |
| Great Diamond Partners, LLC | 0.14% | Add +27.9% | 8,184 | $841K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +2.2% | 8,161 | $839K |
| Neuberger Berman Group LLC | 0.00% | Add +3.2% | 8,111 | $834K |
| Savvy Advisors, Inc. | 0.02% | Reduce -4.7% | 8,072 | $830K |
| Aspiriant, LLC | 0.02% | No change | 7,883 | $810K |
| Glenmede Trust Co. NA | 0.00% | Add +312.2% | 7,750 | $797K |
| Fingerlakes Wealth Management, Inc. | 0.43% | Add +29.2% | 7,731 | $795K |
| Wedmont Private Capital | 0.02% | New | 7,652 | $791K |
| Symmetry Partners, LLC | 0.04% | Add +4.5% | 7,671 | $789K |
| Level Financial Advisors | 0.18% | Reduce -2.5% | 7,651 | $787K |
| Sharper & Granite LLC | 0.24% | Add +3.7% | 7,572 | $778K |
| Argent Trust Co | 0.02% | Add +2.6% | 7,554 | $777K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +12.7% | 7,488 | $770K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +4.4% | 7,468 | $768K |
| VERITY Wealth Advisors | 0.46% | Add +1.3% | 7,432 | $764K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.7% | 7,432 | $764K |
| Massachusetts Financial Services Co. | 0.00% | Add +122.4% | 4,195 | $758K |
| Brighton Jones LLC | 0.01% | Reduce -5.8% | 7,166 | $737K |
| Paulson Wealth Management Inc. | 0.16% | Add +3.5% | 7,145 | $735K |
| Johnson Financial Group, LLC | 0.04% | Reduce -58.6% | 7,120 | $732K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 7,113 | $731K |
| Mgo One Seven LLC | 0.01% | Reduce -26.2% | 7,107 | $731K |
| Prosperity Consulting Group, LLC | 0.03% | Add +20.9% | 7,053 | $725K |
| IFP Advisors, Inc | 0.01% | Reduce -2.7% | 7,045 | $724K |
| Aufman Associates Inc | 0.29% | Add +1.3% | 7,003 | $720K |
| Sage Financial Group Inc. | 0.04% | Add +2.0% | 6,911 | $711K |
| Capital Advantage, Inc. | 0.09% | Reduce -0.4% | 6,867 | $706K |
| Private Trust Co. NA | 0.06% | No change | 6,845 | $704K |
| Founders Financial Securities LLC | 0.04% | Add +1.6% | 6,788 | $698K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,620 | $681K |
| Farrell Financial LLC | 0.37% | Add +1.6% | 6,610 | $680K |
| Fort Point Capital Partners LLC | 0.07% | No change | 6,577 | $676K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.1% | 6,541 | $672K |
| Matrix Asset Advisors Inc. | 0.05% | Add +8.7% | 6,481 | $666K |
| Moller Wealth Partners | 0.12% | Add +0.2% | 6,452 | $663K |
| Ethic Inc. | 0.01% | Reduce -90.5% | 6,432 | $661K |
| WT Wealth Management | 0.18% | Add +5.0% | 6,431 | $661K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -22.8% | 6,412 | $659K |
| SCS Capital Management LLC | 0.01% | Add +1.1% | 6,366 | $654K |
| Associated Banc-Corp | 0.02% | Add +4.7% | 6,310 | $649K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -61.5% | 6,310 | $649K |
| CIBC Asset Management Inc | 0.00% | No change | 6,245 | $642K |
| Mogy Joel R Investment Counsel Inc. | 0.04% | No change | 6,230 | $641K |
| Morton Brown Family Wealth, LLC | 0.15% | Add +0.1% | 6,229 | $640K |
| Equita Financial Network, Inc. | 0.18% | Reduce -1.6% | 6,223 | $640K |
| Libra Wealth LLC | 0.16% | No change | 6,149 | $632K |
| ABLE Financial Group, LLC | 0.11% | Add +0.1% | 6,104 | $628K |
| Capasso Planning Partners LLC | 0.31% | Add +0.0% | 6,071 | $624K |
| RCS Financial Planning, LLC | 0.30% | Reduce -2.2% | 6,071 | $624K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -2.9% | 6,065 | $624K |
| Old Mission Investment Co LLC | 0.13% | No change | 6,000 | $617K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -36.8% | 5,988 | $611K |
