iShares Inc. iShares ESG AwarESGEETF
13F holders, Q1 2025 (March 31)503holders −16
31new positions
44sold out
3famous investors
$35.31avg. 13F price*
At the end of Q1 2025, 503 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, down 16 from Q4 2024. 31 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($552.8M), Northern Trust Corp. ($208.7M) and Empower Advisory Group, LLC ($199.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $15.5M |
| Exits | 44 | $15.4M |
All 13F filers, Q4 2024 → Q1 2025: 4,955,725 shares bought and 4,878,704 shares sold, net +77,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 503 holders
| Bank of America Corp. | 0.05% | Add +0.9% | 15,817,700 | $552.8M |
| Northern Trust Corp. | 0.03% | Add +38.8% | 5,971,597 | $208.7M |
| Empower Advisory Group, LLC | 0.65% | Reduce -0.6% | 5,703,199 | $199.3M |
| Morgan Stanley | 0.01% | Add +3.1% | 5,314,192 | $185.7M |
| Tiaa Trust, National Association | 0.53% | Reduce -21.1% | 4,876,613 | $170.4M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.0% | 3,387,953 | $118.4M |
| Betterment LLC | 0.25% | Reduce -12.2% | 2,977,966 | $104.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +15.2% | 2,930,104 | $102.4M |
| Wealthfront Advisers LLC | 0.23% | Reduce -1.5% | 2,495,656 | $87.2M |
| FMR LLC | 0.01% | Add +12.8% | 2,478,014 | $86.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.8% | 1,917,190 | $67.0M |
| Creative Planning | 0.06% | Add +1.7% | 1,863,735 | $65.1M |
| Wit, LLC | 1.71% | No change | 783,879 | $60.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 1,675,882 | $58.6M |
| Ameriprise Financial Inc. | 0.02% | Add +27.1% | 1,653,189 | $57.8M |
| UBS Group AG | 0.01% | Reduce -13.9% | 1,442,503 | $50.4M |
| Acorns Advisers, LLC | 0.40% | Reduce -0.5% | 1,190,891 | $41.6M |
| LPL Financial LLC | 0.02% | Add +1.8% | 1,139,083 | $39.8M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -28.4% | 904,767 | $31.6M |
| Ellevest, Inc. | 2.03% | Reduce -22.8% | 870,877 | $30.4M |
| BlackRock, Inc. | 0.00% | Reduce -8.0% | 799,198 | $27.9M |
| Royal Bank of Canada | 0.01% | Add +15.8% | 782,809 | $27.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +1.6% | 751,219 | $26.3M |
| US Bancorp \de | 0.03% | Add +0.2% | 737,067 | $25.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.1% | 693,051 | $24.2M |
| M&T Bank Corp | 0.08% | Reduce -1.0% | 662,660 | $23.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.0% | 635,078 | $22.2M |
| Mission Wealth Management, LP | 0.55% | Add +6.4% | 626,289 | $21.9M |
| Corient Private Wealth LP | 0.04% | Add +107.6% | 611,584 | $21.4M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -23.1% | 544,239 | $19.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +7.7% | 504,507 | $17.6M |
| Fifth Third Bancorp | 0.07% | Add +3.9% | 496,066 | $17.3M |
| Wealthspire Advisors, LLC | 0.10% | Add +275.9% | 467,538 | $16.3M |
| Money Design Co.,Ltd. | 0.78% | Add +0.1% | 447,706 | $15.6M |
| IMPACTfolio, LLC | 7.60% | Add +33.1% | 413,986 | $14.5M |
| HighTower Advisors, LLC | 0.02% | Add +2.6% | 397,090 | $13.9M |
| Sei Investments Co. | 0.02% | Add +0.9% | 371,316 | $13.0M |
| Fiduciary Trust Co | 0.16% | Reduce -0.7% | 354,907 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.2% | 331,609 | $11.6M |
| Partners Capital Investment Group, LLP | 0.19% | Reduce -4.1% | 322,576 | $11.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Add +0.4% | 298,342 | $10.4M |
| SigFig Wealth Management, LLC | 0.37% | Add +2.0% | 293,175 | $10.3M |
| Mariner, LLC | 0.02% | Add +3.4% | 288,368 | $10.1M |
| Park Avenue Securities LLC | 0.11% | Reduce -1.2% | 249,932 | $8.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -10.3% | 242,800 | $8.5M |
| High Note Wealth, LLC | 2.06% | Reduce -10.4% | 238,527 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -7.1% | 233,704 | $8.2M |
| Cetera Investment Advisers | 0.02% | Add +11.2% | 229,684 | $8.0M |
| MML Investors Services, LLC | 0.02% | Add +0.4% | 197,313 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.9% | 195,935 | $6.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | No change | 185,000 | $6.5M |
| Ally Invest Advisors Inc. | 0.52% | Reduce -1.2% | 175,287 | $6.1M |
