iShares Inc. iShares ESG AwarESGEETF
13F holders, Q2 2026 (June 30)637holders +28
62new positions
35sold out
3famous investors
$54.51avg. 13F price*
At the end of Q2 2026, 637 institutions reported holding iShares Inc. iShares ESG Awar (ESGE) in their 13F filings, up 28 from Q1 2026. 62 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($901.8M), Morgan Stanley ($324.7M) and Northern Trust Corp. ($298.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $45.2M |
| Exits | 35 | $65.6M |
All 13F filers, Q1 2026 → Q2 2026: 4,237,413 shares bought and 6,151,532 shares sold, net −1,914,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| Bank of America Corp. | 0.06% | Reduce -1.4% | 16,489,651 | $901.8M |
| Morgan Stanley | 0.02% | Add +5.0% | 5,936,258 | $324.7M |
| Northern Trust Corp. | 0.03% | Reduce -1.0% | 5,462,480 | $298.7M |
| Empower Advisory Group, LLC | 0.61% | Reduce -10.9% | 4,655,004 | $254.6M |
| Wit, LLC | 3.95% | Reduce -12.8% | 4,518,911 | $247.1M |
| FMR LLC | 0.01% | Add +14.1% | 3,292,738 | $180.1M |
| Betterment LLC | 0.28% | Reduce -4.4% | 3,042,236 | $166.4M |
| JPMorgan Chase & Co. | 0.01% | Add +17.0% | 2,822,780 | $152.2M |
| TIAA Wealth Investment Management LLC | 1.00% | Reduce -6.3% | 2,776,338 | $149.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -21.2% | 2,621,901 | $143.4M |
| Wealthfront Advisers LLC | 0.26% | Add +0.5% | 2,516,931 | $137.7M |
| Creative Planning | 0.06% | Add +0.6% | 2,026,010 | $110.8M |
| US Bancorp \de | 0.11% | Add +58.1% | 1,907,808 | $104.3M |
| LPL Financial LLC | 0.02% | Add +5.8% | 1,781,398 | $97.4M |
| Wells Fargo & Company | 0.02% | Reduce -0.8% | 1,718,903 | $94.0M |
| BlackRock, Inc. | 0.00% | Reduce -19.0% | 1,703,590 | $93.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.9% | 1,299,752 | $71.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +2.8% | 1,288,929 | $70.5M |
| UBS Group AG | 0.01% | Reduce -3.3% | 1,283,116 | $70.2M |
| Acorns Advisers, LLC | 0.42% | Reduce -2.3% | 1,187,994 | $65.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.20% | Reduce -0.3% | 1,041,491 | $57.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -0.5% | 932,491 | $51.0M |
| Flputnam Investment Management Co. | 0.48% | Add +31.8% | 734,756 | $40.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -8.6% | 730,940 | $40.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.5% | 718,646 | $39.3M |
| M&T Bank Corp | 0.11% | Add +4.5% | 693,861 | $37.9M |
| Royal Bank of Canada | 0.01% | Reduce -11.8% | 665,440 | $36.4M |
| Mission Wealth Management, LP | 0.42% | Add +6.2% | 622,173 | $34.0M |
| Fifth Third Bancorp | 0.05% | Reduce -1.8% | 564,283 | $30.9M |
| Jane Street Group, LLC | 0.02% | New | 500,000 | $27.3M |
| IMPACTfolio, LLC | 10.26% | Add +2.6% | 498,176 | $27.2M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -24.7% | 425,195 | $23.3M |
| Fiduciary Trust Co | 0.24% | Reduce -4.0% | 407,888 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.5% | 363,923 | $19.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.8% | 349,451 | $19.1M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +8.6% | 339,722 | $18.6M |
| Eastern Bank | 0.28% | Reduce -2.7% | 339,094 | $18.5M |
| Raymond James Financial Inc. | 0.00% | Add +1.5% | 331,003 | $18.1M |
| Sei Investments Co. | 0.02% | Reduce -4.4% | 322,945 | $17.7M |
| Cetera Investment Advisers | 0.02% | Reduce -12.4% | 319,148 | $17.5M |
| Mariner, LLC | 0.02% | Reduce -3.7% | 312,630 | $17.1M |
| Ferguson Wellman Capital Management, Inc. | 0.19% | Reduce -0.5% | 281,749 | $15.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -3.2% | 262,736 | $14.4M |
| Park Avenue Securities LLC | 0.09% | Reduce -20.6% | 249,207 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Add +259.0% | 282,277 | $12.8M |
| Truist Financial Corp. | 0.01% | Add +22.4% | 205,792 | $11.3M |
| Global Retirement Partners, LLC | 0.16% | — | 193,007 | $10.6M |
| Forefront Analytics, LLC | 11.43% | Reduce -47.9% | 192,398 | $10.5M |
| Composition Wealth, LLC | 0.12% | Reduce -5.9% | 186,685 | $10.2M |
| MML Investors Services, LLC | 0.02% | Reduce -5.0% | 174,125 | $9.5M |
| Marshall Wace, LLP | 0.01% | Add +1409.6% | 170,076 | $9.3M |
| Ally Invest Advisors Inc. | 0.56% | Reduce -2.6% | 169,049 | $9.2M |
| Mather Group, Llc. | 0.08% | Add +7.2% | 168,404 | $9.2M |
| Jones Financial Companies LLLP | 0.00% | Add +10.0% | 171,457 | $9.2M |
| Principal Financial Group Inc. | 0.00% | No change | 166,631 | $9.1M |
| Intergy Private Wealth, LLC | 2.06% | Add +0.5% | 163,205 | $8.9M |
| Citigroup Inc. | 0.00% | Reduce -5.0% | 159,429 | $8.7M |
| Modera Wealth Management, LLC | 0.09% | Add +0.2% | 155,700 | $8.5M |
| Oxford Financial Group, LTD. LLC | 0.42% | Reduce -2.6% | 153,284 | $8.4M |
| Bank of Montreal | 0.00% | Add +17.5% | 150,083 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -44.9% | 148,882 | $8.1M |
| Stanich Group LLC | 5.08% | Add +4.1% | 147,616 | $8.1M |
| NewEdge Advisors, LLC | 0.02% | Add +20.7% | 139,626 | $7.6M |
| Focus Partners Wealth | 0.01% | Reduce -7.9% | 132,262 | $7.2M |
| Baldwin Wealth Partners LLC | 0.47% | Add +1.7% | 130,114 | $7.1M |
| Laurel Wealth Planning LLC | 3.12% | Reduce -2.6% | 128,745 | $7.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.5% | 127,903 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.5% | 126,515 | $6.9M |
| Brown Advisory Inc. | 0.01% | No change | 123,954 | $6.8M |
