iShares Inc. iShares ESG AwarESGEETF
13F holders, Q4 2024 (December 31)519holders +16
32new positions
43sold out
3famous investors
$33.77avg. 13F price*
At the end of Q4 2024, 519 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 16 from Q3 2024. 32 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($523.4M), Tiaa Trust, National Association ($207.0M) and Empower Advisory Group, LLC ($191.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Inc. iShares ESG Awar
- CUSIP
- 46434G863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.1M |
| Exits | 43 | $15.1M |
All 13F filers, Q3 2024 → Q4 2024: 5,619,417 shares bought and 5,473,921 shares sold, net +145,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| Bank of America Corp. | 0.05% | Reduce -10.8% | 15,676,160 | $523.4M |
| Tiaa Trust, National Association | 0.63% | Add +0.6% | 6,177,766 | $207.0M |
| Empower Advisory Group, LLC | 0.65% | Add +1.1% | 5,737,712 | $191.6M |
| Morgan Stanley | 0.01% | Reduce -2.3% | 5,152,421 | $172.0M |
| Northern Trust Corp. | 0.02% | Add +37.7% | 4,303,920 | $143.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.9% | 3,457,898 | $115.5M |
| Betterment LLC | 0.27% | Add +4.7% | 3,391,317 | $113.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +1.4% | 2,544,238 | $85.0M |
| Wealthfront Advisers LLC | 0.25% | Reduce -11.2% | 2,533,952 | $84.6M |
| FMR LLC | 0.00% | Add +15.4% | 2,197,286 | $73.4M |
| JPMorgan Chase & Co. | 0.01% | Add +6.0% | 2,079,355 | $69.4M |
| Creative Planning | 0.06% | Add +3.4% | 1,831,856 | $61.2M |
| Wit, LLC | 1.88% | Add +99884.6% | 783,879 | $58.6M |
| Wells Fargo & Company | 0.01% | Add +100.8% | 1,677,295 | $56.0M |
| UBS Group AG | 0.01% | Reduce -2.5% | 1,675,327 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.9% | 1,300,991 | $43.4M |
| Federation des caisses Desjardins du Quebec | 0.21% | Add +0.1% | 1,262,770 | $42.1M |
| Acorns Advisers, LLC | 0.39% | Add +5.5% | 1,196,670 | $40.0M |
| Ellevest, Inc. | 2.17% | Reduce -35.8% | 1,127,626 | $37.6M |
| LPL Financial LLC | 0.02% | Add +10.9% | 1,118,521 | $37.3M |
| BlackRock, Inc. | 0.00% | Reduce -26.7% | 868,467 | $29.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +9.9% | 739,766 | $24.7M |
| US Bancorp \de | 0.03% | Reduce -12.5% | 735,902 | $24.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.4% | 722,745 | $24.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -1.2% | 708,108 | $23.6M |
| Royal Bank of Canada | 0.00% | Add +12.6% | 675,724 | $22.6M |
| M&T Bank Corp | 0.07% | Add +3.1% | 669,496 | $22.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.9% | 610,873 | $20.4M |
| Mission Wealth Management, LP | 0.47% | Reduce -5.4% | 588,641 | $19.7M |
| Fifth Third Bancorp | 0.06% | Reduce -6.5% | 477,342 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.3% | 468,330 | $15.6M |
| Money Design Co.,Ltd. | 0.77% | Reduce -3.1% | 447,380 | $15.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.0% | 387,046 | $12.9M |
| Citadel Advisors | 0.01% | Add +1184.9% | 382,882 | $12.8M |
| Sei Investments Co. | 0.02% | Reduce -0.1% | 367,887 | $12.3M |
| Raymond James Financial Inc. | 0.00% | — | 357,474 | $11.9M |
| Fiduciary Trust Co | 0.16% | Add +1.7% | 357,354 | $11.9M |
| Partners Capital Investment Group, LLP | 0.31% | Reduce -12.4% | 336,346 | $11.2M |
| IMPACTfolio, LLC | 5.39% | Add +0.9% | 311,038 | $10.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Reduce -0.7% | 297,039 | $9.9M |
| Corient Private Wealth LP | 0.02% | Reduce -2.5% | 294,656 | $9.8M |
| SigFig Wealth Management, LLC | 0.35% | Add +7.0% | 287,430 | $9.6M |
| Mariner, LLC | 0.02% | Add +3.0% | 278,947 | $9.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -18.1% | 270,800 | $9.1M |
| High Note Wealth, LLC | 2.32% | Reduce -0.7% | 266,360 | $8.9M |
| Park Avenue Securities LLC | 0.09% | Add +2.9% | 252,896 | $8.4M |
| Citigroup Inc. | 0.01% | Add +142.8% | 251,569 | $8.4M |
| Cetera Investment Advisers | 0.01% | Reduce -0.9% | 206,618 | $6.9M |
| Essential Planning, LLC. | 0.04% | New | 190,898 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.0% | 199,819 | $6.7M |
| MML Investors Services, LLC | 0.02% | Reduce -3.5% | 196,562 | $6.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Reduce -1.9% | 185,000 | $6.2M |
| Ally Invest Advisors Inc. | 0.51% | Add +5.4% | 177,340 | $5.9M |