| Oxford Financial Group, LTD. LLC | 0.42% | Reduce -1.5% | 170,840 | $6.0M |
| Intergy Private Wealth, LLC | 2.12% | Add +3.4% | 159,584 | $5.6M |
| Laurel Wealth Planning LLC | 3.53% | Add +2.3% | 151,969 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | New | 151,899 | $5.3M |
| Eastern Bank | 0.10% | Reduce -4.8% | 151,229 | $5.3M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -0.3% | 151,098 | $5.3M |
| Modera Wealth Management, LLC | 0.07% | Add +1.8% | 145,547 | $5.1M |
| Mather Group, Llc. | 0.05% | Reduce -7.8% | 134,534 | $4.7M |
| Pallas Capital Advisors LLC | 0.19% | Reduce -3.0% | 132,494 | $4.6M |
| Dohj, LLC | 1.00% | Reduce -2.9% | 124,929 | $4.4M |
| Stanich Group LLC | 3.21% | Add +9.4% | 124,178 | $4.3M |
| Citadel Advisors | 0.00% | Reduce -67.9% | 122,747 | $4.3M |
| Quent Capital, LLC | 0.42% | Add +15.3% | 114,857 | $4.0M |
| Flow Traders U.S. LLC | 0.17% | Add +0.5% | 113,638 | $4.0M |
| Sand Hill Global Advisors, LLC | 0.16% | Add +0.5% | 112,755 | $3.9M |
| Brown Advisory Inc. | 0.01% | Add +1.6% | 109,957 | $3.8M |
| Bailard, Inc. | 0.10% | Add +1.3% | 107,337 | $3.8M |
| Focus Partners Wealth | 0.01% | Reduce -5.9% | 104,574 | $3.7M |
| DRW Securities, LLC | 0.30% | New | 99,998 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 99,825 | $3.5M |
| Evoke Wealth, LLC | 0.09% | Add +0.0% | 98,813 | $3.5M |
| Jane Street Group, LLC | 0.01% | Reduce -25.5% | 96,950 | $3.4M |
| GeoWealth Management, LLC | 0.13% | Reduce -9.7% | 92,045 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.4% | 90,853 | $3.2M |
| Litman Gregory Wealth Management LLC | 0.26% | Add +4.8% | 88,013 | $3.1M |
| Savant Capital, LLC | 0.03% | Reduce -0.9% | 87,587 | $3.1M |
| Plan A Wealth LLC | 2.36% | Reduce -17.1% | 87,135 | $3.0M |
| Comerica Bank | 0.01% | Reduce -3.4% | 82,259 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 80,665 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +3.8% | 78,700 | $2.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -23.0% | 76,779 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -8.7% | 76,529 | $2.7M |
| Koss-Olinger Consulting, LLC | 0.22% | Add +0.6% | 75,698 | $2.6M |
| Allworth Financial LP | 0.01% | Add +2.0% | 75,018 | $2.6M |
| Synergy Asset Management, LLC | 0.32% | Add +26595.3% | 73,145 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -19.1% | 70,886 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 70,823 | $2.5M |
| Connecticut Wealth Management, LLC | 0.13% | Add +11.5% | 70,015 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +10.3% | 69,563 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +118.5% | 69,500 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +1.3% | 69,309 | $2.4M |
| Assetmark, Inc. | 0.01% | Add +0.6% | 69,256 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -8.6% | 68,117 | $2.4M |
| Apella Capital, LLC | 0.08% | Reduce -2.2% | 68,709 | $2.3M |
| Quadrant Capital Group LLC | 0.08% | No change | 63,089 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 62,976 | $2.2M |
| AlTi Global, Inc. | 0.06% | Add +3.5% | 62,548 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 60,276 | $2.1M |
| &partners | 0.02% | Add +8.3% | 57,948 | $2.1M |
| Bokf, NA | 0.04% | Reduce -0.9% | 57,414 | $2.0M |
| State of Wisconsin Investment Board | 0.01% | New | 57,159 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.8% | 56,974 | $2.0M |
| Raffa Wealth Management, LLC | 0.45% | Add +4.1% | 56,518 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -34.1% | 55,971 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.0% | 55,267 | $1.9M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +5.2% | 54,914 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -4.8% | 53,854 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Add +2.4% | 53,594 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.5% | 53,001 | $1.9M |
| Affiance Financial, LLC | 0.43% | Add +4.3% | 52,321 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.0% | 50,783 | $1.8M |
| Keybank National Association | 0.01% | Reduce -1.2% | 50,608 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.9% | 49,661 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -16.7% | 48,332 | $1.7M |