| Alesco Advisors, LLC, An ESL Co | 0.15% | Add +0.1% | 121,454 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.4% | 120,456 | $6.6M |
| Allworth Financial LP | 0.03% | Add +1.1% | 113,898 | $6.2M |
| MAI Capital Management | 0.02% | Add +851.0% | 109,539 | $6.0M |
| Quent Capital, LLC | 0.36% | Reduce -1.7% | 107,893 | $5.9M |
| Stifel Financial Corp. | 0.00% | Add +43.3% | 106,171 | $5.8M |
| Bailard, Inc. | 0.12% | Reduce -2.7% | 104,287 | $5.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -8.5% | 101,665 | $5.6M |
| Cerity Partners LLC | 0.01% | Add +3.5% | 100,292 | $5.5M |
| Northstar Asset Management Inc. | 1.61% | Add +26.2% | 100,200 | $5.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.2% | 95,940 | $5.2M |
| High Note Wealth, LLC | 0.88% | Reduce -0.1% | 94,530 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -11.7% | 92,730 | $5.1M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -11.6% | 92,355 | $5.1M |
| Corient Private Wealth LP | 0.01% | Reduce -62.9% | 92,013 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +29.2% | 91,220 | $4.9M |
| Cabot Wealth Management Inc. | 0.49% | Add +39.2% | 88,811 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.3% | 88,721 | $4.9M |
| Savant Capital, LLC | 0.01% | Reduce -5.3% | 85,133 | $4.7M |
| Assetmark, Inc. | 0.01% | Reduce -16.2% | 84,868 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.9% | 83,930 | $4.6M |
| Centennial Bank | 1.41% | Add +1.1% | 80,250 | $4.4M |
| North Berkeley Wealth Management, LLC | 1.72% | Add +44.0% | 77,840 | $4.3M |
| Raffa Wealth Management, LLC | 0.52% | Add +2.5% | 75,966 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.1% | 70,631 | $3.9M |
| AlTi Global, Inc. | 0.08% | Add +8.4% | 70,186 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +7.3% | 70,005 | $3.8M |
| &partners | 0.02% | Add +5.5% | 69,962 | $3.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +36.1% | 68,299 | $3.7M |
| Apella Capital, LLC | 0.05% | Reduce -0.6% | 70,927 | $3.7M |
| GeoWealth Management, LLC | 0.11% | Reduce -13.7% | 66,693 | $3.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +2.1% | 64,509 | $3.5M |
| Quadrant Capital Group LLC | 0.09% | No change | 63,089 | $3.5M |
| Koss-Olinger Consulting, LLC | 0.26% | Add +0.9% | 61,944 | $3.4M |
| Bokf, NA | 0.05% | Reduce -0.6% | 61,437 | $3.4M |
| Harbour Investments, Inc. | 0.04% | Add +1.8% | 60,404 | $3.3M |
| Sofi Wealth, LLC | 0.13% | Add +24.9% | 59,148 | $3.2M |
| Crux Wealth Advisors | 1.12% | Reduce -2.6% | 59,144 | $3.2M |
| Archer Investment Management, LLC | 1.09% | Reduce -2.5% | 58,417 | $3.2M |
| True Blue Financial, LLC | 1.34% | Add +36.9% | 58,081 | $3.2M |
| Wescott Financial Advisory Group, LLC | 0.25% | Reduce -1.5% | 58,079 | $3.2M |
| State of Wisconsin Investment Board | 0.01% | No change | 57,159 | $3.1M |
| Blue Edge Capital, LLC | 0.37% | Add +6.0% | 55,892 | $3.1M |
| Avise Financial Cooperative, Inc. | 2.10% | Reduce -27.5% | 53,840 | $2.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -12.5% | 53,593 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -4.8% | 53,144 | $2.9M |
| Captrust Financial Advisors | 0.00% | Reduce -13.7% | 52,988 | $2.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.5% | 51,050 | $2.8M |
| Affiance Financial, LLC | 0.40% | Reduce -0.9% | 50,876 | $2.8M |
| Impact Investors, Inc | 2.03% | Reduce -3.7% | 50,744 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.2% | 50,724 | $2.8M |
| Citadel Advisors | 0.00% | New | 50,519 | $2.8M |
| Keybank National Association | 0.01% | Reduce -6.1% | 50,353 | $2.8M |
| HB Wealth Management, LLC | 0.01% | Add +7.2% | 48,249 | $2.6M |
| One Wealth Advisors, LLC | 0.28% | Reduce -14.7% | 46,912 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +15.7% | 46,725 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +32.8% | 46,287 | $2.5M |
| Pitcairn Wealth Advisors LLC | 0.27% | Reduce -0.5% | 45,683 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -14.2% | 45,550 | $2.5M |
| One Capital Management, LLC | 0.07% | No change | 53,260 | $2.4M |
| Bear Mountain Capital, Inc. | 0.70% | Add +0.5% | 45,810 | $2.4M |
| Brookstone Capital Management | 0.02% | Add +3.0% | 42,824 | $2.3M |
| JNBA Financial Advisors | 0.18% | Reduce -1.9% | 42,317 | $2.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -8.3% | 42,275 | $2.3M |
| XY Planning Network, Inc. | 0.29% | Reduce -5.1% | 41,579 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +5.4% | 41,579 | $2.3M |
| Heritage Wealth Advisors | 0.08% | Reduce -1.6% | 41,252 | $2.3M |
| Acadian Asset Management LLC | 0.00% | Add +4.2% | 41,232 | $2.3M |
| Midwest Financial Partners Investments, Inc. | 0.93% | Reduce -1.1% | 40,998 | $2.2M |
| Vise Technologies, Inc. | 0.02% | Add +507.3% | 40,097 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -5.6% | 39,969 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +112.8% | 39,567 | $2.2M |
| Tiaa Trust, National Association | 0.13% | Reduce -4.8% | 39,118 | $2.1M |
| Birchwood Financial Partners, Inc. | 1.73% | Add +2.7% | 38,731 | $2.1M |
| Alaska Wealth Advisors, LLC | 0.23% | Reduce -4.2% | 38,634 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +2.4% | 38,589 | $2.1M |
| Haverford Trust Co | 0.02% | Add +1.4% | 37,866 | $2.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -28.4% | 37,773 | $2.1M |
