iShares Inc. iShares ESG AwarESGEETF
13F holders, Q2 2025 (June 30)534holders +31
57new positions
28sold out
3famous investors
$39.16avg. 13F price*
At the end of Q2 2025, 534 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 31 from Q1 2025. 57 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($605.3M), Empower Advisory Group, LLC ($218.6M) and Morgan Stanley ($213.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Inc. iShares ESG Awar
- CUSIP
- 46434G863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $36.6M |
| Exits | 28 | $61.2M |
All 13F filers, Q1 2025 → Q2 2025: 10,984,305 shares bought and 7,338,023 shares sold, net +3,646,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Bank of America Corp. | 0.05% | Reduce -2.3% | 15,454,424 | $605.3M |
| Empower Advisory Group, LLC | 0.65% | Reduce -2.1% | 5,581,197 | $218.6M |
| Morgan Stanley | 0.01% | Add +2.4% | 5,441,460 | $213.1M |
| Wit, LLC | 4.45% | Add +485.3% | 4,588,201 | $179.7M |
| Northern Trust Corp. | 0.02% | Reduce -24.4% | 4,511,327 | $176.7M |
| Tiaa Trust, National Association | 0.45% | Reduce -9.1% | 4,434,498 | $173.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.9% | 3,418,362 | $133.9M |
| Betterment LLC | 0.28% | Add +12.4% | 3,346,542 | $131.1M |
| Wealthfront Advisers LLC | 0.24% | Reduce -3.0% | 2,420,944 | $94.8M |
| FMR LLC | 0.01% | Reduce -6.6% | 2,315,476 | $90.7M |
| BlackRock, Inc. | 0.00% | Add +162.5% | 2,098,139 | $82.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -29.6% | 2,063,382 | $80.8M |
| Creative Planning | 0.06% | Add +3.6% | 1,930,016 | $75.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.4% | 1,871,300 | $73.3M |
| Jane Street Group, LLC | 0.12% | Add +1775.9% | 1,818,697 | $71.2M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 1,671,554 | $65.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.9% | 1,522,663 | $59.7M |
| UBS Group AG | 0.01% | Reduce -1.1% | 1,426,514 | $55.9M |
| Acorns Advisers, LLC | 0.42% | Add +4.0% | 1,239,058 | $48.5M |
| LPL Financial LLC | 0.02% | Add +8.6% | 1,237,128 | $48.5M |
| PNC Financial Services Group, Inc. | 0.02% | Add +40.6% | 974,291 | $38.2M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -0.0% | 904,676 | $35.4M |
| US Bancorp \de | 0.04% | Add +7.0% | 788,977 | $30.9M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 782,025 | $30.6M |
| Mercer Global Advisors Inc. | 0.07% | Add +1.5% | 762,669 | $29.9M |
| M&T Bank Corp | 0.09% | Add +5.0% | 695,811 | $27.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.1% | 680,234 | $26.6M |
| Mission Wealth Management, LP | 0.53% | Reduce -0.8% | 621,600 | $24.3M |
| Susquehanna International Group, LLP | 0.03% | Add +261.9% | 549,748 | $21.5M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -6.1% | 510,844 | $20.0M |
| Old Mission Capital LLC | 0.53% | Add +2468.2% | 503,701 | $19.7M |
| Fifth Third Bancorp | 0.06% | Reduce -9.1% | 450,727 | $17.7M |
| IMPACTfolio, LLC | 7.77% | Add +1.0% | 418,254 | $16.4M |
| Money Design Co.,Ltd. | 0.81% | Reduce -6.8% | 417,101 | $16.3M |
| Sei Investments Co. | 0.02% | Reduce -2.2% | 363,178 | $14.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -8.8% | 361,975 | $14.2M |
| Fiduciary Trust Co | 0.17% | Reduce -0.8% | 352,124 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -33.5% | 335,638 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 330,820 | $13.0M |
| Flow Traders U.S. LLC | 0.47% | Add +188.5% | 327,848 | $12.8M |
| SigFig Wealth Management, LLC | 0.38% | Add +1.4% | 297,302 | $11.6M |
| Mariner, LLC | 0.02% | Add +2.7% | 296,133 | $11.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.25% | Reduce -4.5% | 285,073 | $11.2M |
| Corient Private Wealth LP | 0.01% | Reduce -55.5% | 272,469 | $10.7M |
| Park Avenue Securities LLC | 0.09% | Add +3.0% | 257,495 | $10.1M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 257,300 | $10.1M |
| Cetera Investment Advisers | 0.02% | Reduce -0.0% | 229,588 | $9.0M |
| Citigroup Inc. | 0.01% | Reduce -3.2% | 226,191 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.4% | 218,269 | $8.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -13.2% | 210,770 | $8.3M |
| MML Investors Services, LLC | 0.02% | Add +0.5% | 198,362 | $7.8M |
| Composition Wealth, LLC | 0.12% | New | 177,382 | $6.9M |
| Ally Invest Advisors Inc. | 0.53% | Reduce -1.1% | 173,347 | $6.8M |
| Oxford Financial Group, LTD. LLC | 0.39% | Reduce -2.1% | 167,200 | $6.5M |
| Intergy Private Wealth, LLC | 2.19% | Add +2.5% | 163,589 | $6.4M |
