iShares ESG Aware MSCI USAESGUETF
13F holders, Q2 2024 (June 30)748holders +9
44new positions
40sold out
5famous investors
$119.28avg. 13F price*
At the end of Q2 2024, 748 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 9 from Q1 2024. 44 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($1.8B), JPMorgan Chase & Co. ($1.3B) and Tiaa Trust, National Association ($633.3M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $55.1M |
| Exits | 40 | $494.0M |
All 13F filers, Q1 2024 → Q2 2024: 6,322,940 shares bought and 10,860,894 shares sold, net −4,537,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 748 holders
| Bank of America Corp. | 0.17% | Add +9.8% | 14,801,195 | $1.8B |
| JPMorgan Chase & Co. | 0.11% | Reduce -2.8% | 10,723,884 | $1.3B |
| Tiaa Trust, National Association | 1.95% | Add +15.4% | 5,291,135 | $633.3M |
| Northern Trust Corp. | 0.10% | Add +30.6% | 4,730,873 | $564.5M |
| BlackRock Inc. | 0.01% | Reduce -10.9% | 3,977,849 | $474.6M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -8.2% | 3,419,269 | $408.0M |
| Betterment LLC | 1.00% | Add +26.0% | 3,228,147 | $385.2M |
| Morgan Stanley | 0.03% | Add +17.8% | 3,224,812 | $384.8M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -37.4% | 2,903,724 | $346.5M |
| Acorns Advisers, LLC | 2.90% | Add +2.0% | 2,273,763 | $271.3M |
| Wells Fargo & Company | 0.07% | Reduce -3.6% | 2,262,884 | $270.0M |
| Wealthfront Advisers LLC | 0.68% | Add +1.6% | 1,697,904 | $202.6M |
| LPL Financial LLC | 0.09% | Reduce -27.9% | 1,442,337 | $172.1M |
| Citigroup Inc. | 0.13% | Add +80.9% | 1,122,062 | $133.9M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -5.3% | 900,333 | $107.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -0.1% | 770,924 | $92.0M |
| Empower Advisory Group, LLC | 0.34% | Reduce -3.0% | 768,565 | $91.7M |
| Royal Bank of Canada | 0.02% | Reduce -18.3% | 536,155 | $64.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.31% | Reduce -1.1% | 520,700 | $62.3M |
| BNP Paribas Financial Markets | 0.07% | Add +14.7% | 516,841 | $61.7M |
| Partners Capital Investment Group, LLP | 1.03% | Add +1.1% | 510,920 | $61.2M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -32.9% | 508,828 | $60.7M |
| Fiduciary Trust Co | 0.89% | Add +6.3% | 499,455 | $59.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.9% | 456,546 | $54.5M |
| Cwm, LLC | 0.25% | Reduce -15.8% | 450,223 | $53.7M |
| UBS Group AG | 0.01% | Add +1.7% | 388,924 | $46.4M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -1.7% | 351,094 | $41.9M |
| Cetera Investment Advisers | 0.09% | Reduce -29.4% | 336,317 | $40.1M |
| Ally Invest Advisors Inc. | 3.71% | Add +2.6% | 323,255 | $38.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.0% | 314,433 | $37.5M |
| MML Investors Services, LLC | 0.15% | Reduce -37.4% | 313,304 | $37.4M |
| Osaic Holdings, Inc. | 0.09% | Add +0.8% | 309,270 | $36.9M |
| Alesco Advisors, LLC, An ESL Co | 1.19% | Reduce -3.3% | 303,675 | $36.2M |
| Keybank National Association | 0.14% | Add +3.6% | 287,821 | $34.3M |
| Park Avenue Securities LLC | 0.41% | Reduce -39.7% | 278,100 | $33.2M |
| IMPACTfolio, LLC | 18.03% | Add +3.0% | 269,776 | $32.2M |