| Legacy Edge Advisors, LLC | 0.19% | Reduce -4.0% | 37,375 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -16.2% | 37,361 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.8% | 37,247 | $2.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +9.3% | 37,082 | $2.0M |
| Davis Wealth Advisors, LLC | 1.55% | Reduce -6.4% | 36,669 | $2.0M |
| Baron Financial Group, LLC | 0.95% | Reduce -14.6% | 36,366 | $2.0M |
| NorthRock Partners, LLC | 0.03% | Add +0.3% | 35,948 | $2.0M |
| Parallel Advisors, LLC | 0.03% | Add +2.6% | 35,533 | $1.9M |
| Choreo, LLC | 0.02% | Reduce -5.3% | 34,244 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Reduce -14.4% | 33,860 | $1.9M |
| Wealth Architects, LLC | 0.15% | Reduce -0.9% | 33,604 | $1.8M |
| Wealth Advisory Team LLC | 1.46% | — | 32,895 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.18% | Reduce -0.2% | 32,786 | $1.8M |
| Omega Financial Group, LLC | 0.54% | Reduce -2.0% | 32,629 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -11.2% | 32,409 | $1.8M |
| Vision Capital Management, Inc. | 0.20% | Add +22.1% | 31,802 | $1.7M |
| eCIO, Inc. | 0.49% | Reduce -7.6% | 31,670 | $1.7M |
| Silver Oak Wealth Advisors Services, LLC | 1.02% | Add +0.4% | 31,278 | $1.7M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -3.7% | 30,686 | $1.7M |
| Savvy Advisors, Inc. | 0.04% | Reduce -3.9% | 30,395 | $1.7M |
| Staley Capital Advisers Inc. | 0.06% | No change | 30,000 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.21% | Reduce -23.5% | 30,678 | $1.6M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -10.9% | 29,701 | $1.6M |
| Sharkey, Howes & Javer | 0.19% | Reduce -21.4% | 29,321 | $1.6M |
| Hilltop Wealth Advisors, LLC | 0.80% | Reduce -0.0% | 29,187 | $1.6M |
| Equita Financial Network, Inc. | 0.44% | Add +10.7% | 28,878 | $1.6M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -20.0% | 28,674 | $1.6M |
| Integris Wealth Management, LLC | 0.31% | Reduce -4.7% | 28,005 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -63.8% | 27,600 | $1.5M |
| Nottingham Advisors, Inc. | 0.18% | Reduce -5.6% | 29,290 | $1.5M |
| Eq LLC | 0.37% | Reduce -10.3% | 27,251 | $1.5M |
| Torren Management, LLC | 0.75% | Reduce -0.3% | 27,109 | $1.5M |
| Compound Planning, Inc. | 0.04% | Add +21.8% | 27,094 | $1.5M |
| Sage Financial Group Inc. | 0.08% | Add +2.8% | 26,784 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -2.7% | 26,763 | $1.5M |
| Canandaigua National Bank & Trust Co. | 0.12% | — | 26,652 | $1.5M |
| Weil Company, Inc. | 0.25% | Reduce -6.2% | 26,393 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | Reduce -5.7% | 26,382 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.17% | Add +2.1% | 25,699 | $1.4M |
| Maia Wealth LLC | 0.21% | Reduce -3.0% | 25,612 | $1.4M |
| Johnson Financial Group, Inc. | 0.05% | Reduce -6.8% | 25,427 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +13.6% | 25,185 | $1.4M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -18.7% | 25,545 | $1.4M |
| Balanced Rock Investment Advisors LLC | 0.86% | Reduce -6.7% | 25,159 | $1.4M |
| Trilogy Capital Inc. | 0.05% | Reduce -2.1% | 25,047 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -20.0% | 24,951 | $1.4M |
| RTD Financial Advisors, Inc. | 0.15% | Reduce -1.2% | 24,595 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Add +1.8% | 24,162 | $1.3M |
| Amundi | 0.00% | No change | 24,115 | $1.3M |
| Mutual Advisors, LLC | 0.02% | Add +3.5% | 23,849 | $1.3M |
| Axxcess Wealth Management, LLC | 0.02% | New | 23,493 | $1.3M |
| Seeds Investor LLC | 0.13% | Add +19.9% | 23,281 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -8.1% | 23,082 | $1.3M |
| Greykasell Wealth Strategies, Inc. | 0.45% | Reduce -6.3% | 22,782 | $1.2M |
| LFA - Lugano Financial Advisors SA | 0.75% | No change | 22,721 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Reduce -2.0% | 21,085 | $1.2M |
| Trust Co | 0.10% | Reduce -5.1% | 20,775 | $1.1M |
| Mascoma Wealth Management LLC | 0.21% | Add +11.0% | 20,620 | $1.1M |
| Brooklyn FI, LLC | 0.21% | Add +4.0% | 21,640 | $1.1M |
| Gould Asset Management LLC | 0.18% | Reduce -1.9% | 20,599 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Add +5.3% | 20,386 | $1.1M |
| Columbia Bank | 0.25% | New | 20,210 | $1.1M |
| Jordan Park Group LLC | 0.06% | No change | 20,089 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +3.3% | 19,811 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -14.1% | 19,668 | $1.1M |
| Regatta Capital Group, LLC | 0.14% | Add +0.8% | 19,609 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -11.3% | 19,514 | $1.1M |
| Decker Retirement Planning Inc. | 0.36% | Add +6.4% | 19,462 | $1.1M |
| Connecticut Wealth Management, LLC | 0.04% | Add +6.1% | 19,372 | $1.1M |
| Diversified Enterprises, LLC | 0.05% | Add +0.1% | 19,075 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 18,825 | $1.0M |
| Madrid Wealth Management, LLC | 0.66% | Reduce -4.4% | 18,478 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.15% | Reduce -0.7% | 18,470 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -14.5% | 18,239 | $997K |
| Krilogy Financial LLC | 0.03% | No change | 18,172 | $994K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +19.1% | 18,132 | $992K |
| Prism Advisors, Inc. | 0.24% | No change | 18,021 | $986K |
| Bond & Devick Financial Network, Inc. | 0.24% | Add +5.9% | 17,828 | $975K |
| Aureum Wealth Management, LLC | 0.60% | Add +4.2% | 17,779 | $972K |
