iShares ESG Aware MSCI USAESGUETF
13F holders, Q1 2024 (March 31)739holders
4famous investors
$114.90avg. 13F price*
At the end of Q1 2024, 739 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings. The largest holders were Bank of America Corp. ($1.5B), JPMorgan Chase & Co. ($1.3B) and Envestnet Asset Management Inc. ($533.1M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $132.4M |
| Exits | 66 | $79.7M |
Ownership 739 holders
| Bank of America Corp. | 0.15% | Reduce -0.4% | 13,478,482 | $1.5B |
| JPMorgan Chase & Co. | 0.11% | Add +3.3% | 11,029,932 | $1.3B |
| Envestnet Asset Management Inc. | 0.20% | Reduce -63.5% | 4,637,372 | $533.1M |
| Tiaa Trust, National Association | 1.61% | Add +0.0% | 4,583,976 | $527.0M |
| BlackRock Inc. | 0.01% | Reduce -15.5% | 4,463,448 | $513.1M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -2.1% | 3,723,250 | $428.0M |
| Northern Trust Corp. | 0.07% | Add +16.8% | 3,621,342 | $416.3M |
| Morgan Stanley | 0.03% | Reduce -14.0% | 2,737,679 | $314.7M |
| Betterment LLC | 0.79% | Add +0.3% | 2,562,322 | $294.6M |
| Wells Fargo & Company | 0.07% | Reduce -2.8% | 2,347,354 | $269.9M |
| Acorns Advisers, LLC | 2.86% | Add +1.7% | 2,228,941 | $256.2M |
| Bank of Italy | 6.58% | No change | 2,068,908 | $237.8M |
| LPL Financial LLC | 0.12% | Reduce -40.5% | 2,000,926 | $230.0M |
| Wealthfront Advisers LLC | 0.67% | Add +8.5% | 1,671,008 | $192.1M |
| Sumitomo Mitsui Financial Group, Inc. | 4.14% | No change | 1,160,614 | $133.4M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -10.0% | 951,194 | $109.3M |
| Empower Advisory Group, LLC | 0.34% | Reduce -4.0% | 792,773 | $91.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +5.0% | 771,648 | $88.7M |
| Envestnet Portfolio Solutions, Inc. | 0.33% | Reduce -59.8% | 757,806 | $87.1M |
| Royal Bank of Canada | 0.02% | Add +31.9% | 656,561 | $75.5M |
| Citigroup Inc. | 0.08% | Add +17.7% | 620,297 | $71.3M |
| Cwm, LLC | 0.30% | Reduce -64.9% | 534,583 | $61.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.7% | 524,330 | $60.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -18.0% | 526,300 | $60.5M |
| Partners Capital Investment Group, LLP | 1.74% | Reduce -4.4% | 505,134 | $58.1M |
| MML Investors Services, LLC | 0.24% | Reduce -56.1% | 500,693 | $57.6M |
| Cetera Investment Advisers | 0.13% | Add +22.1% | 476,189 | $54.7M |
| Fiduciary Trust Co | 0.83% | Add +4.0% | 469,968 | $54.0M |
| Park Avenue Securities LLC | 0.68% | Reduce -68.5% | 461,008 | $53.0M |
| BNP Paribas Financial Markets | 0.06% | Add +386.8% | 450,787 | $51.8M |
| SG Americas Securities, LLC | 0.25% | New | 415,857 | $47.8M |
| UBS Group AG | 0.01% | Reduce -6.6% | 382,399 | $44.0M |
| Mercer Global Advisors Inc. | 0.12% | Add +14.8% | 357,305 | $41.1M |
| HighTower Advisors, LLC | 0.06% | Reduce -9.6% | 317,497 | $36.5M |
| Ally Invest Advisors Inc. | 3.59% | Reduce -0.2% | 314,910 | $36.2M |
| Alesco Advisors, LLC, An ESL Co | 1.19% | Reduce -2.5% | 314,160 | $36.1M |
| Osaic Holdings, Inc. | 0.08% | Reduce -76.4% | 306,855 | $35.3M |
| Keybank National Association | 0.13% | Add +17.9% | 277,780 | $31.9M |
| IMPACTfolio, LLC | 18.20% | Add +31.8% | 261,982 | $30.1M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -25.2% | 259,119 | $29.8M |
| Creative Planning | 0.03% | Add +4.4% | 257,512 | $29.6M |
| Toronto Dominion Bank | 0.04% | New | 243,000 | $27.9M |
| Sharkey, Howes & Javer | 3.87% | Reduce -8.4% | 205,742 | $23.7M |
| Brookstone Capital Management | 0.42% | Reduce -10.8% | 204,811 | $23.5M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -67.8% | 204,743 | $23.5M |
| Two Sigma Advisers, LP | 0.05% | Add +181.7% | 193,800 | $22.3M |
| Journey Strategic Wealth LLC | 0.95% | Add +1.9% | 187,052 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -10.4% | 185,455 | $21.3M |
| Choreo, LLC | 0.51% | Reduce -0.9% | 171,792 | $19.7M |
| Dohj, LLC | 5.22% | Reduce -9.6% | 171,194 | $19.7M |
| Boulder Wealth Advisors, LLC | 12.07% | — | 169,546 | $19.5M |
| Money Design Co.,Ltd. | 1.05% | Reduce -4.2% | 167,336 | $19.2M |
| Mission Wealth Management, LP | 0.51% | Reduce -1.1% | 165,601 | $19.0M |
| Raymond James & Associates | 0.01% | Reduce -6.5% | 159,023 | $18.3M |
| Susquehanna International Group, LLP | 0.03% | Add +97.6% | 158,826 | $18.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.5% | 158,794 | $18.3M |
| Sand Hill Global Advisors, LLC | 0.86% | Reduce -4.8% | 157,358 | $18.1M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -11.8% | 152,440 | $17.5M |
| Two Sigma Investments, LP | 0.04% | Add +10.4% | 146,500 | $16.8M |
| Joel Isaacson & Co., LLC | 0.91% | Add +5.0% | 144,804 | $16.6M |
| Van Hulzen Asset Management, LLC | 1.06% | Reduce -3.4% | 139,311 | $16.0M |
| One Wealth Advisors, LLC | 2.73% | Reduce -23.6% | 136,395 | $15.7M |
| Erickson Financial Group, LLC | 11.93% | Add +0.5% | 132,378 | $15.2M |
| National Bank of Canada | 0.03% | Reduce -27.4% | 132,600 | $15.2M |
| Northwest Capital Management Inc | 4.85% | Reduce -1.7% | 131,882 | $15.2M |
| Affinity Capital Advisors, LLC | 3.31% | Add +13.7% | 129,157 | $14.8M |
| NewEdge Advisors, LLC | 0.12% | Reduce -64.6% | 123,508 | $14.2M |
| Spinnaker Trust | 0.90% | Reduce -0.9% | 120,925 | $13.9M |
| Apella Capital, LLC | 0.69% | Add +0.6% | 120,597 | $13.8M |
| Icon Wealth Advisors, LLC | 1.28% | Reduce -43.9% | 119,480 | $13.7M |
| Client 1ST Advisory Group, LLC | 6.14% | Reduce -11.5% | 118,964 | $13.7M |
| Sei Investments Co. | 0.02% | Reduce -27.1% | 118,710 | $13.6M |
| Schroder Investment Management Group | 0.02% | Reduce -3.0% | 116,221 | $13.4M |
| AlTi Global, Inc. | 0.36% | Add +42.0% | 111,634 | $12.8M |
| Truist Financial Corp. | 0.02% | Reduce -41.7% | 103,756 | $11.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.7% | 102,560 | $11.8M |
| Mariner, LLC | 0.02% | Add +14.2% | 100,719 | $11.6M |
| Plancorp, LLC | 0.50% | Reduce -1.5% | 100,267 | $11.5M |
| Blue Edge Capital, LLC | 1.93% | Add +14.1% | 100,232 | $11.5M |
| Staley Capital Advisers Inc. | 0.54% | No change | 100,135 | $11.5M |
| Laurel Wealth Planning LLC | 7.58% | Add +3.7% | 99,299 | $11.4M |
| Flputnam Investment Management Co. | 0.24% | Add +16.9% | 98,154 | $11.3M |
| Corient Private Wealth LP | 0.02% | Add +4.8% | 97,654 | $11.2M |