| Bear Mountain Capital, Inc. | 0.65% | Reduce -3.2% | 47,727 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -24.3% | 47,693 | $1.7M |
| Eq LLC | 0.78% | Reduce -16.7% | 47,652 | $1.7M |
| Cabot Wealth Management Inc. | 0.21% | Add +8.4% | 47,467 | $1.7M |
| Choreo, LLC | 0.03% | Reduce -15.4% | 47,270 | $1.7M |
| One Wealth Advisors, LLC | 0.25% | Reduce -11.9% | 47,088 | $1.6M |
| Pitcairn Co. | 0.10% | Add +0.0% | 46,970 | $1.6M |
| Baron Financial Group, LLC | 1.03% | Reduce -1.2% | 46,665 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -34.2% | 46,599 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.1% | 46,588 | $1.6M |
| Blue Edge Capital, LLC | 0.26% | Add +11.1% | 45,481 | $1.6M |
| WCM Investment Management, LLC | 0.00% | No change | 45,185 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -30.0% | 45,030 | $1.6M |
| Omega Financial Group, LLC | 0.58% | Add +10.0% | 43,162 | $1.5M |
| Alaska Wealth Advisors, LLC | 0.23% | Reduce -2.2% | 42,882 | $1.5M |
| Nottingham Advisors, Inc. | 0.22% | Reduce -28.1% | 41,725 | $1.5M |
| JNBA Financial Advisors | 0.15% | Reduce -6.4% | 41,335 | $1.4M |
| Heritage Wealth Advisors | 0.07% | Add +1.7% | 39,285 | $1.4M |
| Greykasell Wealth Strategies, Inc. | 0.71% | Add +1.5% | 38,146 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -17.4% | 38,066 | $1.3M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -10.9% | 37,831 | $1.3M |
| Bank of Montreal | 0.00% | Add +1152.8% | 37,585 | $1.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -1.2% | 37,338 | $1.3M |
| Amundi | 0.00% | Add +13.7% | 37,866 | $1.3M |
| Neumann Capital Management, LLC | 0.45% | Reduce -3.1% | 37,135 | $1.3M |
| WealthShield Partners, LLC | 0.16% | Reduce -1.9% | 36,387 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +57.8% | 36,310 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.0% | 36,151 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.0% | 36,151 | $1.3M |
| XY Planning Network, Inc. | 0.84% | Reduce -3.5% | 36,145 | $1.3M |
| 3EDGE Asset Management, LP | 0.09% | Reduce -16.8% | 35,828 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Add +1.5% | 35,099 | $1.2M |
| Wealth Architects, LLC | 0.13% | Add +1.0% | 34,953 | $1.2M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -1.2% | 34,541 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.19% | Reduce -7.0% | 34,421 | $1.2M |
| Integris Wealth Management, LLC | 0.34% | Add +4.8% | 34,247 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -9.9% | 33,886 | $1.2M |
| Horst & Graben Wealth Management LLC | 0.21% | Reduce -6.2% | 33,808 | $1.2M |
| Maia Wealth LLC | 0.26% | Reduce -4.4% | 33,865 | $1.1M |
| Davis Wealth Advisors, LLC | 1.29% | Reduce -6.1% | 32,596 | $1.1M |
| Haverford Trust Co | 0.01% | Reduce -8.9% | 32,404 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +0.3% | 32,307 | $1.1M |
| Silver Oak Wealth Advisors Services, LLC | 1.00% | No change | 32,086 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.3% | 32,019 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -16.8% | 31,357 | $1.1M |
| Weil Company, Inc. | 0.33% | Add +13.0% | 31,182 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +0.6% | 31,121 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -21.1% | 30,888 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +28.2% | 30,444 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.1% | 30,399 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Add +15.6% | 30,196 | $1.1M |
| Canandaigua National Bank & Trust Co. | 0.11% | Add +0.0% | 30,142 | $1.1M |
| Staley Capital Advisers Inc. | 0.05% | No change | 30,000 | $1.0M |
| Investor's Fiduciary Advisor Network, LLC | 0.48% | Add +4.1% | 29,255 | $1.0M |
| Sharkey, Howes & Javer | 0.14% | Reduce -6.7% | 28,726 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +5.4% | 28,532 | $997K |
| Balanced Rock Investment Advisors LLC | 0.79% | Add +2.4% | 28,424 | $993K |
| Centennial Bank | 0.47% | Add +1.2% | 28,075 | $981K |
| Perennial Investment Advisors, LLC | 0.11% | Add +44.0% | 27,798 | $972K |
| Townsquare Capital LLC | 0.01% | Reduce -7.9% | 27,252 | $952K |
| Asset Dedication, LLC | 0.08% | Reduce -34.3% | 26,862 | $939K |
| Legacy Edge Advisors, LLC | 0.15% | Add +21.4% | 26,760 | $935K |
| RTD Financial Advisors, Inc. | 0.12% | Add +0.8% | 26,274 | $918K |