| Wealth Enhancement Trust Services, Inc. | 0.07% | Reduce -11.2% | 5,885 | $605K |
| TD Private Client Wealth LLC | 0.01% | Add +1.9% | 5,813 | $598K |
| Beacon Financial Planning, Inc. | 0.20% | Add +1.6% | 5,804 | $597K |
| Shotwell Rutter Baer Inc | 0.33% | Reduce -1.7% | 5,802 | $597K |
| Ballentine Partners, LLC | 0.01% | Add +2.9% | 5,786 | $595K |
| Rogco, LP | 0.18% | Add +0.2% | 5,779 | $594K |
| AlphaCore Capital LLC | 0.01% | Reduce -14.8% | 5,769 | $593K |
| Quantinno Capital Management LP | 0.00% | Add +62.3% | 5,750 | $591K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +45.7% | 5,733 | $589K |
| Noble Wealth Partners LLC | 0.51% | — | 5,726 | $589K |
| Continuum Advisory, LLC | 0.05% | Reduce -0.5% | 5,582 | $574K |
| Bangor Savings Bank | 0.04% | Add +5.3% | 5,532 | $569K |
| DDFG, Inc | 0.11% | Add +2.0% | 5,488 | $564K |
| Frisch Financial Group, Inc. | 0.10% | Reduce -16.1% | 5,422 | $557K |
| Nwam LLC | 0.03% | New | 5,411 | $556K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.6% | 5,403 | $556K |
| World Investment Advisors | 0.01% | Reduce -1.1% | 5,798 | $555K |
| Milestone Investment Advisors LLC | 0.12% | Reduce -1.0% | 5,346 | $550K |
| Kintra Wealth, LLC | 0.03% | Add +0.2% | 5,035 | $543K |
| Abundance Wealth Counselors | 0.04% | Add +100.0% | 5,260 | $541K |
| Simmons Bank | 0.03% | No change | 5,255 | $540K |
| Fiduciary Financial Advisors | 0.05% | Add +125.5% | 5,232 | $538K |
| BLB&B Advisors, LLC | 0.02% | No change | 5,215 | $536K |
| Bank of Montreal | 0.00% | Reduce -10.7% | 5,214 | $536K |
| Sentinel Trust Co. Lba | 0.05% | Reduce -4.8% | 5,210 | $536K |
| Bigelow Investment Advisors, LLC | 0.19% | No change | 5,212 | $536K |
| Advisors Capital Management, LLC | 0.01% | No change | 5,208 | $535K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,178 | $532K |
| Empowered Funds, LLC | 0.00% | Reduce -5.5% | 5,170 | $532K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -27.2% | 5,162 | $529K |
| Vanguard Advisers Inc. | 0.00% | Add +1.7% | 5,093 | $524K |
| Curtis Advisory Group, LLC | 0.10% | Reduce -9.3% | 5,057 | $520K |
| Advisory Alpha, LLC | 0.01% | Add +11.7% | 4,971 | $511K |
| First Trust Advisors LP | 0.00% | No change | 4,928 | $507K |
| Morling Financial Advisors, LLC | 0.14% | Add +1.5% | 4,922 | $506K |
| Affinity Capital Advisors, LLC | 0.06% | Reduce -19.3% | 4,841 | $506K |
| Sherman Asset Management, Inc. | 0.39% | No change | 4,865 | $500K |
| North Berkeley Wealth Management, LLC | 0.20% | Add +10.3% | 4,789 | $492K |
| Valley National Advisers Inc. | 0.05% | Reduce -0.0% | 4,740 | $487K |
| United Asset Strategies, Inc. | 0.03% | Add +29.5% | 4,705 | $484K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -7.4% | 4,704 | $484K |
| Sharkey, Howes & Javer | 0.06% | Reduce -40.6% | 4,699 | $483K |
| DWR Wealth Management, LLC | 0.36% | Add +2.7% | 4,706 | $482K |
| Veracity Capital LLC | 0.13% | Add +9.7% | 4,680 | $481K |
| Bell Bank | 0.02% | Reduce -1.9% | 4,642 | $477K |
| Compass Ion Advisors, LLC | 0.04% | No change | 4,622 | $475K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -19.9% | 4,615 | $474K |
| Pacific Excel Wealth Advisors, Inc. | 0.18% | New | 4,614 | $474K |
| Heritage Family Offices, LLP | 0.18% | New | 4,614 | $474K |
| Fiduciary Counselling Inc. | 1.17% | New | 4,602 | $473K |
| Farmers National Bank | 0.10% | Add +14.1% | 4,601 | $473K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,597 | $473K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -0.3% | 4,542 | $467K |