| Commerce Bank | 0.00% | No change | 17,566 | $961K |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -2.3% | 17,510 | $958K |
| Napier Financial, LLC | 0.20% | Reduce -2.4% | 17,366 | $950K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -3.4% | 17,310 | $947K |
| Benchmark Financial, LLC | 0.77% | Add +11.2% | 17,243 | $943K |
| Morling Financial Advisors, LLC | 0.26% | Reduce -2.9% | 17,117 | $936K |
| Modern Wealth Management, LLC | 0.01% | Add +36.7% | 17,075 | $934K |
| OLIO Financial Planning | 0.23% | Reduce -11.3% | 16,910 | $925K |
| Birchbrook, Inc. | 0.43% | Reduce -4.2% | 16,567 | $906K |
| Whittier Trust Co. | 0.01% | Add +1.6% | 16,461 | $890K |
| Diversify Advisory Services, LLC | 0.01% | New | 17,403 | $889K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -12.8% | 17,403 | $889K |
| RFG Advisory, LLC | 0.01% | Reduce -19.4% | 15,817 | $865K |
| Arax Advisory Partners | 0.01% | Add +594.7% | 15,776 | $863K |
| Hardy Reed LLC | 0.05% | No change | 15,626 | $855K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -18.3% | 15,616 | $854K |
| Fund Evaluation Group, LLC | 0.02% | No change | 15,605 | $853K |
| Keel Point, LLC | 0.05% | Add +0.7% | 15,376 | $841K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.9% | 15,352 | $840K |
| Capital Analysts, LLC | 0.02% | Reduce -6.7% | 15,319 | $838K |
| Ameraudi Asset Management, Inc. | 0.38% | Reduce -20.8% | 15,284 | $836K |
| White Lighthouse Investment Management Inc. | 0.10% | Reduce -4.8% | 15,192 | $831K |
| Boston Standard Wealth Management, LLC | 0.12% | Reduce -5.2% | 15,405 | $824K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -0.0% | 15,062 | $824K |
| Yukon Wealth Management, Inc. | 0.23% | Add +0.1% | 14,861 | $813K |
| Fort Point Capital Partners LLC | 0.09% | No change | 14,603 | $799K |
| Howland Capital Management LLC | 0.03% | Reduce -4.4% | 14,422 | $789K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Add +2.9% | 14,388 | $787K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -8.8% | 14,159 | $774K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.2% | 14,154 | $774K |
| PFG Investments, LLC | 0.03% | Add +4.0% | 14,079 | $770K |
| Facet Wealth, Inc. | 0.01% | Add +15.0% | 13,893 | $760K |
| Ethos Financial Group, LLC | 0.05% | Add +237.7% | 15,429 | $757K |
| Sage Advisory Services, Ltd.Co. | 0.37% | Reduce -3.2% | 13,639 | $746K |
| CIBC Asset Management Inc | 0.00% | No change | 13,610 | $744K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 13,538 | $740K |
| Coldstream Capital Management Inc. | 0.01% | No change | 13,464 | $736K |
| Portland Global Advisors LLC | 0.07% | No change | 13,275 | $726K |
| Asset Dedication, LLC | 0.05% | Reduce -9.8% | 13,237 | $724K |
| Evolve Private Wealth, LLC | 0.04% | Reduce -6.7% | 13,210 | $722K |
| Summit Wealth Group, LLC | 0.15% | Reduce -7.0% | 13,120 | $718K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -7.3% | 12,859 | $703K |
| Capital Advantage, Inc. | 0.09% | Reduce -0.5% | 12,805 | $700K |
| Diversified Trust Co. | 0.01% | Add +1.3% | 12,772 | $699K |
| PDS Planning, Inc | 0.04% | Reduce -0.5% | 12,750 | $697K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.7% | 12,736 | $697K |
| World Investment Advisors | 0.01% | Reduce -1.8% | 15,114 | $692K |
| Focus Financial Network, Inc. | 0.02% | Add +8.7% | 12,583 | $688K |
| Pine Haven Investment Counsel, Inc | 0.46% | Add +1.2% | 12,573 | $688K |
| Regal Investment Advisors LLC | 0.04% | Reduce -20.7% | 12,540 | $686K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -9.5% | 12,520 | $685K |
| A&I Financial Services, LLC | 0.30% | Reduce -3.1% | 12,506 | $684K |
| UMB Bank, n.a. | 0.01% | Add +3.1% | 12,481 | $683K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -18.7% | 12,334 | $675K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +3.2% | 12,480 | $673K |
| CGN Advisors LLC | 0.05% | Add +0.1% | 12,267 | $671K |
| Zenith Solutions, Inc. | 0.60% | — | 12,174 | $666K |
| MA Private Wealth | 0.10% | No change | 12,096 | $662K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +78.4% | 12,015 | $657K |
| Mountain Capital Investment Advisors Inc. | 0.09% | New | 11,971 | $655K |
| Bell Investment Advisors, Inc | 0.10% | Reduce -16.7% | 11,914 | $652K |
| Shotwell Rutter Baer Inc | 0.36% | Reduce -4.4% | 11,873 | $649K |
| Penobscot Wealth Management | 0.17% | Add +27.8% | 11,807 | $646K |
| TriaGen Wealth Management LLC | 0.16% | Reduce -0.5% | 11,737 | $642K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.9% | 11,643 | $637K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.8% | 11,593 | $634K |
| Advisory Solutions Group, LLC | 0.22% | — | 11,559 | $632K |
| Private Advisor Group, LLC | 0.00% | Add +31.1% | 11,558 | $632K |
| Midwest Trust Co | 0.01% | Add +13.8% | 11,440 | $626K |
| Elevation Wealth Partners, LLC | 0.19% | Add +0.2% | 11,416 | $624K |
| Range Advisory, LLC | 0.07% | Add +6.7% | 11,241 | $615K |
| Plancorp, LLC | 0.01% | Reduce -10.0% | 11,820 | $610K |
| Cambridge Financial Group, LLC | 0.19% | Reduce -4.2% | 11,065 | $605K |
| Washington Trust Bank | 0.04% | Reduce -0.9% | 10,916 | $597K |
| Private Wealth Management Group, LLC | 0.14% | Reduce -37.2% | 10,902 | $596K |
| Lifelong Wealth Advisors, Inc. | 0.14% | Reduce -13.4% | 10,892 | $596K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -3.3% | 10,782 | $590K |
| HSBC Holdings PLC | 0.00% | Reduce -11.1% | 10,709 | $586K |
| Foster Group, Inc. | 0.02% | Reduce -9.3% | 10,699 | $585K |