| Trust Co | 0.11% | Reduce -5.2% | 26,264 | $918K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.4% | 26,128 | $913K |
| SageView Advisory Group, LLC | 0.04% | Reduce -39.2% | 25,763 | $900K |
| Opes Wealth Management LLC | 0.18% | Reduce -14.9% | 25,587 | $894K |
| Parallel Advisors, LLC | 0.02% | Reduce -8.3% | 25,482 | $891K |
| Trilogy Capital Inc. | 0.05% | Add +8.3% | 25,192 | $880K |
| Equita Financial Network, Inc. | 0.30% | Add +11.1% | 24,541 | $858K |
| Focus Financial Network, Inc. | 0.03% | Add +8.1% | 24,296 | $849K |
| Vision Capital Management, Inc. | 0.12% | Reduce -8.1% | 23,794 | $832K |
| Elios Financial Group Inc. | 0.40% | Reduce -3.1% | 23,273 | $813K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +20.9% | 22,834 | $798K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +3.9% | 22,716 | $794K |
| Physician Wealth Advisors, Inc. | 0.14% | Reduce -0.7% | 22,584 | $789K |
| Gould Asset Management LLC | 0.16% | Reduce -2.6% | 22,079 | $772K |
| HB Wealth Management, LLC | 0.01% | Add +5.0% | 21,821 | $763K |
| Mascoma Wealth Management LLC | 0.19% | Reduce -9.6% | 21,505 | $752K |
| GenTrust, LLC | 0.04% | No change | 21,437 | $749K |
| Avior Wealth Management, LLC | 0.03% | Reduce -14.5% | 20,854 | $729K |
| OLIO Financial Planning | 0.25% | Add +2.8% | 20,605 | $720K |
| Hilltop Wealth Advisors, LLC | 0.40% | Reduce -2.2% | 20,280 | $709K |
| Regatta Capital Group, LLC | 0.14% | Reduce -8.6% | 20,165 | $705K |
| Jordan Park Group LLC | 0.05% | Add +2.5% | 20,114 | $703K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -13.0% | 20,112 | $703K |
| Freedom Investment Management, Inc. | 0.06% | Add +39.7% | 20,084 | $702K |
| Old Mission Capital LLC | 0.01% | Reduce -72.5% | 19,613 | $685K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 19,485 | $681K |
| US Financial Advisors, LLC | 0.20% | Add +6.9% | 19,452 | $680K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -38.4% | 19,196 | $671K |
| Cresset Asset Management, LLC | 0.00% | Add +0.9% | 18,779 | $656K |
| MainStreet Investment Advisors LLC | 0.10% | Reduce -19.5% | 18,762 | $656K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.6% | 18,532 | $648K |
| Parkside Advisors LLC | 0.16% | Add +4.3% | 18,441 | $644K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -10.3% | 18,211 | $639K |
| White Lighthouse Investment Management Inc. | 0.11% | Reduce -2.5% | 18,210 | $636K |
| Private Wealth Management Group, LLC | 0.23% | Reduce -1.2% | 18,187 | $636K |
| Morling Financial Advisors, LLC | 0.22% | Add +10.4% | 18,137 | $634K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.5% | 18,020 | $630K |
| Commerce Bank | 0.00% | Add +0.3% | 18,018 | $630K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 17,707 | $619K |
| Montecito Bank & Trust | 0.11% | No change | 17,186 | $601K |
| Whittier Trust Co. | 0.01% | Add +5.8% | 17,070 | $597K |
| Bond & Devick Financial Network, Inc. | 0.22% | Reduce -12.3% | 17,024 | $595K |
| CENTRAL TRUST Co | 0.01% | Add +0.0% | 16,679 | $583K |
| Vontobel Holding Ltd. | 0.00% | Reduce -10.5% | 16,541 | $578K |
| PFG Investments, LLC | 0.04% | Add +7.6% | 16,456 | $575K |
| Smart Portfolios, LLC | 0.62% | Add +3.4% | 16,387 | $573K |
| Summit Wealth Group, LLC | 0.17% | Add +4.9% | 16,376 | $572K |
| Howland Capital Management LLC | 0.03% | Reduce -41.3% | 16,242 | $568K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -9.4% | 16,188 | $566K |
| RHS Financial, LLC | 0.32% | Reduce -25.9% | 16,140 | $564K |
| Cwm, LLC | 0.00% | Reduce -65.7% | 16,041 | $561K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -12.8% | 15,990 | $560K |
| Austin Private Wealth, LLC | 0.05% | Reduce -1.8% | 15,991 | $559K |
| Bell Investment Advisors, Inc | 0.10% | Reduce -2.2% | 15,863 | $554K |
| Sage Financial Group Inc. | 0.04% | Add +2.7% | 15,764 | $551K |
| RFG Advisory, LLC | 0.01% | Reduce -1.5% | 15,675 | $548K |
| Yukon Wealth Management, Inc. | 0.23% | — | 15,596 | $545K |
| Aptus Capital Advisors, LLC | 0.01% | Add +205.9% | 15,502 | $542K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +20.5% | 15,486 | $541K |
| PDS Planning, Inc | 0.04% | Add +0.1% | 15,219 | $532K |
| Farther Finance Advisors, LLC | 0.01% | Add +28.4% | 15,027 | $527K |
