iShares Inc. iShares ESG AwarESGEETF
13F holders, Q3 2025 (September 30)534holders
47new positions
36sold out
2famous investors
$43.45avg. 13F price*
At the end of Q3 2025, 534 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, unchanged from Q2 2025. 47 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($614.4M), Empower Advisory Group, LLC ($239.7M) and Northern Trust Corp. ($214.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $14.6M |
| Exits | 36 | $51.6M |
All 13F filers, Q2 2025 → Q3 2025: 3,685,699 shares bought and 8,297,209 shares sold, net −4,611,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Bank of America Corp. | 0.05% | Reduce -8.4% | 14,150,158 | $614.4M |
| Empower Advisory Group, LLC | 0.66% | Reduce -1.1% | 5,519,640 | $239.7M |
| Northern Trust Corp. | 0.03% | Add +9.6% | 4,943,850 | $214.7M |
| Morgan Stanley | 0.01% | Reduce -11.7% | 4,807,788 | $208.8M |
| Wit, LLC | 4.51% | No change | 4,588,201 | $199.2M |
| Tiaa Trust, National Association | 0.46% | Reduce -1.5% | 4,368,788 | $189.1M |
| Betterment LLC | 0.28% | Reduce -2.1% | 3,277,758 | $142.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -10.7% | 3,051,701 | $132.5M |
| FMR LLC | 0.01% | Add +9.3% | 2,531,240 | $109.9M |
| Wealthfront Advisers LLC | 0.25% | Add +3.2% | 2,497,409 | $108.4M |
| JPMorgan Chase & Co. | 0.01% | Add +26.4% | 2,364,311 | $102.7M |
| Creative Planning | 0.06% | Reduce -0.8% | 1,915,227 | $83.2M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 1,670,779 | $72.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.9% | 1,494,065 | $65.0M |
| LPL Financial LLC | 0.02% | Add +8.9% | 1,346,795 | $58.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -35.6% | 1,328,740 | $57.7M |
| UBS Group AG | 0.01% | Reduce -6.9% | 1,327,973 | $57.7M |
| BlackRock, Inc. | 0.00% | Reduce -38.6% | 1,288,579 | $56.0M |
| Acorns Advisers, LLC | 0.42% | Reduce -0.6% | 1,231,111 | $53.5M |
| PNC Financial Services Group, Inc. | 0.03% | Add +23.2% | 1,200,512 | $52.1M |
| Mercer Global Advisors Inc. | 0.07% | Add +21.3% | 925,427 | $40.2M |
| US Bancorp \de | 0.04% | Add +10.6% | 872,265 | $37.9M |
| Federation des caisses Desjardins du Quebec | 0.15% | Reduce -5.5% | 854,453 | $37.1M |
| M&T Bank Corp | 0.10% | Add +1.4% | 705,352 | $30.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.1% | 694,345 | $30.1M |
| Royal Bank of Canada | 0.01% | Reduce -13.1% | 679,859 | $29.5M |
| Mission Wealth Management, LP | 0.55% | Reduce -0.5% | 618,584 | $26.9M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +1.6% | 519,249 | $22.5M |
| IMPACTfolio, LLC | 9.07% | Add +15.8% | 484,463 | $21.0M |
| Fifth Third Bancorp | 0.06% | Reduce -2.1% | 441,384 | $19.2M |
| Fiduciary Trust Co | 0.20% | Add +14.0% | 401,498 | $17.4M |
| Sei Investments Co. | 0.02% | Reduce -1.0% | 359,669 | $15.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.4% | 356,724 | $15.5M |
| Eastern Bank | 0.27% | Add +119.9% | 345,194 | $15.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 328,548 | $14.3M |
| Cetera Investment Advisers | 0.02% | Add +42.4% | 326,929 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.0% | 325,450 | $14.1M |
| Corient Private Wealth LP | 0.02% | Add +12.2% | 305,782 | $13.3M |
| SigFig Wealth Management, LLC | 0.40% | Add +1.2% | 300,859 | $13.0M |
| Mariner, LLC | 0.02% | Add +0.7% | 298,271 | $13.0M |
| Park Avenue Securities LLC | 0.10% | Add +10.6% | 284,859 | $12.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.25% | Reduce -0.8% | 282,761 | $12.3M |
| Citadel Advisors | 0.01% | Add +1455.0% | 266,635 | $11.6M |
| Citigroup Inc. | 0.01% | Add +0.4% | 227,116 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.7% | 226,360 | $9.8M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +306.8% | 205,298 | $8.9M |
| Forefront Analytics, LLC | 8.28% | Add +41.0% | 197,985 | $8.6M |
| MML Investors Services, LLC | 0.02% | Reduce -4.2% | 190,018 | $8.3M |
| Composition Wealth, LLC | 0.12% | Add +2.5% | 181,848 | $7.9M |
| Ally Invest Advisors Inc. | 0.54% | Add +0.5% | 174,181 | $7.6M |
| Oxford Financial Group, LTD. LLC | 0.41% | Reduce -0.3% | 166,782 | $7.2M |
| Intergy Private Wealth, LLC | 2.24% | Add +0.7% | 164,678 | $7.2M |
| Flow Traders U.S. LLC | 0.28% | Reduce -51.7% | 158,214 | $6.9M |
| Mather Group, Llc. | 0.07% | Reduce -0.6% | 155,558 | $6.8M |
| O'Brien Wealth Partners LLC | 0.90% | Reduce -2.2% | 152,241 | $6.6M |
| Modera Wealth Management, LLC | 0.08% | Add +1.9% | 150,624 | $6.5M |