| Eastern Bank | 0.12% | Add +3.8% | 156,987 | $6.1M |
| Mather Group, Llc. | 0.07% | Add +16.3% | 156,472 | $6.1M |
| O'Brien Wealth Partners LLC | 0.96% | Add +2084.0% | 155,676 | $6.1M |
| Modera Wealth Management, LLC | 0.07% | Add +1.6% | 147,832 | $5.8M |
| Laurel Wealth Planning LLC | 3.21% | Reduce -5.3% | 143,962 | $5.6M |
| Forefront Analytics, LLC | 6.14% | New | 140,414 | $5.5M |
| Alesco Advisors, LLC, An ESL Co | 0.16% | Reduce -7.3% | 140,042 | $5.5M |
| 3EDGE Asset Management, LP | 0.34% | Add +285.5% | 138,106 | $5.4M |
| Stanich Group LLC | 4.53% | Add +3.5% | 128,478 | $5.1M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -73.9% | 122,150 | $4.8M |
| Brown Advisory Inc. | 0.01% | Add +7.5% | 118,160 | $4.6M |
| Quent Capital, LLC | 0.44% | Add +0.4% | 115,286 | $4.5M |
| Focus Partners Wealth | 0.01% | Add +5.9% | 110,775 | $4.3M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -2.1% | 110,379 | $4.3M |
| Bailard, Inc. | 0.10% | Reduce -1.4% | 105,860 | $4.1M |
| Dohj, LLC | 1.20% | Reduce -3.6% | 120,450 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +45.1% | 102,746 | $4.0M |
| Evoke Wealth, LLC | 0.09% | Add +0.2% | 99,050 | $3.9M |
| Savant Capital, LLC | 0.03% | Add +13.0% | 98,947 | $3.9M |
| High Note Wealth, LLC | 0.88% | Reduce -59.0% | 97,917 | $3.8M |
| GeoWealth Management, LLC | 0.14% | Reduce -0.1% | 91,918 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +15.9% | 88,734 | $3.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -2.4% | 88,687 | $3.5M |
| Assetmark, Inc. | 0.01% | Add +25.0% | 86,597 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 86,671 | $3.4M |
| Litman Gregory Wealth Management LLC | 0.26% | Reduce -2.5% | 85,829 | $3.4M |
| rebel Financial LLC | 1.51% | — | 84,809 | $3.3M |
| Comerica Bank | 0.01% | Add +0.0% | 82,277 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.4% | 78,393 | $3.1M |
| National Bank of Canada | 0.00% | Add +41064.0% | 77,800 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -22.6% | 77,289 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +10.6% | 76,845 | $3.0M |
| Allworth Financial LP | 0.01% | Add +0.0% | 75,040 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +45.1% | 73,702 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +20.1% | 72,418 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +29494.2% | 71,618 | $2.8M |
| Renaissance Technologies | 0.00% | Add +962.7% | 71,200 | $2.8M |
| Connecticut Wealth Management, LLC | 0.13% | Add +0.9% | 70,639 | $2.8M |
| Apella Capital, LLC | 0.07% | Add +1.9% | 70,033 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +2.5% | 69,797 | $2.7M |
| Advisory Services Network, LLC | 0.04% | Reduce -4.6% | 66,139 | $2.6M |
| Global Retirement Partners, LLC | 0.06% | — | 66,275 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 65,291 | $2.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -17.4% | 63,456 | $2.5M |
| Quadrant Capital Group LLC | 0.09% | No change | 63,089 | $2.5M |
| DRW Securities, LLC | 0.17% | Reduce -37.5% | 62,537 | $2.4M |
| AlTi Global, Inc. | 0.06% | Reduce -1.8% | 61,402 | $2.4M |
| Koss-Olinger Consulting, LLC | 0.20% | Reduce -18.9% | 61,391 | $2.4M |
| Plan A Wealth LLC | 1.32% | Reduce -31.9% | 59,300 | $2.3M |
| Crux Wealth Advisors | 0.99% | New | 59,272 | $2.3M |
| Raffa Wealth Management, LLC | 0.46% | Add +4.4% | 59,025 | $2.3M |
| &partners | 0.02% | Add +0.5% | 58,251 | $2.3M |
| State of Wisconsin Investment Board | 0.01% | No change | 57,159 | $2.2M |
| Wescott Financial Advisory Group, LLC | 0.21% | Add +4.0% | 57,091 | $2.2M |
| Bokf, NA | 0.04% | Reduce -1.9% | 56,294 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Add +3.8% | 55,620 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 55,369 | $2.2M |
| Keybank National Association | 0.01% | Add +9.0% | 55,149 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.9% | 55,074 | $2.2M |
| Affiance Financial, LLC | 0.42% | Add +0.5% | 52,573 | $2.1M |
| Blue Edge Capital, LLC | 0.30% | Add +12.5% | 51,158 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +4.4% | 50,465 | $2.0M |
| Bear Mountain Capital, Inc. | 0.70% | Add +2.5% | 48,926 | $2.0M |
| One Wealth Advisors, LLC | 0.27% | Add +3.5% | 48,720 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -30.0% | 48,713 | $1.9M |
| Cabot Wealth Management Inc. | 0.22% | Add +1.6% | 48,252 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 47,781 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.4% | 47,706 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.8% | 46,291 | $1.8M |