| Creative Planning | 0.03% | Add +3.3% | 266,093 | $31.8M |
| ING Groep NV | 0.19% | Add +428.4% | 264,200 | $31.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -4.5% | 247,352 | $29.5M |
| Journey Strategic Wealth LLC | 1.04% | Add +9.3% | 204,458 | $24.4M |
| Toronto Dominion Bank | 0.04% | Reduce -17.7% | 200,000 | $23.9M |
| Two Sigma Advisers, LP | 0.05% | Reduce -1.7% | 190,500 | $22.7M |
| Nisa Investment Advisors, LLC | 0.14% | New | 181,900 | $21.7M |
| Sharkey, Howes & Javer | 3.45% | Reduce -13.1% | 178,784 | $21.3M |
| Brookstone Capital Management | 0.34% | Reduce -17.2% | 169,506 | $20.7M |
| Boulder Wealth Advisors, LLC | 12.02% | Add +1.8% | 172,642 | $20.6M |
| Dohj, LLC | 5.14% | Add +0.8% | 172,498 | $20.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -8.6% | 169,535 | $20.2M |
| Choreo, LLC | 0.34% | Reduce -2.0% | 168,301 | $20.1M |
| National Bank of Canada | 0.03% | Add +25.1% | 165,900 | $19.8M |
| Mission Wealth Management, LP | 0.53% | Reduce -0.9% | 164,096 | $19.6M |
| Sand Hill Global Advisors, LLC | 0.86% | Add +0.5% | 158,065 | $18.9M |
| Money Design Co.,Ltd. | 0.94% | Reduce -12.8% | 145,855 | $17.4M |
| Joel Isaacson & Co., LLC | 0.91% | Add +0.4% | 145,340 | $17.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -8.6% | 145,090 | $17.3M |
| Affinity Capital Advisors, LLC | 3.56% | Add +10.0% | 142,128 | $17.0M |
| Two Sigma Investments, LP | 0.04% | Reduce -4.6% | 139,800 | $16.7M |
| OneDigital Investment Advisors LLC | 0.20% | Add +1175.6% | 135,720 | $16.2M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -11.4% | 135,080 | $16.1M |
| Erickson Financial Group, LLC | 11.95% | Reduce -0.8% | 131,331 | $15.7M |
| AlTi Global, Inc. | 0.39% | Add +9.0% | 121,648 | $14.5M |
| Apella Capital, LLC | 0.64% | Reduce -2.5% | 117,600 | $14.3M |
| GTS Securities LLC | 0.30% | New | 119,109 | $14.2M |
| Alliancebernstein L.P. | 0.00% | Add +15.9% | 118,826 | $14.2M |
| Schroder Investment Management Group | 0.02% | No change | 116,221 | $13.9M |
| One Wealth Advisors, LLC | 2.95% | Reduce -13.8% | 117,550 | $13.7M |
| NewEdge Advisors, LLC | 0.10% | Reduce -6.7% | 115,193 | $13.7M |
| Sei Investments Co. | 0.02% | Reduce -9.7% | 107,179 | $12.8M |
| Flputnam Investment Management Co. | 0.24% | Add +7.5% | 105,468 | $12.6M |
| Client 1ST Advisory Group, LLC | 5.38% | Reduce -11.9% | 104,748 | $12.5M |
| Van Hulzen Asset Management, LLC | 0.84% | Reduce -25.1% | 104,310 | $12.4M |
| Mariner, LLC | 0.02% | Add +2.4% | 103,090 | $12.3M |
| Prudent Man Advisors, LLC | 4.35% | Add +34.4% | 102,843 | $12.3M |
| Corient Private Wealth LP | 0.02% | Add +4.8% | 102,394 | $12.2M |
| Blue Edge Capital, LLC | 1.99% | Add +0.6% | 100,792 | $12.0M |
| Staley Capital Advisers Inc. | 0.55% | No change | 100,135 | $11.9M |
| Truist Financial Corp. | 0.02% | Reduce -4.0% | 99,584 | $11.9M |
| Laurel Wealth Planning LLC | 8.21% | Reduce -0.5% | 98,816 | $11.8M |
| Plancorp, LLC | 0.50% | Reduce -3.6% | 96,604 | $11.5M |
| Fisher Asset Management | 0.01% | Add +12.2% | 96,415 | $11.5M |
| Harbour Investments, Inc. | 0.35% | Add +0.8% | 87,743 | $10.5M |
| Spectrum Wealth Counsel, LLC | 1.31% | Reduce -6.8% | 86,710 | $10.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -7.9% | 86,586 | $10.3M |