| Laurel Wealth Planning LLC | 3.25% | Reduce -1.5% | 141,747 | $6.2M |
| Jane Street Group, LLC | 0.01% | Reduce -92.4% | 138,131 | $6.0M |
| 3EDGE Asset Management, LP | 0.32% | Reduce -4.5% | 131,953 | $5.7M |
| Alesco Advisors, LLC, An ESL Co | 0.15% | Reduce -6.4% | 131,128 | $5.7M |
| Stanich Group LLC | 3.48% | Add +1.8% | 130,735 | $5.7M |
| Capitolis Liquid Global Markets LLC | 0.04% | Reduce -49.9% | 128,900 | $5.6M |
| Principal Financial Group Inc. | 0.00% | Add +99.7% | 126,725 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +11.3% | 123,293 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +20.5% | 123,799 | $5.4M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -1.4% | 120,491 | $5.2M |
| Brown Advisory Inc. | 0.01% | Add +1.0% | 119,316 | $5.2M |
| Quent Capital, LLC | 0.42% | Reduce -0.7% | 114,458 | $5.0M |
| Allworth Financial LP | 0.02% | Add +51.4% | 113,611 | $4.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -46.7% | 112,370 | $4.9M |
| Sand Hill Global Advisors, LLC | 0.17% | Add +0.1% | 110,455 | $4.8M |
| Bailard, Inc. | 0.10% | Add +0.8% | 106,720 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +712.0% | 105,953 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +19.1% | 105,652 | $4.6M |
| Savant Capital, LLC | 0.03% | Add +2.3% | 101,196 | $4.4M |
| Evoke Wealth, LLC | 0.09% | Reduce 0.0% | 99,049 | $4.3M |
| High Note Wealth, LLC | 0.83% | Reduce -3.0% | 94,993 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +9.4% | 94,748 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +30.4% | 94,450 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +9.8% | 95,197 | $4.1M |
| GeoWealth Management, LLC | 0.14% | Reduce -1.3% | 90,759 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +13.6% | 87,317 | $3.8M |
| Comerica Bank | 0.01% | Reduce -1.0% | 81,430 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +2.1% | 80,009 | $3.5M |
| Litman Gregory Wealth Management LLC | 0.25% | Reduce -8.7% | 78,331 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 76,885 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +6.7% | 78,611 | $3.3M |
| Cerity Partners LLC | 0.01% | Add +7.2% | 74,827 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +29.3% | 71,197 | $3.1M |
| Apella Capital, LLC | 0.07% | Reduce -1.1% | 69,274 | $3.0M |
| Advisory Services Network, LLC | 0.04% | Add +2.4% | 67,741 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +2.8% | 67,145 | $2.9M |
| Archer Investment Management, LLC | 1.73% | New | 64,803 | $2.8M |
| Global Retirement Partners, LLC | 0.06% | Reduce -3.1% | 64,204 | $2.8M |
| Raffa Wealth Management, LLC | 0.49% | Add +7.1% | 63,240 | $2.7M |
| Quadrant Capital Group LLC | 0.09% | No change | 63,089 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +37.4% | 62,309 | $2.7M |
| Wescott Financial Advisory Group, LLC | 0.24% | Add +8.9% | 62,196 | $2.7M |
| AlTi Global, Inc. | 0.06% | Reduce -0.4% | 61,135 | $2.7M |
| Crux Wealth Advisors | 1.04% | Add +1.8% | 60,320 | $2.6M |
| Synergy Asset Management, LLC | 0.09% | New | 58,212 | $2.5M |
| State of Wisconsin Investment Board | 0.01% | No change | 57,159 | $2.5M |
| Harbour Investments, Inc. | 0.06% | Add +2.5% | 57,036 | $2.5M |
| &partners | 0.02% | Reduce -2.8% | 56,598 | $2.5M |
| Blue Edge Capital, LLC | 0.34% | Add +9.1% | 55,805 | $2.4M |
| Koss-Olinger Consulting, LLC | 0.20% | No change | 61,391 | $2.4M |
| Bokf, NA | 0.04% | Reduce -1.7% | 55,354 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 55,110 | $2.4M |
| Keybank National Association | 0.01% | Reduce -1.7% | 54,199 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.5% | 52,786 | $2.3M |
| One Wealth Advisors, LLC | 0.28% | Add +6.6% | 51,928 | $2.3M |
| Cabot Wealth Management Inc. | 0.25% | Add +6.7% | 51,459 | $2.2M |
| Affiance Financial, LLC | 0.40% | Reduce -3.4% | 50,779 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +10.4% | 50,711 | $2.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.0% | 47,725 | $2.1M |
| Amundi | 0.00% | Add +23.4% | 46,717 | $2.1M |
| Baron Financial Group, LLC | 1.10% | Add +0.2% | 46,337 | $2.0M |
| Bear Mountain Capital, Inc. | 0.67% | Reduce -6.6% | 45,680 | $2.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.2% | 46,194 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +9.8% | 46,028 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -6.7% | 45,434 | $2.0M |
| Citizens Financial Group Inc. | 0.03% | Add +1.3% | 44,849 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +20.0% | 44,374 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +9.1% | 42,075 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -3.9% | 41,511 | $1.8M |
