iShares Inc. iShares ESG AwarESGEETF
13F holders, Q4 2025 (December 31)594holders +60
59new positions
31sold out
3famous investors
$44.16avg. 13F price*
At the end of Q4 2025, 594 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 60 from Q3 2025. 59 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($619.9M), Empower Advisory Group, LLC ($281.7M) and Northern Trust Corp. ($229.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Inc. iShares ESG Awar
- CUSIP
- 46434G863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $68.6M |
| Exits | 31 | $32.8M |
All 13F filers, Q3 2025 → Q4 2025: 6,718,386 shares bought and 3,200,264 shares sold, net +3,518,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 594 holders
| Bank of America Corp. | 0.05% | Reduce -0.8% | 14,034,714 | $619.9M |
| Empower Advisory Group, LLC | 0.76% | Add +15.5% | 6,376,748 | $281.7M |
| Northern Trust Corp. | 0.03% | Add +5.1% | 5,194,283 | $229.4M |
| Morgan Stanley | 0.01% | Add +1.6% | 4,885,857 | $215.8M |
| Wit, LLC | 4.07% | Add +0.3% | 4,601,324 | $203.2M |
| Tiaa Trust, National Association | 0.45% | Reduce -3.5% | 4,216,469 | $186.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +16.3% | 3,550,393 | $156.8M |
| Betterment LLC | 0.27% | Reduce -0.7% | 3,254,323 | $143.7M |
| FMR LLC | 0.01% | Add +15.4% | 2,920,921 | $129.0M |
| Wealthfront Advisers LLC | 0.25% | Add +2.8% | 2,568,072 | $113.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.4% | 2,397,214 | $105.9M |
| Wells Fargo & Company | 0.02% | Add +40.4% | 2,345,731 | $103.6M |
| Creative Planning | 0.06% | Add +2.5% | 1,962,516 | $86.7M |
| LPL Financial LLC | 0.02% | Add +12.4% | 1,514,419 | $66.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.9% | 1,451,003 | $64.1M |
| BlackRock, Inc. | 0.00% | Add +4.6% | 1,347,917 | $59.5M |
| UBS Group AG | 0.01% | Reduce -3.8% | 1,278,185 | $56.5M |
| Acorns Advisers, LLC | 0.41% | Add +1.4% | 1,248,070 | $55.1M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.3% | 1,215,772 | $53.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +2.2% | 945,667 | $41.8M |
| US Bancorp \de | 0.05% | Add +4.0% | 906,767 | $40.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.5% | 767,299 | $33.9M |
| Royal Bank of Canada | 0.01% | Add +9.6% | 745,171 | $32.9M |
| M&T Bank Corp | 0.10% | Reduce -2.2% | 689,795 | $30.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.7% | 641,688 | $28.3M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +21.4% | 630,493 | $27.8M |
| Mission Wealth Management, LP | 0.54% | Reduce -3.1% | 599,664 | $26.5M |
| Old Mission Capital LLC | 0.95% | New | 555,947 | $24.6M |
| Fifth Third Bancorp | 0.06% | Add +2.1% | 450,502 | $19.9M |
| IMPACTfolio, LLC | 8.32% | Reduce -7.4% | 448,444 | $19.8M |
| Citadel Advisors | 0.01% | Add +57.1% | 418,881 | $18.5M |
| Fiduciary Trust Co | 0.21% | Add +2.2% | 410,234 | $18.1M |
| Cetera Investment Advisers | 0.02% | Add +16.2% | 379,777 | $16.8M |
| Susquehanna International Group, LLP | 0.02% | New | 374,844 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +14.1% | 371,275 | $16.4M |
| Forefront Analytics, LLC | 14.18% | Add +83.7% | 363,728 | $16.1M |
| HighTower Advisors, LLC | 0.02% | Add +0.3% | 357,711 | $15.8M |
| Sei Investments Co. | 0.02% | Reduce -2.0% | 352,611 | $15.6M |
| Eastern Bank | 0.26% | Reduce -0.7% | 342,880 | $15.1M |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 339,079 | $15.0M |
| Mariner, LLC | 0.02% | Add +4.4% | 311,328 | $13.8M |
| SigFig Wealth Management, LLC | 0.40% | Add +0.5% | 302,215 | $13.3M |
| Jane Street Group, LLC | 0.02% | Add +115.3% | 297,361 | $13.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -1.7% | 277,903 | $12.3M |
| Corient Private Wealth LP | 0.02% | Reduce -9.4% | 277,094 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.9% | 251,142 | $11.1M |
| MML Investors Services, LLC | 0.03% | Add +24.8% | 237,060 | $10.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +12.1% | 230,077 | $10.2M |
| Global Retirement Partners, LLC | 0.16% | Add +209.4% | 198,669 | $8.8M |
| Composition Wealth, LLC | 0.12% | Add +6.8% | 194,148 | $8.6M |
| Citigroup Inc. | 0.01% | Reduce -15.3% | 192,372 | $8.5M |
| DRW Securities, LLC | 0.65% | New | 192,321 | $8.5M |
| Ally Invest Advisors Inc. | 0.53% | Reduce -0.5% | 173,309 | $7.7M |
| Intergy Private Wealth, LLC | 2.19% | Reduce -0.3% | 164,238 | $7.3M |
| Oxford Financial Group, LTD. LLC | 0.39% | Reduce -2.5% | 162,591 | $7.2M |
| Mather Group, Llc. | 0.07% | Add +1.6% | 158,027 | $7.0M |
| Modera Wealth Management, LLC | 0.08% | Add +1.3% | 152,561 | $6.7M |
| O'Brien Wealth Partners LLC | 0.88% | Reduce -0.7% | 151,187 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +32.0% | 139,856 | $6.2M |
| Laurel Wealth Planning LLC | 3.38% | Reduce -2.5% | 138,244 | $6.1M |
| Stanich Group LLC | 4.55% | Add +4.5% | 136,668 | $6.0M |
| Alesco Advisors, LLC, An ESL Co | 0.15% | Reduce -0.5% | 130,514 | $5.8M |
| 3EDGE Asset Management, LP | 0.30% | Reduce -2.4% | 128,787 | $5.7M |