| Oxford Financial Group, LTD. LLC | 0.38% | Add +10.3% | 173,468 | $5.8M |
| Eastern Bank | 0.10% | Reduce -1.1% | 158,924 | $5.3M |
| Intergy Private Wealth, LLC | 1.92% | Add +2.0% | 154,327 | $5.2M |
| Alesco Advisors, LLC, An ESL Co | 0.16% | Reduce -0.5% | 151,478 | $5.1M |
| Laurel Wealth Planning LLC | 3.20% | Add +4.8% | 148,604 | $5.0M |
| Mather Group, Llc. | 0.06% | Add +5.7% | 145,933 | $4.9M |
| Modera Wealth Management, LLC | 0.06% | Add +1.7% | 142,940 | $4.8M |
| Pallas Capital Advisors LLC | 0.20% | Reduce -1.8% | 136,624 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -80.5% | 130,206 | $4.3M |
| Dohj, LLC | 0.99% | Reduce -4.8% | 128,651 | $4.3M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -5.8% | 124,361 | $4.2M |
| Stanich Group LLC | 2.83% | — | 113,459 | $3.8M |
| Flow Traders U.S. LLC | 0.15% | Add +998.8% | 113,105 | $3.8M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -26.7% | 112,199 | $3.7M |
| Focus Partners Wealth | 0.01% | Add +4.5% | 111,112 | $3.7M |
| Wrapmanager Inc. | 0.94% | Reduce -18.6% | 109,922 | $3.7M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 108,210 | $3.6M |
| Bailard, Inc. | 0.09% | Add +3.3% | 105,945 | $3.5M |
| Lake Street Advisors Group, LLC | 0.16% | Add +1.5% | 105,545 | $3.5M |
| Plan A Wealth LLC | 3.21% | — | 105,100 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +3.8% | 102,526 | $3.4M |
| GeoWealth Management, LLC | 0.11% | Reduce -11.3% | 101,966 | $3.4M |
| Principal Financial Group Inc. | 0.00% | Add +19.1% | 99,732 | $3.3M |
| Quent Capital, LLC | 0.34% | Add +9.5% | 99,573 | $3.3M |
| Evoke Wealth, LLC | 0.09% | Add +155.9% | 98,797 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.9% | 87,600 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.5% | 89,053 | $3.0M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -8.0% | 88,730 | $3.0M |
| Savant Capital, LLC | 0.02% | Reduce -6.2% | 88,369 | $3.0M |
| Comerica Bank | 0.01% | Add +5.0% | 85,114 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +2.4% | 84,983 | $2.8M |
| Litman Gregory Wealth Management LLC | 0.24% | Reduce -8.8% | 83,957 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.6% | 83,813 | $2.8M |
| Renaissance Technologies | 0.00% | Add +608.0% | 79,300 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +29.9% | 75,812 | $2.5M |
| Koss-Olinger Consulting, LLC | 0.22% | Reduce -0.3% | 75,225 | $2.5M |
| Allworth Financial LP | 0.01% | Add +6.4% | 73,578 | $2.5M |
| Cerity Partners LLC | 0.01% | Add +5.3% | 74,497 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 72,573 | $2.4M |
| Old Mission Capital LLC | 0.06% | New | 71,428 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -0.2% | 70,813 | $2.4M |
| Apella Capital, LLC | 0.09% | Add +3.2% | 70,280 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +8.0% | 68,826 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +12.3% | 68,436 | $2.3M |
| Global Retirement Partners, LLC | 0.07% | Add +1.0% | 68,004 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +5.7% | 66,504 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +11.7% | 65,726 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.7% | 62,964 | $2.2M |
| Perigon Wealth Management, LLC | 0.05% | Add +23.1% | 64,344 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -3.1% | 63,048 | $2.1M |
| Quadrant Capital Group LLC | 0.14% | No change | 63,089 | $2.1M |
| Connecticut Wealth Management, LLC | 0.10% | Reduce -2.2% | 62,809 | $2.1M |
| AlTi Global, Inc. | 0.05% | Reduce -2.5% | 60,438 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.9% | 60,427 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Add +31.2% | 60,066 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.1% | 59,238 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.3% | 58,044 | $1.9M |
| Nottingham Advisors, Inc. | 0.25% | Reduce -31.6% | 58,006 | $1.9M |
| Eq LLC | 0.90% | Add +0.7% | 57,199 | $1.9M |
| Bokf, NA | 0.03% | Add +1.0% | 57,919 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -9.2% | 56,546 | $1.9M |
| Choreo, LLC | 0.03% | Reduce -9.8% | 55,882 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.9% | 54,526 | $1.8M |
| Raffa Wealth Management, LLC | 0.42% | Reduce -9.4% | 54,273 | $1.8M |
| &partners | 0.02% | Add +294.2% | 53,495 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.7% | 53,827 | $1.8M |