| Davis Wealth Advisors, LLC | 0.36% | Reduce -37.1% | 4,514 | $464K |
| Capital Management Associates, Inc | 0.09% | No change | 4,500 | $463K |
| Pecaut & Co. | 0.14% | Add +1.6% | 4,481 | $461K |
| Hughes Financial Services, LLC | 0.06% | Add +5.2% | 4,439 | $456K |
| Appleton Partners Inc. | 0.03% | No change | 4,386 | $451K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.1% | 4,323 | $443K |
| Community Bank, N.A. | 0.05% | Reduce -2.9% | 4,308 | $443K |
| EFG International AG | 0.01% | Add +110.7% | 4,277 | $440K |
| NerdWallet Wealth Partners, LLC | 0.15% | Add +70.0% | 4,277 | $440K |
| Envision Financial LLC | 0.20% | New | 4,234 | $435K |
| Darden Wealth Group Inc | 0.17% | No change | 4,233 | $435K |
| Truefg, LLC | 0.10% | Reduce -2.8% | 4,230 | $435K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -5.8% | 4,190 | $431K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.1% | 4,188 | $431K |
| Bogart Wealth, LLC | 0.01% | Reduce -5.1% | 4,180 | $430K |
| Etesian Wealth Advisors, Inc. | 0.13% | Add +5.6% | 4,153 | $427K |
| Fulcrum Capital LLC | 0.09% | Reduce -17.3% | 4,089 | $420K |
| Warner Financial, Inc. | 0.12% | Add +0.3% | 4,082 | $420K |
| CWC Advisors, LLC. | 0.19% | Reduce -0.4% | 4,074 | $419K |
| Opulen Financial Group LLC | 0.26% | Add +9.9% | 4,030 | $414K |
| Nautilus Advisors LLC | 0.24% | No change | 4,000 | $414K |
| Cadia Private Client LLC | 0.29% | No change | 4,000 | $411K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 4,000 | $411K |
| Hanson & Doremus Investment Management | 0.04% | No change | 3,995 | $411K |
| Krilogy Financial LLC | 0.01% | No change | 3,980 | $409K |
| Keener Financial Planning LLC | 0.15% | Add +34.7% | 3,977 | $408K |
| Strategic Advisory Partners, LLC | 0.29% | No change | 3,965 | $408K |
| Focus Financial Network, Inc. | 0.01% | Add +8.8% | 3,940 | $405K |
| Verus Capital Partners, LLC | 0.02% | Add +0.2% | 3,895 | $400K |
| Stephenson & Company, Inc. | 0.19% | Add +0.3% | 3,869 | $398K |
| Confluence Wealth Services, Inc. | 0.01% | Add +2.5% | 3,839 | $395K |
| Schmidt P J Investment Management Inc. | 0.06% | New | 3,830 | $394K |
| Harbor Group, Inc. | 0.05% | Reduce -10.9% | 3,823 | $393K |
| Hilltop Partners LLC | 0.10% | Reduce -10.4% | 3,817 | $392K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -1.6% | 3,806 | $391K |
| Leverty Financial Group, LLC | 0.08% | No change | 3,788 | $389K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -0.5% | 3,769 | $387K |
| Gemmer Asset Management LLC | 0.03% | Add +1.5% | 3,717 | $382K |
| NewEdge Wealth, LLC | 0.00% | Add +32.0% | 3,715 | $382K |
| Cassilly Financial Group LLC | 0.28% | New | 3,711 | $382K |
| Wealth Dimensions Group, Ltd. | 0.07% | Reduce -1.3% | 3,690 | $379K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.7% | 3,689 | $379K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Add +23.9% | 3,682 | $379K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +0.0% | 3,675 | $378K |
| Hill Island Financial LLC | 0.08% | Reduce -67.3% | 3,675 | $378K |
| Endeavor Private Wealth, Inc. | 0.09% | Reduce -9.1% | 3,658 | $376K |
| Commerce Bank | 0.00% | Add +38.4% | 3,625 | $373K |
| DWM Financial Group, Inc. | 0.33% | — | 3,874 | $368K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.4% | 3,572 | $367K |
| Financial Insights, Inc. | 0.10% | Reduce -5.3% | 3,555 | $365K |
| Signaturefd, LLC | 0.00% | Add +20.7% | 3,551 | $365K |