| Principal Financial Group Inc. | 0.00% | No change | 126,725 | $5.6M |
| Focus Partners Wealth | 0.01% | Reduce -0.4% | 122,760 | $5.4M |
| Brown Advisory Inc. | 0.01% | Reduce -0.8% | 118,374 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +24.5% | 117,559 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +10.3% | 116,498 | $5.1M |
| Quent Capital, LLC | 0.37% | Add +0.3% | 114,840 | $5.1M |
| Bailard, Inc. | 0.11% | Add +7.2% | 114,349 | $5.1M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -5.7% | 113,661 | $5.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 112,370 | $5.0M |
| Allworth Financial LP | 0.02% | Reduce -2.0% | 111,337 | $4.9M |
| Bank of Montreal | 0.00% | Add +167.6% | 109,898 | $4.9M |
| Assetmark, Inc. | 0.01% | Add +14.7% | 108,665 | $4.8M |
| Sand Hill Global Advisors, LLC | 0.17% | Reduce -1.9% | 108,348 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +9.7% | 104,419 | $4.6M |
| Evoke Wealth, LLC | 0.08% | Reduce -1.2% | 97,881 | $4.3M |
| High Note Wealth, LLC | 0.82% | Reduce -0.0% | 94,983 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -27.2% | 90,148 | $4.0M |
| GeoWealth Management, LLC | 0.14% | Reduce -4.5% | 86,708 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +21.4% | 86,440 | $3.8M |
| Truist Financial Corp. | 0.00% | Reduce -4.4% | 83,469 | $3.7M |
| Comerica Bank | 0.01% | Add +2.3% | 83,312 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Add +4.0% | 83,253 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +8.8% | 81,416 | $3.6M |
| Savant Capital, LLC | 0.02% | Reduce -20.6% | 80,357 | $3.5M |
| rebel Financial LLC | 1.46% | Add +0.0% | 77,389 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +22.6% | 76,381 | $3.4M |
| Litman Gregory Wealth Management LLC | 0.24% | Reduce -4.7% | 74,667 | $3.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.4% | 73,534 | $3.2M |
| Advisory Services Network, LLC | 0.05% | Add +7.6% | 72,876 | $3.2M |
| Apella Capital, LLC | 0.06% | Add +3.3% | 71,535 | $3.2M |
| Avise Financial Cooperative, Inc. | 2.78% | — | 69,262 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 68,152 | $3.0M |
| Raffa Wealth Management, LLC | 0.46% | Add +7.4% | 67,901 | $3.0M |
| &partners | 0.02% | Add +17.6% | 66,548 | $2.9M |
| AlTi Global, Inc. | 0.06% | Add +5.9% | 64,723 | $2.9M |
| Wescott Financial Advisory Group, LLC | 0.24% | Add +1.5% | 63,103 | $2.8M |
| Quadrant Capital Group LLC | 0.08% | No change | 63,089 | $2.8M |
| Bokf, NA | 0.04% | Add +12.0% | 62,013 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +38.8% | 61,579 | $2.7M |
| Crux Wealth Advisors | 1.01% | Add +1.4% | 61,190 | $2.7M |
| Koss-Olinger Consulting, LLC | 0.21% | Reduce -0.7% | 60,945 | $2.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +32.1% | 60,796 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +32.2% | 60,077 | $2.7M |
| One Wealth Advisors, LLC | 0.32% | Add +14.5% | 59,467 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.5% | 59,387 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +26.6% | 58,482 | $2.6M |
| State of Wisconsin Investment Board | 0.01% | No change | 57,159 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.4% | 57,045 | $2.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.6% | 56,669 | $2.5M |
| Cabot Wealth Management Inc. | 0.28% | Add +9.6% | 56,412 | $2.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +18.1% | 56,349 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 54,858 | $2.4M |
| Keybank National Association | 0.01% | Add +0.6% | 54,546 | $2.4M |
| Archer Investment Management, LLC | 1.29% | Reduce -16.3% | 54,211 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +3.9% | 52,693 | $2.3M |
| Blue Edge Capital, LLC | 0.31% | Reduce -5.7% | 52,609 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +28.6% | 50,582 | $2.2M |
| Affiance Financial, LLC | 0.36% | Reduce -1.2% | 50,164 | $2.2M |
| Bear Mountain Capital, Inc. | 0.69% | Add +0.6% | 45,930 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +12.2% | 47,212 | $2.1M |
| Pitcairn Wealth Advisors LLC | 0.18% | — | 45,897 | $2.0M |
| Baron Financial Group, LLC | 1.08% | Reduce -1.9% | 45,452 | $2.0M |
| Citizens Financial Group Inc. | 0.03% | Add +0.6% | 45,124 | $2.0M |
| True Blue Financial, LLC | 1.62% | — | 44,455 | $2.0M |
| Impact Investors, Inc | 1.36% | Add +48.6% | 44,401 | $2.0M |
| TrueWealth Financial Partners | 1.62% | New | 44,341 | $2.0M |
| JNBA Financial Advisors | 0.17% | Add +15.4% | 43,870 | $1.9M |
| XY Planning Network, Inc. | 0.33% | Add +5.6% | 43,352 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +4.2% | 43,271 | $1.9M |
| One Capital Management, LLC | 0.06% | Add +321.5% | 42,353 | $1.9M |
| Davis Wealth Advisors, LLC | 1.53% | Add +23.1% | 41,590 | $1.8M |
| HB Wealth Management, LLC | 0.01% | Add +6.2% | 41,152 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.27% | Add +17.3% | 40,998 | $1.8M |
| Sharkey, Howes & Javer | 0.23% | Add +20.9% | 40,650 | $1.8M |