| One Wealth Advisors, LLC | 0.26% | Reduce -3.2% | 53,474 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +1.6% | 52,323 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.18% | Add +2.0% | 52,189 | $1.7M |
| Keybank National Association | 0.01% | Add +2.0% | 51,239 | $1.7M |
| Bear Mountain Capital, Inc. | 0.66% | Add +0.7% | 49,316 | $1.7M |
| Affiance Financial, LLC | 0.40% | Add +0.6% | 50,177 | $1.7M |
| Baron Financial Group, LLC | 0.98% | Reduce -1.3% | 47,223 | $1.6M |
| Pitcairn Co. | 0.09% | No change | 46,955 | $1.6M |
| Cwm, LLC | 0.01% | Reduce -3.0% | 46,809 | $1.6M |
| Hart & Patterson Financial Group LLC | 0.75% | Reduce -0.5% | 46,504 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -38.6% | 46,104 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -1.6% | 46,057 | $1.5M |
| WCM Investment Management, LLC | 0.00% | No change | 45,185 | $1.5M |
| JNBA Financial Advisors | 0.15% | Add +1.9% | 44,161 | $1.5M |
| Alaska Wealth Advisors, LLC | 0.23% | Add +0.3% | 43,830 | $1.5M |
| Cabot Wealth Management Inc. | 0.19% | Reduce -0.1% | 43,776 | $1.5M |
| 3EDGE Asset Management, LP | 0.09% | Reduce -53.4% | 43,065 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -0.9% | 42,474 | $1.4M |
| SageView Advisory Group, LLC | 0.06% | Add +1.0% | 42,368 | $1.4M |
| Blue Edge Capital, LLC | 0.21% | Reduce -2.8% | 40,928 | $1.4M |
| Asset Dedication, LLC | 0.11% | Reduce -21.4% | 40,856 | $1.4M |
| Idaho Trust Co | 0.67% | Add +8.5% | 39,648 | $1.3M |
| Omega Financial Group, LLC | 0.50% | Add +1.8% | 39,247 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -36.6% | 39,161 | $1.3M |
| Heritage Wealth Advisors | 0.06% | Reduce -0.6% | 38,614 | $1.3M |
| Neumann Capital Management, LLC | 0.43% | Reduce -2.8% | 38,335 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Reduce -6.4% | 37,781 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +41.0% | 37,673 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -10.3% | 37,600 | $1.3M |
| Greykasell Wealth Strategies, Inc. | 0.70% | — | 37,570 | $1.3M |
| XY Planning Network, Inc. | 0.94% | — | 37,464 | $1.3M |
| WealthShield Partners, LLC | 0.18% | Reduce -19.4% | 37,089 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.18% | Reduce -15.0% | 37,003 | $1.2M |
| Krilogy Financial LLC | 0.08% | Add +47.8% | 36,501 | $1.2M |
| Horst & Graben Wealth Management LLC | 0.21% | Add +5.9% | 36,059 | $1.2M |
| Maia Wealth LLC | 0.26% | Add +7.0% | 35,438 | $1.2M |
| Haverford Trust Co | 0.01% | Add +8.3% | 35,554 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.2% | 35,446 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +4.2% | 35,446 | $1.2M |
| Institute for Wealth Management, LLC. | 0.15% | Add +10.1% | 34,948 | $1.2M |
| Davis Wealth Advisors, LLC | 1.27% | — | 34,708 | $1.2M |
| Wealth Architects, LLC | 0.13% | Reduce -4.0% | 34,593 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Add +1.6% | 34,572 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -9.8% | 33,439 | $1.1M |
| Amundi | 0.00% | No change | 33,297 | $1.1M |
| Integris Wealth Management, LLC | 0.31% | Reduce -4.5% | 32,692 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +2.5% | 32,227 | $1.1M |
| Silver Oak Wealth Advisors Services, LLC | 0.93% | — | 32,086 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +71.0% | 31,805 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -18.3% | 31,260 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.7% | 31,156 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.3% | 31,053 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -0.7% | 30,947 | $1.0M |
| Sharkey, Howes & Javer | 0.14% | Add +2.4% | 30,786 | $1.0M |
| Plum Street Advisors, LLC | 0.51% | Add +7.5% | 30,713 | $1.0M |
| Canandaigua National Bank & Trust Co. | 0.10% | Reduce -3.1% | 30,133 | $1.0M |
| Opes Wealth Management LLC | 0.21% | Reduce -1.8% | 30,072 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | No change | 30,000 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +26.3% | 29,584 | $988K |
| Objective Capital Management, LLC | 0.64% | Reduce -2.5% | 28,709 | $959K |
| Investor's Fiduciary Advisor Network, LLC | 0.36% | — | 28,108 | $938K |
| Parallel Advisors, LLC | 0.02% | Add +14.8% | 27,801 | $928K |
| Centennial Bank | 0.44% | Reduce -0.5% | 27,750 | $927K |
| Balanced Rock Investment Advisors LLC | 0.73% | Reduce -35.6% | 27,747 | $926K |