| Bank of Montreal | 0.00% | Add +1.5% | 41,067 | $1.8M |
| Omega Financial Group, LLC | 0.60% | Reduce -5.7% | 40,798 | $1.8M |
| Haverford Trust Co | 0.02% | Add +0.4% | 40,574 | $1.8M |
| Alaska Wealth Advisors, LLC | 0.23% | Reduce -2.3% | 40,158 | $1.7M |
| Heritage Wealth Advisors | 0.08% | Add +1.4% | 40,023 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +15.4% | 39,319 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Add +4.9% | 38,735 | $1.7M |
| JMG Financial Group, Ltd. | 0.05% | Add +0.2% | 38,033 | $1.7M |
| JNBA Financial Advisors | 0.15% | Reduce -8.3% | 38,028 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -4.7% | 37,313 | $1.6M |
| Institute for Wealth Management, LLC. | 0.17% | Add +3.4% | 37,185 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +15.6% | 37,130 | $1.6M |
| XY Planning Network, Inc. | 0.55% | No change | 41,069 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 36,809 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.1% | 36,462 | $1.6M |
| Neumann Capital Management, LLC | 0.46% | Reduce -0.4% | 36,285 | $1.6M |
| Maia Wealth LLC | 0.26% | Add +0.3% | 34,888 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.23% | Add +1.8% | 34,964 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.3% | 34,859 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -51.8% | 34,300 | $1.5M |
| Wealth Architects, LLC | 0.14% | Reduce -1.7% | 34,176 | $1.5M |
| Centennial Bank | 0.58% | Add +4.8% | 33,925 | $1.5M |
| Davis Wealth Advisors, LLC | 1.32% | Add +11.0% | 33,793 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +24.0% | 33,713 | $1.5M |
| Sharkey, Howes & Javer | 0.19% | Add +7.0% | 33,623 | $1.5M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -0.2% | 33,292 | $1.4M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -7.7% | 33,031 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.18% | Reduce -0.1% | 32,621 | $1.4M |
| Legacy Edge Advisors, LLC | 0.16% | Add +15.2% | 32,167 | $1.4M |
| Integris Wealth Management, LLC | 0.34% | Reduce -7.2% | 31,759 | $1.4M |
| Silver Oak Wealth Advisors Services, LLC | 0.89% | No change | 31,181 | $1.4M |
| Weil Company, Inc. | 0.32% | Reduce -0.5% | 30,367 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Reduce -3.0% | 30,176 | $1.3M |
| Staley Capital Advisers Inc. | 0.05% | No change | 30,000 | $1.3M |
| Impact Investors, Inc | 0.85% | New | 29,882 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.9% | 29,804 | $1.3M |
| Perennial Investment Advisors, LLC | 0.10% | Add +1.5% | 29,099 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.11% | Reduce -4.2% | 29,041 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -0.4% | 29,025 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.6% | 28,482 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.7% | 28,257 | $1.2M |
| Eq LLC | 0.40% | Reduce -2.9% | 27,382 | $1.2M |
| Sofi Wealth, LLC | 0.06% | Add +39.8% | 26,488 | $1.2M |
| Asset Dedication, LLC | 0.08% | Add +2.3% | 26,381 | $1.1M |
| Trust Co | 0.12% | Add +8.3% | 25,994 | $1.1M |
| Vision Capital Management, Inc. | 0.14% | Reduce -16.1% | 25,978 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Reduce -1.2% | 25,319 | $1.1M |
| RTD Financial Advisors, Inc. | 0.13% | Reduce -2.3% | 25,159 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -45.6% | 24,913 | $1.1M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -64.8% | 24,901 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.45% | Reduce -33.4% | 24,839 | $1.1M |
| Balanced Rock Investment Advisors LLC | 0.79% | Add +0.6% | 24,735 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -6.6% | 24,517 | $1.1M |
| Plan A Wealth LLC | 0.54% | Reduce -59.1% | 24,247 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -0.2% | 24,172 | $1.0M |
| Cwm, LLC | 0.00% | Add +9.4% | 23,785 | $1.0M |
| Krilogy Financial LLC | 0.04% | New | 22,771 | $1.0M |
| GenTrust, LLC | 0.05% | Reduce -14.7% | 23,412 | $1.0M |
| Opes Wealth Management LLC | 0.18% | Reduce -1.6% | 23,258 | $1.0M |
| Savvy Advisors, Inc. | 0.05% | Add +47.1% | 23,253 | $1.0M |
| Pure Financial Advisors, LLC | 0.02% | Add +0.2% | 22,857 | $992K |
| Equita Financial Network, Inc. | 0.33% | Reduce -0.5% | 22,775 | $989K |
| WealthShield Partners, LLC | 0.11% | Reduce -9.5% | 22,561 | $980K |
| Gould Asset Management LLC | 0.18% | Reduce -0.2% | 22,239 | $966K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -1.3% | 22,076 | $959K |