| Centennial Bank | 0.71% | Add +19.0% | 40,375 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -0.9% | 40,213 | $1.8M |
| Heritage Wealth Advisors | 0.07% | Add +0.1% | 40,083 | $1.8M |
| Midwest Financial Partners Investments, Inc. | 0.98% | — | 40,028 | $1.8M |
| Omega Financial Group, LLC | 0.57% | Reduce -4.8% | 38,820 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +4.0% | 38,601 | $1.7M |
| Northstar Asset Management Inc. | 0.44% | New | 38,219 | $1.7M |
| Birchwood Financial Partners, Inc. | 1.67% | — | 38,176 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 37,410 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -1.0% | 36,934 | $1.6M |
| Sofi Wealth, LLC | 0.08% | Add +38.8% | 36,757 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +8.6% | 36,613 | $1.6M |
| Alaska Wealth Advisors, LLC | 0.21% | Reduce -8.9% | 36,590 | $1.6M |
| Acadian Asset Management LLC | 0.00% | New | 36,518 | $1.6M |
| Cwm, LLC | 0.00% | Add +53.3% | 36,467 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +123.1% | 35,725 | $1.6M |
| NorthRock Partners, LLC | 0.03% | Add +93.5% | 34,970 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +17.0% | 34,881 | $1.5M |
| Legacy Edge Advisors, LLC | 0.17% | Add +8.4% | 34,860 | $1.5M |
| Neumann Capital Management, LLC | 0.44% | Reduce -4.0% | 34,825 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.9% | 34,197 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +77.0% | 34,021 | $1.5M |
| Wealth Architects, LLC | 0.14% | Reduce -0.5% | 34,002 | $1.5M |
| Amundi | 0.00% | Reduce -27.4% | 33,932 | $1.5M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -12.8% | 33,148 | $1.5M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -1.6% | 32,764 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.17% | Add +0.1% | 32,637 | $1.4M |
| Maia Wealth LLC | 0.24% | Reduce -16.8% | 29,038 | $1.4M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -3.8% | 31,774 | $1.4M |
| Silver Oak Wealth Advisors Services, LLC | 0.90% | Add +0.9% | 31,462 | $1.4M |
| Integris Wealth Management, LLC | 0.31% | Reduce -3.4% | 30,688 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Add +4.5% | 30,402 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | No change | 30,176 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +34.4% | 28,779 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.5% | 30,094 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +5.4% | 30,024 | $1.3M |
| Staley Capital Advisers Inc. | 0.05% | No change | 30,000 | $1.3M |
| Eq LLC | 0.38% | Add +8.9% | 29,808 | $1.3M |
| Wealth Advisory Team LLC | 1.14% | — | 29,313 | $1.3M |
| Weil Company, Inc. | 0.30% | Reduce -3.5% | 29,305 | $1.3M |
| Torren Management, LLC | 0.66% | — | 29,282 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.11% | Reduce -0.7% | 28,840 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.83% | Add +7.4% | 26,571 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -8.8% | 26,460 | $1.2M |
| Vision Capital Management, Inc. | 0.14% | Add +1.2% | 26,286 | $1.2M |
| Trust Co | 0.11% | Reduce -0.1% | 25,977 | $1.1M |
| Asset Dedication, LLC | 0.08% | Reduce -1.8% | 25,920 | $1.1M |
| Barometer Capital Management Inc. | 0.27% | Add +709.1% | 71,200 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Add +11.2% | 25,423 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.24% | Add +19.3% | 25,299 | $1.1M |
| Trilogy Capital Inc. | 0.05% | Reduce -0.8% | 25,115 | $1.1M |
| Equita Financial Network, Inc. | 0.33% | Add +10.2% | 25,101 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | No change | 24,913 | $1.1M |
| RTD Financial Advisors, Inc. | 0.13% | Reduce -1.6% | 24,743 | $1.1M |
| Johnson Financial Group, Inc. | 0.04% | New | 24,464 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.43% | Reduce -1.6% | 24,455 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.4% | 24,165 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +29.4% | 23,638 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | Reduce -2.9% | 23,464 | $1.0M |
| GenTrust, LLC | 0.04% | No change | 23,412 | $1.0M |
| Opes Wealth Management LLC | 0.17% | Reduce -0.2% | 23,208 | $1.0M |
| WealthShield Partners, LLC | 0.11% | Add +2.1% | 23,037 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.14% | Add +5.6% | 22,321 | $986K |
| RFG Advisory, LLC | 0.02% | Add +29.6% | 21,830 | $964K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -3.9% | 21,220 | $937K |
| Brooklyn FI, LLC | 0.20% | Add +1.4% | 21,178 | $935K |
| Gould Asset Management LLC | 0.17% | Reduce -5.2% | 21,084 | $931K |
| CENTRAL TRUST Co | 0.02% | Add +15.0% | 20,977 | $927K |
| Austin Private Wealth, LLC | 0.07% | Add +15.4% | 20,967 | $926K |
| Krilogy Financial LLC | 0.03% | Reduce -15.1% | 19,327 | $921K |
| Mascoma Wealth Management LLC | 0.20% | Reduce -5.6% | 20,729 | $916K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.1% | 20,472 | $904K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -19.0% | 20,174 | $891K |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -4.9% | 19,887 | $878K |