| Old Mission Capital LLC | 0.27% | New | 96,445 | $11.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -17.8% | 94,016 | $10.8M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -51.1% | 93,684 | $10.8M |
| Spectrum Wealth Counsel, LLC | 1.31% | Add +1.4% | 93,004 | $10.7M |
| Lineweaver Wealth Advisors, LLC | 2.54% | Reduce -0.8% | 92,981 | $10.7M |
| Strategic Blueprint, LLC | 0.75% | Reduce -22.6% | 91,605 | $10.5M |
| Stifel Financial Corp. | 0.01% | Reduce -60.3% | 89,453 | $10.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.3% | 87,279 | $10.0M |
| Harbour Investments, Inc. | 0.35% | Reduce -15.5% | 87,083 | $10.0M |
| Keebeck Wealth Management | 1.47% | Reduce -28.9% | 86,657 | $10.0M |
| Fisher Asset Management | 0.00% | Add +0.6% | 85,926 | $9.9M |
| Clarity Asset Management, Inc. | 6.61% | Reduce -62.7% | 83,277 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -73.9% | 78,191 | $9.0M |
| Prudent Man Advisors, LLC | 3.31% | Reduce -2.2% | 76,532 | $8.8M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -30.9% | 75,434 | $8.7M |
| TNF LLC | 3.39% | Reduce -17.0% | 77,134 | $8.6M |
| Federation des caisses Desjardins du Quebec | 0.06% | New | 74,140 | $8.5M |
| Ieq Capital, LLC | 0.12% | Add +3620.8% | 72,035 | $8.3M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +27.5% | 87,574 | $8.3M |
| Parkside Advisors LLC | 2.11% | Add +1.1% | 71,358 | $8.2M |
| Relyea Zuckerberg Hanson LLC | 1.43% | Add +13.2% | 70,940 | $8.2M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -76.4% | 70,315 | $8.1M |
| Cypress Wealth Services, LLC | 1.86% | Reduce -27.7% | 69,517 | $8.0M |
| CFS Investment Advisory Services, LLC | 1.26% | Reduce -40.4% | 65,078 | $7.5M |
| Advisory Services Network, LLC | 0.17% | Reduce -17.2% | 65,032 | $7.5M |
| Prudential Financial Inc. | 0.01% | Reduce -54.5% | 63,882 | $7.3M |
| Lincoln National Corp. | 0.11% | Reduce -9.7% | 63,424 | $7.3M |
| Modera Wealth Management, LLC | 0.11% | Reduce -2.8% | 62,812 | $7.2M |
| Financial Advisors, LLC | 1.49% | Reduce -1.4% | 62,809 | $7.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -1.4% | 61,501 | $7.1M |
| Private Ocean, LLC | 0.75% | Reduce -4.7% | 61,340 | $7.1M |
| Farther Finance Advisors, LLC | 0.43% | Reduce -24.8% | 61,406 | $7.0M |
| Composition Wealth, LLC | 0.18% | Add +14.6% | 61,166 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +0.9% | 60,845 | $7.0M |
| Franklin Resources Inc. | 0.00% | Add +5.3% | 59,858 | $6.9M |
| Cerity Partners LLC | 0.02% | Add +2.3% | 56,240 | $6.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -15.6% | 55,729 | $6.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -47.4% | 54,681 | $6.3M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -47.4% | 54,681 | $6.3M |
| Facet Wealth, Inc. | 0.21% | Reduce -0.6% | 54,456 | $6.2M |
| Halbert Hargrove Global Advisors, LLC | 0.41% | Reduce -3.8% | 53,433 | $6.1M |
| Lake Street Advisors Group, LLC | 0.28% | Add +52.7% | 52,946 | $6.1M |
| Long Run Wealth Advisors, LLC | 1.58% | Reduce -3.4% | 52,135 | $6.0M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +95266.7% | 51,498 | $5.9M |
| MA Private Wealth | 1.19% | Reduce -32.5% | 50,910 | $5.9M |
| ING Groep NV | 0.04% | New | 50,000 | $5.7M |
| Goodwin Investment Advisory | 2.68% | Reduce -12.2% | 49,484 | $5.7M |
| Mutual Advisors, LLC | 0.18% | Reduce -23.8% | 49,436 | $5.7M |
| High Falls Advisors, Inc | 1.43% | Reduce -38.5% | 49,360 | $5.7M |
| Flow Traders U.S. LLC | 0.30% | New | 48,527 | $5.6M |
| Captrust Financial Advisors | 0.02% | Reduce -6.2% | 48,279 | $5.6M |
| FMR LLC | 0.00% | Reduce -15.3% | 47,916 | $5.5M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Add +1.2% | 47,429 | $5.5M |
| Trilogy Capital Inc. | 0.31% | Add +0.1% | 47,343 | $5.4M |
| Hart & Patterson Financial Group LLC | 2.69% | Reduce -26.3% | 47,267 | $5.4M |
| Klaas Financial Asset Advisors, LLC | 1.08% | Add +2.7% | 47,204 | $5.4M |
| Waypoint Wealth Partners Inc. | 1.54% | Reduce -0.3% | 47,044 | $5.4M |
| Summit Wealth Group, LLC | 3.58% | Reduce -4.1% | 45,769 | $5.3M |
| Townsquare Capital LLC | 0.08% | Reduce -27.0% | 45,139 | $5.2M |
| RHS Financial, LLC | 2.97% | Add +6.1% | 44,412 | $5.1M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -27.2% | 43,777 | $5.0M |
| Institute for Wealth Management, LLC. | 0.65% | Reduce -1.6% | 43,770 | $5.0M |
| Parallel Advisors, LLC | 0.13% | Add +9.6% | 42,769 | $4.9M |
| McKinley Carter Wealth Services, Inc. | 0.32% | Reduce -2.7% | 42,223 | $4.9M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -28.4% | 42,133 | $4.8M |
| Montecito Bank & Trust | 0.96% | Reduce -17.3% | 41,940 | $4.8M |
| Aptus Capital Advisors, LLC | 0.10% | Add +334.1% | 41,723 | $4.8M |
| Keystone Wealth Services, LLC | 1.51% | Reduce -3.5% | 40,521 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.8% | 39,018 | $4.5M |
| One Wealth Management Investment & Advisory Services, LLC | 1.80% | Reduce -29.5% | 38,220 | $4.4M |
| RFG Advisory, LLC | 0.14% | Reduce -12.6% | 37,057 | $4.3M |
| Valeo Financial Advisors, LLC | 0.15% | Reduce -8.1% | 37,754 | $4.2M |
| ONE Advisory Partners, LLC | 2.05% | Reduce -3.9% | 36,344 | $4.2M |
| Transcend Capital Advisors, LLC | 0.33% | Reduce -16.3% | 35,928 | $4.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.19% | No change | 35,291 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -52.3% | 34,849 | $4.0M |
| Integrated Advisors Network LLC | 0.20% | Reduce -0.4% | 34,738 | $4.0M |
| Asset Allocation & Management Company, LLC | 2.56% | No change | 34,000 | $3.9M |
| Bogart Wealth, LLC | 0.20% | Add +3.6% | 33,669 | $3.9M |
| AdvisorNet Financial, Inc | 0.37% | Reduce -15.4% | 33,656 | $3.9M |
| Apeiron RIA LLC | 1.11% | Reduce -39.5% | 33,365 | $3.8M |
| Clear Creek Financial Management, LLC | 0.49% | Reduce -22.2% | 33,266 | $3.8M |
| Focus Partners Wealth | 0.03% | New | 32,605 | $3.7M |
| Physician Wealth Advisors, Inc. | 0.79% | Reduce -57.4% | 33,811 | $3.7M |
| National Philanthropic Trust | 0.08% | No change | 31,704 | $3.6M |
| Equitable Holdings, Inc. | 0.04% | Add +3.4% | 31,385 | $3.6M |
| First Horizon Advisors, Inc. | 0.11% | Reduce -44.8% | 31,200 | $3.6M |
| Certus Wealth Management, LLC | 2.84% | Reduce -12.6% | 31,733 | $3.6M |
| CoreCap Advisors, LLC | 0.19% | Reduce -27.2% | 30,995 | $3.6M |
| Integris Wealth Management, LLC | 0.98% | Add +0.2% | 30,726 | $3.5M |
| FLC Capital Advisors | 0.88% | Reduce -2.2% | 30,134 | $3.5M |
| CreativeOne Wealth, LLC | 0.14% | Add +331.7% | 30,088 | $3.5M |