| Caliber Wealth Management, LLC / KS | 0.06% | Add +0.1% | 10,572 | $578K |
| Falcon Wealth Planning | 0.04% | Reduce -19.7% | 10,517 | $575K |
| Xena Financial Planning, LLC | 0.55% | Reduce -10.1% | 10,458 | $572K |
| Trust Co. of Toledo NA | 0.05% | New | 10,424 | $570K |
| Garde Capital, Inc. | 0.03% | Add +0.3% | 10,318 | $564K |
| Gemmer Asset Management LLC | 0.04% | Add +2.6% | 10,267 | $562K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.1% | 10,196 | $558K |
| Larson Financial Group LLC | 0.01% | Add +3.7% | 10,084 | $552K |
| BlueStem Wealth Partners, LLC | 0.05% | Add +21.9% | 9,977 | $546K |
| Presilium Private Wealth, LLC | 0.08% | Reduce -4.2% | 9,958 | $545K |
| BLB&B Advisors, LLC | 0.02% | Reduce -4.9% | 9,939 | $544K |
| Meridian Wealth Partners, LLC | 0.07% | Reduce -0.6% | 9,831 | $538K |
| Navigation Group, LLC | 0.10% | Add +0.6% | 9,584 | $524K |
| RW Investment Management LLC | 0.05% | Add +4.8% | 9,474 | $518K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +31.0% | 9,308 | $509K |
| Aspiriant, LLC | 0.01% | No change | 9,300 | $509K |
| Oppenheimer & Co. Inc. | 0.01% | New | 9,293 | $508K |
| Plum Street Advisors, LLC | 0.16% | Add +0.5% | 9,290 | $508K |
| Ritholtz Wealth Management | 0.01% | Add +28.5% | 9,253 | $506K |
| McAdam, LLC | 0.02% | Add +4.3% | 9,229 | $505K |
| Tme Financial, Inc. | 0.30% | Reduce -4.4% | 9,000 | $492K |
| Montecito Bank & Trust | 0.07% | Add +8.6% | 8,837 | $483K |
| Caprock Group, LLC | 0.01% | Add +0.7% | 8,718 | $477K |
| One Wealth Capital Management, LLC | 0.14% | Reduce -15.7% | 8,686 | $475K |
| Argentarii, LLC | 0.14% | No change | 9,000 | $473K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 8,600 | $470K |
| Keystone Financial Services | 0.12% | Reduce -14.8% | 8,577 | $469K |
| Great Diamond Partners, LLC | 0.08% | Add +19.5% | 8,509 | $465K |
| Private Trust Co. NA | 0.04% | Reduce -10.5% | 8,470 | $463K |
| AE Wealth Management LLC | 0.00% | Add +7.1% | 8,404 | $460K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -11.7% | 8,280 | $453K |
| Moller Wealth Partners | 0.08% | Reduce -0.7% | 8,256 | $452K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 8,249 | $451K |
| Red Reef Advisors LLC | 0.42% | Add +18.2% | 8,239 | $451K |
| Higgins & Schmidt Wealth Strategies LLC | 0.19% | Reduce -6.7% | 8,222 | $450K |
| GenTrust, LLC | 0.02% | No change | 8,128 | $445K |
| Seven Mile Advisory | 0.30% | New | 8,103 | $443K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 8,025 | $439K |
| Sigma Investment Counselors Inc. | 0.02% | Add +1.9% | 8,024 | $439K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -6.5% | 7,948 | $435K |
| Richard P Slaughter Associates Inc | 0.09% | Add +20.3% | 7,945 | $435K |
| Wealth Alliance, LLC | 0.04% | Reduce -29.4% | 7,923 | $433K |
| Williams & Novak, LLC | 0.29% | No change | 7,846 | $429K |
| Ellevest, Inc. | 0.05% | New | 169,106 | $429K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -3.2% | 7,764 | $425K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 7,667 | $419K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -59.9% | 7,632 | $417K |
| McCartney Wealth Management LLC | 0.31% | Reduce -2.9% | 7,563 | $414K |
| Hoxton Planning & Management, LLC | 0.11% | Reduce -6.7% | 7,493 | $410K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.4% | 7,457 | $408K |
| Sax Wealth Advisors, LLC | 0.02% | Add +10.3% | 8,882 | $404K |
| Community Bank, N.A. | 0.04% | Reduce -0.9% | 7,379 | $403K |
| SCS Capital Management LLC | 0.00% | Reduce -3.2% | 7,280 | $398K |
| LifePlan Investment Advisors, Inc. | 0.14% | Reduce -28.2% | 7,207 | $394K |
| Theory Financial LLC | 0.12% | Reduce -13.2% | 7,180 | $393K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Reduce -4.3% | 7,164 | $392K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.0% | 7,161 | $392K |
| Ryan Investment Management, Inc. | 0.18% | Add +11.5% | 7,139 | $390K |
| AdvisorNet Financial, Inc | 0.02% | Add +51.9% | 7,138 | $390K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -12.2% | 7,122 | $390K |
| RHS Financial, LLC | 0.16% | Reduce -9.5% | 7,067 | $386K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.5% | 7,009 | $383K |
| Massachusetts Financial Services Co. | 0.00% | New | 3,968 | $381K |
| CoreCap Advisors, LLC | 0.01% | Add +1.2% | 6,964 | $381K |
| Noble Wealth Partners LLC | 0.33% | — | 6,960 | $381K |
| Cranbrook Wealth Management, LLC | 0.07% | Add +16.6% | 6,940 | $380K |
| Sharper & Granite LLC | 0.12% | Reduce -0.2% | 6,846 | $374K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -9.2% | 6,777 | $371K |
| Cornerstone Financial Management LLC | 0.30% | Add +3.2% | 6,730 | $368K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.0% | 6,721 | $368K |
| Warren Street Wealth Advisors, LLC | 0.08% | Reduce -10.1% | 6,717 | $367K |
| Daiwa Securities Group Inc. | 0.00% | New | 6,700 | $366K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -18.3% | 6,693 | $366K |
| Cape Ann Savings Bank | 0.17% | Add +4.8% | 6,668 | $365K |
| Topel & Distasi Wealth Management, LLC | 0.17% | Reduce -7.9% | 6,607 | $361K |
| Winter & Associates, Inc. | 0.27% | New | 6,524 | $357K |
| Atria Investments, Inc | 0.00% | Reduce -43.2% | 6,521 | $357K |
| Hughes Financial Services, LLC | 0.05% | Add +1.2% | 6,512 | $356K |
| Causey Wealth LLC | 0.14% | Add +0.5% | 6,462 | $353K |
| Tempus Wealth Planning, LLC | 0.07% | Add +2.9% | 6,457 | $353K |