| Trust Co | 0.11% | Add +2.5% | 27,716 | $925K |
| Howland Capital Management LLC | 0.04% | Reduce -4.6% | 27,653 | $924K |
| Weil Company, Inc. | 0.32% | Add +9.0% | 27,592 | $921K |
| Natixis Advisors, LLC | 0.00% | Reduce -2.5% | 27,064 | $904K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +5.6% | 26,122 | $872K |
| RTD Financial Advisors, Inc. | 0.11% | Add +3.2% | 26,055 | $870K |
| Vision Capital Management, Inc. | 0.13% | Add +0.9% | 25,885 | $864K |
| Avior Wealth Management, LLC | 0.03% | Reduce -18.1% | 24,385 | $814K |
| Elios Financial Group Inc. | 0.38% | Reduce -4.7% | 24,021 | $802K |
| Mascoma Wealth Management LLC | 0.20% | Reduce -5.1% | 23,797 | $795K |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 23,754 | $793K |
| MainStreet Investment Advisors LLC | 0.11% | New | 23,317 | $779K |
| Trilogy Capital Inc. | 0.04% | Reduce -1.0% | 23,265 | $777K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | New | 23,117 | $772K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -14.1% | 23,008 | $768K |
| Physician Wealth Advisors, Inc. | 0.13% | Reduce -4.6% | 22,734 | $759K |
| Gould Asset Management LLC | 0.16% | Reduce -1.5% | 22,676 | $757K |
| Focus Financial Network, Inc. | 0.03% | Add +7.9% | 22,482 | $751K |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -15.4% | 22,047 | $739K |
| Equita Financial Network, Inc. | 0.27% | Add +8.1% | 22,099 | $738K |
| Regatta Capital Group, LLC | 0.14% | Reduce -0.8% | 22,069 | $737K |
| Van Hulzen Asset Management, LLC | 0.05% | Reduce -7.4% | 21,873 | $730K |
| RHS Financial, LLC | 0.38% | Add +25.4% | 21,789 | $728K |
| GenTrust, LLC | 0.03% | No change | 21,437 | $716K |
| Bond & Devick Financial Network, Inc. | 0.30% | No change | 19,418 | $707K |
| HB Wealth Management, LLC | 0.01% | Add +2.0% | 20,776 | $694K |
| Hilltop Wealth Advisors, LLC | 0.35% | Reduce -10.0% | 20,734 | $692K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -1.3% | 20,303 | $678K |
| OLIO Financial Planning | 0.24% | Add +13.4% | 20,052 | $670K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.1% | 19,864 | $663K |
| Jordan Park Group LLC | 0.05% | Reduce -1.0% | 19,622 | $655K |
| Perennial Investment Advisors, LLC | 0.08% | Add +10.4% | 19,308 | $645K |
| Tudor Investment Corporation | 0.01% | New | 19,013 | $635K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +49.0% | 18,883 | $631K |
| White Lighthouse Investment Management Inc. | 0.11% | Reduce -8.3% | 18,685 | $624K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -22.5% | 18,649 | $623K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.3% | 18,668 | $623K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.1% | 18,615 | $622K |
| Vontobel Holding Ltd. | 0.00% | Add +0.5% | 18,490 | $617K |
| Private Wealth Management Group, LLC | 0.24% | Add +2.7% | 18,405 | $615K |
| US Financial Advisors, LLC | 0.19% | Add +1.5% | 18,202 | $608K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +0.1% | 17,765 | $606K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -16.2% | 18,328 | $603K |
| Commerce Bank | 0.00% | Reduce -6.2% | 17,958 | $600K |
| Shepherd Financial Partners LLC | 0.07% | Add +0.9% | 17,867 | $597K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Add +6.4% | 17,707 | $591K |
| Parkside Advisors LLC | 0.14% | Add +7.3% | 17,687 | $591K |
| Montecito Bank & Trust | 0.10% | No change | 17,186 | $574K |
| Mutual Advisors, LLC | 0.02% | Reduce -10.5% | 16,654 | $557K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.2% | 16,677 | $557K |
| Plancorp, LLC | 0.02% | Reduce -2.4% | 16,429 | $549K |
| Morling Financial Advisors, LLC | 0.19% | Add +5.9% | 16,428 | $549K |
| Austin Private Wealth, LLC | 0.05% | Add +2.8% | 16,286 | $544K |
| Larson Financial Group LLC | 0.03% | Add +3.4% | 16,275 | $543K |
| Bell Investment Advisors, Inc | 0.10% | Add +9.7% | 16,226 | $542K |
| Whittier Trust Co. | 0.01% | No change | 16,136 | $539K |
| Mgo One Seven LLC | 0.02% | Add +2.2% | 16,027 | $535K |
| RFG Advisory, LLC | 0.01% | Add +41.5% | 15,910 | $531K |
| Smart Portfolios, LLC | 0.55% | Add +3.8% | 15,856 | $529K |
| Summit Wealth Group, LLC | 0.15% | Add +3.0% | 15,608 | $521K |
| Sage Financial Group Inc. | 0.04% | Add +19.8% | 15,350 | $513K |
| PFG Investments, LLC | 0.03% | Reduce -15.4% | 15,300 | $511K |
| Brandywine Oak Private Wealth LLC | 0.05% | Add +3.0% | 15,288 | $510K |