| Addison Advisors LLC | 0.14% | Reduce -1.1% | 14,937 | $522K |
| Keel Point, LLC | 0.04% | Add +0.1% | 14,916 | $521K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -2.5% | 14,900 | $521K |
| Hardy Reed LLC | 0.05% | Add +4.7% | 14,834 | $518K |
| Plancorp, LLC | 0.02% | Reduce -10.0% | 14,779 | $517K |
| Fort Point Capital Partners LLC | 0.06% | No change | 14,752 | $516K |
| Larson Financial Group LLC | 0.02% | Reduce -9.5% | 14,736 | $515K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.0% | 14,649 | $509K |
| Cambridge Financial Group, LLC | 0.21% | Add +14.4% | 14,097 | $493K |
| Mgo One Seven LLC | 0.02% | Reduce -12.5% | 14,025 | $490K |
| Regal Investment Advisors LLC | 0.04% | Add +2.2% | 13,914 | $486K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.5% | 13,893 | $486K |
| Plum Street Advisors, LLC | 0.23% | Reduce -54.8% | 13,875 | $485K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.20% | Add +25.1% | 13,779 | $482K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $476K |
| A&I Financial Services, LLC | 0.32% | Add +8.9% | 13,564 | $474K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.7% | 13,523 | $473K |
| Boston Standard Wealth Management, LLC | 0.10% | Reduce -5.3% | 14,054 | $471K |
| Warren Street Wealth Advisors, LLC | 0.18% | Reduce -0.1% | 13,455 | $470K |
| Corrigan Financial, Inc. | 0.10% | Add +0.5% | 13,375 | $467K |
| SVB Wealth LLC | 0.02% | No change | 13,372 | $467K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 13,339 | $466K |
| Ameraudi Asset Management, Inc. | 0.27% | No change | 13,309 | $465K |
| Diversified Trust Co. | 0.01% | New | 13,284 | $464K |
| Private Trust Co. NA | 0.05% | No change | 13,079 | $457K |
| Sage Advisory Services, Ltd.Co. | 0.27% | No change | 13,012 | $455K |
| Birchbrook, Inc. | 0.26% | Add +227.6% | 12,989 | $454K |
| Brookwood Investment Group LLC | 0.08% | — | 12,955 | $453K |
| Stephens Consulting, LLC | 0.11% | Add +4.1% | 12,928 | $452K |
| Portland Global Advisors LLC | 0.06% | No change | 12,910 | $451K |
| Values Added Financial LLC | 0.25% | Add +99.8% | 12,838 | $449K |
| Sofi Wealth, LLC | 0.03% | Add +465.0% | 12,701 | $444K |
| Diversified Enterprises, LLC | 0.04% | Add +9.1% | 12,691 | $444K |
| Capital Analysts, LLC | 0.02% | Reduce -17.2% | 12,499 | $437K |
| MA Private Wealth | 0.08% | No change | 12,482 | $436K |
| Evergreen Capital Management LLC | 0.01% | Add +4.1% | 12,481 | $436K |
| Washington Trust Bank | 0.04% | Add +11.3% | 12,478 | $436K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -12.7% | 12,422 | $434K |
| World Investment Advisors | 0.01% | Add +6.6% | 12,106 | $423K |
| Falcon Wealth Planning | 0.05% | Reduce -19.3% | 11,864 | $415K |
| Pine Haven Investment Counsel, Inc | 0.35% | No change | 11,803 | $413K |
| TriaGen Wealth Management LLC | 0.14% | Reduce -12.0% | 11,742 | $410K |
| Presilium Private Wealth, LLC | 0.09% | Add +1.5% | 11,576 | $405K |
| Shotwell Rutter Baer Inc | 0.35% | Add +5.0% | 12,375 | $402K |
| Caliber Wealth Management, LLC / KS | 0.05% | — | 11,429 | $399K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -10.5% | 11,229 | $392K |
| Tudor Investment Corporation | 0.00% | Reduce -41.2% | 11,179 | $391K |
| BLB&B Advisors, LLC | 0.02% | Add +20.1% | 11,152 | $390K |
| CGN Advisors LLC | 0.04% | Reduce -4.8% | 11,032 | $386K |
| Ritholtz Wealth Management | 0.01% | Add +2.5% | 10,910 | $381K |
| Community Bank, N.A. | 0.05% | Reduce -0.1% | 10,894 | $381K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.6% | 10,835 | $379K |
| Valeo Financial Advisors, LLC | 0.01% | Add +9.1% | 10,820 | $378K |
| Wrapmanager Inc. | 0.10% | Reduce -90.2% | 10,806 | $378K |
| Long Run Wealth Advisors, LLC | 0.09% | Reduce -12.3% | 10,800 | $377K |
| Merit Financial Group, LLC | 0.01% | New | 10,567 | $369K |
| Williams & Novak, LLC | 0.36% | Reduce -0.0% | 10,497 | $368K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.2% | 10,280 | $359K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -10.7% | 10,246 | $358K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -21.1% | 10,194 | $356K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +4.2% | 10,163 | $355K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.8% | 9,958 | $348K |