| WT Wealth Management | 1.22% | Add +11.6% | 29,764 | $3.4M |
| Wealth Architects, LLC | 0.45% | Add +1.4% | 29,400 | $3.4M |
| Bank of Montreal | 0.00% | Add +1514.5% | 29,271 | $3.4M |
| Merit Financial Group, LLC | 0.08% | Reduce -72.3% | 29,730 | $3.3M |
| Atria Investments, Inc | 0.05% | Reduce -81.2% | 28,628 | $3.3M |
| Red Lighthouse Investment Management, LLC | 1.32% | No change | 28,475 | $3.3M |
| Diversify Advisory Services, LLC | 0.18% | — | 27,222 | $3.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.36% | Reduce -93.8% | 26,761 | $3.1M |
| Wealth Alliance, LLC | 0.40% | Reduce -68.7% | 26,600 | $3.1M |
| Regions Financial Corp. | 0.02% | Reduce -5.3% | 26,576 | $3.1M |
| WCG Wealth Advisors LLC | 0.25% | Add +34.4% | 26,345 | $3.0M |
| Gen-Wealth Partners Inc | 1.50% | — | 26,277 | $3.0M |
| Blue Trust, Inc. | 0.04% | Reduce -72.2% | 26,243 | $3.0M |
| Planning Alternatives Ltd. | 0.49% | Add +0.5% | 26,182 | $3.0M |
| WR Wealth Planners, LLC | 0.93% | Reduce -22.7% | 25,994 | $3.0M |
| Horst & Graben Wealth Management LLC | 0.60% | Reduce -59.5% | 25,668 | $3.0M |
| Savant Capital, LLC | 0.03% | Reduce -4.0% | 25,620 | $2.9M |
| HB Wealth Management, LLC | 0.04% | Add +0.6% | 25,340 | $2.9M |
| Sowell Financial Services LLC | 0.14% | Reduce -10.6% | 24,981 | $2.9M |
| Cambridge Trust Co. | 0.11% | Add +3.9% | 24,913 | $2.9M |
| Diversified Trust Co. | 0.09% | No change | 24,843 | $2.9M |
| Balanced Rock Investment Advisors LLC | 2.43% | Add +49.4% | 24,781 | $2.8M |
| Millennium Management | 0.00% | Add +203.4% | 24,518 | $2.8M |
| Morningstar Investment Services LLC | 0.03% | Reduce -47.8% | 24,023 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.29% | Reduce -3.6% | 23,644 | $2.7M |
| Bangor Savings Bank | 0.28% | Add +3.8% | 23,408 | $2.7M |
| WealthShield Partners, LLC | 0.43% | Reduce -62.1% | 23,353 | $2.7M |
| Ascent Group, LLC | 0.23% | Add +0.6% | 23,076 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.30% | New | 22,980 | $2.6M |
| Idaho Trust Co | 2.50% | New | 22,506 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 2.50% | Add +3.4% | 22,506 | $2.6M |
| Wedbush Securities Inc. | 0.10% | Reduce -3.2% | 22,453 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.42% | Reduce -20.3% | 43,117 | $2.5M |
| Forthright Family Wealth Advisory LLC | 1.67% | Reduce -0.1% | 21,696 | $2.5M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -50.2% | 21,426 | $2.5M |
| FFG Retirement Advisors LLC | 1.73% | Reduce -28.3% | 21,393 | $2.5M |
| Focus Financial Network, Inc. | 0.12% | — | 22,414 | $2.5M |
| Citadel Advisors | 0.00% | New | 21,346 | $2.5M |
| Macroview Investment Management LLC | 2.69% | Reduce -28.2% | 21,088 | $2.4M |
| My Legacy Advisors, LLC | 0.80% | Reduce -38.8% | 20,712 | $2.4M |
| West Wealth Group, LLC | 0.88% | Reduce -82.7% | 20,578 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -6.3% | 20,749 | $2.4M |
| Firethorn Wealth Partners, LLC | 1.39% | Reduce -45.1% | 20,504 | $2.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.99% | Reduce -83.4% | 20,026 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.3% | 19,854 | $2.3M |
| Verus Capital Partners, LLC | 0.25% | Reduce -24.7% | 19,477 | $2.2M |
| REDW Wealth LLC | 0.60% | Add +0.3% | 19,391 | $2.2M |
| Concourse Financial Group Securities, Inc. | 0.14% | Reduce -51.7% | 19,315 | $2.2M |
| Elevation Wealth Partners, LLC | 1.10% | Add +52.6% | 19,133 | $2.2M |
| Leo Wealth, LLC | 0.22% | Add +0.1% | 19,011 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -14.9% | 18,890 | $2.2M |
| Foster Group, Inc. | 0.11% | Add +2.4% | 18,789 | $2.2M |
| White Lighthouse Investment Management Inc. | 0.43% | Add +0.1% | 18,486 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +9.4% | 18,467 | $2.1M |
| Cascade Financial Partners, LLC | 0.31% | — | 18,910 | $2.1M |
| Opes Wealth Management LLC | 0.49% | Add +18.4% | 18,351 | $2.1M |
| Tempus Wealth Planning, LLC | 0.92% | Reduce -5.7% | 18,265 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -14.1% | 18,080 | $2.1M |
| Crestone Asset Management LLC | 0.42% | No change | 18,007 | $2.1M |
| Csenge Advisory Group | 0.12% | Reduce -44.0% | 18,002 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.33% | Reduce -13.5% | 17,945 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -37.0% | 17,852 | $2.1M |
| Vision Capital Management, Inc. | 0.30% | Reduce -7.9% | 17,414 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -29.9% | 17,393 | $2.0M |
| HF Advisory Group, LLC | 1.11% | Add +14.4% | 17,343 | $2.0M |
| Axxcess Wealth Management, LLC | 0.06% | Add +5.3% | 17,232 | $2.0M |
| Copperleaf Capital, LLC | 1.70% | Reduce -36.0% | 17,119 | $2.0M |
| HSBC Holdings PLC | 0.00% | No change | 17,100 | $2.0M |
| Cook Wealth, LLC | 1.17% | Add +22.9% | 17,507 | $1.9M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -6.2% | 16,789 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -44.5% | 16,746 | $1.9M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -48.2% | 16,561 | $1.9M |
| Perennial Investment Advisors, LLC | 0.29% | Reduce -8.2% | 16,476 | $1.9M |
| OLIO Financial Planning | 0.80% | No change | 17,993 | $1.9M |
| Windham Capital Management, LLC | 1.48% | No change | 16,392 | $1.9M |
| Garde Capital, Inc. | 0.13% | Add +0.1% | 16,334 | $1.9M |
| Grey Ledge Advisors, LLC | 0.52% | Reduce -0.5% | 16,224 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -80.2% | 16,139 | $1.9M |
| PFG Investments, LLC | 0.11% | Add +35.5% | 16,110 | $1.9M |
| Regal Investment Advisors LLC | 0.13% | Reduce -62.6% | 15,955 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -8.4% | 15,919 | $1.8M |
| Jordan Park Group LLC | 0.12% | Add +9.6% | 15,870 | $1.8M |
| Financial Gravity Asset Management, Inc. | 0.51% | Reduce -98.3% | 17,218 | $1.8M |
| Baker Tilly Wealth Management, LLC | 0.33% | Reduce -22.8% | 15,714 | $1.8M |
| Beacon Financial Group | 0.21% | Reduce -9.4% | 15,611 | $1.8M |
| Clearview Wealth Advisors LLC | 1.83% | Add +8.5% | 15,595 | $1.8M |
| Raymond James Trust N.A. | 0.04% | Reduce -1.4% | 15,574 | $1.8M |
| Summit X, LLC | 0.45% | Reduce -76.4% | 15,373 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -63.1% | 15,361 | $1.8M |
| Gould Asset Management LLC | 0.43% | Reduce -3.7% | 15,346 | $1.8M |
| Spire Wealth Management | 0.03% | Reduce -19.7% | 15,262 | $1.8M |