| Baron Financial Group, LLC | 1.06% | Reduce -0.9% | 46,255 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -19.4% | 45,914 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 45,834 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +25.4% | 45,342 | $1.8M |
| Citizens Financial Group Inc. | 0.03% | Add +18.6% | 44,286 | $1.7M |
| Omega Financial Group, LLC | 0.61% | Add +0.2% | 43,264 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -7.3% | 43,215 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -6.9% | 41,935 | $1.6M |
| JNBA Financial Advisors | 0.16% | Add +0.3% | 41,467 | $1.6M |
| Alaska Wealth Advisors, LLC | 0.23% | Reduce -4.2% | 41,089 | $1.6M |
| XY Planning Network, Inc. | 0.55% | Add +13.6% | 41,069 | $1.6M |
| Bank of Montreal | 0.00% | Add +7.6% | 40,447 | $1.6M |
| Haverford Trust Co | 0.01% | Add +24.8% | 40,429 | $1.6M |
| Heritage Wealth Advisors | 0.07% | Add +0.4% | 39,458 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -17.2% | 39,153 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +6.2% | 38,573 | $1.5M |
| Amundi | 0.00% | No change | 37,866 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Add +0.3% | 37,947 | $1.5M |
| Greykasell Wealth Strategies, Inc. | 0.70% | Reduce -2.2% | 37,307 | $1.5M |
| Pitcairn Co. | 0.10% | Reduce -20.7% | 37,230 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +9.1% | 36,972 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +69.2% | 36,929 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +20.0% | 36,533 | $1.4M |
| Neumann Capital Management, LLC | 0.45% | Reduce -1.9% | 36,435 | $1.4M |
| Institute for Wealth Management, LLC. | 0.16% | Add +4.2% | 35,976 | $1.4M |
| Nottingham Advisors, Inc. | 0.21% | Reduce -14.2% | 35,796 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | Add +127.9% | 35,333 | $1.4M |
| Wealth Architects, LLC | 0.14% | Reduce -0.5% | 34,776 | $1.4M |
| Maia Wealth LLC | 0.26% | Add +2.7% | 34,776 | $1.4M |
| Horst & Graben Wealth Management LLC | 0.22% | Add +1.6% | 34,357 | $1.3M |
| Integris Wealth Management, LLC | 0.35% | Reduce -0.1% | 34,227 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +6.4% | 34,082 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.2% | 33,413 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -5.0% | 33,350 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.18% | Reduce -5.1% | 32,656 | $1.3M |
| Centennial Bank | 0.53% | Add +15.3% | 32,375 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +3.2% | 32,110 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Add +9.4% | 31,415 | $1.2M |
| Silver Oak Wealth Advisors Services, LLC | 0.88% | Reduce -2.8% | 31,181 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Reduce -3.7% | 31,107 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.2% | 30,981 | $1.2M |
| Vision Capital Management, Inc. | 0.16% | Add +30.1% | 30,943 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +0.9% | 30,688 | $1.2M |
| Weil Company, Inc. | 0.32% | Reduce -2.1% | 30,513 | $1.2M |
| Davis Wealth Advisors, LLC | 1.27% | Reduce -6.6% | 30,435 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.11% | Add +0.6% | 30,312 | $1.2M |
| Wealth Advisory Team LLC | 1.10% | — | 30,094 | $1.2M |
| Staley Capital Advisers Inc. | 0.05% | No change | 30,000 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -3.5% | 29,132 | $1.1M |
| Perennial Investment Advisors, LLC | 0.11% | Add +3.1% | 28,670 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +47.5% | 28,314 | $1.1M |
| Eq LLC | 0.43% | Reduce -40.8% | 28,198 | $1.1M |
| Legacy Edge Advisors, LLC | 0.15% | Add +4.4% | 27,927 | $1.1M |
| GenTrust, LLC | 0.05% | Add +28.0% | 27,430 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.7% | 27,188 | $1.1M |
| Elios Financial Group Inc. | 0.47% | Add +14.8% | 26,718 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.4% | 26,486 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +3.0% | 26,237 | $1.0M |
| Asset Dedication, LLC | 0.07% | Reduce -4.0% | 25,799 | $1.0M |
| RTD Financial Advisors, Inc. | 0.13% | Reduce -2.0% | 25,752 | $1.0M |
| Trilogy Capital Inc. | 0.05% | Add +1.7% | 25,625 | $1.0M |
| USA Financial Formulas | 0.17% | New | 25,371 | $994K |
| WealthShield Partners, LLC | 0.12% | Reduce -31.5% | 24,919 | $976K |
| SageView Advisory Group, LLC | 0.04% | Reduce -6.0% | 24,214 | $966K |