| Mutual Advisors, LLC | 0.02% | Add +10.4% | 19,812 | $875K |
| Jordan Park Group LLC | 0.05% | Reduce -3.5% | 19,489 | $861K |
| Madrid Wealth Management, LLC | 0.69% | — | 19,326 | $854K |
| Ameraudi Asset Management, Inc. | 0.47% | No change | 19,302 | $853K |
| Wedbush Securities Inc. | 0.02% | Add +2.4% | 19,297 | $852K |
| OLIO Financial Planning | 0.24% | Reduce -0.7% | 19,251 | $850K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +3.1% | 18,962 | $838K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 18,783 | $830K |
| Napier Financial, LLC | 0.21% | — | 18,693 | $826K |
| Cambridge Associates LLC /Ma/ | 0.01% | New | 18,650 | $824K |
| Hilltop Wealth Advisors, LLC | 0.41% | Reduce -7.0% | 18,595 | $821K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | Add +3.8% | 18,593 | $821K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 18,422 | $814K |
| Regal Investment Advisors LLC | 0.05% | Add +19.7% | 18,416 | $813K |
| EP Wealth Advisors, LLC | 0.00% | — | 18,293 | $808K |
| Prism Advisors, Inc. | 0.21% | No change | 18,093 | $799K |
| Morling Financial Advisors, LLC | 0.25% | Add +1.0% | 17,992 | $795K |
| Regatta Capital Group, LLC | 0.12% | Reduce -5.4% | 17,977 | $794K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 17,961 | $793K |
| Compound Planning, Inc. | 0.02% | Add +89.8% | 17,780 | $785K |
| Private Wealth Management Group, LLC | 0.21% | Add +0.9% | 17,613 | $778K |
| Plan A Wealth LLC | 0.38% | Reduce -27.4% | 17,608 | $778K |
| Decker Retirement Planning Inc. | 0.39% | Add +1.3% | 17,541 | $775K |
| Birchbrook, Inc. | 0.38% | Add +6.4% | 17,393 | $768K |
| Whittier Trust Co. | 0.01% | Reduce -2.0% | 16,208 | $751K |
| Boston Standard Wealth Management, LLC | 0.12% | Reduce -2.2% | 16,979 | $750K |
| Western Wealth Management, LLC | 0.03% | New | 16,869 | $745K |
| Commerce Bank | 0.00% | Add +0.6% | 16,868 | $745K |
| Bond & Devick Financial Network, Inc. | 0.21% | Reduce -3.0% | 16,826 | $743K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +21.2% | 16,678 | $737K |
| Aureum Wealth Management, LLC | 0.68% | — | 16,630 | $735K |
| White Lighthouse Investment Management Inc. | 0.10% | Reduce -3.1% | 16,507 | $729K |
| World Investment Advisors | 0.01% | Add +28.4% | 16,375 | $723K |
| eCIO, Inc. | 0.34% | Reduce -3.2% | 16,338 | $722K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -2.9% | 16,169 | $714K |
| Savvy Advisors, Inc. | 0.02% | Reduce -30.6% | 16,139 | $713K |
| Yukon Wealth Management, Inc. | 0.40% | Reduce -3.8% | 14,839 | $700K |
| Sage Financial Group Inc. | 0.05% | Reduce -0.3% | 15,678 | $692K |
| PFG Investments, LLC | 0.03% | Reduce -1.9% | 15,637 | $691K |
| Hardy Reed LLC | 0.05% | Reduce -0.3% | 15,626 | $690K |
| Fund Evaluation Group, LLC | 0.02% | New | 15,605 | $689K |
| Fort Point Capital Partners LLC | 0.08% | No change | 14,603 | $684K |
| Capital Analysts, LLC | 0.02% | Add +10.2% | 15,352 | $678K |
| Howland Capital Management LLC | 0.03% | Reduce -0.3% | 15,318 | $677K |
| Keel Point, LLC | 0.04% | Add +1.5% | 15,277 | $675K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -11.0% | 15,241 | $673K |
| Smart Portfolios, LLC | 0.67% | Reduce -4.8% | 15,189 | $671K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.0% | 15,038 | $664K |
| Summit Wealth Group, LLC | 0.15% | Reduce -2.5% | 14,727 | $650K |
| Benchmark Financial, LLC | 0.64% | — | 14,508 | $641K |
| Brandywine Oak Private Wealth LLC | 0.05% | Add +3.7% | 14,420 | $637K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -60.6% | 14,358 | $634K |
| Evolve Private Wealth, LLC | 0.04% | — | 14,345 | $634K |
| A&I Financial Services, LLC | 0.29% | Add +1.2% | 14,031 | $620K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 13,621 | $602K |
| Tortoise Investment Management, LLC | 0.05% | Add +28.4% | 13,612 | $601K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $601K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -2.5% | 13,536 | $598K |
| PDS Planning, Inc | 0.04% | Reduce -11.2% | 13,479 | $595K |
| Coldstream Capital Management Inc. | 0.01% | No change | 13,370 | $591K |
| Plancorp, LLC | 0.02% | Reduce -6.2% | 13,344 | $589K |
| Diversified Enterprises, LLC | 0.04% | Reduce -0.6% | 13,340 | $589K |
| Portland Global Advisors LLC | 0.06% | No change | 13,275 | $586K |
| Bell Investment Advisors, Inc | 0.09% | Reduce -0.3% | 13,256 | $585K |
| Facet Wealth, Inc. | 0.01% | Add +23.2% | 11,935 | $582K |
| Shotwell Rutter Baer Inc | 0.35% | Add +0.1% | 12,646 | $580K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.6% | 13,125 | $580K |
| Xena Financial Planning, LLC | 0.68% | — | 13,030 | $576K |
| Falcon Wealth Planning | 0.05% | Reduce -2.2% | 12,914 | $570K |
| CGN Advisors LLC | 0.05% | Add +1.1% | 12,905 | $570K |
| New England Private Wealth Advisors LLC | 0.07% | Add +3.5% | 12,645 | $559K |
| Diversified Trust Co. | 0.01% | Reduce -4.5% | 12,607 | $557K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -1.4% | 11,840 | $553K |