| Scott Capital Advisors, LLC | 0.53% | Reduce -7.4% | 15,355 | $1.8M |
| Shared Vision Wealth Group LLC | 1.09% | Reduce -36.0% | 15,133 | $1.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.60% | Add +75.3% | 14,606 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -13.1% | 14,382 | $1.7M |
| Mendel Capital Management LLC | 1.08% | Reduce -3.1% | 14,194 | $1.6M |
| Legacy Financial Advisors, Inc. | 0.29% | Reduce -6.3% | 14,191 | $1.6M |
| Retirement Income Solutions, Inc. | 0.37% | Add +3.5% | 14,108 | $1.6M |
| Nottingham Advisors, Inc. | 0.20% | Reduce -8.4% | 14,042 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -1.7% | 14,010 | $1.6M |
| Comerica Bank | 0.01% | Reduce -11.4% | 13,998 | $1.6M |
| GFS Advisors, LLC | 0.27% | Reduce -1.7% | 13,995 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -33.2% | 13,700 | $1.6M |
| Pioneer Wealth Management Group | 0.90% | Reduce -6.5% | 13,657 | $1.6M |
| Strategic Point Investment Advisors, LLC | 0.28% | Reduce -1.0% | 13,640 | $1.6M |
| HRT Financial LP | 0.01% | New | 13,518 | $1.6M |
| True Link Financial Advisors, LLC | 0.15% | Reduce -35.5% | 13,508 | $1.6M |
| Prairie Wealth Advisors, Inc. | 0.71% | — | 13,092 | $1.5M |
| 1ST Source Bank | 0.09% | Add +6.4% | 13,003 | $1.5M |
| Kickstand Ventures, Llc. | 0.41% | Reduce -25.8% | 12,509 | $1.4M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -31.5% | 12,483 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.11% | Reduce -64.3% | 12,480 | $1.4M |
| Acropolis Investment Management, LLC | 0.09% | Reduce -1.0% | 12,322 | $1.4M |
| Advisory Alpha, LLC | 0.06% | Reduce -6.9% | 12,127 | $1.4M |
| W Advisors, LLC | 0.95% | Reduce -25.5% | 12,115 | $1.4M |
| Austin Private Wealth, LLC | 0.16% | Reduce -91.7% | 12,201 | $1.4M |
| GenTrust, LLC | 0.09% | Reduce -18.5% | 12,087 | $1.4M |
| True Vision MN LLC | 0.98% | Reduce -36.1% | 12,448 | $1.4M |
| Private Trust Co. NA | 0.15% | Reduce -14.7% | 12,075 | $1.4M |
| NBT Bank, N.A. | 0.10% | Reduce -20.7% | 12,050 | $1.4M |
| RTD Financial Advisors, Inc. | 0.19% | Reduce -1.6% | 12,045 | $1.4M |
| StoneX Group Inc. | 0.12% | Reduce -3.9% | 11,989 | $1.4M |
| CW Advisors, LLC | 0.02% | Reduce -10.1% | 11,798 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +30.6% | 11,780 | $1.4M |
| International Assets Investment Management, LLC | 0.14% | Reduce -44.5% | 11,718 | $1.3M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -4.5% | 11,693 | $1.3M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.1% | 12,024 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -10.8% | 11,479 | $1.3M |
| Plum Street Advisors, LLC | 0.67% | Add +11.1% | 10,425 | $1.3M |
| Charter Oak Capital Management, LLC | 0.14% | Reduce -1.6% | 11,367 | $1.3M |
| RCS Financial Planning, LLC | 0.80% | Reduce -33.6% | 11,325 | $1.3M |
| OMNI 360 Wealth, Inc. | 1.06% | Reduce -10.3% | 11,121 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +13.2% | 11,083 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +403.1% | 11,022 | $1.3M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -0.0% | 10,917 | $1.3M |
| Treynor Bancshares, Inc. | 0.73% | Add +0.1% | 10,865 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -4.7% | 10,795 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -10.1% | 10,769 | $1.2M |
| Midwest Heritage Bank, FSB | 0.65% | Reduce -32.2% | 10,669 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +39.9% | 10,640 | $1.2M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -5.0% | 10,458 | $1.2M |
| Quadrant Private Wealth Management, LLC | 0.30% | Reduce -14.8% | 10,433 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +0.5% | 10,424 | $1.2M |
| Morling Financial Advisors, LLC | 0.68% | Reduce -1.2% | 10,343 | $1.2M |
| Stone House Investment Management, LLC | 0.28% | Add +180.7% | 10,277 | $1.2M |
| Crown Wealth Group, LLC | 0.60% | Reduce -6.9% | 10,127 | $1.2M |
| Magnus Financial Group LLC | 0.14% | Reduce -13.2% | 10,105 | $1.2M |
| Barclays PLC | 0.00% | Reduce -36.4% | 10,099 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -87.7% | 9,897 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 9,850 | $1.1M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -13.2% | 9,934 | $1.1M |
| WBH Advisory Inc. | 0.12% | Add +2.0% | 9,832 | $1.1M |
| Vident Advisory, LLC | 0.02% | No change | 9,795 | $1.1M |
| Boston Financial Mangement LLC | 0.04% | Reduce -3.5% | 9,762 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -51.8% | 9,705 | $1.1M |
| Signal Advisors Wealth, LLC | 0.28% | Reduce -48.0% | 9,663 | $1.1M |
| Sentinel Trust Co. Lba | 0.14% | Add +9.2% | 9,572 | $1.1M |
| Mgo One Seven LLC | 0.06% | Reduce -19.5% | 9,515 | $1.1M |
| KilterHowling LLC | 0.77% | Reduce -1.7% | 9,486 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -12.3% | 9,399 | $1.1M |
| ETF Portfolio Partners, Inc. | 0.34% | Add +0.9% | 9,328 | $1.1M |
| Retirement Capital Strategies | 0.44% | Reduce -19.3% | 9,277 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +4.8% | 9,265 | $1.1M |
| Compass Ion Advisors, LLC | 0.15% | No change | 9,250 | $1.1M |
| TCWP LLC | 2.82% | Reduce -20.9% | 9,230 | $1.1M |
| Brooklyn FI, LLC | 0.44% | Add +3.5% | 9,221 | $1.1M |
| Marino, Stram & Associates LLC | 0.25% | Reduce -7.3% | 9,185 | $1.1M |
| Stephens Inc. | 0.02% | Add +0.1% | 9,173 | $1.1M |
| Resonant Capital Advisors, LLC | 0.09% | New | 9,107 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -17.6% | 9,068 | $1.0M |
| Metis Global Partners, LLC | 0.04% | New | 9,032 | $1.0M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -22.9% | 9,007 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.6% | 8,964 | $1.0M |
| Aaron Wealth Advisors LLC | 0.15% | Add +73.1% | 8,931 | $1.0M |
| Tarbox Family Office, Inc. | 0.18% | Reduce -6.9% | 8,870 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.50% | Reduce -10.7% | 8,770 | $1.0M |
| Advus Financial Partners, LLC | 0.31% | Reduce -3.1% | 8,770 | $1.0M |
| Bluespring Wealth Management, LLC | 0.11% | Add +2.1% | 8,750 | $1.0M |
| Clarius Group, LLC | 0.07% | Reduce -10.6% | 8,745 | $1.0M |
| Maxwell Wealth Strategies Inc. | 0.51% | Reduce -67.9% | 8,695 | $997K |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.2% | 8,654 | $995K |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.7% | 8,606 | $989K |
| Liberty Wealth Management LLC | 0.19% | Reduce -68.3% | 8,463 | $985K |