| Northwest Capital Management Inc | 3.77% | Reduce -34.4% | 86,580 | $10.3M |
| Clarity Asset Management, Inc. | 7.30% | Add +3.5% | 86,165 | $10.3M |
| Keebeck Wealth Management | 1.49% | Reduce -1.7% | 85,197 | $10.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -6.9% | 81,266 | $9.7M |
| Strategic Blueprint, LLC | 0.61% | Reduce -17.5% | 75,588 | $9.0M |
| Federation des caisses Desjardins du Quebec | 0.05% | No change | 74,140 | $8.8M |
| Relyea Zuckerberg Hanson LLC | 1.45% | Add +2.4% | 72,625 | $8.7M |
| Parkside Advisors LLC | 2.19% | Add +0.6% | 71,759 | $8.6M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -2.0% | 68,915 | $8.2M |
| Raymond James & Associates | 0.01% | Reduce -58.0% | 66,768 | $8.0M |
| Cypress Wealth Services, LLC | 1.74% | Reduce -5.6% | 65,618 | $7.8M |
| Icon Wealth Advisors, LLC | 0.68% | Reduce -47.4% | 62,833 | $7.6M |
| Ieq Capital, LLC | 0.10% | Reduce -12.4% | 63,073 | $7.5M |
| Composition Wealth, LLC | 0.18% | Add +2.2% | 62,497 | $7.5M |
| Financial Advisors, LLC | 1.52% | Reduce -0.9% | 62,242 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.5% | 62,188 | $7.4M |
| Private Ocean, LLC | 0.65% | Add +0.1% | 61,381 | $7.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -0.5% | 61,168 | $7.3M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -35.3% | 60,615 | $7.2M |
| CFS Investment Advisory Services, LLC | 0.58% | Reduce -7.8% | 60,000 | $7.2M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -22.2% | 58,697 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -34.5% | 58,556 | $7.0M |
| Modera Wealth Management, LLC | 0.10% | Reduce -7.4% | 58,156 | $6.9M |
| Klaas Financial Asset Advisors, LLC | 1.24% | Add +20.2% | 56,730 | $6.8M |
| FMR LLC | 0.00% | Add +17.8% | 56,462 | $6.7M |
| Goodwin Investment Advisory | 3.07% | Add +13.5% | 56,146 | $6.7M |
| Cerity Partners LLC | 0.02% | Reduce -0.3% | 56,081 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -8.9% | 55,431 | $6.6M |
| Parallel Advisors, LLC | 0.17% | Add +28.0% | 54,726 | $6.5M |
| Mutual Advisors, LLC | 0.20% | Add +9.2% | 53,976 | $6.5M |
| Advisory Services Network, LLC | 0.13% | Reduce -17.4% | 53,743 | $6.4M |
| Sanctuary Advisors, LLC | 0.05% | — | 56,877 | $6.3M |
| Lake Street Advisors Group, LLC | 0.31% | Add +0.5% | 53,195 | $6.3M |
| Halbert Hargrove Global Advisors, LLC | 0.37% | Reduce -1.1% | 52,833 | $6.3M |
| TNF LLC | 2.32% | Reduce -31.3% | 52,971 | $6.3M |
| Facet Wealth, Inc. | 0.19% | Reduce -5.5% | 51,472 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +30.0% | 71,078 | $6.0M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +30.0% | 71,078 | $6.0M |
| Maia Wealth LLC | 1.79% | — | 48,420 | $6.0M |
| Farther Finance Advisors, LLC | 0.28% | Reduce -20.3% | 48,969 | $5.9M |
| Retirement Income Solutions, Inc. | 1.41% | Add +247.1% | 48,965 | $5.8M |
| MA Private Wealth | 1.15% | Reduce -4.5% | 48,604 | $5.8M |
| Captrust Financial Advisors | 0.02% | Add +0.5% | 48,499 | $5.8M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Reduce -0.1% | 47,361 | $5.7M |
| Waypoint Wealth Partners Inc. | 1.64% | No change | 47,044 | $5.6M |