| Foster Group, Inc. | 0.02% | Add +87.3% | 12,507 | $552K |
| Wealth Alliance, LLC | 0.05% | Add +24.3% | 12,472 | $551K |
| Lifelong Wealth Advisors, Inc. | 0.15% | Add +35.8% | 12,464 | $551K |
| Sage Advisory Services, Ltd.Co. | 0.30% | No change | 12,347 | $545K |
| Pine Haven Investment Counsel, Inc | 0.39% | Add +4.7% | 12,288 | $543K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -20.6% | 12,104 | $535K |
| MA Private Wealth | 0.09% | Reduce -1.4% | 12,096 | $534K |
| HSBC Holdings PLC | 0.00% | Reduce -4.3% | 11,984 | $529K |
| Brown Brothers Harriman & Co. | 0.00% | New | 11,962 | $528K |
| MAI Capital Management | 0.00% | Add +1.2% | 11,930 | $527K |
| Capital Advantage, Inc. | 0.07% | Add +4.0% | 11,888 | $525K |
| Atria Investments, Inc | 0.01% | Add +25.4% | 11,804 | $521K |
| TriaGen Wealth Management LLC | 0.13% | No change | 11,799 | $521K |
| One Wealth Capital Management, LLC | 0.22% | Add +13.4% | 11,798 | $521K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.6% | 11,693 | $516K |
| Elevation Wealth Partners, LLC | 0.18% | Add +1.3% | 11,297 | $499K |
| Washington Trust Bank | 0.03% | Reduce -4.5% | 11,253 | $497K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +120.7% | 11,246 | $497K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +1.9% | 10,947 | $484K |
| Addison Advisors LLC | 0.11% | Reduce -1.5% | 10,898 | $481K |
| Private Trust Co. NA | 0.04% | Reduce -16.7% | 10,889 | $481K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -1.3% | 10,821 | $478K |
| BLB&B Advisors, LLC | 0.02% | Add +2.1% | 10,613 | $469K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -0.8% | 10,597 | $468K |
| Range Advisory, LLC | 0.12% | — | 10,568 | $467K |
| Larson Financial Group LLC | 0.02% | Reduce -19.8% | 10,452 | $462K |
| UMB Bank, n.a. | 0.01% | Reduce -3.0% | 10,399 | $459K |
| Meridian Wealth Partners, LLC | 0.06% | Reduce -9.8% | 10,298 | $455K |
| Midwest Trust Co | 0.01% | No change | 10,153 | $448K |
| Garde Capital, Inc. | 0.03% | Add +44.9% | 9,860 | $436K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -15.2% | 9,854 | $435K |
| Diversify Wealth Management, LLC | 0.02% | New | 9,336 | $433K |
| Cambridge Financial Group, LLC | 0.15% | Add +2.9% | 12,340 | $433K |
| Long Run Wealth Advisors, LLC | 0.08% | Add +1.7% | 9,627 | $425K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +5.3% | 9,622 | $425K |
| Keystone Financial Services | 0.13% | Add +15.2% | 9,607 | $424K |
| Tme Financial, Inc. | 0.30% | Add +0.1% | 9,518 | $420K |
| Theory Financial LLC | 0.14% | Add +28.5% | 8,825 | $420K |
| Seeds Investor LLC | 0.08% | New | 9,453 | $418K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.5% | 9,434 | $417K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +19.8% | 9,417 | $416K |
| Gemmer Asset Management LLC | 0.03% | New | 9,401 | $415K |
| Aspiriant, LLC | 0.01% | New | 9,300 | $411K |
| Plum Street Advisors, LLC | 0.15% | No change | 9,245 | $408K |
| Higgins & Schmidt Wealth Strategies LLC | 0.19% | Add +36.8% | 9,020 | $398K |
| Argentarii, LLC | 0.13% | New | 9,000 | $398K |
| Cypress Wealth Services, LLC | 0.05% | Add +16.2% | 8,977 | $397K |
| LifePlan Investment Advisors, Inc. | 0.16% | Add +7.9% | 8,944 | $395K |
| Renaissance Technologies | 0.00% | Reduce -74.0% | 8,900 | $393K |
| McAdam, LLC | 0.02% | Add +77.0% | 8,894 | $393K |
| LFA - Lugano Financial Advisors SA | 0.20% | New | 8,774 | $388K |
| Caprock Group, LLC | 0.01% | No change | 8,654 | $382K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | — | 8,605 | $380K |
| Topel & Distasi Wealth Management, LLC | 0.18% | Reduce -3.9% | 8,567 | $378K |
| Moller Wealth Partners | 0.08% | No change | 8,495 | $375K |
| RHS Financial, LLC | 0.18% | Add +2.9% | 8,474 | $374K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +19.0% | 8,437 | $373K |
| Avior Wealth Management, LLC | 0.01% | No change | 8,424 | $372K |
| Penobscot Wealth Management | 0.11% | Add +2.5% | 8,366 | $370K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.0% | 8,331 | $368K |
| Montecito Bank & Trust | 0.06% | Reduce -52.0% | 8,314 | $367K |
| Pathstone Holdings, LLC | 0.00% | Reduce -16.7% | 8,183 | $361K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -25.5% | 8,051 | $356K |
| Williams & Novak, LLC | 0.26% | Reduce -5.7% | 7,872 | $348K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -13.7% | 7,854 | $347K |
| McCartney Wealth Management LLC | 0.30% | — | 7,791 | $344K |
| Wealthgarden F.S. LLC | 0.22% | Add +14.4% | 7,077 | $337K |
| Retirement Income Solutions, Inc. | 0.06% | Add +9.8% | 7,628 | $337K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 7,574 | $335K |
| WT Wealth Management | 0.10% | Reduce -7.4% | 7,542 | $333K |
| Community Bank, N.A. | 0.04% | Reduce -1.0% | 7,526 | $332K |
| SCS Capital Management LLC | 0.00% | Add +1.4% | 7,521 | $332K |
| Cutler Investment Counsel LLC | 0.03% | Add +12.8% | 7,466 | $330K |