| Morton Brown Family Wealth, LLC | 0.40% | Reduce -1.9% | 8,531 | $981K |
| Independent Financial Group, LLC | 0.04% | Reduce -65.0% | 8,362 | $961K |
| CI Investments Inc. | 0.00% | Add +7.4% | 8,325 | $957K |
| Maripau Wealth Management LLC | 0.71% | Reduce -52.2% | 8,237 | $947K |
| Levy Wealth Management Group, LLC | 0.26% | No change | 8,916 | $936K |
| Libra Wealth LLC | 0.41% | No change | 8,120 | $933K |
| Pathstone Holdings, LLC | 0.00% | Reduce -28.9% | 8,080 | $929K |
| Redwood Investment Management, LLC | 0.09% | Add +31.7% | 8,026 | $923K |
| SYM FINANCIAL Corp | 0.15% | Add +44.4% | 7,982 | $918K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -17.0% | 7,978 | $917K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -1.4% | 7,948 | $914K |
| TRUE Private Wealth Advisors | 0.10% | Reduce -28.1% | 7,849 | $902K |
| Strategy Asset Managers LLC | 0.19% | Reduce -4.4% | 7,812 | $898K |
| BLB&B Advisors, LLC | 0.05% | No change | 7,805 | $897K |
| Apexium Financial, LP | 0.07% | No change | 7,688 | $884K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -8.8% | 7,659 | $881K |
| Creative Financial Designs Inc. | 0.08% | Reduce -13.3% | 7,603 | $874K |
| MAI Capital Management | 0.01% | Add +17.9% | 7,535 | $866K |
| Traphagen Investment Advisors LLC | 0.09% | Add +0.5% | 7,535 | $866K |
| Silvia McColl Wealth Management, LLC | 0.74% | Reduce -8.9% | 7,636 | $863K |
| Financial Partners Group, Inc | 0.14% | Reduce -9.8% | 7,449 | $856K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -44.0% | 7,449 | $856K |
| TSA Wealth Managment LLC | 0.37% | Reduce -74.4% | 7,422 | $853K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 7,405 | $851K |
| Shotwell Rutter Baer Inc | 1.72% | Reduce -7.0% | 7,414 | $847K |
| IFP Advisors, Inc | 0.04% | Reduce -5.5% | 7,311 | $840K |
| Sound View Wealth Advisors Group, LLC | 0.09% | Reduce -0.4% | 7,237 | $832K |
| Heritage Wealth Management, LLC | 0.42% | Reduce -2.5% | 7,220 | $830K |
| CENTRAL TRUST Co | 0.02% | Add +12.7% | 7,202 | $828K |
| Traynor Capital Management, Inc. | 0.08% | New | 7,183 | $826K |
| Cooper Financial Group | 0.14% | Reduce -31.9% | 7,181 | $826K |
| Keel Point, LLC | 0.08% | No change | 7,106 | $817K |
| Principal Securities, Inc. | 0.03% | Add +2.4% | 7,021 | $807K |
| Keystone Financial Services | 0.35% | Reduce -89.5% | 6,955 | $799K |
| Villere St Denis J & Co. LLC | 0.07% | Reduce -8.9% | 6,952 | $799K |
| ERn Financial, LLC | 0.14% | Add +2.3% | 6,944 | $798K |
| TD Private Client Wealth LLC | 0.03% | Reduce -12.1% | 6,937 | $797K |
| Capasso Planning Partners LLC | 0.33% | Reduce -23.4% | 6,916 | $795K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -2.0% | 6,780 | $779K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +27.0% | 6,748 | $776K |
| Cranbrook Wealth Management, LLC | 0.20% | Add +9.8% | 6,711 | $771K |
| MKT Advisors LLC | 0.42% | Reduce -17.2% | 6,820 | $771K |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $770K |
| Cibc World Market Inc. | 0.00% | Add +2.0% | 6,617 | $761K |
| Jane Street Group, LLC | 0.00% | Add +78.7% | 6,561 | $754K |
| W.H. Cornerstone Investments Inc. | 0.54% | Reduce -14.2% | 6,513 | $749K |
| Concorde Asset Management, LLC | 0.51% | Reduce -45.6% | 6,511 | $748K |
| Hoxton Planning & Management, LLC | 0.36% | Reduce -56.4% | 6,479 | $745K |
| Institutional & Family Asset Management, LLC | 0.12% | Reduce -13.7% | 6,434 | $740K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -0.5% | 6,360 | $731K |
| Bell Investment Advisors, Inc | 0.14% | Reduce -5.1% | 6,337 | $729K |
| McClarren Financial Advisors, Inc. | 0.52% | Add +1.3% | 6,282 | $723K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 6,260 | $720K |
| Keener Financial Planning LLC | 0.49% | Reduce -1.7% | 6,234 | $717K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -7.1% | 6,191 | $712K |
| Destiny Wealth Partners, LLC | 0.13% | Reduce -1.4% | 6,184 | $711K |
| Financial Counselors Inc. | 0.01% | Add +14.8% | 6,173 | $710K |
| Intrua Financial, LLC | 0.11% | Reduce -3.1% | 6,147 | $707K |
| Sutton Place Investors LLC | 0.35% | Reduce -19.8% | 6,078 | $699K |
| Rothschild Wealth LLC | 0.25% | — | 6,071 | $698K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 6,070 | $698K |
| Ameraudi Asset Management, Inc. | 0.32% | No change | 6,022 | $692K |
| One Capital Management, LLC | 0.02% | New | 5,961 | $685K |
| Emergent Wealth Advisors, LLC | 0.59% | Reduce -66.4% | 5,933 | $681K |
| Regimen Wealth, LLC | 0.24% | Reduce -1.3% | 5,912 | $680K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -33.4% | 5,877 | $676K |
| Great Diamond Partners, LLC | 0.15% | Reduce -1.1% | 5,863 | $674K |
| American Capital Advisory, LLC | 0.59% | Reduce -0.7% | 7,424 | $672K |
| Savvy Advisors, Inc. | 0.38% | Add +20.4% | 5,778 | $664K |
| Farrell Financial LLC | 0.54% | Add +1.3% | 5,755 | $662K |
| Front Row Advisors LLC | 0.25% | No change | 5,750 | $661K |
| PFG Advisors | 0.05% | Add +2.5% | 5,723 | $658K |
| Sound Income Strategies, LLC | 0.05% | Add +15.6% | 5,641 | $648K |
| Detalus Advisors, LLC | 0.23% | Reduce -6.4% | 5,505 | $633K |
| JSF Financial, LLC | 0.19% | Add +88.9% | 5,400 | $621K |
| Brewster Financial Planning LLC | 0.53% | Reduce -0.8% | 5,397 | $620K |
| Western Wealth Management, LLC | 0.05% | Add +1.5% | 5,324 | $612K |
| Lido Advisors, LLC | 0.01% | Add +0.6% | 5,276 | $607K |
| Riverwater Partners LLC | 0.44% | Reduce -7.7% | 5,214 | $599K |
| Members Capital Advisors Inc. | 1.69% | No change | 5,205 | $598K |
| Quent Capital, LLC | 0.07% | Reduce -1.6% | 5,146 | $592K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +4.3% | 5,101 | $587K |
| UMB Bank, n.a. | 0.01% | No change | 5,062 | $582K |
| Ethic Inc. | 0.01% | New | 4,975 | $572K |
| Symmetry Partners, LLC | 0.04% | Add +0.1% | 4,937 | $568K |
| Regis Acquisition Inc. | 0.34% | No change | 4,934 | $567K |
| Wade Financial Advisory, Inc | 0.21% | Reduce -0.1% | 4,929 | $567K |
| WNY Asset Management, LLC | 0.09% | Reduce -5.4% | 4,904 | $564K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -24.0% | 4,900 | $563K |
| JB Capital LLC | 0.04% | Reduce -98.6% | 4,872 | $560K |
| Pettinga Financial Advisors LLC | 0.14% | Reduce -6.6% | 4,865 | $559K |
| Life Line Wealth Management LLC | 0.21% | Add +18.0% | 4,851 | $558K |
| Theory Financial LLC | 0.28% | Reduce -13.8% | 4,846 | $557K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -4.4% | 4,816 | $554K |