| PDS Planning, Inc | 0.05% | Add +1.1% | 15,209 | $508K |
| Addison Advisors LLC | 0.14% | Reduce -0.4% | 15,097 | $504K |
| Capital Analysts, LLC | 0.02% | Add +4.0% | 15,097 | $504K |
| Keel Point, LLC | 0.04% | Add +1.4% | 14,908 | $498K |
| Boston Standard Wealth Management, LLC | 0.10% | Add +2.0% | 14,835 | $495K |
| Fort Point Capital Partners LLC | 0.06% | No change | 14,752 | $493K |
| Falcon Wealth Planning | 0.05% | Reduce -4.8% | 14,693 | $491K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -19.7% | 14,597 | $490K |
| Freedom Investment Management, Inc. | 0.04% | Add +47.2% | 14,379 | $480K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.1% | 14,345 | $479K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -5.5% | 14,221 | $475K |
| Hardy Reed LLC | 0.04% | Add +13.1% | 14,173 | $473K |
| Wharton Business Group, LLC | 0.02% | Reduce -13.3% | 13,865 | $463K |
| Regal Investment Advisors LLC | 0.03% | Add +3.3% | 13,610 | $454K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $454K |
| Warren Street Wealth Advisors, LLC | 0.18% | Add +17.2% | 13,469 | $450K |
| SVB Wealth LLC | 0.01% | New | 13,372 | $446K |
| Union Bancaire Privee, UBP SA | 0.01% | — | 14,310 | $446K |
| TriaGen Wealth Management LLC | 0.15% | Reduce -3.7% | 13,341 | $445K |
| Corrigan Financial, Inc. | 0.10% | Add +4.0% | 13,312 | $444K |
| Ameraudi Asset Management, Inc. | 0.25% | No change | 13,309 | $444K |
| Pure Financial Advisors, LLC | 0.01% | Add +17.4% | 13,299 | $444K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.1% | 13,199 | $441K |
| Fortis Capital Management LLC | 0.08% | Add +2.6% | 13,176 | $440K |
| Private Trust Co. NA | 0.04% | No change | 13,079 | $437K |
| Sage Advisory Services, Ltd.Co. | 0.26% | Add +1.7% | 13,012 | $434K |
| BlueStem Wealth Partners, LLC | 0.06% | — | 12,912 | $431K |
| Portland Global Advisors LLC | 0.05% | Reduce -0.8% | 12,910 | $431K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.4% | 12,855 | $429K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -31.9% | 12,547 | $419K |
| MA Private Wealth | 0.08% | Add +0.9% | 12,482 | $417K |
| A&I Financial Services, LLC | 0.41% | — | 12,457 | $416K |
| Stephens Consulting, LLC | 0.10% | Add +20.7% | 12,424 | $415K |
| Long Run Wealth Advisors, LLC | 0.10% | Add +0.4% | 12,322 | $411K |
| Cambridge Financial Group, LLC | 0.18% | Reduce -21.2% | 12,317 | $411K |
| Onyx Bridge Wealth Group LLC | 0.06% | New | 12,259 | $409K |
| Tradition Wealth Management, LLC | 0.04% | Add +21.4% | 12,242 | $409K |
| Evergreen Capital Management LLC | 0.01% | Add +1.9% | 11,990 | $401K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.1% | 11,974 | $400K |
| Pine Haven Investment Counsel, Inc | 0.32% | No change | 11,803 | $394K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.8% | 11,704 | $391K |
| Diversified Enterprises, LLC | 0.04% | Reduce -10.7% | 11,632 | $388K |
| Shotwell Rutter Baer Inc | 0.33% | Add +3.0% | 11,787 | $388K |
| CGN Advisors LLC | 0.04% | Add +12.2% | 11,589 | $387K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.0% | 11,531 | $385K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 11,468 | $383K |
| Presilium Private Wealth, LLC | 0.09% | Add +9.3% | 11,407 | $381K |
| World Investment Advisors | 0.01% | Add +0.3% | 11,357 | $379K |
| Washington Trust Bank | 0.04% | Reduce -0.2% | 11,208 | $374K |
| UMB Bank, n.a. | 0.01% | Reduce -0.2% | 11,159 | $373K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +6.8% | 11,118 | $371K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | No change | 11,015 | $368K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 11,010 | $368K |
| Community Bank, N.A. | 0.05% | Add +1.3% | 10,910 | $364K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -3.1% | 10,766 | $359K |
| Tme Financial, Inc. | 0.33% | — | 9,828 | $358K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.8% | 10,641 | $355K |
| Williams & Novak, LLC | 0.34% | Add +2.3% | 10,498 | $351K |
| Elevation Wealth Partners, LLC | 0.15% | Add +1.3% | 10,369 | $346K |
| Capital Advantage, Inc. | 0.06% | New | 10,357 | $346K |
| TD Private Client Wealth LLC | 0.01% | Add +2.3% | 10,305 | $344K |
| Garde Capital, Inc. | 0.02% | Reduce -49.3% | 10,022 | $335K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 9,921 | $331K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 9,781 | $327K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -28.7% | 9,754 | $326K |