| Balanced Rock Investment Advisors LLC | 0.76% | Reduce -13.4% | 24,600 | $964K |
| Trust Co | 0.11% | Reduce -8.6% | 23,998 | $940K |
| Opes Wealth Management LLC | 0.16% | Reduce -7.6% | 23,638 | $926K |
| Equita Financial Network, Inc. | 0.36% | Reduce -6.8% | 22,877 | $896K |
| Pure Financial Advisors, LLC | 0.02% | Add +64.3% | 22,821 | $894K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -1.5% | 22,367 | $876K |
| Gould Asset Management LLC | 0.17% | Add +0.9% | 22,289 | $873K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.9% | 21,619 | $856K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -42.8% | 21,772 | $853K |
| Cwm, LLC | 0.00% | Add +35.6% | 21,748 | $852K |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | Reduce -25.9% | 21,688 | $849K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -7.5% | 21,116 | $827K |
| MainStreet Investment Advisors LLC | 0.11% | Add +10.3% | 20,697 | $811K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +1.9% | 20,497 | $803K |
| Hilltop Wealth Advisors, LLC | 0.45% | Reduce -0.1% | 20,262 | $794K |
| OLIO Financial Planning | 0.25% | Reduce -2.3% | 20,122 | $788K |
| Physician Wealth Advisors, Inc. | 0.12% | Reduce -12.0% | 19,884 | $779K |
| Jordan Park Group LLC | 0.05% | Reduce -1.2% | 19,872 | $778K |
| Ameraudi Asset Management, Inc. | 0.40% | Add +45.0% | 19,302 | $756K |
| Regatta Capital Group, LLC | 0.13% | Reduce -4.9% | 19,179 | $751K |
| Sofi Wealth, LLC | 0.05% | Add +49.1% | 18,944 | $742K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 18,780 | $736K |
| Diversify Advisory Services, LLC | 0.03% | Add +13.2% | 18,098 | $734K |
| Decker Retirement Planning Inc. | 0.42% | Add +38745.8% | 18,646 | $730K |
| Wedbush Securities Inc. | 0.03% | Add +3.4% | 18,634 | $730K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -7.4% | 18,590 | $728K |
| Parkside Advisors LLC | 0.16% | Reduce -1.1% | 18,239 | $714K |
| Prism Advisors, Inc. | 0.20% | New | 18,093 | $709K |
| Morling Financial Advisors, LLC | 0.23% | Reduce -0.5% | 18,047 | $707K |
| Mascoma Wealth Management LLC | 0.16% | Reduce -16.6% | 17,925 | $702K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.24% | Add +30.0% | 17,916 | $702K |
| Private Wealth Management Group, LLC | 0.23% | Reduce -1.5% | 17,915 | $702K |
| Mgo One Seven LLC | 0.02% | Add +23.9% | 17,370 | $680K |
| Citadel Advisors | 0.00% | Reduce -86.0% | 17,147 | $672K |
| Whittier Trust Co. | 0.01% | No change | 17,070 | $668K |
| Bond & Devick Financial Network, Inc. | 0.22% | No change | 17,024 | $667K |
| White Lighthouse Investment Management Inc. | 0.11% | Reduce -7.0% | 16,936 | $663K |
| Commerce Bank | 0.00% | Reduce -6.7% | 16,818 | $659K |
| Austin Private Wealth, LLC | 0.05% | Add +4.6% | 16,721 | $655K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -8.2% | 16,714 | $655K |
| Vontobel Holding Ltd. | 0.00% | No change | 16,541 | $648K |
| Merit Financial Group, LLC | 0.01% | Add +55.5% | 16,427 | $643K |
| Smart Portfolios, LLC | 0.65% | No change | 16,387 | $642K |
| RFG Advisory, LLC | 0.01% | Add +3.9% | 16,283 | $638K |
| Summit Wealth Group, LLC | 0.16% | Reduce -1.7% | 16,101 | $631K |
| HSBC Holdings PLC | 0.00% | Reduce -71.2% | 16,109 | $631K |
| Howland Capital Management LLC | 0.03% | Reduce -1.1% | 16,056 | $629K |
| Shepherd Financial Partners LLC | 0.07% | Reduce -1.3% | 15,971 | $626K |
| PFG Investments, LLC | 0.04% | Reduce -3.4% | 15,893 | $623K |
| Savvy Advisors, Inc. | 0.04% | Add +144.9% | 15,804 | $619K |
| Sage Financial Group Inc. | 0.05% | Reduce -0.5% | 15,681 | $614K |
| Hardy Reed LLC | 0.05% | Add +4.9% | 15,567 | $610K |
| Avior Wealth Management, LLC | 0.02% | Reduce -26.0% | 15,430 | $604K |
| Yukon Wealth Management, Inc. | 0.22% | Reduce -1.1% | 15,424 | $604K |
| PDS Planning, Inc | 0.04% | Add +0.1% | 15,237 | $597K |
| Keel Point, LLC | 0.04% | Add +0.9% | 15,048 | $589K |
| eCIO, Inc. | 0.25% | Add +76.5% | 14,991 | $587K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 14,421 | $580K |
| Boston Standard Wealth Management, LLC | 0.10% | Add +5.1% | 14,765 | $578K |
| CENTRAL TRUST Co | 0.01% | Reduce -11.7% | 14,732 | $577K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.2% | 14,687 | $575K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -1.0% | 14,603 | $572K |
| Addison Advisors LLC | 0.14% | Reduce -2.7% | 14,532 | $569K |
| Birchbrook, Inc. | 0.30% | Add +11.0% | 14,418 | $565K |
| Larson Financial Group LLC | 0.02% | Reduce -2.5% | 14,363 | $563K |