| Synovus Financial Corp. | 0.01% | Add +0.0% | 4,816 | $554K |
| Fiduciary Alliance LLC | 0.10% | Reduce -8.8% | 4,751 | $545K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.9% | 4,631 | $532K |
| Simplicity Wealth,LLC | 0.01% | Reduce -71.8% | 4,618 | $531K |
| Mascoma Wealth Management LLC | 0.15% | No change | 4,586 | $527K |
| Root Financial Partners, LLC | 0.16% | Reduce -6.0% | 4,573 | $526K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -54.4% | 4,571 | $525K |
| XML Financial, LLC | 0.05% | Add +4.0% | 4,541 | $522K |
| Level Financial Advisors | 0.24% | No change | 4,523 | $520K |
| Swmg, LLC | 0.23% | Reduce -90.9% | 4,509 | $518K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -7.0% | 4,506 | $518K |
| GeoWealth Management, LLC | 0.02% | Add +76.7% | 4,496 | $517K |
| US Financial Advisors, LLC | 0.18% | Add +0.0% | 4,492 | $516K |
| Howard Financial Services, LTD. | 0.09% | Add +0.5% | 4,386 | $504K |
| Rosenberg Matthew Hamilton | 0.15% | Reduce -17.0% | 4,393 | $504K |
| ABLE Financial Group, LLC | 0.20% | Add +2.0% | 4,351 | $500K |
| WealthCollab, LLC | 0.37% | No change | 4,311 | $496K |
| Tanager Wealth Management LLP | 0.08% | No change | 4,297 | $494K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.5% | 4,295 | $494K |
| Credit Suisse AG/ | 0.00% | New | 4,292 | $493K |
| Compound Planning, Inc. | 0.05% | New | 4,287 | $493K |
| Arcadia Wealth Management, LLC | 0.30% | Add +0.3% | 4,278 | $492K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -8.6% | 4,233 | $487K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -19.9% | 4,218 | $485K |
| Hilltop Wealth Advisors, LLC | 0.25% | Reduce -7.9% | 4,173 | $480K |
| IHT Wealth Management, LLC | 0.02% | Reduce -28.6% | 4,163 | $479K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -1.3% | 4,153 | $477K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -17.2% | 4,131 | $475K |
| RKL Wealth Management LLC | 0.05% | Reduce -4.5% | 4,114 | $473K |
| Cedrus LLC | 0.26% | Reduce -1.8% | 4,095 | $471K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Add +0.1% | 4,055 | $466K |
| Visionary Wealth Advisors | 0.03% | Reduce -0.5% | 4,051 | $466K |
| Cresset Asset Management, LLC | 0.00% | Add +4.7% | 4,038 | $464K |
| Trek Financial, LLC | 0.04% | Reduce -87.6% | 4,029 | $463K |
| Commerce Bank | 0.00% | Reduce -25.6% | 4,016 | $462K |
| Bailard, Inc. | 0.01% | No change | 3,990 | $459K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -37.7% | 4,103 | $452K |
| Founders Financial Alliance, LLC | 0.14% | Add +57.0% | 3,921 | $451K |
| Scotia Capital Inc. | 0.00% | No change | 3,846 | $442K |
| Lantz Financial LLC | 0.14% | Reduce -79.6% | 3,827 | $440K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -24.6% | 3,813 | $438K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 3,809 | $438K |
| D. Scott Neal, Inc. | 0.28% | No change | 3,787 | $435K |
| Peak Financial Management, Inc. | 0.14% | Add +1.5% | 3,754 | $432K |
| Belpointe Asset Management LLC | 0.03% | Reduce -29.7% | 3,749 | $431K |
| MontVue Capital Management, Inc. | 0.38% | No change | 3,734 | $429K |
| Argent Trust Co | 0.02% | No change | 3,682 | $423K |
| Vanguard Group Inc. | 0.00% | New | 3,665 | $421K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 3,630 | $417K |
| First Trust Direct Indexing L.P. | 0.03% | New | 3,591 | $413K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.2% | 3,577 | $411K |
| CGN Advisors LLC | 0.05% | Add +21.2% | 3,564 | $410K |
| Caprock Group, LLC | 0.02% | Add +5.3% | 3,559 | $409K |
| Catalina Capital Group, LLC | 0.17% | Reduce -32.6% | 3,559 | $409K |
| Nwam LLC | 0.03% | Reduce -49.1% | 3,579 | $407K |
| Signaturefd, LLC | 0.01% | Add +6.7% | 3,538 | $407K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 3,494 | $402K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | No change | 3,482 | $400K |
| Talisman Wealth Advisors LLC | 0.50% | Add +2.5% | 3,474 | $399K |
| Pittenger & Anderson Inc. | 0.02% | Add +5.6% | 3,465 | $398K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +1.9% | 3,460 | $398K |
| CWA Asset Management Group, LLC | 0.02% | Add +1.0% | 3,429 | $394K |
| Weil Company, Inc. | 0.16% | No change | 3,422 | $393K |
| Oxinas Partners, LLC | 0.26% | Add +0.9% | 3,420 | $393K |
| Horizons Wealth Management | 0.26% | No change | 3,742 | $393K |
| Destination Wealth Management | 0.01% | Add +0.4% | 3,409 | $392K |
| Arq Wealth Advisors, LLC | 0.17% | Add +4.3% | 3,369 | $387K |
| Hobart Private Capital, LLC | 0.12% | Reduce -12.1% | 3,345 | $385K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,321 | $381K |
| Farmers National Bank | 0.11% | Add +14.8% | 3,310 | $381K |
| Buck Wealth Strategies, LLC | 0.13% | New | 3,308 | $380K |
| Bank of Nova Scotia | 0.00% | No change | 3,304 | $380K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,269 | $376K |
| Centurion Wealth Management LLC | 0.15% | Reduce -16.1% | 3,246 | $373K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -40.3% | 3,244 | $371K |
| Citizens Financial Group Inc. | 0.01% | Reduce -69.4% | 3,221 | $370K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -24.1% | 2,678 | $370K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -10.4% | 3,189 | $367K |
| Evergreen Capital Management LLC | 0.01% | Reduce -12.6% | 3,188 | $367K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.21% | No change | 3,184 | $366K |
| Prostatis Group LLC | 0.14% | Reduce -0.4% | 3,174 | $365K |
| WealthPlan Investment Management, LLC | 0.06% | No change | 3,134 | $360K |
| LifePlan Investment Advisors, Inc. | 0.29% | Reduce -64.3% | 3,119 | $359K |
| BCU Wealth Advisors, LLC | 0.30% | Reduce -49.8% | 3,116 | $358K |
| Alterna Wealth Management, Inc. | 0.29% | Reduce -27.0% | 3,102 | $357K |
| Imprint Wealth LLC | 0.09% | New | 3,106 | $356K |
| Cornerstone Planning Group LLC | 0.11% | Reduce -42.9% | 3,163 | $356K |
| Prospera Financial Services Inc | 0.01% | Add +37.0% | 3,062 | $352K |
| Atlas Private Wealth Advisors | 0.12% | Reduce -50.2% | 3,047 | $350K |
| Haverford Trust Co | 0.00% | No change | 3,028 | $348K |
| Mather Group, Llc. | 0.01% | No change | 3,274 | $344K |
| SVB Wealth LLC | 0.01% | Reduce -50.0% | 2,974 | $342K |
| Invst, LLC | 0.04% | Reduce -94.9% | 2,942 | $338K |
| Centaurus Financial, Inc. | 0.02% | Add +5.7% | 2,932 | $337K |