| Perigon Wealth Management, LLC | 0.16% | Add +6.7% | 46,706 | $5.6M |
| Trilogy Capital Inc. | 0.30% | Reduce -2.3% | 46,238 | $5.5M |
| Institute for Wealth Management, LLC. | 0.71% | Add +2.0% | 44,630 | $5.3M |
| Hart & Patterson Financial Group LLC | 2.61% | Reduce -6.7% | 44,102 | $5.3M |
| Wealth Architects, LLC | 0.64% | Add +49.9% | 44,071 | $5.3M |
| Summit Wealth Group, LLC | 1.58% | Reduce -3.8% | 44,047 | $5.3M |
| RHS Financial, LLC | 3.20% | Reduce -1.3% | 43,822 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -21.9% | 43,537 | $5.2M |
| Long Run Wealth Advisors, LLC | 1.29% | Reduce -18.3% | 42,602 | $5.1M |
| RFG Advisory, LLC | 0.16% | Add +14.2% | 42,303 | $5.0M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -1.0% | 41,317 | $4.9M |
| McKinley Carter Wealth Services, Inc. | 0.31% | Reduce -2.6% | 41,133 | $4.9M |
| Keystone Wealth Services, LLC | 1.47% | Reduce -2.3% | 39,592 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -1.2% | 38,557 | $4.6M |
| Bogart Wealth, LLC | 0.23% | Add +14.5% | 38,536 | $4.6M |
| Prudential Financial Inc. | 0.01% | Reduce -39.7% | 38,498 | $4.6M |
| Focus Partners Wealth | 0.02% | Add +16.1% | 37,859 | $4.5M |
| Valeo Financial Advisors, LLC | 0.14% | Reduce -1.1% | 37,343 | $4.5M |
| Franklin Resources Inc. | 0.00% | Reduce -38.5% | 36,797 | $4.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Add +0.0% | 35,297 | $4.2M |
| Integrated Advisors Network LLC | 0.22% | Add +1.3% | 35,183 | $4.2M |
| Montecito Bank & Trust | 0.85% | Reduce -16.3% | 35,122 | $4.2M |
| Physician Wealth Advisors, Inc. | 0.77% | Reduce -0.7% | 33,575 | $4.2M |
| Renaissance Technologies | 0.01% | Add +135.0% | 32,200 | $3.8M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -10.4% | 32,187 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -63.4% | 32,053 | $3.8M |
| National Philanthropic Trust | 0.07% | No change | 31,704 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -0.3% | 31,292 | $3.7M |
| WT Wealth Management | 1.24% | Add +2.4% | 30,473 | $3.6M |
| Spinnaker Trust | 0.23% | Reduce -75.0% | 30,179 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +354.1% | 29,793 | $3.6M |
| FLC Capital Advisors | 0.87% | Reduce -2.0% | 29,516 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -15.4% | 29,475 | $3.5M |
| Regions Financial Corp. | 0.03% | Add +9.3% | 29,038 | $3.5M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.7% | 28,933 | $3.5M |
| Certus Wealth Management, LLC | 2.48% | Reduce -13.8% | 27,352 | $3.3M |
| Integris Wealth Management, LLC | 0.94% | Reduce -11.6% | 27,156 | $3.2M |
| UMB Bank, n.a. | 0.05% | Add +433.7% | 27,015 | $3.2M |
| Planning Alternatives Ltd. | 0.52% | Add +2.7% | 26,882 | $3.2M |
| Savant Capital, LLC | 0.03% | Add +3.5% | 26,514 | $3.2M |
| Townsquare Capital LLC | 0.04% | Reduce -42.1% | 26,134 | $3.1M |
| High Falls Advisors, Inc | 0.75% | Reduce -47.8% | 25,788 | $3.1M |
| ONE Advisory Partners, LLC | 1.40% | Reduce -30.1% | 25,408 | $3.0M |
| Horst & Graben Wealth Management LLC | 0.58% | Reduce -1.4% | 25,305 | $3.0M |
| Blue Trust, Inc. | 0.04% | No change | 26,243 | $3.0M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.3% | 25,276 | $3.0M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -19.6% | 25,080 | $3.0M |