| Causey Wealth LLC | 0.15% | Reduce -2.9% | 7,422 | $328K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.7% | 7,399 | $327K |
| Red Reef Advisors LLC | 0.33% | — | 7,389 | $326K |
| Bogart Wealth, LLC | 0.01% | Reduce -7.7% | 7,388 | $326K |
| Warren Street Wealth Advisors, LLC | 0.09% | Reduce -35.4% | 7,340 | $324K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -99.2% | 7,271 | $321K |
| Hoxton Planning & Management, LLC | 0.10% | Add +44.1% | 7,238 | $320K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +20.6% | 7,190 | $318K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.8% | 7,145 | $316K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 7,139 | $315K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.9% | 7,085 | $313K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 7,002 | $309K |
| Cornerstone Financial Management LLC | 0.29% | — | 6,939 | $307K |
| Arax Advisory Partners | 0.01% | New | 6,886 | $304K |
| Great Diamond Partners, LLC | 0.06% | Reduce -9.4% | 6,865 | $303K |
| Continuum Advisory, LLC | 0.03% | Add +4.5% | 6,859 | $303K |
| Sharper & Granite LLC | 0.11% | Add +0.4% | 6,857 | $303K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2467.9% | 6,728 | $297K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 6,657 | $294K |
| CFM Wealth Partners LLC | 0.04% | No change | 6,653 | $294K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -18.6% | 6,625 | $293K |
| Vise Technologies, Inc. | 0.01% | New | 6,603 | $292K |
| AE Wealth Management LLC | 0.00% | Add +44.3% | 6,577 | $291K |
| Contango Wealth Management LLC | 0.32% | — | 6,569 | $290K |
| Courier Capital LLC | 0.02% | Reduce -7.4% | 6,501 | $287K |
| Peak Financial Management, Inc. | 0.07% | Add +2.4% | 6,497 | $287K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.5% | 6,462 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.3% | 6,421 | $284K |
| Morton Brown Family Wealth, LLC | 0.08% | Reduce -0.3% | 6,416 | $283K |
| Tudor Investment Corporation | 0.00% | New | 6,413 | $283K |
| Ryan Investment Management, Inc. | 0.16% | Reduce -34.3% | 6,403 | $283K |
| CoreCap Advisors, LLC | 0.01% | Add +10.8% | 6,385 | $282K |
| R. W. Roge & Company, Inc. | 0.14% | Add +1.5% | 6,365 | $281K |
| EFG International AG | 0.01% | — | 6,359 | $281K |
| Massachusetts Financial Services Co. | 0.00% | New | 6,359 | $281K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -0.2% | 6,324 | $279K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -41.2% | 6,309 | $279K |
| Tempus Wealth Planning, LLC | 0.06% | Add +1.4% | 6,278 | $277K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -4.6% | 6,258 | $276K |
| Financial Futures Ltd Liability Co. | 0.13% | New | 6,226 | $275K |
| KPP Advisory Services LLC | 0.04% | Reduce -9.0% | 6,200 | $274K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -83.5% | 6,154 | $272K |
| Rogco, LP | 0.09% | No change | 6,147 | $272K |
| Capasso Planning Partners LLC | 0.15% | Reduce -11.3% | 6,142 | $271K |
| Modern Wealth Management, LLC | 0.00% | New | 6,123 | $270K |
| JB Capital LLC | 0.01% | Add +18.9% | 6,121 | $270K |
| Strategic Blueprint, LLC | 0.02% | Add +11.6% | 6,089 | $269K |
| Marino, Stram & Associates LLC | 0.05% | Add +1.7% | 6,080 | $269K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 6,037 | $267K |
| Veridan Wealth LLC | 0.09% | Reduce -0.8% | 6,016 | $266K |
| Gateway Wealth Partners, LLC | 0.03% | New | 6,014 | $266K |
| Oregon Pacific Wealth Management, LLC | 0.27% | Reduce -8.5% | 6,005 | $265K |
| Keener Financial Planning LLC | 0.11% | Add +8.8% | 6,008 | $265K |
| Financial Planning Fort Collins, LLC | 0.23% | — | 5,990 | $265K |
| SK Wealth Management, LLC | 0.07% | Reduce -33.1% | 5,451 | $265K |
| Bigelow Investment Advisors, LLC | 0.10% | Add +1.4% | 5,970 | $264K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +1.5% | 5,950 | $263K |
| Capital Asset Advisory Services LLC | 0.01% | New | 5,655 | $262K |
| WBH Advisory Inc. | 0.02% | Add +22.3% | 5,908 | $261K |
| Sage Mountain Advisors LLC | 0.01% | No change | 5,876 | $260K |
| Hughes Financial Services, LLC | 0.04% | Reduce -4.7% | 5,805 | $256K |
| Armstrong, Fleming & Moore, Inc | 0.12% | Add +0.6% | 5,781 | $255K |
| Axxcess Wealth Management, LLC | 0.00% | New | 5,655 | $250K |
| Founders Financial Securities LLC | 0.01% | New | 5,642 | $249K |
| W Advisors, LLC | 0.13% | Reduce -3.4% | 5,639 | $249K |
| Asempa Wealth Advisors | 0.21% | — | 5,526 | $244K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,525 | $244K |
| High Falls Advisors, Inc | 0.05% | Add +10.7% | 5,519 | $244K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 5,409 | $239K |
| Traveka Wealth, LLC | 0.10% | New | 5,400 | $239K |
| Cape Ann Savings Bank | 0.12% | New | 5,366 | $237K |
| Keystone Wealth Services, LLC | 0.05% | Add +0.1% | 5,319 | $235K |
| Richard P Slaughter Associates Inc | 0.05% | Add +0.1% | 5,316 | $235K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 5,227 | $231K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.1% | 5,216 | $230K |