| Mascoma Wealth Management LLC | 0.21% | Add +22.5% | 21,960 | $954K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.9% | 21,419 | $940K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +0.5% | 21,216 | $921K |
| Investor's Fiduciary Advisor Network, LLC | 0.31% | Reduce -2.2% | 21,208 | $920K |
| Physician Wealth Advisors, Inc. | 0.13% | Add +6.3% | 21,132 | $918K |
| MainStreet Investment Advisors LLC | 0.12% | Add +1.0% | 20,907 | $908K |
| Brooklyn FI, LLC | 0.20% | Add +85.0% | 20,890 | $905K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +1.0% | 20,707 | $899K |
| USA Financial Formulas | 0.16% | Reduce -19.0% | 20,543 | $892K |
| Jordan Park Group LLC | 0.05% | Add +1.7% | 20,205 | $877K |
| Hilltop Wealth Advisors, LLC | 0.45% | Reduce -1.3% | 20,004 | $869K |
| OLIO Financial Planning | 0.25% | Reduce -3.6% | 19,390 | $842K |
| Ameraudi Asset Management, Inc. | 0.51% | No change | 19,302 | $838K |
| Merit Financial Group, LLC | 0.01% | Add +17.0% | 19,216 | $834K |
| Regatta Capital Group, LLC | 0.13% | Reduce -0.9% | 18,997 | $825K |
| Wedbush Securities Inc. | 0.03% | Add +1.1% | 18,840 | $818K |
| Cresset Asset Management, LLC | 0.00% | No change | 18,780 | $815K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +59.3% | 18,388 | $798K |
| Mutual Advisors, LLC | 0.02% | Add +24.5% | 17,951 | $796K |
| Mgo One Seven LLC | 0.02% | Add +5.2% | 18,267 | $793K |
| CENTRAL TRUST Co | 0.02% | Add +23.8% | 18,238 | $792K |
| Austin Private Wealth, LLC | 0.06% | Add +8.7% | 18,170 | $789K |
| Prism Advisors, Inc. | 0.21% | No change | 18,093 | $786K |
| NorthRock Partners, LLC | 0.01% | Add +115.3% | 18,070 | $785K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | No change | 17,916 | $778K |
| Morling Financial Advisors, LLC | 0.26% | Reduce -1.3% | 17,815 | $774K |
| Private Wealth Management Group, LLC | 0.21% | Reduce -2.6% | 17,449 | $758K |
| Boston Standard Wealth Management, LLC | 0.13% | Add +17.6% | 17,359 | $754K |
| Bond & Devick Financial Network, Inc. | 0.23% | Add +1.9% | 17,354 | $754K |
| Montecito Bank & Trust | 0.12% | — | 17,334 | $753K |
| Decker Retirement Planning Inc. | 0.41% | Reduce -7.2% | 17,311 | $752K |
| Shepherd Financial Partners LLC | 0.07% | Add +7.2% | 17,118 | $743K |
| White Lighthouse Investment Management Inc. | 0.11% | Add +0.6% | 17,036 | $740K |
| eCIO, Inc. | 0.27% | Add +12.6% | 16,872 | $733K |
| RFG Advisory, LLC | 0.02% | Add +3.4% | 16,842 | $731K |
| Whittier Trust Co. | 0.01% | Reduce -3.1% | 16,548 | $729K |
| Commerce Bank | 0.00% | Reduce -0.3% | 16,773 | $728K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -0.3% | 16,655 | $723K |
| Birchbrook, Inc. | 0.37% | Add +13.4% | 16,348 | $710K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.6% | 16,275 | $707K |
| Farther Finance Advisors, LLC | 0.01% | Add +19.5% | 16,013 | $695K |
| Smart Portfolios, LLC | 0.67% | Reduce -2.6% | 15,953 | $693K |
| PFG Investments, LLC | 0.04% | Add +0.3% | 15,935 | $692K |
| Sage Financial Group Inc. | 0.05% | Add +0.3% | 15,732 | $683K |
| Hardy Reed LLC | 0.05% | Add +0.7% | 15,671 | $680K |
| Yukon Wealth Management, Inc. | 0.22% | Reduce -0.0% | 15,423 | $670K |
| Regal Investment Advisors LLC | 0.04% | Add +7.3% | 15,385 | $668K |
| Howland Capital Management LLC | 0.03% | Reduce -4.3% | 15,368 | $667K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.8% | 15,238 | $662K |
| PDS Planning, Inc | 0.05% | Reduce -0.4% | 15,175 | $659K |
| Summit Wealth Group, LLC | 0.16% | Reduce -6.2% | 15,100 | $656K |
| Keel Point, LLC | 0.04% | No change | 15,048 | $653K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.5% | 15,043 | $653K |
| Fort Point Capital Partners LLC | 0.08% | No change | 14,603 | $634K |
| Plancorp, LLC | 0.02% | Reduce -0.5% | 14,223 | $618K |
| A&I Financial Services, LLC | 0.30% | Reduce -1.7% | 13,859 | $607K |
| Capital Analysts, LLC | 0.02% | Add +4.4% | 13,929 | $605K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -2.3% | 13,907 | $604K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +3.9% | 13,885 | $603K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +19.2% | 13,765 | $598K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 13,621 | $591K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $591K |
| Diversified Enterprises, LLC | 0.04% | Add +0.8% | 13,421 | $583K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.0% | 13,370 | $581K |
| Bell Investment Advisors, Inc | 0.09% | Reduce -4.6% | 13,291 | $577K |