| Buttonwood Financial Group, LLC | 0.20% | Reduce -1.5% | 2,912 | $335K |
| Wealthstream Advisors, Inc. | 0.13% | New | 2,910 | $335K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -14.1% | 2,848 | $327K |
| Milestone Investment Advisors LLC | 0.09% | Add +18.8% | 2,845 | $327K |
| Financial Advocates Investment Management | 0.02% | Add +32.5% | 3,139 | $321K |
| Bank of New Hampshire | 0.08% | Reduce -37.6% | 2,760 | $317K |
| NWF Advisory Services Inc. | 0.05% | No change | 2,750 | $316K |
| Smithfield Trust Co | 0.02% | No change | 2,735 | $315K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -2.3% | 2,732 | $314K |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -77.3% | 2,723 | $313K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.5% | 2,684 | $309K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Reduce -47.1% | 2,669 | $306K |
| Vermillion & White Wealth Management Group, LLC | 0.24% | Reduce -1.6% | 2,660 | $306K |
| Debussy Capital Management LP | 0.09% | No change | 2,647 | $303K |
| Level Four Advisory Services, LLC | 0.02% | No change | 2,887 | $303K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +0.5% | 2,624 | $302K |
| Coppell Advisory Solutions Corp. | 0.06% | — | 2,617 | $301K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Reduce -7.3% | 2,620 | $299K |
| Waldron Private Wealth LLC | 0.01% | Add +5.6% | 2,600 | $299K |
| Worth Financial Advisory Group, LLC | 0.21% | No change | 2,600 | $299K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,591 | $298K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -29.5% | 2,589 | $298K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 2,573 | $296K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.1% | 2,571 | $296K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -96.3% | 2,561 | $294K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -78.3% | 2,557 | $294K |
| Consolidated Portfolio Review Corp | 0.08% | No change | 2,543 | $292K |
| Seven Post Investment Office LP | 0.07% | No change | 2,532 | $291K |
| Professional Financial Advisors, LLC | 0.08% | Reduce -6.7% | 2,515 | $289K |
| Private Client Services, LLC | 0.19% | Add +0.2% | 2,481 | $285K |
| Atticus Wealth Management, LLC | 0.09% | No change | 2,479 | $285K |
| MBE Wealth Management, LLC | 0.18% | No change | 2,474 | $284K |
| PDS Planning, Inc | 0.03% | Reduce -8.3% | 2,472 | $284K |
| PGIM Custom Harvest LLC | 0.01% | Add +10.2% | 2,450 | $282K |
| Financial Management Network Inc. | 0.07% | Add +0.4% | 2,488 | $281K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -23.1% | 2,416 | $278K |
| Sage Financial Group Inc. | 0.02% | Reduce -4.0% | 2,400 | $276K |
| BKM Wealth Management, LLC | 0.12% | No change | 2,388 | $275K |
| Essex Financial Services, Inc. | 0.03% | Reduce -22.3% | 2,381 | $274K |
| LGT Financial Advisors LLC | 0.32% | Reduce -7.8% | 2,377 | $273K |
| Brighton Jones LLC | 0.01% | Reduce -6.7% | 2,363 | $272K |
| Aspen Wealth Strategies, LLC | 0.19% | Add +5.6% | 2,347 | $270K |
| Strategic Financial Concepts, LLC | 0.06% | Add +8.8% | 2,343 | $269K |
| Advisor OS, LLC | 0.03% | Add +6.5% | 2,337 | $269K |
| Rede Wealth, LLC | 0.11% | Reduce -0.6% | 2,336 | $269K |
| Whalerock Point Partners, LLC | 0.07% | Reduce -7.5% | 2,306 | $265K |
| Security Financial Services, INC. | 0.06% | Reduce -18.4% | 2,276 | $262K |
| Whittier Trust Co. | 0.00% | Add +13.3% | 2,265 | $260K |
| Trademark Financial Management, LLC | 0.21% | Reduce -1.1% | 2,254 | $259K |
| Single Point Partners, LLC | 0.06% | Add +4.8% | 2,248 | $258K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,223 | $256K |
| Moneco Advisors, LLC | 0.04% | Add +1.2% | 2,222 | $255K |
| Cedar Brook Financial Partners, LLC | 0.05% | Add +14.3% | 2,194 | $252K |
| Bellwether Advisors, LLC | 0.05% | New | 2,169 | $249K |
| Integrity Wealth Solutions LLC | 0.16% | Reduce -2.7% | 2,156 | $248K |
| Criterion Capital Advisors, LLC | 0.16% | Reduce -14.9% | 2,151 | $247K |
| Hudson Capital Management LLC | 0.09% | No change | 2,125 | $244K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -32.9% | 2,122 | $244K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Reduce -32.6% | 2,101 | $242K |
| Leverty Financial Group, LLC | 0.14% | New | 2,031 | $233K |
| Brown Advisory Inc. | 0.00% | No change | 2,028 | $233K |
| Aspire Private Capital, LLC | 0.06% | Reduce -34.1% | 2,020 | $232K |
| Tradition Wealth Management, LLC | 0.02% | New | 2,020 | $232K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.9% | 2,020 | $232K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +2.1% | 2,009 | $231K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,987 | $228K |
| Resurgent Financial Advisors LLC | 0.12% | Reduce -22.9% | 1,985 | $228K |
| Pathway Financial Advisors LLC | 0.06% | No change | 1,955 | $225K |
| Annex Advisory Services, LLC | 0.01% | Add +0.4% | 1,947 | $224K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | Reduce -73.5% | 1,945 | $224K |
| Vertex Planning Partners, LLC | 0.06% | New | 1,945 | $224K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 1,930 | $222K |
| One Day In July LLC | 0.03% | No change | 1,926 | $221K |
| Rwa Wealth Partners, LLC | 0.00% | New | 1,903 | $219K |
| Waverly Advisors, LLC | 0.01% | New | 1,898 | $218K |
| Lanark Financial, Inc. | 0.02% | No change | 1,898 | $218K |
| BlueChip Wealth Advisors LLC | 0.14% | New | 1,888 | $217K |
| Arkadios Wealth Advisors | 0.02% | Reduce -35.3% | 1,884 | $217K |
| Gallacher Capital Management LLC | 0.11% | New | 1,866 | $215K |
| QRG Capital Management, Inc. | 0.00% | New | 1,855 | $213K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 1,847 | $212K |
| Klingman & Associates, LLC | 0.02% | New | 1,826 | $210K |
| Autumn Glory Partners, LLC | 0.10% | New | 1,793 | $206K |
| USAdvisors Wealth Management, LLC | 0.08% | New | 1,760 | $202K |
| Websterrogers Financial Advisors, LLC | 0.07% | New | 1,746 | $201K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -59.8% | 1,740 | $200K |
| Stephens Consulting, LLC | 0.06% | Reduce -19.3% | 1,732 | $199K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -8.9% | 1,685 | $194K |
| TD Capital Management LLC | 0.02% | Reduce -22.5% | 1,579 | $182K |
| Scarborough Advisors, LLC | 0.08% | Reduce -2.0% | 1,550 | $178K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -22.7% | 1,509 | $165K |
| Asset Dedication, LLC | 0.01% | Reduce -9.3% | 1,394 | $160K |