| Keener Financial Planning LLC | 0.13% | Reduce -0.1% | 6,451 | $352K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -4.8% | 6,742 | $351K |
| Peak Financial Management, Inc. | 0.08% | Reduce -1.3% | 6,412 | $351K |
| Venturi Wealth Management, LLC | 0.01% | Add +1.1% | 6,374 | $349K |
| R. W. Roge & Company, Inc. | 0.15% | No change | 6,365 | $348K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 7,628 | $347K |
| Continuum Advisory, LLC | 0.03% | Reduce -17.1% | 6,337 | $347K |
| WT Wealth Management | 0.09% | Reduce -1.9% | 6,248 | $342K |
| Brighton Jones LLC | 0.01% | Reduce -12.9% | 6,247 | $342K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -6.1% | 6,219 | $340K |
| Capasso Planning Partners LLC | 0.17% | Reduce -0.1% | 6,187 | $338K |
| Marino, Stram & Associates LLC | 0.05% | Add +0.7% | 6,124 | $335K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Reduce -23.6% | 6,091 | $333K |
| Spinnaker Trust | 0.02% | Reduce -0.2% | 6,061 | $331K |
| Mogy Joel R Investment Counsel Inc. | 0.02% | No change | 6,037 | $330K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -8.9% | 5,980 | $327K |
| Bigelow Investment Advisors, LLC | 0.12% | No change | 5,975 | $327K |
| Empowered Funds, LLC | 0.00% | Add +4.2% | 5,971 | $327K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -5.1% | 5,890 | $322K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,876 | $321K |
| Armstrong, Fleming & Moore, Inc | 0.10% | Add +0.1% | 5,786 | $316K |
| AQR Capital Management | 0.00% | New | 5,766 | $315K |
| West Wealth Group, LLC | 0.05% | Add +9.3% | 5,718 | $313K |
| Strategic Blueprint, LLC | 0.02% | Add +0.3% | 5,675 | $310K |
| Morton Brown Family Wealth, LLC | 0.07% | Reduce -6.5% | 5,650 | $309K |
| W Advisors, LLC | 0.14% | No change | 5,639 | $308K |
| Financial Planning Fort Collins, LLC | 0.24% | Reduce -4.7% | 5,661 | $302K |
| Asempa Wealth Advisors | 0.23% | Reduce -0.3% | 5,479 | $300K |
| KPP Advisory Services LLC | 0.04% | Reduce -1.3% | 5,453 | $298K |
| Financial Futures Ltd Liability Co. | 0.11% | Reduce -11.4% | 5,451 | $298K |
| Rogco, LP | 0.09% | No change | 5,398 | $295K |
| Glenmede Trust Co. NA | 0.00% | Add +202.6% | 5,383 | $294K |
| Founders Financial Securities LLC | 0.01% | Reduce -4.2% | 5,338 | $292K |
| Keystone Wealth Services, LLC | 0.05% | Add +0.0% | 5,321 | $291K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -6.7% | 5,284 | $289K |
| Wealthgarden F.S. LLC | 0.16% | Reduce -16.9% | 5,278 | $289K |
| Institute for Wealth Management, LLC. | 0.02% | Add +17.1% | 5,153 | $282K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -4.9% | 5,144 | $281K |
| Old Peak Finance LLC | 0.13% | Add +0.3% | 5,094 | $279K |
| Keebeck Wealth Management | 0.03% | No change | 5,091 | $278K |
| Bison Wealth, LLC | 0.03% | Add +0.7% | 5,097 | $276K |
| Francis Financial, Inc. | 0.05% | New | 5,025 | $275K |
| Bogart Wealth, LLC | 0.01% | Reduce -0.8% | 5,019 | $274K |
| Courier Capital LLC | 0.01% | Reduce -12.1% | 4,968 | $272K |
| Veridan Wealth LLC | 0.09% | Reduce -14.5% | 4,965 | $272K |
| Odyssey Group, LLC | 0.07% | — | 4,961 | $271K |
| Etesian Wealth Advisors, Inc. | 0.08% | Add +2.3% | 4,953 | $271K |
| Rossby Financial, LCC | 0.05% | Reduce -0.7% | 4,936 | $270K |
| Traveka Wealth, LLC | 0.09% | Reduce -6.1% | 4,915 | $269K |
| Armbruster Capital Management, Inc. | 0.04% | Reduce -2.0% | 4,900 | $268K |
| PFG Advisors | 0.01% | Reduce -6.6% | 4,843 | $265K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -20.1% | 4,842 | $265K |
| Elmwood Wealth Management, Inc. | 0.07% | No change | 4,810 | $263K |
| Verus Capital Partners, LLC | 0.01% | Add +0.2% | 4,790 | $262K |
| Planning Alternatives Ltd. | 0.03% | Reduce -0.7% | 4,788 | $262K |
| CFM Wealth Partners LLC | 0.03% | Reduce -28.8% | 4,739 | $259K |
| Pacific Excel Wealth Advisors, Inc. | 0.10% | New | 4,733 | $259K |
| Heritage Family Offices, LLP | 0.10% | New | 4,733 | $259K |
| Bangor Savings Bank | 0.02% | Add +2.0% | 4,703 | $257K |
| Valley National Advisers Inc. | 0.03% | Reduce -0.1% | 4,669 | $255K |
| Worth Financial Advisory Group, LLC | 0.11% | New | 4,659 | $255K |
| Lodestar Private Asset Management LLC | 0.02% | Reduce -2.3% | 4,622 | $253K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -8.5% | 4,605 | $252K |
| JB Capital LLC | 0.01% | Reduce -19.1% | 4,604 | $252K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 4,600 | $252K |
| Csenge Advisory Group | 0.01% | Reduce -6.8% | 4,597 | $251K |
| J.W. Cole Advisors, Inc. | 0.00% | Reduce -11.5% | 4,590 | $251K |
| Oregon Pacific Wealth Management, LLC | 0.23% | Reduce -22.3% | 4,575 | $250K |
| Plan A Wealth LLC | 0.10% | No change | 4,489 | $246K |
| EFG International AG | 0.00% | Add +127.3% | 4,452 | $243K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -56.7% | 4,415 | $241K |
| Eley Financial Management, Inc | 0.08% | Reduce -6.1% | 4,398 | $241K |
| Leverty Financial Group, LLC | 0.05% | New | 4,393 | $240K |
| Gen-Wealth Partners Inc | 0.07% | Reduce -11.6% | 4,387 | $240K |
| 1ST Source Bank | 0.01% | Reduce -1.3% | 4,364 | $239K |
| Livet Wealth, LLC | 0.14% | Reduce -8.0% | 4,362 | $239K |
| DeDora Capital, Inc. | 0.05% | New | 4,362 | $239K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 4,359 | $238K |
| MBE Wealth Management, LLC | 0.08% | Reduce -14.8% | 4,339 | $237K |
| Tradition Wealth Management, LLC | 0.01% | Reduce -1.9% | 4,328 | $237K |