| Sowell Financial Services LLC | 0.14% | Add +0.1% | 25,005 | $3.0M |
| WR Wealth Planners, LLC | 0.91% | Reduce -4.2% | 24,914 | $3.0M |
| Balanced Rock Investment Advisors LLC | 2.49% | Add +0.3% | 24,843 | $3.0M |
| Elevation Wealth Partners, LLC | 1.40% | Add +29.4% | 24,757 | $3.0M |
| Diversified Trust Co. | 0.08% | Reduce -0.6% | 24,693 | $2.9M |
| Jordan Park Group LLC | 0.22% | Add +53.0% | 24,276 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +20.2% | 23,859 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.31% | Reduce -12.3% | 23,459 | $2.8M |
| Bangor Savings Bank | 0.28% | Add +0.2% | 23,455 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.29% | Reduce -1.0% | 23,399 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.25% | Reduce -0.1% | 22,964 | $2.7M |
| Focus Financial Network, Inc. | 0.12% | Reduce -0.9% | 22,210 | $2.7M |
| Wedbush Securities Inc. | 0.10% | Add +0.4% | 22,540 | $2.7M |
| CoreCap Advisors, LLC | 0.28% | Reduce -27.7% | 22,396 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +175.3% | 22,240 | $2.7M |
| Fingerlakes Wealth Management, Inc. | 2.33% | Reduce -3.3% | 21,767 | $2.6M |
| Citadel Advisors | 0.00% | Add +1.8% | 21,720 | $2.6M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -38.0% | 20,860 | $2.5M |
| Morningstar Investment Services LLC | 0.03% | Reduce -14.6% | 20,526 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +11.0% | 20,497 | $2.4M |
| One Wealth Management Investment & Advisory Services, LLC | 0.98% | Reduce -46.4% | 20,474 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -3.8% | 19,969 | $2.4M |
| Forthright Family Wealth Advisory LLC | 1.51% | Reduce -9.5% | 19,632 | $2.3M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.08% | Reduce -2.1% | 19,599 | $2.3M |
| Opes Wealth Management LLC | 0.48% | Add +4.9% | 19,256 | $2.3M |
| Foster Group, Inc. | 0.09% | Add +1.0% | 18,985 | $2.3M |
| Leo Wealth, LLC | 0.23% | Reduce -0.2% | 18,969 | $2.3M |
| HF Advisory Group, LLC | 1.17% | Add +9.3% | 18,951 | $2.3M |
| Cascade Financial Partners, LLC | 0.30% | No change | 18,910 | $2.3M |
| Axxcess Wealth Management, LLC | 0.06% | Add +9.1% | 18,797 | $2.2M |
| Clear Creek Financial Management, LLC | 0.27% | Reduce -44.9% | 18,325 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.1% | 18,222 | $2.2M |
| REDW Wealth LLC | 0.57% | Reduce -6.5% | 18,127 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.35% | Reduce -9.1% | 39,203 | $2.1M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -35.6% | 17,527 | $2.1M |
| Cook Wealth, LLC | 1.13% | Add +0.7% | 17,636 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.31% | Reduce -3.3% | 17,358 | $2.1M |
| Vision Capital Management, Inc. | 0.30% | Reduce -1.7% | 17,119 | $2.0M |
| HSBC Holdings PLC | 0.00% | No change | 17,100 | $2.0M |
| Wealth Alliance, LLC | 0.26% | Reduce -35.8% | 17,086 | $2.0M |
| My Legacy Advisors, LLC | 0.64% | Reduce -19.0% | 16,772 | $2.0M |
| White Lighthouse Investment Management Inc. | 0.39% | Reduce -9.5% | 16,738 | $2.0M |
| Millburn Ridgefield LLC | 0.05% | New | 16,622 | $2.0M |