| Arkos Global Advisors | 0.04% | Reduce -0.8% | 3,538 | $364K |
| Motive Wealth Advisors | 0.15% | No change | 3,512 | $361K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 3,510 | $361K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.7% | 3,504 | $360K |
| Daiwa Securities Group Inc. | 0.00% | Add +885.7% | 3,450 | $355K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -7.3% | 3,402 | $352K |
| BridgePort Financial Solutions, LLC | 0.09% | Add +0.9% | 3,387 | $348K |
| American Financial & Tax Strategies Inc. | 0.16% | Add +0.5% | 3,370 | $346K |
| Morris Financial Concepts, Inc. | 0.11% | Add +6.0% | 3,338 | $343K |
| Marshall & Sterling Wealth Advisors Inc. | 0.20% | Add +32.1% | 3,328 | $342K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -11.0% | 3,303 | $340K |
| PFG Investments, LLC | 0.01% | Add +4.4% | 3,274 | $337K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -26.9% | 3,273 | $336K |
| Shum Financial Group, Inc. | 0.20% | Add +1.6% | 3,223 | $331K |
| MOR Wealth Management, LLC | 0.13% | No change | 3,216 | $331K |
| RFG Advisory, LLC | 0.01% | Reduce -31.4% | 3,191 | $328K |
| Kingsview Wealth Management, LLC | 0.00% | Add +5.7% | 3,186 | $328K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 3,175 | $326K |
| PW Advisors, LLC \ FL | 0.22% | Add +10.9% | 3,161 | $325K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +35.0% | 3,150 | $325K |
| Abacus Planning Group, Inc. | 0.04% | Add +1.3% | 3,147 | $324K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,146 | $323K |
| Nadler Financial Group, Inc. | 0.03% | Add +8.7% | 3,130 | $322K |
| Ritholtz Wealth Management | 0.00% | New | 3,127 | $322K |
| Wealth Management Nebraska | 0.03% | No change | 3,111 | $320K |
| Callan Family Office, LLC | 0.01% | No change | 3,104 | $319K |
| Metis Global Partners, LLC | 0.01% | Reduce -65.1% | 3,098 | $319K |
| First Hawaiian Bank | 0.04% | Reduce -0.2% | 3,085 | $317K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.4% | 3,080 | $317K |
| J. Mark Nickell & Co. | 0.25% | Reduce -16.7% | 3,073 | $316K |
| Lido Advisors, LLC | 0.00% | Reduce -1.1% | 3,070 | $316K |
| Regal Investment Advisors LLC | 0.02% | Reduce -29.5% | 3,062 | $315K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 3,026 | $311K |
| Lake Street Private Wealth, LLC | 0.04% | Add +1.6% | 3,014 | $310K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,996 | $308K |
| Trust Co. of Vermont | 0.01% | — | 2,972 | $306K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -2.5% | 2,969 | $305K |
| XML Financial, LLC | 0.02% | Add +8.8% | 2,943 | $303K |
| JGP Wealth Management, LLC | 0.03% | Add +4.4% | 2,941 | $302K |
| CWS Financial Advisors, LLC | 0.07% | Add +7.2% | 2,930 | $301K |
| Crusonia Wealth Advisors LLC | 0.05% | Add +1.1% | 2,910 | $299K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -1.0% | 2,907 | $299K |
| Round Rock Advisors LLC | 0.04% | No change | 2,895 | $298K |
| Novare Capital Management LLC | 0.02% | No change | 2,845 | $292K |
| Connecticut Wealth Management, LLC | 0.01% | Add +0.2% | 2,835 | $291K |
| Well Done, LLC | 0.04% | No change | 2,833 | $291K |
| NWF Advisory Services Inc. | 0.03% | Reduce -3.9% | 2,831 | $291K |
| Basecamp Wealth Advisors LLC | 0.05% | No change | 2,813 | $289K |
| AE Wealth Management LLC | 0.00% | Reduce -9.8% | 2,804 | $288K |
| Bar Harbor Wealth Management | 0.02% | No change | 2,803 | $288K |
| Investment Research Partners LLC | 0.10% | Reduce -5.5% | 2,801 | $288K |