| Regal Investment Advisors LLC | 0.04% | Add +3.1% | 14,345 | $562K |
| Plancorp, LLC | 0.02% | Reduce -3.3% | 14,293 | $560K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -4.5% | 14,227 | $557K |
| A&I Financial Services, LLC | 0.31% | Add +4.0% | 14,105 | $552K |
| Bell Investment Advisors, Inc | 0.09% | Reduce -12.2% | 13,934 | $546K |
| Plum Street Advisors, LLC | 0.24% | Add +0.2% | 13,904 | $545K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.5% | 13,860 | $543K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.3% | 13,650 | $535K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | Reduce -23.1% | 13,621 | $534K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $533K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.8% | 13,405 | $525K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -27.9% | 13,363 | $523K |
| Capital Analysts, LLC | 0.02% | Add +6.8% | 13,344 | $522K |
| Diversified Enterprises, LLC | 0.04% | Add +4.9% | 13,308 | $521K |
| Portland Global Advisors LLC | 0.06% | Add +2.8% | 13,275 | $520K |
| Diversified Trust Co. | 0.01% | Reduce -0.6% | 13,207 | $517K |
| Private Trust Co. NA | 0.05% | No change | 13,079 | $512K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -81.6% | 13,049 | $511K |
| Shotwell Rutter Baer Inc | 0.34% | Add +1.0% | 12,502 | $495K |
| Sage Advisory Services, Ltd.Co. | 0.27% | Reduce -4.0% | 12,492 | $489K |
| MA Private Wealth | 0.09% | No change | 12,482 | $489K |
| Meridian Wealth Partners, LLC | 0.07% | Add +0.1% | 12,441 | $487K |
| Warren Street Wealth Advisors, LLC | 0.16% | Reduce -8.8% | 12,270 | $481K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.6% | 12,151 | $476K |
| World Investment Advisors | 0.01% | Add +0.0% | 12,108 | $474K |
| Focus Financial Network, Inc. | 0.02% | Reduce -50.7% | 11,970 | $469K |
| Cambridge Financial Group, LLC | 0.17% | Reduce -15.9% | 11,853 | $464K |
| Washington Trust Bank | 0.04% | Reduce -5.6% | 11,780 | $461K |
| BlueStem Wealth Partners, LLC | 0.06% | Add +15.4% | 11,769 | $461K |
| TriaGen Wealth Management LLC | 0.14% | Add +0.2% | 11,763 | $461K |
| Pine Haven Investment Counsel, Inc | 0.36% | Reduce -1.1% | 11,678 | $457K |
| Qube Research & Technologies Ltd | 0.00% | Add +35.0% | 11,634 | $456K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +12.7% | 11,545 | $452K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +6.5% | 11,543 | $452K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -1.2% | 11,432 | $448K |
| Falcon Wealth Planning | 0.05% | Reduce -3.7% | 11,423 | $447K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -0.6% | 11,364 | $445K |
| CGN Advisors LLC | 0.04% | Add +2.9% | 11,347 | $444K |
| Brooklyn FI, LLC | 0.11% | New | 11,290 | $442K |
| Sensible Financial Planning & Management, LLC. | 0.08% | New | 11,273 | $442K |
| BLB&B Advisors, LLC | 0.02% | Add +0.4% | 11,193 | $438K |
| Ryan Investment Management, Inc. | 0.28% | — | 11,063 | $433K |
| Capital Advantage, Inc. | 0.07% | Add +6.5% | 11,032 | $432K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +29.6% | 10,745 | $421K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -4.7% | 10,704 | $419K |
| UMB Bank, n.a. | 0.01% | Add +15.7% | 10,572 | $414K |
| Long Run Wealth Advisors, LLC | 0.09% | Reduce -3.1% | 10,460 | $410K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.6% | 10,321 | $404K |
| WT Wealth Management | 0.12% | Add +24.0% | 10,264 | $402K |
| Midwest Trust Co | 0.01% | — | 10,153 | $398K |
| Wealth Alliance, LLC | 0.04% | Add +5.2% | 9,996 | $392K |
| One Wealth Capital Management, LLC | 0.18% | Add +11.0% | 9,869 | $387K |
| First Foundation Advisors | 0.01% | Add +39.5% | 9,865 | $386K |
| Tme Financial, Inc. | 0.31% | Add +0.1% | 9,701 | $380K |
| Lifelong Wealth Advisors, Inc. | 0.12% | Add +0.3% | 9,499 | $372K |
| MAI Capital Management | 0.00% | Add +2.9% | 9,348 | $366K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.8% | 9,276 | $363K |
| Williams & Novak, LLC | 0.30% | Reduce -13.3% | 9,097 | $356K |
| Wrapmanager Inc. | 0.09% | Reduce -16.1% | 9,061 | $355K |
| Topel & Distasi Wealth Management, LLC | 0.18% | Add +2.1% | 8,889 | $348K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +18.3% | 8,850 | $347K |
| RW Investment Management LLC | 0.04% | Add +0.7% | 8,805 | $345K |
| Pathstone Holdings, LLC | 0.00% | Add +40.6% | 8,768 | $343K |
| Ritholtz Wealth Management | 0.01% | Reduce -20.3% | 8,692 | $340K |
| Two Sigma Securities, LLC | 0.04% | New | 8,691 | $340K |