| Portland Global Advisors LLC | 0.06% | No change | 13,275 | $576K |
| Diversified Trust Co. | 0.01% | No change | 13,207 | $573K |
| Focus Financial Network, Inc. | 0.02% | Add +10.3% | 13,206 | $573K |
| Falcon Wealth Planning | 0.05% | Add +15.6% | 13,201 | $573K |
| Private Trust Co. NA | 0.05% | No change | 13,079 | $568K |
| Larson Financial Group LLC | 0.02% | Reduce -9.3% | 13,033 | $566K |
| Shotwell Rutter Baer Inc | 0.36% | Add +1.1% | 12,637 | $560K |
| CGN Advisors LLC | 0.05% | Add +12.5% | 12,764 | $554K |
| World Investment Advisors | 0.01% | Add +5.3% | 12,756 | $554K |
| HSBC Holdings PLC | 0.00% | Reduce -22.3% | 12,517 | $543K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -33.6% | 12,014 | $541K |
| Sensible Financial Planning & Management, LLC. | 0.10% | Add +10.4% | 12,445 | $540K |
| Sage Advisory Services, Ltd.Co. | 0.28% | Reduce -1.2% | 12,347 | $536K |
| MA Private Wealth | 0.09% | Reduce -1.7% | 12,274 | $533K |
| New England Private Wealth Advisors LLC | 0.07% | New | 12,214 | $530K |
| Cambridge Financial Group, LLC | 0.17% | Add +1.1% | 11,989 | $521K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.2% | 11,886 | $516K |
| TriaGen Wealth Management LLC | 0.13% | Add +0.3% | 11,799 | $512K |
| MAI Capital Management | 0.00% | Add +26.1% | 11,791 | $512K |
| Washington Trust Bank | 0.04% | No change | 11,780 | $511K |
| Pine Haven Investment Counsel, Inc | 0.37% | Add +0.5% | 11,738 | $510K |
| BlueStem Wealth Partners, LLC | 0.06% | Reduce -1.2% | 11,623 | $505K |
| Capital Advantage, Inc. | 0.07% | Add +3.6% | 11,433 | $496K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -8.3% | 11,410 | $495K |
| Warren Street Wealth Advisors, LLC | 0.15% | Reduce -7.4% | 11,367 | $494K |
| Elevation Wealth Partners, LLC | 0.17% | Add +34.4% | 11,148 | $484K |
| Addison Advisors LLC | 0.11% | Reduce -23.9% | 11,066 | $480K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -4.1% | 10,968 | $476K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.9% | 10,801 | $469K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -5.5% | 10,741 | $466K |
| Freedom Investment Management, Inc. | 0.12% | Reduce -42.3% | 10,725 | $466K |
| UMB Bank, n.a. | 0.01% | Add +1.4% | 10,721 | $466K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -0.6% | 10,684 | $464K |
| Tortoise Investment Management, LLC | 0.04% | Add +26.5% | 10,602 | $460K |
| One Wealth Capital Management, LLC | 0.20% | Add +5.4% | 10,405 | $452K |
| BLB&B Advisors, LLC | 0.02% | Reduce -7.2% | 10,393 | $451K |
| Midwest Trust Co | 0.01% | No change | 10,153 | $441K |
| One Capital Management, LLC | 0.01% | Add +63.0% | 10,048 | $436K |
| Wealth Alliance, LLC | 0.04% | Add +0.4% | 10,033 | $436K |
| Pathstone Holdings, LLC | 0.00% | Add +12.1% | 9,826 | $427K |
| Two Sigma Securities, LLC | 0.06% | Add +12.5% | 9,781 | $425K |
| Ryan Investment Management, Inc. | 0.24% | Reduce -11.9% | 9,743 | $423K |
| Facet Wealth, Inc. | 0.01% | Add +17.1% | 9,688 | $421K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +29.1% | 9,661 | $420K |
| Tme Financial, Inc. | 0.31% | Reduce -2.0% | 9,511 | $413K |
| Long Run Wealth Advisors, LLC | 0.08% | Reduce -9.5% | 9,463 | $411K |
| Atria Investments, Inc | 0.00% | Add +19.2% | 9,410 | $409K |
| Compound Planning, Inc. | 0.01% | Add +15.8% | 9,370 | $407K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 9,291 | $403K |
| Plum Street Advisors, LLC | 0.15% | Reduce -33.5% | 9,245 | $401K |
| Lifelong Wealth Advisors, Inc. | 0.12% | Reduce -3.4% | 9,179 | $399K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +3.3% | 9,142 | $397K |
| GC Wealth Management RIA, LLC | 0.01% | Add +23.5% | 9,101 | $395K |
| Private Advisor Group, LLC | 0.00% | Add +23.1% | 8,992 | $390K |
| Topel & Distasi Wealth Management, LLC | 0.19% | Add +0.3% | 8,913 | $387K |
| Barometer Capital Management Inc. | 0.09% | Add +29.4% | 8,800 | $382K |
| RW Investment Management LLC | 0.04% | Reduce -1.1% | 8,711 | $378K |
| Moller Wealth Partners | 0.08% | Reduce -1.5% | 8,495 | $369K |
| Avior Wealth Management, LLC | 0.01% | Reduce -45.4% | 8,424 | $366K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.6% | 8,414 | $365K |
| Williams & Novak, LLC | 0.28% | Reduce -8.2% | 8,347 | $362K |
| Keystone Financial Services | 0.11% | Add +1.8% | 8,337 | $362K |
| LifePlan Investment Advisors, Inc. | 0.15% | Add +4.3% | 8,291 | $360K |
| RHS Financial, LLC | 0.19% | Reduce -1.0% | 8,236 | $358K |
| SK Wealth Management, LLC | 0.13% | No change | 8,154 | $357K |