| Avail Investment Partners, LLC | 0.22% | Reduce -5.5% | 2,752 | $283K |
| APS Management Group, Inc. | 0.22% | Add +0.0% | 2,741 | $282K |
| Sterling Investment Advisors LLC | 0.13% | Add +1.1% | 2,737 | $281K |
| Topel & Distasi Wealth Management, LLC | 0.13% | Reduce -1.8% | 2,716 | $279K |
| Natural Investments, LLC | 0.06% | Add +0.6% | 2,710 | $278K |
| Silver Oak Advisory Group, Inc. | 0.11% | Reduce -17.6% | 2,687 | $276K |
| Prospera Financial Services Inc | 0.00% | Add +13.8% | 2,681 | $276K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -31.6% | 2,680 | $276K |
| Wealth Alliance, LLC | 0.02% | Reduce -33.0% | 2,664 | $274K |
| American Money Management, LLC | 0.04% | New | 2,617 | $269K |
| Rede Wealth, LLC | 0.09% | Add +23.9% | 2,606 | $268K |
| SmartHarvest Portfolios, LLC | 0.09% | No change | 2,601 | $267K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.11% | No change | 2,576 | $265K |
| Corepath Wealth Partners LLC | 0.17% | Add +3.1% | 2,586 | $265K |
| Rossby Financial, LCC | 0.05% | Reduce -3.0% | 2,568 | $264K |
| Busey Bank | 0.01% | No change | 2,560 | $263K |
| Sachetta, LLC | 0.13% | Reduce -3.1% | 2,544 | $262K |
| Fairlight Advisors | 0.21% | — | 2,533 | $260K |
| WealthSpring Partners, LLC | 0.22% | No change | 2,528 | $260K |
| Elmwood Wealth Management, Inc. | 0.06% | Reduce -11.8% | 2,514 | $258K |
| Columbia Bank | 0.06% | No change | 2,469 | $254K |
| Fairway Financial, LLC | 0.17% | Reduce -0.0% | 2,466 | $253K |
| Common Fund for Nonprofit Organizations | 0.02% | Reduce -4.8% | 2,464 | $253K |
| JSF Financial, LLC | 0.04% | Add +1.5% | 2,460 | $253K |
| Essex Bank | 0.05% | No change | 2,458 | $253K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.5% | 2,426 | $249K |
| Two Sigma Securities, LLC | 0.02% | New | 2,418 | $249K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -0.9% | 2,414 | $248K |
| Welch & Forbes LLC | 0.00% | Reduce -5.6% | 2,396 | $246K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +6.3% | 2,377 | $245K |
| BayBridge Capital Group, LLC | 0.13% | Add +0.4% | 2,369 | $244K |
| Financial Council, LLC | 0.08% | Add +0.9% | 2,355 | $242K |
| Compton Financial Group, LLC | 0.05% | New | 2,341 | $241K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 2,330 | $240K |
| MA Private Wealth | 0.04% | Reduce -3.2% | 2,326 | $239K |
| Midway Capital Research & Management | 0.19% | No change | 2,321 | $239K |
| Stewardship Advisors, LLC | 0.05% | Reduce -2.2% | 2,315 | $238K |
| Kellett Wealth Advisors, LLC | 0.11% | New | 2,295 | $236K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -54.2% | 2,288 | $235K |
| WBH Advisory Inc. | 0.02% | Reduce -16.0% | 2,272 | $234K |
| Liberty Atlantic Advisors LLC | 0.17% | Reduce -7.8% | 2,261 | $232K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 2,252 | $232K |
| Howard Financial Services, LTD. | 0.02% | Add +0.8% | 2,244 | $231K |
| Independent Financial Group, LLC | 0.00% | New | 2,236 | $230K |
| Arq Wealth Advisors, LLC | 0.03% | Add +0.7% | 2,210 | $228K |
| Mengis Capital Management, Inc. | 0.03% | Add +3.1% | 2,221 | $228K |
| ETF Portfolio Partners, Inc. | 0.05% | Add +0.3% | 2,214 | $228K |
| Pekin Hardy Strauss, Inc. | 0.02% | No change | 2,210 | $227K |
| Grey Ledge Advisors, LLC | 0.05% | Add +0.6% | 2,209 | $227K |
| Snider Financial Group | 0.06% | Reduce -2.2% | 2,207 | $227K |
| GenWealth Group, Inc. | 0.04% | New | 2,201 | $226K |
| LifeGoal Investments, LLC | 0.10% | No change | 2,194 | $226K |
| Armstrong, Fleming & Moore, Inc | 0.07% | Add +0.6% | 2,178 | $224K |