| Moller Wealth Partners | 0.07% | Reduce -9.4% | 8,626 | $338K |
| Capasso Planning Partners LLC | 0.19% | Add +5.0% | 8,532 | $334K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.6% | 8,467 | $332K |
| NorthRock Partners, LLC | 0.01% | Reduce -12.5% | 8,393 | $329K |
| Tortoise Investment Management, LLC | 0.03% | Add +0.4% | 8,379 | $328K |
| Facet Wealth, Inc. | 0.01% | Add +1.2% | 8,276 | $327K |
| RHS Financial, LLC | 0.19% | Reduce -48.4% | 8,322 | $326K |
| Penobscot Wealth Management | 0.12% | New | 8,295 | $325K |
| Elevation Wealth Partners, LLC | 0.13% | Add +0.9% | 8,294 | $325K |
| Bogart Wealth, LLC | 0.01% | Reduce -5.1% | 8,244 | $323K |
| Keystone Financial Services | 0.11% | Reduce -4.7% | 8,186 | $321K |
| Causey Wealth LLC | 0.16% | Reduce -11.0% | 8,177 | $320K |
| SK Wealth Management, LLC | 0.14% | Add +21.3% | 8,154 | $320K |
| Compound Planning, Inc. | 0.01% | Add +0.9% | 8,094 | $317K |
| TD Private Client Wealth LLC | 0.01% | Reduce -21.8% | 8,043 | $315K |
| LifePlan Investment Advisors, Inc. | 0.15% | Add +3.5% | 7,946 | $311K |
| Atria Investments, Inc | 0.00% | Reduce -1.0% | 7,893 | $309K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -16.6% | 7,830 | $307K |
| Aaron Wealth Advisors LLC | 0.03% | Add +0.6% | 7,650 | $300K |
| Tudor Investment Corporation | 0.00% | Reduce -32.1% | 7,595 | $297K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 7,574 | $297K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +18.5% | 7,483 | $293K |
| SCS Capital Management LLC | 0.00% | Add +0.8% | 7,416 | $290K |
| Tarbox Family Office, Inc. | 0.04% | No change | 7,399 | $290K |
| GC Wealth Management RIA, LLC | 0.02% | Add +3.1% | 7,371 | $289K |
| Great Diamond Partners, LLC | 0.06% | Reduce -3.2% | 7,351 | $288K |
| Garde Capital, Inc. | 0.02% | Reduce -5.3% | 7,311 | $286K |
| Private Advisor Group, LLC | 0.00% | New | 7,303 | $286K |
| Cypress Wealth Services, LLC | 0.05% | New | 7,300 | $286K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -86.7% | 7,181 | $281K |
| Community Bank, N.A. | 0.04% | Reduce -34.4% | 7,149 | $280K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.8% | 7,144 | $280K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -6.5% | 7,002 | $274K |
| Sharper & Granite LLC | 0.10% | Reduce -16.5% | 6,937 | $273K |
| Retirement Income Solutions, Inc. | 0.05% | Add +0.2% | 6,948 | $272K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 6,838 | $268K |
| Leverty Financial Group, LLC | 0.08% | Reduce -8.3% | 6,810 | $267K |
| Barometer Capital Management Inc. | 0.07% | New | 6,800 | $266K |
| Prudential PLC | 0.00% | Add +58.1% | 6,800 | $266K |
| Courier Capital LLC | 0.02% | Reduce -11.1% | 6,684 | $262K |
| Foster Group, Inc. | 0.01% | Reduce -0.8% | 6,670 | $261K |
| CFM Wealth Partners LLC | 0.04% | Reduce -11.5% | 6,668 | $261K |
| Continuum Advisory, LLC | 0.03% | Add +0.0% | 6,657 | $261K |
| Cutler Investment Counsel LLC | 0.03% | No change | 6,620 | $259K |
| Oregon Pacific Wealth Management, LLC | 0.24% | Reduce -0.3% | 6,561 | $257K |
| Higgins & Schmidt Wealth Strategies LLC | 0.14% | Reduce -3.2% | 6,560 | $257K |
| First Horizon Advisors, Inc. | 0.01% | Add +54.0% | 6,536 | $256K |
| Theory Financial LLC | 0.10% | New | 6,483 | $256K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.9% | 6,500 | $255K |
| Macroview Investment Management LLC | 0.21% | New | 6,444 | $252K |
| Morton Brown Family Wealth, LLC | 0.08% | Add +0.1% | 6,434 | $252K |
| Copperleaf Capital, LLC | 0.13% | Add +0.5% | 6,432 | $252K |
| Hughes Financial Services, LLC | 0.04% | Reduce -0.3% | 6,221 | $248K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -1.8% | 6,334 | $248K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.5% | 6,315 | $247K |
| PFG Advisors | 0.01% | New | 6,297 | $247K |
| Brighton Jones LLC | 0.01% | New | 6,221 | $244K |
| One Capital Management, LLC | 0.01% | Reduce -15.2% | 6,163 | $241K |
| Tempus Wealth Planning, LLC | 0.06% | New | 6,162 | $241K |
| Rogco, LP | 0.09% | Reduce -0.1% | 6,147 | $241K |
| Keener Financial Planning LLC | 0.12% | Add +1.1% | 6,055 | $237K |
| True Link Financial Advisors, LLC | 0.02% | New | 6,047 | $237K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 6,037 | $236K |
| Marino, Stram & Associates LLC | 0.05% | Add +1.0% | 5,979 | $234K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 5,961 | $233K |
| Bigelow Investment Advisors, LLC | 0.10% | No change | 5,898 | $231K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.5% | 5,882 | $230K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 5,864 | $230K |