| Capital Advantage, Inc. | 0.06% | No change | 10,357 | $346K |
| Tme Financial, Inc. | 0.29% | Reduce -1.4% | 9,687 | $339K |
| NorthRock Partners, LLC | 0.01% | Reduce -16.8% | 9,590 | $335K |
| Moller Wealth Partners | 0.08% | Add +9.6% | 9,520 | $333K |
| Wealth Alliance, LLC | 0.04% | Reduce -20.7% | 9,499 | $332K |
| Lifelong Wealth Advisors, Inc. | 0.16% | Add +15.0% | 9,472 | $331K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -15.6% | 9,383 | $328K |
| Causey Wealth LLC | 0.18% | Add +0.0% | 9,186 | $321K |
| UMB Bank, n.a. | 0.01% | Reduce -18.1% | 9,139 | $319K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 9,085 | $318K |
| One Wealth Capital Management, LLC | 0.17% | Reduce -0.2% | 8,890 | $311K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -17.8% | 8,851 | $309K |
| RW Investment Management LLC | 0.04% | Reduce -0.7% | 8,744 | $306K |
| Topel & Distasi Wealth Management, LLC | 0.14% | Add +29.2% | 8,709 | $304K |
| Bogart Wealth, LLC | 0.01% | Reduce -0.3% | 8,685 | $304K |
| Financial Counselors Inc. | 0.00% | No change | 8,666 | $303K |
| Qube Research & Technologies Ltd | 0.00% | Add +68.6% | 8,621 | $301K |
| Keystone Financial Services | 0.11% | Reduce -1.5% | 8,592 | $300K |
| Facet Wealth, Inc. | 0.01% | Reduce -11.3% | 8,178 | $299K |
| eCIO, Inc. | 0.12% | — | 8,493 | $297K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.9% | 8,414 | $294K |
| Tortoise Investment Management, LLC | 0.03% | No change | 8,349 | $292K |
| Sharper & Granite LLC | 0.12% | Reduce -2.2% | 8,312 | $291K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -32.4% | 8,290 | $290K |
| WT Wealth Management | 0.09% | Reduce -11.2% | 8,276 | $289K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.3% | 8,269 | $289K |
| Elevation Wealth Partners, LLC | 0.12% | Reduce -20.7% | 8,221 | $287K |
| Capasso Planning Partners LLC | 0.12% | Add +1.2% | 8,129 | $284K |
| Compound Planning, Inc. | 0.01% | Reduce -3.0% | 8,019 | $280K |
| Atria Investments, Inc | 0.00% | Add +0.6% | 7,970 | $279K |
| Garde Capital, Inc. | 0.02% | Reduce -23.0% | 7,716 | $270K |
| LifePlan Investment Advisors, Inc. | 0.15% | Add +13.0% | 7,677 | $268K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -9.6% | 7,603 | $266K |
| Great Diamond Partners, LLC | 0.07% | Add +0.9% | 7,596 | $265K |
| Sigma Investment Counselors Inc. | 0.02% | Add +3.3% | 7,574 | $265K |
| CFM Wealth Partners LLC | 0.05% | Add +9.3% | 7,533 | $263K |
| Courier Capital LLC | 0.02% | New | 7,516 | $263K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 7,492 | $262K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +2.6% | 7,482 | $261K |
| Leverty Financial Group, LLC | 0.11% | Add +0.5% | 7,427 | $260K |
| Tarbox Family Office, Inc. | 0.04% | Reduce -7.4% | 7,399 | $259K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.1% | 7,384 | $258K |
| SCS Capital Management LLC | 0.00% | New | 7,355 | $257K |
| Argent Trust Co | 0.01% | No change | 7,308 | $255K |
| KPP Advisory Services LLC | 0.05% | New | 7,276 | $254K |
| One Capital Management, LLC | 0.01% | Add +15.4% | 7,269 | $254K |
| GC Wealth Management RIA, LLC | 0.05% | New | 7,149 | $250K |
| O'Brien Wealth Partners LLC | 0.05% | New | 7,128 | $249K |
| First Foundation Advisors | 0.01% | New | 7,072 | $247K |
| BSW Wealth Partners | 0.04% | Reduce -17.1% | 7,066 | $247K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -23.0% | 7,013 | $246K |
| Retirement Income Solutions, Inc. | 0.05% | Add +6.8% | 6,934 | $242K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 6,838 | $239K |
| Strategic Blueprint, LLC | 0.01% | Reduce -6.7% | 6,833 | $239K |
| Higgins & Schmidt Wealth Strategies LLC | 0.14% | Reduce -3.5% | 6,774 | $237K |
| Evergreen Private Wealth LLC | 0.11% | Reduce -0.1% | 6,742 | $236K |
| Foster Group, Inc. | 0.01% | Add +4.4% | 6,725 | $235K |
| Renaissance Technologies | 0.00% | Reduce -91.5% | 6,700 | $234K |
| Continuum Advisory, LLC | 0.03% | Reduce -0.9% | 6,655 | $233K |
| AdvisorNet Financial, Inc | 0.02% | Add +8.7% | 6,623 | $231K |
| Cutler Investment Counsel LLC | 0.03% | New | 6,620 | $231K |
| Oregon Pacific Wealth Management, LLC | 0.23% | Reduce -3.0% | 6,582 | $230K |
| AE Wealth Management LLC | 0.00% | Reduce -10.6% | 6,581 | $230K |