| DWR Wealth Management, LLC | 0.17% | New | 4,336 | $234K |
| SK Wealth Management, LLC | 0.05% | Add +0.7% | 4,466 | $234K |
| Symmetry Partners, LLC | 0.01% | New | 4,272 | $234K |
| Fingerlakes Wealth Management, Inc. | 0.13% | New | 4,247 | $232K |
| Endeavor Private Wealth, Inc. | 0.06% | Reduce -16.2% | 4,217 | $231K |
| WBH Advisory Inc. | 0.02% | Reduce -19.4% | 4,171 | $228K |
| Summit Financial, LLC | 0.00% | New | 4,161 | $228K |
| Liberty Atlantic Advisors LLC | 0.16% | Reduce -12.6% | 4,136 | $226K |
| Integrity Advisory Solutions, LLC | 0.02% | New | 4,115 | $225K |
| Bright Futures Wealth Management, LLC. | 0.14% | New | 4,075 | $223K |
| VERITY Wealth Advisors | 0.13% | New | 4,062 | $222K |
| Family Investment Center, Inc. | 0.04% | New | 4,057 | $222K |
| Financial Alternatives, Inc | 0.11% | New | 4,047 | $221K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -23.7% | 4,047 | $221K |
| Russell Investments Group, Ltd. | 0.00% | Add +575.8% | 4,041 | $221K |
| Sentinel Trust Co. Lba | 0.02% | New | 4,022 | $220K |
| Sweeney & Michel, LLC | 0.06% | Reduce -9.2% | 4,175 | $220K |
| Hamrick Investment Counsel, llc | 0.14% | Reduce -2.2% | 3,965 | $217K |
| Rockbridge Investment Management, LCC | 0.02% | New | 3,965 | $217K |
| TD Private Client Wealth LLC | 0.00% | Reduce -6.6% | 3,941 | $216K |
| Fiduciary Counselling Inc. | 0.53% | Add +89.7% | 3,930 | $215K |
| Addison Advisors LLC | 0.10% | Reduce -63.3% | 3,914 | $214K |
| Macroview Investment Management LLC | 0.13% | New | 3,910 | $214K |
| Darden Wealth Group Inc | 0.08% | New | 3,903 | $213K |
| Brewster Financial Planning LLC | 0.12% | New | 3,896 | $213K |
| Vanguard Advisers Inc. | 0.00% | Add +1.9% | 3,878 | $212K |
| Sovereign Financial Group, Inc. | 0.03% | New | 3,865 | $211K |
| Values Added Financial LLC | 0.08% | Reduce -19.4% | 3,864 | $211K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -25.4% | 3,858 | $211K |
| BSW Wealth Partners | 0.02% | New | 3,847 | $210K |
| American Financial & Tax Strategies Inc. | 0.09% | New | 3,823 | $209K |
| Evergreen Private Wealth LLC | 0.08% | No change | 3,805 | $208K |
| Orin Green Financial, LLC | 0.08% | New | 3,755 | $205K |
| Absolute Capital Management, LLC | 0.05% | New | 3,749 | $205K |
| Ascent Group, LLC | 0.01% | New | 3,720 | $203K |
| Shared Vision Wealth Group LLC | 0.07% | New | 3,709 | $203K |
| Chicago Wealth Management, Inc. | 0.07% | New | 3,698 | $202K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,698 | $202K |
| Trek Financial, LLC | 0.01% | New | 3,697 | $202K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 3,659 | $200K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,642 | $196K |
| Dynamic Wealth Strategies, LLC | 0.10% | No change | 3,514 | $192K |
| Union Savings Bank | 0.08% | Reduce -2.7% | 3,493 | $191K |
| IFG Advisory, LLC | 0.01% | New | 3,483 | $190K |
| TFC Financial Management, Inc. | 0.02% | Add +2.8% | 3,425 | $187K |
| International Assets Investment Management, LLC | 0.01% | Add +5.9% | 3,417 | $182K |
| Urban Financial Advisory Corp | 0.05% | Add +327.9% | 3,235 | $177K |
| American Capital Advisory, LLC | 0.06% | Reduce -5.8% | 2,834 | $155K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -8.2% | 2,783 | $152K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +52.2% | 2,690 | $147K |
| Signaturefd, LLC | 0.00% | Reduce -17.3% | 2,688 | $147K |
| Basecamp Wealth Advisors LLC | 0.03% | No change | 2,482 | $136K |
| Finley Financial, LLC | 0.05% | No change | 2,420 | $132K |
| AlphaCore Capital LLC | 0.00% | Add +3.7% | 2,257 | $123K |
| GGM Financial LLC | 0.05% | Add +0.7% | 2,238 | $122K |
| Tsfg, LLC | 0.02% | New | 2,200 | $120K |
| Motco | 0.01% | No change | 2,184 | $119K |
| Spire Wealth Management | 0.00% | Add +3.0% | 2,038 | $111K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Reduce -9.6% | 2,004 | $110K |
| Trust Co. of Vermont | 0.00% | — | 1,990 | $109K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,946 | $106K |
| WPG Advisers, LLC | 0.06% | No change | 1,907 | $104K |
| Godfrey Financial Associates, Inc. | 0.08% | Reduce -1.3% | 1,895 | $104K |
| Founders Financial Alliance, LLC | 0.01% | Add +156.3% | 1,817 | $99K |
| Prudential PLC | 0.00% | New | 1,800 | $98K |
| Gould Capital, LLC | 0.05% | No change | 1,797 | $98K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -27.3% | 1,759 | $96K |
| Clean Yield Group | 0.02% | No change | 1,708 | $93K |
| Covestor Ltd | 0.05% | Reduce -2.0% | 1,692 | $93K |
| Deutsche Bank AG | 0.00% | Add +139.7% | 1,594 | $87K |
| Frankly Finances, LLC | 0.07% | New | 1,593 | $87K |
| WealthCollab, LLC | 0.03% | No change | 1,562 | $85K |
| 4Thought Financial Group Inc. | 0.04% | Reduce -2.5% | 1,487 | $81K |
| North Star Investment Management Corp. | 0.00% | No change | 1,446 | $79K |
| Evolution Wealth Management Inc. | 0.05% | Add +14.1% | 1,445 | $79K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 1,331 | $73K |
| Fiduciary Financial Advisors | 0.01% | New | 1,274 | $70K |
| Smithfield Trust Co | 0.00% | No change | 1,142 | $64K |
| C M Bidwell & Associates Ltd. | 0.02% | Reduce -6.7% | 1,104 | $60K |
| American National Bank & Trust | 0.01% | No change | 1,100 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +36.8% | 1,107 | $58K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 1,046 | $57K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,007 | $55K |