| Tempus Wealth Planning, LLC | 0.83% | Reduce -9.2% | 16,591 | $2.0M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -23.3% | 16,432 | $2.0M |
| Windham Capital Management, LLC | 1.53% | No change | 16,392 | $2.0M |
| Garde Capital, Inc. | 0.14% | Add +0.2% | 16,367 | $2.0M |
| West Wealth Group, LLC | 0.69% | Reduce -20.6% | 16,340 | $1.9M |
| Macroview Investment Management LLC | 2.08% | Reduce -22.6% | 16,332 | $1.9M |
| Grey Ledge Advisors, LLC | 0.53% | Reduce -0.2% | 16,191 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.8% | 16,177 | $1.9M |
| OLIO Financial Planning | 0.80% | No change | 17,993 | $1.9M |
| Regal Investment Advisors LLC | 0.12% | Reduce -1.9% | 15,657 | $1.9M |
| Barclays PLC | 0.00% | Add +54.5% | 15,599 | $1.9M |
| Raymond James Trust N.A. | 0.04% | No change | 15,574 | $1.9M |
| Beacon Financial Group | 0.21% | Reduce -0.8% | 15,491 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -63.4% | 15,427 | $1.8M |
| Perennial Investment Advisors, LLC | 0.26% | Reduce -6.8% | 15,361 | $1.8M |
| Scott Capital Advisors, LLC | 0.53% | Reduce -3.7% | 14,793 | $1.8M |
| Compound Planning, Inc. | 0.13% | Add +247.1% | 14,881 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -11.8% | 14,801 | $1.8M |
| Gould Asset Management LLC | 0.41% | Reduce -3.6% | 14,786 | $1.8M |
| Summit X, LLC | 0.40% | Reduce -4.0% | 14,760 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -48.4% | 14,776 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +143.4% | 14,773 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -19.0% | 14,641 | $1.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.50% | Add +0.3% | 14,644 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -6.2% | 14,405 | $1.7M |
| Pioneer Wealth Management Group | 0.91% | Add +5.3% | 14,380 | $1.7M |
| Apeiron RIA LLC | 0.52% | Reduce -57.0% | 14,358 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.57% | — | 14,298 | $1.7M |
| Mendel Capital Management LLC | 1.09% | Reduce -0.2% | 14,170 | $1.7M |
| AE Wealth Management LLC | 0.02% | Reduce -12.7% | 14,090 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Reduce -2.0% | 14,087 | $1.7M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -15.1% | 14,057 | $1.7M |
| GFS Advisors, LLC | 0.27% | Reduce -99.8% | 35 | $1.7M |
| Comerica Bank | 0.01% | Reduce -0.9% | 13,871 | $1.7M |
| Belpointe Asset Management LLC | 0.11% | Add +267.8% | 13,789 | $1.6M |
| Nottingham Advisors, Inc. | 0.19% | Reduce -2.3% | 13,723 | $1.6M |
| PFG Investments, LLC | 0.12% | Reduce -15.1% | 13,677 | $1.6M |
| Strategic Point Investment Advisors, LLC | 0.29% | Reduce -0.2% | 13,615 | $1.6M |
| 1ST Source Bank | 0.09% | Add +4.4% | 13,578 | $1.6M |
| Ascent Group, LLC | 0.13% | Reduce -42.0% | 13,382 | $1.6M |
| CGN Advisors LLC | 0.18% | Add +271.0% | 13,223 | $1.6M |
| Shared Vision Wealth Group LLC | 0.92% | Reduce -12.6% | 13,220 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -24.0% | 13,219 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 12,761 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -20.7% | 12,621 | $1.5M |
| Blair William & Co. | 0.00% | Add +8.7% | 12,482 | $1.5M |
| Valmark Advisers, Inc. | 0.03% | Add +44.1% | 12,403 | $1.5M |