| Element Wealth, LLC | 0.09% | Add +1.5% | 1,335 | $153K |
| Geneos Wealth Management Inc. | 0.01% | Add +28.9% | 1,297 | $149K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +12.1% | 1,203 | $138K |
| Capital Analysts, LLC | 0.01% | Reduce -88.0% | 1,154 | $133K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 1,133 | $130K |
| Voisard Asset Management Group, Inc. | 0.07% | No change | 1,101 | $127K |
| Signature Resources Capital Management, LLC | 0.12% | No change | 1,183 | $124K |
| Lowe Wealth Advisors, LLC | 0.06% | Reduce -15.7% | 1,075 | $124K |
| Investment Research & Advisory Group, Inc. | 0.05% | Add +0.4% | 1,001 | $115K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 1,000 | $115K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.5% | 960 | $110K |
| Financial Perspectives, Inc | 0.04% | No change | 953 | $110K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -90.3% | 948 | $109K |
| Abound Wealth Management | 0.04% | No change | 900 | $103K |
| Avior Wealth Management, LLC | 0.00% | Add +642.5% | 891 | $102K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | New | 874 | $100K |
| Hilltop National Bank | 0.03% | — | 868 | $100K |
| Sugarloaf Wealth Management, LLC | 0.02% | Add +14.4% | 850 | $98K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -17.3% | 849 | $98K |
| Tucker Asset Management LLC | 0.02% | No change | 794 | $91K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +16.2% | 776 | $89K |
| NewSquare Capital LLC | 0.01% | Add +52.7% | 733 | $84K |
| Winthrop Capital Management, LLC | 0.04% | No change | 730 | $84K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -16.1% | 730 | $84K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -6.2% | 710 | $82K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.3% | 694 | $80K |
| Highline Wealth Partners LLC | 0.03% | No change | 644 | $74K |
| Aspire Wealth Management Corp | 0.04% | Reduce -92.3% | 622 | $72K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $68K |
| Investors Research Corp | 0.02% | No change | 581 | $67K |
| Rise Advisors, LLC | 0.03% | Add +0.4% | 550 | $63K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -65.5% | 514 | $59K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -95.6% | 510 | $59K |
| IAG Wealth Partners, LLC | 0.01% | No change | 480 | $55K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -62.9% | 473 | $54K |
| Continuum Advisory, LLC | 0.01% | New | 453 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 449 | $52K |
| Rothschild Investment LLC | 0.00% | Add +4.3% | 442 | $51K |
| Glenmede Trust Co. NA | 0.00% | Add +627.6% | 422 | $49K |
| Harbor Investment Advisory, LLC | 0.01% | Add +33.2% | 417 | $48K |
| Archer Investment Corp | 0.01% | No change | 412 | $47K |
| JNBA Financial Advisors | 0.01% | No change | 410 | $47K |
| Global Financial Private Client, LLC | 0.02% | Reduce -26.2% | 395 | $45K |
| Concord Wealth Partners | 0.01% | Reduce -76.5% | 385 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $42K |
| NorthRock Partners, LLC | 0.00% | Reduce -90.8% | 351 | $40K |
| Sandy Spring Bank | 0.00% | New | 318 | $37K |
| Kelly Financial Services LLC | 0.01% | Reduce -76.5% | 315 | $36K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -0.6% | 313 | $36K |
| Salem Investment Counselors Inc. | 0.00% | No change | 311 | $36K |
| Family Asset Management, LLC | 0.02% | No change | 308 | $35K |
| Future Financial Wealth Managment LLC | 0.03% | New | 301 | $35K |
| PrairieView Partners, LLC | 0.00% | No change | 291 | $34K |
| Fortitude Family Office, LLC | 0.02% | Reduce -73.3% | 295 | $34K |
| Clearstead Trust, LLC | 0.01% | No change | 278 | $32K |
| Global Assets Advisory, LLC | 0.02% | New | 465 | $31K |
| Parkside Financial Bank & Trust | 0.00% | No change | 259 | $30K |
| CVA Family Office, LLC | 0.01% | No change | 257 | $30K |
| Caitlin John, LLC | 0.02% | Reduce -4.6% | 247 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -62.4% | 247 | $28K |
| Rice Partnership, LLC | 0.01% | Reduce -6.3% | 222 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $24K |
| Trust Co | 0.00% | New | 195 | $22K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 191 | $22K |
| Key Financial Inc | 0.01% | No change | 187 | $21K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $20K |
| Centerpoint Advisors, LLC | 0.01% | Add +25.0% | 170 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $19K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 164 | $18K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 143 | $16K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 134 | $15K |
| Raffa Wealth Management, LLC | 0.00% | No change | 127 | $15K |
| Community Bank, N.A. | 0.00% | No change | 125 | $14K |
| ESL Trust Services, LLC | 0.00% | New | 115 | $13K |
| CGC Financial Services, LLC | 0.01% | New | 100 | $11K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -91.7% | 100 | $11K |
| Jones Financial Companies LLLP | 0.00% | No change | 94 | $11K |
| Woodmont Investment Counsel LLC | 0.00% | New | 88 | $10K |
| First Financial Corp. | 0.00% | No change | 83 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -11.2% | 79 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | Add +20.0% | 66 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 58 | $7K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +112.0% | 53 | $6K |
| PSI Advisors, LLC | 0.00% | Reduce -1.9% | 52 | $6K |
| Thompson Investment Management, Inc. | 0.00% | New | 44 | $5K |
| Gradient Investments LLC | 0.00% | New | 44 | $5K |
| Headlands Technologies LLC | 0.00% | New | 35 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 31 | $4K |
| VitalStone Financial, LLC | 0.00% | No change | 25 | $3K |
| Covestor Ltd | 0.00% | Reduce -63.3% | 22 | $3K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 26 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 26 | $3K |
| Phillips Financial Management, LLC | 0.00% | Reduce -56.1% | 25 | $3K |
| First Pacific Financial | 0.00% | Reduce -69.9% | 22 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $2K |
| Crewe Advisors LLC | 0.00% | New | 19 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 18 | $2K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -99.9% | 1 | $146 |
"% of holder's portfolio" is ESGU's weight in each manager's 13F, not the share of iShares ESG Aware MSCI USA the manager owns.