| Penobscot Wealth Management | 0.11% | Reduce -1.6% | 8,163 | $354K |
| WT Wealth Management | 0.10% | Reduce -20.6% | 8,146 | $354K |
| Aaron Wealth Advisors LLC | 0.02% | Add +6.4% | 8,139 | $353K |
| Caprock Group, LLC | 0.01% | — | 8,654 | $350K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.9% | 8,002 | $347K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.4% | 7,859 | $341K |
| Cypress Wealth Services, LLC | 0.05% | Add +5.8% | 7,723 | $335K |
| Ritholtz Wealth Management | 0.01% | Reduce -11.5% | 7,690 | $334K |
| Causey Wealth LLC | 0.16% | Reduce -6.5% | 7,642 | $332K |
| Community Bank, N.A. | 0.04% | Add +6.3% | 7,601 | $330K |
| Great Diamond Partners, LLC | 0.06% | Add +3.1% | 7,577 | $329K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 7,574 | $329K |
| GTS Securities LLC | 0.01% | New | 7,446 | $323K |
| TD Private Client Wealth LLC | 0.01% | Reduce -7.7% | 7,425 | $322K |
| SCS Capital Management LLC | 0.00% | No change | 7,416 | $322K |
| Tarbox Family Office, Inc. | 0.05% | No change | 7,399 | $321K |
| Copperleaf Capital, LLC | 0.15% | Add +14.0% | 7,332 | $318K |
| Pitcairn Co. | 0.03% | Reduce -80.3% | 7,314 | $318K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,088 | $308K |
| Theory Financial LLC | 0.11% | Add +5.9% | 6,868 | $306K |
| Courier Capital LLC | 0.02% | Add +5.0% | 7,020 | $305K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 7,002 | $304K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 6,948 | $302K |
| Capasso Planning Partners LLC | 0.19% | Reduce -18.8% | 6,928 | $301K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 6,838 | $297K |
| Sharper & Granite LLC | 0.11% | Reduce -1.5% | 6,832 | $297K |
| KPP Advisory Services LLC | 0.04% | Reduce -4.7% | 6,810 | $296K |
| Garde Capital, Inc. | 0.01% | Reduce -6.9% | 6,805 | $295K |
| Prudential PLC | 0.00% | No change | 6,800 | $295K |
| Foster Group, Inc. | 0.01% | Add +0.1% | 6,677 | $290K |
| Freestone Capital Holdings, LLC | 0.01% | New | 6,657 | $289K |
| CFM Wealth Partners LLC | 0.04% | Reduce -0.2% | 6,653 | $289K |
| Cutler Investment Counsel LLC | 0.03% | No change | 6,620 | $287K |
| Higgins & Schmidt Wealth Strategies LLC | 0.14% | Add +0.5% | 6,592 | $286K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.9% | 6,562 | $285K |
| Continuum Advisory, LLC | 0.03% | Reduce -1.4% | 6,561 | $285K |
| Oregon Pacific Wealth Management, LLC | 0.25% | No change | 6,561 | $285K |
| Brookwood Investment Group LLC | 0.04% | New | 6,525 | $283K |
| Kingsview Wealth Management, LLC | 0.00% | Add +10.4% | 6,492 | $282K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 6,434 | $279K |
| PFG Advisors | 0.01% | Add +1.7% | 6,405 | $278K |
| Wealthgarden F.S. LLC | 0.20% | Add +7.3% | 6,185 | $275K |
| Peak Financial Management, Inc. | 0.07% | Add +11.3% | 6,342 | $275K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +0.1% | 6,338 | $275K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.3% | 6,336 | $275K |
| Hughes Financial Services, LLC | 0.04% | Reduce -2.1% | 6,090 | $274K |
| R. W. Roge & Company, Inc. | 0.14% | Add +18.9% | 6,271 | $272K |
| Buttonwood Financial Group, LLC | 0.12% | Add +8.3% | 6,159 | $270K |
| HRT Financial LP | 0.00% | New | 6,222 | $270K |
| Tempus Wealth Planning, LLC | 0.06% | Add +0.5% | 6,190 | $269K |
| Rogco, LP | 0.09% | No change | 6,147 | $267K |
| Engineers Gate Manager LP | 0.00% | New | 6,121 | $266K |
| Veridan Wealth LLC | 0.09% | — | 6,064 | $263K |
| Brighton Jones LLC | 0.01% | Reduce -2.6% | 6,056 | $263K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 6,037 | $262K |
| Marino, Stram & Associates LLC | 0.05% | No change | 5,979 | $260K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 5,961 | $259K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -0.1% | 5,890 | $256K |
| Sage Mountain Advisors LLC | 0.01% | New | 5,876 | $255K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 5,864 | $255K |
| W Advisors, LLC | 0.13% | No change | 5,835 | $253K |
| CoreCap Advisors, LLC | 0.01% | No change | 5,763 | $250K |
| Armstrong, Fleming & Moore, Inc | 0.12% | No change | 5,747 | $250K |
| Trek Financial, LLC | 0.01% | New | 5,606 | $243K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,525 | $240K |
| Keener Financial Planning LLC | 0.11% | Reduce -8.8% | 5,520 | $239K |
| Strategic Blueprint, LLC | 0.01% | Reduce -4.6% | 5,455 | $237K |
| Verus Capital Partners, LLC | 0.02% | Add +0.2% | 5,447 | $237K |