| Kickstand Ventures, Llc. | 0.40% | Reduce -1.1% | 12,378 | $1.5M |
| WealthShield Partners, LLC | 0.22% | Reduce -47.4% | 12,281 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -27.0% | 12,223 | $1.5M |
| GenTrust, LLC | 0.08% | Add +0.1% | 12,094 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.2% | 12,045 | $1.4M |
| RTD Financial Advisors, Inc. | 0.19% | Reduce -0.3% | 12,011 | $1.4M |
| Manning & Napier Advisors LLC | 0.02% | — | 11,997 | $1.4M |
| Financial Gravity Asset Management, Inc. | 0.36% | Reduce -30.4% | 11,984 | $1.4M |
| Clearview Wealth Advisors LLC | 1.24% | Reduce -23.9% | 11,870 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | No change | 11,693 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.11% | Reduce -6.8% | 11,636 | $1.4M |
| W Advisors, LLC | 0.88% | Reduce -6.9% | 11,280 | $1.3M |
| Austin Private Wealth, LLC | 0.14% | Reduce -7.7% | 11,264 | $1.3M |
| Advisory Alpha, LLC | 0.05% | Reduce -8.5% | 11,093 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.1% | 11,075 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +12.4% | 11,073 | $1.3M |
| Gen-Wealth Partners Inc | 0.64% | Reduce -58.1% | 11,016 | $1.3M |
| Charter Oak Capital Management, LLC | 0.14% | Reduce -4.4% | 10,871 | $1.3M |
| Bluespring Wealth Management, LLC | 0.14% | Add +22.9% | 10,758 | $1.3M |
| Tudor Investment Corporation | 0.01% | New | 10,751 | $1.3M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -13.1% | 10,710 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -11.2% | 10,699 | $1.3M |
| Plum Street Advisors, LLC | 0.74% | Add +2.0% | 10,633 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -3.0% | 10,444 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 10,429 | $1.2M |
| Brooklyn FI, LLC | 0.48% | Add +11.8% | 10,308 | $1.2M |
| Morling Financial Advisors, LLC | 0.54% | Reduce -0.4% | 10,302 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.08% | Reduce -46.9% | 10,257 | $1.2M |
| Verus Capital Partners, LLC | 0.13% | Reduce -47.4% | 10,248 | $1.2M |
| CW Advisors, LLC | 0.02% | Reduce -13.7% | 10,178 | $1.2M |
| Magnus Financial Group LLC | 0.14% | Add +0.3% | 10,137 | $1.2M |
| Crown Wealth Group, LLC | 0.60% | No change | 10,127 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -7.1% | 10,025 | $1.2M |
| Millennium Management | 0.00% | Reduce -59.3% | 9,973 | $1.2M |
| Private Trust Co. NA | 0.13% | Reduce -17.9% | 9,911 | $1.2M |
| StoneX Group Inc. | 0.09% | Reduce -17.4% | 9,907 | $1.2M |
| Vident Advisory, LLC | 0.03% | No change | 9,795 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -6.4% | 9,787 | $1.2M |
| Boston Financial Mangement LLC | 0.04% | No change | 9,762 | $1.2M |
| Rosenberg Matthew Hamilton | 0.34% | Add +121.3% | 9,724 | $1.2M |
| WBH Advisory Inc. | 0.12% | Reduce -1.6% | 9,671 | $1.2M |
| Sentinel Trust Co. Lba | 0.14% | Reduce -1.9% | 9,395 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -3.6% | 9,353 | $1.1M |
| Aaron Wealth Advisors LLC | 0.15% | Add +4.7% | 9,347 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +0.4% | 9,300 | $1.1M |
| Cranbrook Wealth Management, LLC | 0.27% | Add +37.6% | 9,235 | $1.1M |
| Mgo One Seven LLC | 0.05% | Reduce -3.0% | 9,226 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -0.1% | 9,163 | $1.1M |