| Navigation Group, LLC | 0.04% | New | 2,169 | $223K |
| TPG Financial Advisors, LLC | 0.07% | Reduce -1.5% | 2,169 | $223K |
| Sweeney & Michel, LLC | 0.06% | Add +1.5% | 2,063 | $222K |
| Financial Futures Ltd Liability Co. | 0.08% | Reduce -11.3% | 2,156 | $222K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -45.6% | 2,155 | $222K |
| Revolve Wealth Partners, LLC | 0.02% | Add +0.1% | 2,135 | $220K |
| Frankly Finances, LLC | 0.17% | New | 2,130 | $219K |
| Allworth Financial LP | 0.00% | Add +11.1% | 2,119 | $218K |
| Argyle Capital Partners, LLC | 0.14% | No change | 2,107 | $217K |
| Emergent Wealth Advisors, LLC | 0.11% | Reduce -5.2% | 2,101 | $216K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 2,100 | $216K |
| Wolff Financial Management LLC | 0.04% | New | 2,099 | $216K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.2% | 2,097 | $216K |
| Motco | 0.02% | No change | 2,091 | $215K |
| Kaizen Financial Strategies | 0.08% | Reduce -6.9% | 2,100 | $214K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 2,077 | $214K |
| Eaton Financial Holdings Company, LLC | 0.06% | New | 2,072 | $213K |
| L & S Advisors Inc | 0.02% | New | 2,068 | $213K |
| Clarity Asset Management, Inc. | 0.10% | Add +5.0% | 2,041 | $210K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Reduce -7.9% | 2,032 | $209K |
| Parkside Financial Bank & Trust | 0.01% | Add +6.7% | 2,020 | $208K |
| Deutsche Bank AG | 0.00% | Add +81.4% | 1,986 | $204K |
| WPG Advisers, LLC | 0.12% | No change | 1,974 | $203K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,974 | $203K |
| Eq LLC | 0.05% | Reduce -15.9% | 1,973 | $203K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -0.5% | 1,971 | $203K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,969 | $202K |
| Curry Webb Wealth Management LLC | 0.08% | New | 1,961 | $202K |
| Old Peak Finance LLC | 0.10% | Reduce -15.1% | 1,952 | $201K |
| Gould Capital, LLC | 0.11% | No change | 1,887 | $194K |
| TOP Private Wealth LLC. | 0.18% | — | 1,870 | $192K |
| GAMMA Investing LLC | 0.01% | Add +978.2% | 1,833 | $188K |
| Finley Financial, LLC | 0.08% | No change | 1,830 | $188K |
| CoreCap Advisors, LLC | 0.01% | Add +16.3% | 1,808 | $186K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,775 | $182K |
| Covestor Ltd | 0.10% | Add +0.6% | 1,739 | $179K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -1.0% | 1,686 | $173K |
| Clean Yield Group | 0.04% | No change | 1,682 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -6.0% | 1,666 | $171K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.2% | 1,644 | $169K |
| Capital Analysts, LLC | 0.00% | Reduce -20.2% | 1,479 | $152K |
| Kennebec Savings Bank | 0.11% | No change | 1,365 | $140K |
| Princeton Global Asset Management LLC | 0.02% | Add +2.9% | 1,297 | $133K |
| Larson Financial Group LLC | 0.00% | Add +150.7% | 1,251 | $129K |
| Lanark Financial, Inc. | 0.01% | No change | 1,199 | $123K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.9% | 1,198 | $122K |
| Fort Vancouver Investment Management, LLC | 0.05% | No change | 1,090 | $112K |
| Arax Advisory Partners | 0.00% | Add +1206.0% | 1,084 | $111K |
| Addison Advisors LLC | 0.05% | Reduce -84.2% | 1,063 | $109K |
| Westend Capital Management, LLC | 0.02% | No change | 1,030 | $106K |
| Spire Wealth Management | 0.00% | Add +1.4% | 981 | $101K |
| Concord Wealth Partners | 0.01% | New | 967 | $99K |
| CVA Family Office, LLC | 0.01% | No change | 957 | $98K |