| Savvy Advisors, Inc. | 0.02% | New | 6,452 | $226K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Reduce -0.8% | 6,448 | $225K |
| SK Wealth Management, LLC | 0.12% | New | 6,721 | $225K |
| Morton Brown Family Wealth, LLC | 0.08% | Add +0.2% | 6,428 | $225K |
| Copperleaf Capital, LLC | 0.13% | Reduce -0.7% | 6,400 | $224K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +4.6% | 6,313 | $221K |
| Hughes Financial Services, LLC | 0.04% | Reduce -5.8% | 6,240 | $219K |
| Pathstone Holdings, LLC | 0.00% | Reduce -21.2% | 6,234 | $218K |
| W Advisors, LLC | 0.14% | No change | 6,184 | $216K |
| Rogco, LP | 0.09% | Add +16.8% | 6,150 | $215K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 6,037 | $211K |
| Keener Financial Planning LLC | 0.14% | No change | 5,989 | $209K |
| Wharton Business Group, LLC | 0.01% | Reduce -56.9% | 5,975 | $209K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.8% | 5,971 | $209K |
| Napatree Capital LLC | 0.12% | New | 5,961 | $208K |
| Signaturefd, LLC | 0.00% | Add +51.9% | 5,930 | $207K |
| Marino, Stram & Associates LLC | 0.05% | New | 5,920 | $207K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -8.4% | 5,898 | $206K |
| Rothschild & Co Wealth Management UK Ltd | 0.00% | Reduce -34.3% | 5,873 | $205K |
| Veridan Wealth LLC | 0.09% | Reduce -27.5% | 5,866 | $205K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +1.6% | 5,864 | $205K |
| Wealthgarden F.S. LLC | 0.20% | New | 5,854 | $205K |
| CoreCap Advisors, LLC | 0.01% | Add +5.4% | 5,682 | $199K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,525 | $193K |
| AlphaCore Capital LLC | 0.02% | New | 5,524 | $193K |
| PrairieView Partners, LLC | 0.02% | Reduce -1.8% | 4,802 | $167K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -9.0% | 4,508 | $158K |
| Prudential PLC | 0.00% | New | 4,300 | $150K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.4% | 4,243 | $148K |
| Bangor Savings Bank | 0.01% | Add +2.1% | 3,851 | $135K |
| Gen-Wealth Partners Inc | 0.06% | Reduce -1.9% | 3,849 | $135K |
| Union Savings Bank | 0.06% | Reduce -15.3% | 3,583 | $125K |
| Dynamic Wealth Strategies, LLC | 0.10% | New | 3,514 | $123K |
| Arax Advisory Partners | 0.01% | New | 3,489 | $122K |
| Valley National Advisers Inc. | 0.02% | Add +15.7% | 3,473 | $121K |
| American Capital Advisory, LLC | 0.06% | Reduce -1.5% | 3,290 | $115K |
| Rossby Financial, LCC | 0.04% | New | 2,756 | $96K |
| SouthState Bank Corp | 0.00% | New | 2,606 | $91K |
| Fiduciary Counselling Inc. | 0.22% | No change | 2,515 | $88K |
| Finley Financial, LLC | 0.05% | No change | 2,420 | $85K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -33.9% | 2,330 | $81K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 2,108 | $74K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.2% | 2,102 | $73K |
| Gould Capital, LLC | 0.05% | Add +5.3% | 1,964 | $69K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 1,927 | $67K |
| WPG Advisers, LLC | 0.06% | No change | 1,907 | $67K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -2.3% | 1,903 | $67K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.9% | 1,903 | $67K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,880 | $66K |
| Motco | 0.01% | Add +17.5% | 1,877 | $66K |
| Trust Co. of Vermont | 0.00% | Add +18.2% | 1,844 | $64K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,818 | $64K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.5% | 1,797 | $63K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,779 | $62K |
| Covestor Ltd | 0.04% | Add +10.4% | 1,682 | $59K |
| Morris Financial Concepts, Inc. | 0.02% | Add +0.2% | 1,646 | $58K |
| WealthCollab, LLC | 0.03% | No change | 1,562 | $55K |
| Smartleaf Asset Management LLC | 0.00% | Add +1255.7% | 1,437 | $50K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 1,403 | $49K |
| Principal Securities, Inc. | 0.00% | No change | 1,399 | $47K |
| IFP Advisors, Inc | 0.00% | Add +324.9% | 1,330 | $46K |
| Golden State Wealth Management, LLC | 0.01% | Add +17.5% | 1,277 | $45K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 1,269 | $44K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1,253 | $44K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | Add +21.5% | 1,245 | $44K |