| Spinnaker Trust | 0.02% | Reduce -1.9% | 9,652 | $322K |
| Facet Wealth, Inc. | 0.01% | Add +0.7% | 9,217 | $321K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -26.8% | 9,402 | $314K |
| WT Wealth Management | 0.10% | Add +0.1% | 9,322 | $311K |
| BLB&B Advisors, LLC | 0.02% | Reduce -0.7% | 9,286 | $310K |
| MAI Capital Management | 0.00% | Add +0.8% | 9,188 | $307K |
| Causey Wealth LLC | 0.18% | — | 9,182 | $307K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 9,107 | $304K |
| Rothschild & Co Wealth Management UK Ltd | 0.01% | No change | 8,938 | $298K |
| One Wealth Capital Management, LLC | 0.15% | — | 8,907 | $297K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 8,847 | $295K |
| RW Investment Management LLC | 0.04% | Reduce -13.2% | 8,801 | $294K |
| Keystone Financial Services | 0.11% | Add +0.2% | 8,721 | $291K |
| Bogart Wealth, LLC | 0.01% | Reduce -14.0% | 8,710 | $291K |
| Moller Wealth Partners | 0.08% | Add +0.4% | 8,684 | $290K |
| Financial Counselors Inc. | 0.00% | Reduce -26.8% | 8,666 | $289K |
| BSW Wealth Partners | 0.04% | Reduce -1.3% | 8,527 | $285K |
| Sharper & Granite LLC | 0.12% | Reduce -2.8% | 8,497 | $284K |
| Unionview, LLC | 0.21% | Reduce -3.7% | 8,496 | $284K |
| Aaron Wealth Advisors LLC | 0.03% | Add +1.0% | 8,410 | $281K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -0.7% | 8,349 | $279K |
| Veridan Wealth LLC | 0.13% | — | 8,094 | $277K |
| Compound Planning, Inc. | 0.01% | Add +4.6% | 8,264 | $276K |
| Lifelong Wealth Advisors, Inc. | 0.12% | — | 8,238 | $275K |
| Journey Strategic Wealth LLC | 0.01% | Add +22.1% | 8,166 | $273K |
| Capasso Planning Partners LLC | 0.11% | Add +1.9% | 8,031 | $268K |
| Tarbox Family Office, Inc. | 0.04% | Add +0.8% | 7,987 | $267K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +10.4% | 7,947 | $265K |
| Atria Investments, Inc | 0.00% | Reduce -16.7% | 7,919 | $264K |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.8% | 7,913 | $264K |
| HTLF Bank | 0.03% | No change | 7,818 | $261K |
| Great Diamond Partners, LLC | 0.07% | Add +2.9% | 7,530 | $251K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -2.2% | 7,492 | $250K |
| Leverty Financial Group, LLC | 0.13% | Add +1.4% | 7,394 | $247K |
| AE Wealth Management LLC | 0.00% | Reduce -9.1% | 7,364 | $246K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 7,334 | $245K |
| Strategic Blueprint, LLC | 0.01% | Reduce -22.5% | 7,326 | $245K |
| Argent Trust Co | 0.01% | Reduce -33.6% | 7,308 | $244K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +22.7% | 7,290 | $243K |
| Independent Advisor Alliance | 0.00% | New | 7,239 | $242K |
| JB Capital LLC | 0.01% | New | 7,036 | $235K |
| Two Sigma Securities, LLC | 0.04% | New | 7,023 | $234K |
| Higgins & Schmidt Wealth Strategies LLC | 0.15% | New | 7,021 | $234K |
| CFM Wealth Partners LLC | 0.04% | Reduce -1.7% | 6,892 | $230K |
| NewEdge Wealth, LLC | 0.00% | New | 6,851 | $229K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -7.4% | 6,844 | $229K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 6,838 | $228K |
| LifePlan Investment Advisors, Inc. | 0.14% | New | 6,796 | $227K |
| Oregon Pacific Wealth Management, LLC | 0.22% | — | 6,787 | $227K |
| Evergreen Private Wealth LLC | 0.11% | Reduce -0.1% | 6,750 | $225K |
| Topel & Distasi Wealth Management, LLC | 0.10% | Reduce -0.6% | 6,739 | $225K |
| Continuum Advisory, LLC | 0.03% | Add +0.9% | 6,716 | $224K |
| Theory Financial LLC | 0.09% | New | 6,692 | $223K |
| Hughes Financial Services, LLC | 0.05% | — | 6,624 | $221K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -1.8% | 6,500 | $217K |
| Retirement Income Solutions, Inc. | 0.04% | Add +0.3% | 6,490 | $217K |
| Copperleaf Capital, LLC | 0.14% | New | 6,445 | $215K |
| Foster Group, Inc. | 0.01% | Add +6.1% | 6,439 | $215K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -8.8% | 6,436 | $215K |
| Values Added Financial LLC | 0.12% | New | 6,427 | $215K |
| Morton Brown Family Wealth, LLC | 0.07% | Reduce -8.4% | 6,415 | $214K |
| Armstrong, Fleming & Moore, Inc | 0.13% | Add +0.4% | 6,298 | $210K |
| One Capital Management, LLC | 0.01% | Add +3.6% | 6,297 | $210K |
| W Advisors, LLC | 0.13% | Reduce -0.2% | 6,184 | $206K |
| Deutsche Bank AG | 0.00% | Reduce -3.1% | 6,175 | $206K |