| W Advisors, LLC | 0.13% | Reduce -5.6% | 5,835 | $229K |
| Wealthgarden F.S. LLC | 0.19% | Reduce -1.5% | 5,765 | $227K |
| CoreCap Advisors, LLC | 0.01% | Add +1.4% | 5,763 | $226K |
| Armstrong, Fleming & Moore, Inc | 0.12% | New | 5,747 | $225K |
| Strategic Blueprint, LLC | 0.01% | Reduce -16.4% | 5,716 | $224K |
| Peak Financial Management, Inc. | 0.06% | New | 5,697 | $223K |
| Buttonwood Financial Group, LLC | 0.11% | New | 5,685 | $222K |
| Financial Management Network Inc. | 0.04% | New | 5,589 | $221K |
| Financial Alternatives, Inc | 0.14% | New | 5,530 | $217K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,525 | $216K |
| Rothschild & Co Wealth Management UK Ltd | 0.00% | Reduce -6.0% | 5,523 | $216K |
| Evergreen Private Wealth LLC | 0.09% | Reduce -18.5% | 5,495 | $215K |
| Verus Capital Partners, LLC | 0.02% | New | 5,438 | $213K |
| Venturi Wealth Management, LLC | 0.01% | New | 5,423 | $212K |
| Richard P Slaughter Associates Inc | 0.04% | Reduce -39.1% | 5,386 | $211K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -35.7% | 5,316 | $208K |
| Keystone Wealth Services, LLC | 0.05% | New | 5,314 | $208K |
| Summit X, LLC | 0.04% | New | 5,272 | $207K |
| R. W. Roge & Company, Inc. | 0.12% | New | 5,276 | $206K |
| West Wealth Group, LLC | 0.05% | New | 5,121 | $205K |
| Spinnaker Trust | 0.01% | New | 5,219 | $204K |
| Blue Barn Wealth, LLC | 0.10% | New | 5,181 | $203K |
| Curtis Advisory Group, LLC | 0.05% | New | 5,135 | $201K |
| MBE Wealth Management, LLC | 0.09% | New | 5,134 | $201K |
| WealthPlan Investment Management, LLC | 0.01% | New | 5,132 | $201K |
| McAdam, LLC | 0.01% | New | 5,131 | $201K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 5,129 | $201K |
| PrairieView Partners, LLC | 0.02% | Reduce -1.0% | 4,753 | $186K |
| Gen-Wealth Partners Inc | 0.06% | Add +1.6% | 3,910 | $153K |
| Bangor Savings Bank | 0.01% | No change | 3,851 | $151K |
| AE Wealth Management LLC | 0.00% | Reduce -43.9% | 3,692 | $145K |
| Valley National Advisers Inc. | 0.02% | Add +4.5% | 3,629 | $142K |
| Union Savings Bank | 0.06% | Reduce -2.5% | 3,493 | $138K |
| Dynamic Wealth Strategies, LLC | 0.10% | No change | 3,514 | $138K |
| American Capital Advisory, LLC | 0.06% | Add +0.1% | 3,292 | $129K |
| Signaturefd, LLC | 0.00% | Reduce -50.2% | 2,955 | $116K |
| SouthState Bank Corp | 0.00% | Add +7.7% | 2,806 | $110K |
| Fiduciary Counselling Inc. | 0.28% | No change | 2,515 | $99K |
| Rossby Financial, LCC | 0.04% | Reduce -9.6% | 2,492 | $98K |
| Finley Financial, LLC | 0.05% | No change | 2,420 | $95K |
| Arax Advisory Partners | 0.00% | Reduce -31.3% | 2,398 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,330 | $91K |
| JFS Wealth Advisors, LLC | 0.01% | Add +5.9% | 2,232 | $87K |
| AlphaCore Capital LLC | 0.00% | Reduce -59.6% | 2,230 | $87K |
| Motco | 0.01% | Add +9.2% | 2,050 | $81K |
| Gould Capital, LLC | 0.05% | No change | 1,964 | $77K |
| Trust Co. of Vermont | 0.00% | Add +5.7% | 1,949 | $76K |
| WPG Advisers, LLC | 0.06% | No change | 1,907 | $75K |
| Sound Income Strategies, LLC | 0.00% | Add +4.3% | 1,896 | $74K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -2.3% | 1,882 | $74K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,880 | $74K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -2.5% | 1,855 | $73K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,812 | $71K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,797 | $70K |
| Glenmede Investment Management, LP | 0.00% | — | 1,779 | $70K |
| Creative Financial Designs Inc. | 0.01% | Reduce -15.4% | 1,778 | $70K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,742 | $68K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 1,682 | $68K |
| Covestor Ltd | 0.04% | Add +3.5% | 1,740 | $68K |
| WealthCollab, LLC | 0.03% | No change | 1,562 | $61K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -13.4% | 1,426 | $56K |
| Geneos Wealth Management Inc. | 0.00% | Add +65.4% | 1,351 | $53K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -30.4% | 1,325 | $52K |
| Principal Securities, Inc. | 0.00% | Reduce -5.4% | 1,323 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.1% | 1,307 | $51K |
| Scarborough Advisors, LLC | 0.01% | New | 1,293 | $51K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 1,269 | $50K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +1.3% | 1,269 | $50K |