| Keystone Wealth Services, LLC | 0.05% | No change | 5,314 | $231K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -1.4% | 5,310 | $231K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -3.8% | 5,219 | $227K |
| West Wealth Group, LLC | 0.05% | No change | 5,121 | $224K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -14.8% | 5,155 | $224K |
| JB Capital LLC | 0.01% | New | 5,149 | $224K |
| Ascent Group, LLC | 0.01% | New | 5,146 | $223K |
| Curtis Advisory Group, LLC | 0.05% | No change | 5,135 | $223K |
| Evergreen Private Wealth LLC | 0.09% | Reduce -6.8% | 5,120 | $222K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.6% | 5,096 | $221K |
| Keebeck Wealth Management | 0.03% | New | 5,096 | $221K |
| Financial Alternatives, Inc | 0.13% | Reduce -8.8% | 5,043 | $219K |
| McAdam, LLC | 0.01% | Reduce -2.1% | 5,025 | $218K |
| Hoxton Planning & Management, LLC | 0.07% | New | 5,023 | $218K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 5,000 | $217K |
| High Falls Advisors, Inc | 0.04% | New | 4,984 | $216K |
| Wharton Business Group, LLC | 0.01% | New | 4,895 | $213K |
| Fire Capital Management LLC | 0.12% | New | 4,888 | $212K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -5.8% | 4,834 | $210K |
| WBH Advisory Inc. | 0.02% | New | 4,830 | $210K |
| Blue Barn Wealth, LLC | 0.09% | Reduce -7.1% | 4,811 | $209K |
| Eley Financial Management, Inc | 0.08% | New | 4,800 | $208K |
| Armbruster Capital Management, Inc. | 0.04% | New | 4,800 | $208K |
| Valeo Financial Advisors, LLC | 0.00% | New | 4,796 | $208K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 4,750 | $206K |
| TPG Financial Advisors, LLC | 0.08% | New | 4,724 | $205K |
| Values Added Financial LLC | 0.09% | New | 4,710 | $205K |
| Spectrum Planning & Advisory Services Inc. | 0.11% | New | 4,648 | $202K |
| DDFG, Inc | 0.05% | New | 4,616 | $200K |
| AE Wealth Management LLC | 0.00% | Add +23.5% | 4,559 | $198K |
| Manning & Napier Advisors LLC | 0.00% | New | 4,165 | $181K |
| Valley National Advisers Inc. | 0.03% | Add +13.1% | 4,106 | $178K |
| Bangor Savings Bank | 0.01% | Add +4.8% | 4,034 | $175K |
| Gen-Wealth Partners Inc | 0.06% | Add +3.1% | 4,033 | $175K |
| Dynamic Wealth Strategies, LLC | 0.10% | No change | 3,514 | $153K |
| American Capital Advisory, LLC | 0.06% | Reduce -5.6% | 3,109 | $135K |
| Root Financial Partners, LLC | 0.01% | New | 3,084 | $134K |
| Signaturefd, LLC | 0.00% | No change | 2,955 | $128K |
| Fiduciary Counselling Inc. | 0.29% | No change | 2,515 | $109K |
| Rossby Financial, LCC | 0.04% | No change | 2,492 | $109K |
| Finley Financial, LLC | 0.05% | No change | 2,420 | $105K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 2,330 | $101K |
| AlphaCore Capital LLC | 0.00% | Reduce -0.6% | 2,217 | $96K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -2.1% | 2,184 | $95K |
| Motco | 0.01% | Add +3.7% | 2,126 | $92K |
| Gould Capital, LLC | 0.05% | No change | 1,964 | $85K |
| WPG Advisers, LLC | 0.06% | No change | 1,907 | $83K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.1% | 1,818 | $80K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -84.6% | 1,791 | $78K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.3% | 1,780 | $77K |
| Glenmede Investment Management, LP | 0.00% | No change | 1,779 | $77K |
| Smartleaf Asset Management LLC | 0.00% | Add +36.0% | 1,777 | $77K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -4.9% | 1,764 | $77K |
| Trust Co. of Vermont | 0.00% | Reduce -11.7% | 1,721 | $75K |
| Covestor Ltd | 0.04% | Reduce -3.9% | 1,672 | $73K |
| WealthCollab, LLC | 0.03% | No change | 1,562 | $68K |
| North Star Investment Management Corp. | 0.00% | New | 1,446 | $63K |
| Principal Securities, Inc. | 0.00% | Add +8.5% | 1,435 | $62K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -0.5% | 1,419 | $62K |
| GGM Financial LLC | 0.03% | New | 1,326 | $58K |
| Scarborough Advisors, LLC | 0.01% | Reduce -0.9% | 1,281 | $56K |
| SouthState Bank Corp | 0.00% | Reduce -54.8% | 1,268 | $55K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -33.6% | 1,249 | $54K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -5.9% | 1,194 | $52K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -38.3% | 1,119 | $49K |
| American National Bank & Trust | 0.00% | No change | 1,100 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -20.4% | 1,076 | $47K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 1,059 | $46K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 1,047 | $45K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 1,046 | $45K |