| Princeton Global Asset Management LLC | 0.01% | No change | 934 | $51K |
| GAMMA Investing LLC | 0.00% | Add +485.5% | 931 | $51K |
| Hurley Capital, LLC | 0.03% | No change | 889 | $49K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 869 | $48K |
| Hollencrest Capital Management | 0.00% | No change | 853 | $47K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 842 | $46K |
| Winthrop Capital Management, LLC | 0.01% | No change | 824 | $45K |
| Dunhill Financial, LLC | 0.01% | No change | 769 | $42K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | Add +13.2% | 722 | $39K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.3% | 711 | $39K |
| Vision Retirement, LLC | 0.01% | No change | 704 | $39K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 701 | $38K |
| Howe & Rusling Inc. | 0.00% | Reduce -0.1% | 667 | $36K |
| Lanark Financial, Inc. | 0.00% | No change | 651 | $36K |
| IFP Advisors, Inc | 0.00% | Reduce -55.5% | 591 | $32K |
| Tompkins Financial Corp. | 0.00% | No change | 590 | $32K |
| NBT Bank, N.A. | 0.00% | Reduce -25.1% | 578 | $32K |
| FAS Wealth Partners, Inc. | 0.00% | Add +2.0% | 518 | $28K |
| CVA Family Office, LLC | 0.00% | No change | 475 | $26K |
| Rice Partnership, LLC | 0.00% | Reduce -10.2% | 474 | $26K |
| First Bancorp, Inc | 0.01% | New | 462 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 420 | $23K |
| Crewe Advisors LLC | 0.00% | No change | 395 | $22K |
| Highland Investment Advisors LLC | 0.01% | — | 393 | $21K |
| Hantz Financial Services, Inc. | 0.00% | No change | 375 | $21K |
| Manchester Capital Management LLC | 0.00% | New | 375 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 373 | $20K |
| Buck Wealth Strategies, LLC | 0.00% | New | 366 | $20K |
| Strategic Wealth Advisors LLC | 0.02% | No change | 466 | $20K |
| MCF Advisors LLC | 0.00% | No change | 360 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 354 | $19K |
| Timbuktu Capital Management, LLC | 0.03% | — | 341 | $19K |
| Gill Capital Partners, LLC | 0.00% | No change | 325 | $18K |
| Blueline Advisors LLC | 0.01% | Reduce -6.0% | 313 | $17K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 294 | $16K |
| Bravera Wealth | 0.01% | No change | 290 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 290 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -59.7% | 260 | $14K |
| Ares Financial Consulting, LLC | 0.01% | Reduce -3.6% | 241 | $13K |
| JDM Financial Group LLC | 0.00% | No change | 241 | $13K |
| WealthShield Partners, LLC | 0.00% | Reduce -99.0% | 236 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | Add +2.9% | 214 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 212 | $11K |
| Kilter Group LLC | 0.00% | Reduce -25.2% | 205 | $11K |
| Ameriflex Group, Inc. | 0.00% | Add +104.0% | 204 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 199 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -20.8% | 191 | $10K |
| Centerpoint Advisors, LLC | 0.00% | Add +1.7% | 178 | $10K |
| Midway Capital Research & Management | 0.01% | No change | 178 | $10K |
| CDKV Holdings LLC | 0.01% | No change | 172 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.6% | 167 | $9K |
| Maseco LLP | 0.00% | No change | 165 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | New | 158 | $9K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $8K |
| 1 North Wealth Services LLC | 0.00% | No change | 145 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $6K |
| Abound Wealth Management | 0.00% | No change | 100 | $5K |
| GW&K Investment Management, LLC | 0.00% | No change | 89 | $5K |
| Creative Financial Designs Inc. | 0.00% | Add +14.5% | 87 | $5K |
| Noble Wealth Management PBC | 0.00% | No change | 87 | $5K |
| Tidemark, LLC | 0.00% | No change | 81 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 72 | $4K |
| Concord Wealth Partners | 0.00% | New | 72 | $4K |
| Wellington-Altus USA Inc. | 0.00% | No change | 85 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -10.8% | 66 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 64 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 61 | $3K |
| XP Advisory US, Inc. | 0.00% | — | 49 | $3K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | New | 45 | $2K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $2K |
| Evermay Wealth Management LLC | 0.00% | No change | 40 | $2K |
| Key Capital Management, INC | 0.00% | Reduce -32.6% | 29 | $2K |
| Financial Life Planners | 0.00% | No change | 27 | $1K |
| Colonial Trust Advisors | 0.00% | New | 26 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | New | 26 | $1K |
| Caitlin John, LLC | 0.00% | No change | 23 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 18 | $984 |
| Key Financial Inc | 0.00% | No change | 17 | $930 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 15 | $820 |
| RMG Wealth Management LLC | 0.00% | New | 14 | $746 |
| Realta Investment Advisors | 0.00% | No change | 13 | $711 |
| Tucker Asset Management LLC | 0.00% | No change | 13 | $711 |
| Davis Capital Management | 0.00% | No change | 12 | $656 |
| 3Chopt Investment Partners, LLC | 0.00% | No change | 11 | $602 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 8 | $437 |
| Financial Gravity Companies, Inc. | 0.00% | — | 5 | $273 |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 3 | $188 |
| Glassman Wealth Services | 0.00% | No change | 1 | $55 |
"% 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.