| West Wealth Group, LLC | 0.06% | New | 6,137 | $205K |
| JSF Financial, LLC | 0.05% | Add +3.6% | 6,112 | $204K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -46.1% | 6,094 | $203K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -17.7% | 6,082 | $203K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.4% | 6,036 | $202K |
| Marshall Wace, LLP | 0.00% | New | 6,011 | $201K |
| Tempus Wealth Planning, LLC | 0.06% | Add +0.4% | 6,008 | $201K |
| Keener Financial Planning LLC | 0.12% | Add +72.5% | 5,989 | $199K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 5,770 | $193K |
| Venturi Wealth Management, LLC | 0.01% | Add +4.1% | 5,603 | $187K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.0% | 5,525 | $185K |
| CoreCap Advisors, LLC | 0.01% | Add +8.5% | 5,392 | $180K |
| Rogco, LP | 0.07% | New | 5,265 | $176K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -50.0% | 5,114 | $171K |
| Aptus Capital Advisors, LLC | 0.00% | Add +37.9% | 5,067 | $169K |
| Stonebridge Financial Group, LLC | 0.02% | — | 4,956 | $165K |
| PrairieView Partners, LLC | 0.02% | Add +6.4% | 4,891 | $163K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -51.5% | 4,632 | $155K |
| Union Savings Bank | 0.07% | No change | 4,232 | $141K |
| Birchbrook, Inc. | 0.08% | Reduce -7.7% | 3,965 | $132K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -10.2% | 3,922 | $131K |
| Signaturefd, LLC | 0.00% | Add +34.6% | 3,904 | $130K |
| Bangor Savings Bank | 0.01% | Add +6.1% | 3,770 | $126K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -2.2% | 3,527 | $118K |
| WR Wealth Planners, LLC | 0.04% | Reduce -32.6% | 3,477 | $116K |
| American Capital Advisory, LLC | 0.06% | Reduce -2.3% | 3,339 | $111K |
| Bank of Montreal | 0.00% | Reduce -98.9% | 3,000 | $100K |
| Valley National Advisers Inc. | 0.02% | Add +0.5% | 3,001 | $100K |
| Private Capital Management LLC | 0.02% | No change | 2,720 | $91K |
| Fiduciary Counselling Inc. | 0.22% | No change | 2,515 | $84K |
| Finley Financial, LLC | 0.04% | — | 2,420 | $81K |
| Sofi Wealth, LLC | 0.01% | New | 2,248 | $75K |
| Concord Wealth Partners | 0.01% | Reduce -10.7% | 2,221 | $74K |
| Endeavor Private Wealth, Inc. | 0.07% | — | 2,210 | $74K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,150 | $72K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.2% | 2,135 | $71K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +67.1% | 1,980 | $66K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -5.0% | 1,948 | $65K |
| Kestra Investment Management, LLC | 0.00% | New | 1,945 | $65K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 1,927 | $64K |
| WPG Advisers, LLC | 0.06% | — | 1,907 | $64K |
| Bellwether Advisors, LLC | 0.01% | New | 1,880 | $63K |
| Gould Capital, LLC | 0.04% | No change | 1,866 | $62K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,818 | $61K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.0% | 1,788 | $60K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,779 | $59K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -7.8% | 1,642 | $55K |
| Motco | 0.01% | Add +13.8% | 1,597 | $53K |
| WealthCollab, LLC | 0.03% | No change | 1,562 | $52K |
| Trust Co. of Vermont | 0.00% | Add +61.8% | 1,560 | $52K |
| Covestor Ltd | 0.03% | Reduce -14.7% | 1,523 | $51K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +2.6% | 1,403 | $47K |
| Principal Securities, Inc. | 0.00% | Reduce -2.6% | 1,399 | $47K |
| Coppell Advisory Solutions LLC | 0.01% | Add +42.5% | 1,388 | $47K |
| Rice Partnership, LLC | 0.01% | Reduce -5.6% | 1,367 | $46K |
| ORG Partners LLC | 0.01% | Reduce -0.2% | 1,289 | $43K |
| Bfsg, LLC | 0.01% | No change | 1,272 | $42K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 1,269 | $42K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,253 | $42K |
| Urban Financial Advisory Corp | 0.02% | Add +1.6% | 1,231 | $41K |
| McIlrath & Eck, LLC | 0.01% | Add +11.8% | 1,183 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +51.5% | 1,148 | $38K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 1,132 | $38K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,124 | $38K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,087 | $36K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 1,025 | $34K |
| Howe & Rusling Inc. | 0.00% | Add +92.2% | 1,009 | $34K |
| NBT Bank, N.A. | 0.00% | Reduce -44.6% | 946 | $32K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -12.1% | 793 | $26K |