| Urban Financial Advisory Corp | 0.02% | Add +1.0% | 1,244 | $49K |
| Kimelman & Baird, LLC | 0.00% | No change | 1,124 | $44K |
| American National Bank & Trust | 0.00% | New | 1,100 | $43K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 1,059 | $41K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 1,046 | $41K |
| McIlrath & Eck, LLC | 0.00% | Reduce -13.4% | 1,004 | $39K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -24.2% | 968 | $38K |
| Spire Wealth Management | 0.00% | Add +1038.8% | 968 | $38K |
| NBT Bank, N.A. | 0.00% | No change | 946 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -5.8% | 892 | $35K |
| IFP Advisors, Inc | 0.00% | Reduce -34.1% | 877 | $34K |
| Concord Wealth Partners | 0.00% | Reduce -17.0% | 779 | $31K |
| Stephens Consulting, LLC | 0.01% | Reduce -94.1% | 766 | $30K |
| TFC Financial Management, Inc. | 0.00% | Add +0.9% | 764 | $30K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 756 | $30K |
| Smithfield Trust Co | 0.00% | No change | 762 | $28K |
| Founders Financial Alliance, LLC | 0.01% | No change | 709 | $28K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 775 | $27K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 658 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $25K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | Reduce -35.9% | 643 | $25K |
| Howe & Rusling Inc. | 0.00% | Add +3.5% | 619 | $24K |
| Winthrop Capital Management, LLC | 0.01% | No change | 624 | $24K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $23K |
| WFA of San Diego, LLC | 0.02% | — | 577 | $23K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -5.0% | 575 | $23K |
| Opal Wealth Advisors, LLC | 0.01% | New | 518 | $20K |
| Fairway Wealth LLC | 0.01% | Add +1.0% | 507 | $20K |
| Sunbelt Securities, Inc. | 0.00% | New | 525 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -21.5% | 446 | $17K |
| Atticus Wealth Management, LLC | 0.00% | New | 435 | $17K |
| Providence Capital Advisors, LLC | 0.00% | New | 428 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 424 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 408 | $16K |
| Crewe Advisors LLC | 0.00% | No change | 395 | $15K |
| Transce3nd, LLC | 0.01% | Reduce -9.1% | 390 | $15K |
| WealthTrak Capital Management LLC | 0.01% | No change | 385 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 343 | $13K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 323 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 286 | $11K |
| Ameriflex Group, Inc. | 0.01% | Reduce -19.0% | 285 | $11K |
| Evolution Wealth Management Inc. | 0.01% | — | 267 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 262 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.0% | 258 | $10K |
| Hemington Wealth Management | 0.00% | No change | 279 | $10K |
| Investors Research Corp | 0.00% | No change | 235 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Add +5.1% | 227 | $9K |
| Kilter Group LLC | 0.00% | New | 214 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | — | 163 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 158 | $6K |
| 1 North Wealth Services LLC | 0.00% | No change | 145 | $6K |
| Evermay Wealth Management LLC | 0.00% | Reduce -15.4% | 132 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +420.0% | 130 | $5K |
| Centerpoint Advisors, LLC | 0.00% | Add +6.5% | 115 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 106 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 90 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 82 | $3K |
| Tidemark, LLC | 0.00% | No change | 81 | $3K |
| ORG Partners LLC | 0.00% | Reduce -6.0% | 79 | $3K |
| Lanark Financial, Inc. | 0.00% | Add +130.8% | 90 | $3K |
| Choate Investment Advisors | 0.00% | New | 70 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 67 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 56 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -89.5% | 38 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 28 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 25 | $993 |
| Key Financial Inc | 0.00% | No change | 17 | $666 |
| First Command Advisory Services, Inc. | 0.00% | New | 15 | $588 |
| Tucker Asset Management LLC | 0.00% | New | 13 | $509 |
| Dunhill Financial, LLC | 0.00% | New | 12 | $470 |
| 3Chopt Investment Partners, LLC | 0.00% | New | 11 | $431 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 8 | $306 |
| Glassman Wealth Services | 0.00% | No change | 1 | $39 |
"% 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.