| West Wealth Group, LLC | 0.05% | Add +1.7% | 5,207 | $230K |
| Financial Alternatives, Inc | 0.13% | Add +2.6% | 5,172 | $228K |
| Sweeney & Michel, LLC | 0.07% | New | 4,600 | $228K |
| Ascentis Independent Advisors | 0.04% | New | 5,130 | $227K |
| Bison Wealth, LLC | 0.03% | New | 5,061 | $226K |
| Keebeck Wealth Management | 0.03% | Add +0.4% | 5,116 | $226K |
| Squarepoint Ops LLC | 0.00% | New | 5,085 | $225K |
| Old Peak Finance LLC | 0.14% | — | 5,076 | $224K |
| Charter Oak Capital Management, LLC | 0.02% | New | 5,075 | $224K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +185.1% | 5,074 | $224K |
| PFG Advisors | 0.01% | Reduce -21.1% | 5,053 | $223K |
| TPG Financial Advisors, LLC | 0.07% | Add +6.2% | 5,017 | $222K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | No change | 5,000 | $221K |
| Barclays PLC | 0.00% | New | 4,981 | $220K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -4.8% | 4,905 | $217K |
| Etesian Wealth Advisors, Inc. | 0.07% | New | 4,844 | $214K |
| Gen-Wealth Partners Inc | 0.07% | Add +20.0% | 4,839 | $214K |
| Armbruster Capital Management, Inc. | 0.04% | No change | 4,800 | $212K |
| Values Added Financial LLC | 0.09% | Add +1.8% | 4,793 | $212K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -0.2% | 4,787 | $211K |
| Livet Wealth, LLC | 0.13% | — | 4,743 | $209K |
| Lodestar Private Asset Management LLC | 0.02% | New | 4,727 | $209K |
| Root Financial Partners, LLC | 0.01% | Add +53.0% | 4,718 | $208K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -2.5% | 4,714 | $208K |
| Planning Alternatives Ltd. | 0.03% | New | 4,680 | $207K |
| Spectrum Planning & Advisory Services Inc. | 0.11% | Add +0.3% | 4,663 | $206K |
| Eley Financial Management, Inc | 0.07% | Reduce -2.9% | 4,660 | $206K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -2.1% | 4,650 | $205K |
| Buttonwood Financial Group, LLC | 0.11% | Reduce -28.9% | 4,380 | $202K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 4,381 | $201K |
| DDFG, Inc | 0.04% | Reduce -1.5% | 4,545 | $201K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -17.1% | 4,246 | $188K |
| Bangor Savings Bank | 0.01% | Add +1.0% | 4,074 | $180K |
| Valley National Advisers Inc. | 0.02% | Reduce -2.9% | 3,986 | $176K |
| International Assets Investment Management, LLC | 0.01% | New | 3,842 | $170K |
| Union Savings Bank | 0.07% | — | 3,670 | $162K |
| Atomic Invest LLC | 0.09% | — | 3,589 | $159K |
| Dynamic Wealth Strategies, LLC | 0.09% | No change | 3,514 | $155K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -16.6% | 3,474 | $153K |
| TFC Financial Management, Inc. | 0.02% | Add +336.1% | 3,332 | $147K |
| Signaturefd, LLC | 0.00% | Add +9.4% | 3,233 | $143K |
| American Capital Advisory, LLC | 0.06% | Add +0.3% | 3,118 | $138K |
| Smartleaf Asset Management LLC | 0.01% | Add +67.6% | 2,979 | $132K |
| Rossby Financial, LCC | 0.04% | Add +18.0% | 2,941 | $130K |
| Spire Wealth Management | 0.00% | Add +153.2% | 2,621 | $116K |
| JFS Wealth Advisors, LLC | 0.01% | Add +17.2% | 2,560 | $113K |
| Finley Financial, LLC | 0.05% | No change | 2,420 | $107K |
| Basecamp Wealth Advisors LLC | 0.02% | — | 2,271 | $100K |
| AlphaCore Capital LLC | 0.00% | Add +1.3% | 2,246 | $99K |
| Fiduciary Counselling Inc. | 0.26% | Reduce -12.2% | 2,209 | $98K |
| Motco | 0.01% | Add +2.7% | 2,184 | $96K |
| Gould Capital, LLC | 0.05% | No change | 1,964 | $87K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -16.5% | 1,946 | $86K |
| WPG Advisers, LLC | 0.06% | No change | 1,907 | $84K |
| Godfrey Financial Associates, Inc. | 0.07% | — | 1,858 | $82K |
| Glenmede Trust Co. NA | 0.00% | — | 1,779 | $79K |
| Trust Co. of Vermont | 0.00% | Add +0.6% | 1,732 | $77K |
| Covestor Ltd | 0.04% | Add +2.0% | 1,705 | $75K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -6.0% | 1,658 | $73K |
| Eq Wealth Advisors, LLC | 0.04% | New | 1,581 | $70K |
| WealthCollab, LLC | 0.03% | No change | 1,562 | $69K |
| Scarborough Advisors, LLC | 0.01% | Add +16.6% | 1,493 | $66K |
| North Star Investment Management Corp. | 0.00% | No change | 1,446 | $64K |
| GGM Financial LLC | 0.03% | Add +1.7% | 1,348 | $60K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -6.2% | 1,331 | $59K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +21.7% | 1,289 | $57K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 1,249 | $55K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 1,194 | $53K |
| Vision Retirement, LLC | 0.01% | — | 1,192 | $53K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +95.3% | 1,152 | $51K |
| Bessemer Group Inc. | 0.00% | New | 1,124 | $50K |
| American National Bank & Trust | 0.00% | No change | 1,100 | $49K |
| IFP Advisors, Inc | 0.00% | Add +48.1% | 1,074 | $47K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 1,046 | $46K |
| Financial Network Wealth Advisors LLC | 0.05% | Add +437.8% | 1,011 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -6.3% | 1,008 | $45K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,002 | $44K |