| Spire Wealth Management | 0.00% | Add +6.9% | 1,035 | $45K |
| McIlrath & Eck, LLC | 0.00% | Reduce -1.3% | 991 | $43K |
| Golden State Wealth Management, LLC | 0.00% | No change | 968 | $42K |
| Urban Financial Advisory Corp | 0.02% | Reduce -24.3% | 942 | $41K |
| Winthrop Capital Management, LLC | 0.01% | Add +32.0% | 824 | $36K |
| Concord Wealth Partners | 0.00% | No change | 779 | $34K |
| NBT Bank, N.A. | 0.00% | Reduce -95.5% | 43 | $34K |
| TFC Financial Management, Inc. | 0.00% | No change | 764 | $33K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -15.6% | 753 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.5% | 745 | $32K |
| Smithfield Trust Co | 0.00% | No change | 762 | $32K |
| Salem Investment Counselors Inc. | 0.00% | New | 733 | $32K |
| IFP Advisors, Inc | 0.00% | Reduce -17.3% | 725 | $31K |
| Founders Financial Alliance, LLC | 0.01% | No change | 709 | $31K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 658 | $29K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $28K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -0.8% | 638 | $28K |
| Howe & Rusling Inc. | 0.00% | Add +2.1% | 632 | $27K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $26K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 590 | $26K |
| WFA of San Diego, LLC | 0.02% | No change | 577 | $25K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -0.5% | 572 | $25K |
| Clarity Asset Management, Inc. | 0.01% | No change | 446 | $19K |
| Crewe Advisors LLC | 0.00% | No change | 395 | $17K |
| Ancora Advisors LLC | 0.00% | Reduce -8.6% | 373 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 343 | $15K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 323 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $13K |
| Hemington Wealth Management | 0.00% | No change | 279 | $12K |
| Evolution Wealth Management Inc. | 0.01% | No change | 267 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 262 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.4% | 259 | $11K |
| Kilter Group LLC | 0.01% | Add +18.2% | 253 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -86.5% | 240 | $10K |
| Investors Research Corp | 0.00% | No change | 235 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 227 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.7% | 223 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $9K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -53.1% | 199 | $9K |
| Ameriflex Group, Inc. | 0.00% | Reduce -31.2% | 196 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +44.6% | 188 | $8K |
| Lanark Financial, Inc. | 0.00% | Add +92.2% | 173 | $8K |
| Maseco LLP | 0.00% | New | 165 | $7K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 163 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $7K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 158 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 145 | $6K |
| Centerpoint Advisors, LLC | 0.00% | Add +15.7% | 133 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $6K |
| Front Row Advisors LLC | 0.00% | New | 120 | $5K |
| Noble Wealth Management PBC | 0.00% | — | 108 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 88 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 82 | $4K |
| Tidemark, LLC | 0.00% | No change | 81 | $4K |
| ORG Partners LLC | 0.00% | Reduce -1.3% | 78 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 67 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 56 | $2K |
| Grand Wealth Management, LLC | 0.00% | No change | 50 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +92.0% | 48 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $2K |
| Evermay Wealth Management LLC | 0.00% | Reduce -69.7% | 40 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 28 | $1K |
| Financial Life Planners | 0.00% | New | 27 | $1K |
| Guerra Advisors Inc | 0.00% | New | 26 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 21 | $1K |
| Caitlin John, LLC | 0.00% | New | 23 | $999 |
| Abound Wealth Management | 0.00% | New | 18 | $782 |
| Key Financial Inc | 0.00% | No change | 17 | $744 |
| HM Payson & Co. | 0.00% | New | 13 | $565 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -97.5% | 13 | $564 |
| Dunhill Financial, LLC | 0.00% | No change | 12 | $521 |
| 3Chopt Investment Partners, LLC | 0.00% | No change | 11 | $478 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 8 | $339 |
| Glassman Wealth Services | 0.00% | No change | 1 | $43 |
| Cloud Capital Management, LLC | 0.00% | New | 15 | $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.