| Key Financial Inc | 0.02% | No change | 937 | $96K |
| Angeles Wealth Management, LLC | 0.00% | Add +18.8% | 931 | $96K |
| Hurley Capital, LLC | 0.05% | No change | 929 | $96K |
| Trust Co | 0.01% | Reduce -3.2% | 882 | $91K |
| Stance Capital LLC | 0.03% | No change | 871 | $90K |
| Kilter Group LLC | 0.03% | Reduce -2.8% | 833 | $86K |
| Evolution Wealth Management Inc. | 0.05% | No change | 799 | $82K |
| Bfsg, LLC | 0.01% | No change | 783 | $81K |
| Financial Gravity Companies, Inc. | 0.01% | — | 772 | $79K |
| 4Thought Financial Group Inc. | 0.04% | Add +5.4% | 767 | $79K |
| IAG Wealth Partners, LLC | 0.01% | No change | 765 | $79K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | Reduce -1.2% | 763 | $78K |
| Hollencrest Capital Management | 0.01% | No change | 763 | $78K |
| Pacifica Partners Inc. | 0.02% | No change | 750 | $77K |
| American National Bank & Trust | 0.01% | No change | 725 | $75K |
| Redwood Park Advisors LLC | 0.05% | Add +1.6% | 711 | $73K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 710 | $73K |
| Cape Investment Advisory, Inc. | 0.02% | New | 707 | $73K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -32.6% | 703 | $72K |
| Geneos Wealth Management Inc. | 0.00% | Add +7.0% | 691 | $71K |
| Archer Investment Corp | 0.01% | Add +0.1% | 685 | $70K |
| Pacific Center for Financial Services | 0.02% | No change | 673 | $69K |
| DT Investment Partners, LLC | 0.01% | No change | 670 | $69K |
| Harbor Asset Planning, Inc. | 0.05% | Add +0.6% | 670 | $69K |
| Smithfield Trust Co | 0.00% | Reduce -26.1% | 658 | $68K |
| Ancora Advisors LLC | 0.00% | No change | 657 | $68K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 647 | $67K |
| StrongBox Wealth, LLC | 0.02% | New | 646 | $66K |
| First Horizon Corp. | 0.00% | Reduce -14.6% | 645 | $66K |
| Evolution Advisers, Inc. | 0.02% | No change | 650 | $66K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 620 | $64K |
| Seneschal Advisors, LLC | 0.04% | New | 615 | $63K |
| Ameriflex Group, Inc. | 0.02% | Add +46.2% | 592 | $61K |
| Investors Research Corp | 0.01% | No change | 589 | $61K |
| Your Advocates Ltd., LLP | 0.02% | Add +0.7% | 577 | $59K |
| UMB Bank, n.a. | 0.00% | No change | 568 | $58K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4.0% | 551 | $57K |
| Center for Financial Planning, Inc. | 0.01% | No change | 549 | $56K |
| MCF Advisors LLC | 0.00% | No change | 537 | $55K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +23.1% | 517 | $53K |
| IFG Advisory, LLC | 0.00% | New | 479 | $49K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -4.8% | 477 | $49K |
| Blueline Advisors LLC | 0.03% | Add +1.6% | 437 | $45K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -29.9% | 434 | $45K |
| Downshift Financial, LLC | 0.02% | New | 427 | $44K |
| TD Capital Management LLC | 0.00% | Add +1.5% | 411 | $42K |
| NBT Bank, N.A. | 0.00% | Add +36.3% | 402 | $41K |
| North Star Investment Management Corp. | 0.00% | Reduce -36.8% | 367 | $38K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 353 | $36K |
| Creative Capital Management Investments LLC | 0.01% | No change | 321 | $33K |
| Winthrop Capital Management, LLC | 0.01% | No change | 323 | $33K |
| SouthState Bank Corp | 0.00% | Reduce -40.9% | 320 | $33K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -88.9% | 305 | $31K |
| Coston, McIsaac & Partners | 0.01% | Add +1.3% | 302 | $31K |
| Rossmore Private Capital | 0.00% | No change | 300 | $31K |