| Urban Financial Advisory Corp | 0.02% | Add +0.1% | 1,232 | $43K |
| McIlrath & Eck, LLC | 0.01% | Reduce -1.9% | 1,160 | $41K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,124 | $39K |
| FSC Wealth Advisors, LLC | 0.03% | New | 1,096 | $38K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -6.5% | 1,059 | $37K |
| Nalls Sherbakoff Group, LLC | 0.03% | — | 1,046 | $37K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | — | 1,003 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -17.5% | 947 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 946 | $33K |
| Concord Wealth Partners | 0.01% | Reduce -57.7% | 939 | $33K |
| Geneos Wealth Management Inc. | 0.00% | Add +15.6% | 817 | $29K |
| TFC Financial Management, Inc. | 0.00% | New | 757 | $26K |
| Russell Investments Group, Ltd. | 0.00% | No change | 753 | $26K |
| Smithfield Trust Co | 0.00% | No change | 762 | $25K |
| Founders Financial Alliance, LLC | 0.01% | No change | 709 | $25K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 658 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $23K |
| Winthrop Capital Management, LLC | 0.01% | No change | 624 | $22K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -9.4% | 605 | $21K |
| Howe & Rusling Inc. | 0.00% | Reduce -40.7% | 598 | $21K |
| Tompkins Financial Corp. | 0.00% | Reduce -17.3% | 590 | $21K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.2% | 568 | $20K |
| Fairway Wealth LLC | 0.01% | No change | 502 | $18K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -96.0% | 575 | $16K |
| Transce3nd, LLC | 0.01% | Reduce -36.4% | 429 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 424 | $15K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -5.3% | 412 | $14K |
| Ancora Advisors LLC | 0.00% | Add +6.3% | 408 | $14K |
| Crewe Advisors LLC | 0.00% | Add +2.3% | 395 | $14K |
| WealthTrak Capital Management LLC | 0.01% | Add +0.3% | 385 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +855.3% | 363 | $12K |
| Ameriflex Group, Inc. | 0.01% | Add +12.8% | 352 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 343 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 286 | $10K |
| Sachetta, LLC | 0.00% | New | 280 | $10K |
| Hemington Wealth Management | 0.00% | No change | 279 | $9K |
| BNP Paribas Financial Markets | 0.00% | Add +36.7% | 242 | $8K |
| SBI Securities Co., Ltd. | 0.00% | No change | 239 | $8K |
| Investors Research Corp | 0.00% | No change | 235 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 262 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | Add +3.4% | 216 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $7K |
| MCF Advisors LLC | 0.00% | New | 208 | $7K |
| Darwin Wealth Management, LLC | 0.00% | No change | 214 | $7K |
| Global Financial Private Client, LLC | 0.00% | Reduce -2.9% | 203 | $7K |
| National Bank of Canada | 0.00% | New | 189 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 158 | $6K |
| Evermay Wealth Management LLC | 0.00% | Add +69.6% | 156 | $5K |
| 1 North Wealth Services LLC | 0.00% | New | 145 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $5K |
| Centerpoint Advisors, LLC | 0.00% | Add +20.0% | 108 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 100 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 108 | $4K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -12.2% | 86 | $3K |
| ORG Partners LLC | 0.00% | Reduce -93.5% | 84 | $3K |
| Spire Wealth Management | 0.00% | No change | 85 | $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% | No change | 67 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $2K |
| GAMMA Investing LLC | 0.00% | Add +700.0% | 56 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Decker Retirement Planning Inc. | 0.00% | No change | 48 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 39 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 28 | $983 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 25 | $874 |
| Key Financial Inc | 0.00% | No change | 17 | $594 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 8 | $270 |
| Glassman Wealth Services | 0.00% | No change | 1 | $35 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $34 |
"% 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.