| McIlrath & Eck, LLC | 0.00% | Add +1.0% | 1,001 | $44K |
| Tompkins Financial Corp. | 0.00% | Add +68.0% | 991 | $44K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 977 | $43K |
| Urban Financial Advisory Corp | 0.02% | Add +1.7% | 958 | $42K |
| Smithfield Trust Co | 0.00% | Add +14.8% | 875 | $37K |
| Winthrop Capital Management, LLC | 0.01% | No change | 824 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 753 | $35K |
| NBT Bank, N.A. | 0.00% | Add +2.3% | 44 | $34K |
| Dunhill Financial, LLC | 0.01% | Add +6308.3% | 769 | $34K |
| Founders Financial Alliance, LLC | 0.01% | No change | 709 | $31K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +6.5% | 701 | $31K |
| Howe & Rusling Inc. | 0.00% | Add +5.7% | 668 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 645 | $28K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 638 | $28K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.4% | 615 | $27K |
| WFA of San Diego, LLC | 0.02% | No change | 577 | $25K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -5.4% | 541 | $24K |
| Strategic Wealth Advisors LLC | 0.02% | — | 466 | $20K |
| Evolution Wealth Management Inc. | 0.02% | Add +64.8% | 440 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | New | 423 | $19K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 420 | $19K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -9.0% | 406 | $18K |
| Hamrick Investment Counsel, llc | 0.01% | — | 400 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 395 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +1700.0% | 378 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 373 | $16K |
| GAMMA Investing LLC | 0.00% | Add +519.6% | 347 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 343 | $15K |
| Blueline Advisors LLC | 0.01% | — | 335 | $15K |
| SouthState Bank Corp | 0.00% | Reduce -74.7% | 321 | $14K |
| Kilter Group LLC | 0.01% | Add +15.4% | 292 | $13K |
| Bravera Wealth | 0.01% | — | 290 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $13K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 288 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.3% | 265 | $12K |
| Ares Financial Consulting, LLC | 0.01% | — | 250 | $11K |
| Investors Research Corp | 0.00% | No change | 235 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 227 | $10K |
| Camelot Portfolios, LLC | 0.01% | New | 219 | $10K |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.2% | 218 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 199 | $9K |
| Key Capital Management, INC | 0.01% | — | 177 | $8K |
| CDKV Holdings LLC | 0.01% | — | 172 | $8K |
| Lanark Financial, Inc. | 0.00% | Reduce -1.7% | 170 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | Add +1.8% | 166 | $7K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 165 | $7K |
| Maseco LLP | 0.00% | No change | 165 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 158 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 145 | $6K |
| Centerpoint Advisors, LLC | 0.00% | Add +10.5% | 147 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $6K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 120 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 105 | $5K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 106 | $5K |
| Abound Wealth Management | 0.00% | Add +455.6% | 100 | $4K |
| Ameriflex Group, Inc. | 0.00% | Reduce -49.0% | 100 | $4K |
| Concord Wealth Partners | 0.00% | Reduce -87.7% | 96 | $4K |
| Noble Wealth Management PBC | 0.00% | Reduce -19.4% | 87 | $4K |
| Wellington-Altus USA Inc. | 0.00% | — | 85 | $4K |
| USA Financial Formulas | 0.00% | Reduce -99.6% | 84 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 82 | $4K |
| Tidemark, LLC | 0.00% | No change | 81 | $4K |
| Creative Financial Designs Inc. | 0.00% | Reduce -69.2% | 74 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 67 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | Add +1.7% | 61 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | New | 53 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 40 | $2K |
| ORG Partners LLC | 0.00% | Reduce -50.0% | 39 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 28 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +92.3% | 25 | $1K |
| Caitlin John, LLC | 0.00% | No change | 23 | $1K |
| National Bank of Canada | 0.00% | New | 22 | $972 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 18 | $795 |
| Key Financial Inc | 0.00% | No change | 17 | $751 |
| McGuire Capital Advisors Inc. | 0.00% | — | 15 | $663 |
| Tucker Asset Management LLC | 0.00% | New | 13 | $574 |
| Davis Capital Management | 0.00% | New | 12 | $530 |
| 3Chopt Investment Partners, LLC | 0.00% | No change | 11 | $486 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 8 | $351 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 2 | $88 |
| Glassman Wealth Services | 0.00% | No change | 1 | $44 |
"% 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.