| Highline Wealth Partners LLC | 0.01% | No change | 756 | $25K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 753 | $25K |
| Smithfield Trust Co | 0.00% | No change | 762 | $24K |
| Tompkins Financial Corp. | 0.00% | Add +479.7% | 713 | $24K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -71.7% | 709 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.6% | 707 | $24K |
| Transce3nd, LLC | 0.01% | — | 674 | $23K |
| FAS Wealth Partners, Inc. | 0.00% | Add +7.0% | 668 | $22K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 658 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $22K |
| Winthrop Capital Management, LLC | 0.01% | No change | 624 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.4% | 567 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -7.1% | 525 | $18K |
| Fairway Wealth LLC | 0.01% | Add +1.6% | 502 | $17K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 435 | $15K |
| Capital A Wealth Management, LLC | 0.02% | — | 435 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 424 | $14K |
| Oarsman Capital, Inc. | 0.00% | Add +219.2% | 399 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 386 | $13K |
| WealthTrak Capital Management LLC | 0.01% | — | 384 | $13K |
| Ancora Advisors LLC | 0.00% | Reduce -42.9% | 384 | $13K |
| CVA Family Office, LLC | 0.00% | No change | 343 | $11K |
| Atlatl Advisers LLC | 0.01% | — | 325 | $11K |
| Ameriflex Group, Inc. | 0.00% | — | 312 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 313 | $10K |
| Synergy Asset Management, LLC | 0.00% | New | 274 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 286 | $10K |
| Hemington Wealth Management | 0.00% | Reduce -9.1% | 279 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -77.1% | 262 | $9K |
| SBI Securities Co., Ltd. | 0.00% | — | 239 | $8K |
| Investors Research Corp | 0.00% | No change | 235 | $8K |
| Darwin Wealth Management, LLC | 0.00% | No change | 214 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $7K |
| Global Financial Private Client, LLC | 0.00% | No change | 209 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | Add +39.3% | 209 | $7K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.2% | 177 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 158 | $5K |
| Hanson & Doremus Investment Management | 0.00% | New | 138 | $5K |
| PSI Advisors, LLC | 0.00% | Add +2.1% | 147 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 141 | $5K |
| Rise Advisors, LLC | 0.00% | Add +1.8% | 111 | $4K |
| Noble Wealth Management PBC | 0.00% | — | 108 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 106 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +27.3% | 98 | $3K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -96.0% | 92 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 92 | $3K |
| Centerpoint Advisors, LLC | 0.00% | Add +63.6% | 90 | $3K |
| Bessemer Group Inc. | 0.00% | New | 100 | $3K |
| Spire Wealth Management | 0.00% | Reduce -86.8% | 85 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -7.8% | 83 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 82 | $3K |
| Tidemark, LLC | 0.00% | No change | 81 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 67 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Transcendent Capital Group LLC | 0.00% | Add +1.9% | 54 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 48 | $2K |
| NewSquare Capital LLC | 0.00% | No change | 46 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.0% | 42 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.7% | 38 | $1K |
| Mainstream Capital Management LLC | 0.00% | New | 31 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 28 | $935 |
| Financial Life Planners | 0.00% | — | 26 | $882 |
| Caitlin John, LLC | 0.00% | No change | 23 | $768 |
| West Financial Advisors, LLC | 0.00% | New | 21 | $702 |
| Key Financial Inc | 0.00% | No change | 17 | $568 |
| Retirement Wealth Solutions LLC | 0.00% | — | 8 | $255 |
| GAMMA Investing LLC | 0.00% | No change | 7 | $234 |
| Glassman Wealth Services | 0.00% | No change | 1 | $33 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -45.8% | 13 | $0 |
| Coston, McIsaac & Partners | 0.00% | New | 26 | $0 |
"% of holder's portfolio" is ESGE's weight in each manager's 13F, not the share of iShares Inc. iShares ESG Awar the manager owns.