| Triumph Capital Management | 0.01% | No change | 299 | $31K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -44.4% | 265 | $27K |
| HM Payson & Co. | 0.00% | No change | 260 | $27K |
| JDM Financial Group LLC | 0.01% | No change | 254 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 232 | $24K |
| Longview Financial Advisors LLC | 0.01% | No change | 222 | $23K |
| Crewe Advisors LLC | 0.00% | Add +2.3% | 221 | $23K |
| Investors Portfolio Services LLC | 0.02% | Add +1.4% | 211 | $22K |
| GW&K Investment Management, LLC | 0.00% | No change | 208 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 185 | $19K |
| Centerpoint Advisors, LLC | 0.01% | Add +7.2% | 178 | $18K |
| International Assets Investment Management, LLC | 0.00% | Add +1000.0% | 176 | $18K |
| United Financial Planning Group LLC | 0.01% | Add +1.8% | 169 | $17K |
| Copia Wealth Management | 0.01% | No change | 164 | $17K |
| Bokf, NA | 0.00% | No change | 160 | $16K |
| CX Institutional | 0.00% | No change | 157 | $16K |
| Institute for Wealth Management, LLC. | 0.00% | New | 145 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 141 | $14K |
| Strategic Wealth Advisors LLC | 0.01% | Add +21.1% | 149 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -15.8% | 138 | $14K |
| Abound Wealth Management | 0.00% | Add +0.8% | 134 | $14K |
| Vision Retirement, LLC | 0.00% | No change | 126 | $13K |
| Financial Avengers, Inc. | 0.00% | Add +104.0% | 102 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 99 | $10K |
| JPL Wealth Management, LLC | 0.00% | New | 92 | $9K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 89 | $9K |
| First Bancorp, Inc | 0.00% | New | 82 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 79 | $8K |
| Founders Capital Management | 0.00% | No change | 73 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 66 | $7K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 63 | $6K |
| Buck Wealth Strategies, LLC | 0.00% | New | 62 | $6K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.7% | 59 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 61 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 55 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 52 | $5K |
| LifeSteps Financial, Inc. | 0.00% | New | 50 | $5K |
| Millstone Evans Group, LLC | 0.00% | Add +109.5% | 44 | $5K |
| Lodestone Wealth Management LLC | 0.00% | Add +2.5% | 41 | $4K |
| WealthShield Partners, LLC | 0.00% | Reduce -99.9% | 40 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 27 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 24 | $2K |
| Colonial Trust Advisors | 0.00% | New | 22 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | New | 20 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 18 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +18.2% | 13 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 11 | $1K |
| Davis Capital Management | 0.00% | No change | 9 | $925 |
| Maseco LLP | 0.00% | No change | 8 | $823 |
| Portfolio Resources Advisor Group, Inc. | 0.00% | New | 6 | $617 |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 5 | $558 |
| Key Capital Management, INC | 0.00% | Reduce -37.5% | 5 | $514 |
| Glassman Wealth Services | 0.00% | No change | 2 | $206 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -97.6% | 1 | $103 |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 1 | $84 |
"% of holder's portfolio" is ESGD's weight in each manager's 13F, not the share of iShares Trust iShares ESG Aw the manager owns.