| TCWP LLC | 2.67% | Reduce -1.1% | 9,124 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 9,088 | $1.1M |
| Symmetry Partners, LLC | 0.06% | Add +83.6% | 9,066 | $1.1M |
| KilterHowling LLC | 0.73% | Reduce -5.5% | 8,968 | $1.1M |
| Clarius Group, LLC | 0.08% | Add +2.2% | 8,939 | $1.1M |
| SageView Advisory Group, LLC | 0.07% | New | 8,917 | $1.1M |
| Compass Ion Advisors, LLC | 0.15% | No change | 9,250 | $1.1M |
| Tarbox Family Office, Inc. | 0.19% | Reduce -0.5% | 8,825 | $1.1M |
| Levy Wealth Management Group, LLC | 0.27% | Reduce -1.6% | 8,778 | $1.0M |
| RCS Financial Planning, LLC | 0.62% | Reduce -22.6% | 8,768 | $1.0M |
| Retirement Capital Strategies | 0.42% | Reduce -5.7% | 8,752 | $1.0M |
| SYM FINANCIAL Corp | 0.17% | Add +8.9% | 8,693 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.59% | Reduce -57.6% | 8,686 | $1.0M |
| Morton Brown Family Wealth, LLC | 0.41% | No change | 8,531 | $1.0M |
| Midwest Heritage Bank, FSB | 0.52% | Reduce -18.9% | 8,655 | $1.0M |
| Maxwell Wealth Strategies Inc. | 0.51% | Reduce -0.6% | 8,643 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Add +1.4% | 8,481 | $1.0M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -7.4% | 8,343 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -6.7% | 8,459 | $1.0M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +10.3% | 8,446 | $1.0M |
| Marino, Stram & Associates LLC | 0.24% | Reduce -9.7% | 8,293 | $989K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +31.0% | 8,201 | $982K |
| Financial Advocates Investment Management | 0.06% | Add +161.2% | 8,200 | $978K |
| CI Investments Inc. | 0.00% | Reduce -2.7% | 8,100 | $966K |
| Bigelow Investment Advisors, LLC | 0.46% | Reduce -7.9% | 8,076 | $964K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.7% | 8,001 | $955K |
| Modern Wealth Management, LLC | 0.07% | New | 7,996 | $954K |
| Orin Green Financial, LLC | 0.44% | New | 7,978 | $952K |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.9% | 7,974 | $951K |
| MAI Capital Management | 0.01% | Add +4.6% | 7,885 | $941K |
| Advus Financial Partners, LLC | 0.29% | Reduce -10.4% | 7,860 | $938K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +16.4% | 7,854 | $937K |
| World Investment Advisors | 0.06% | New | 7,791 | $930K |
| Silvia McColl Wealth Management, LLC | 0.77% | Add +2.0% | 7,791 | $930K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -2.8% | 7,753 | $925K |
| Wealthgarden F.S. LLC | 0.97% | — | 7,696 | $918K |
| Apexium Financial, LP | 0.07% | No change | 7,688 | $917K |
| International Assets Investment Management, LLC | 0.09% | Reduce -34.5% | 7,673 | $916K |
| OMNI 360 Wealth, Inc. | 0.69% | Reduce -31.6% | 7,608 | $908K |
| Traphagen Investment Advisors LLC | 0.10% | Add +0.1% | 7,541 | $900K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -26.0% | 7,353 | $896K |
| ERn Financial, LLC | 0.15% | Add +6.5% | 7,395 | $882K |
| Financial Partners Group, Inc | 0.14% | Reduce -1.2% | 7,362 | $878K |
| CENTRAL TRUST Co | 0.02% | Add +1.8% | 7,333 | $875K |
| One Capital Management, LLC | 0.03% | Add +22.4% | 7,297 | $871K |
| IFG Advisory, LLC | 0.06% | New | 7,272 | $868K |
| BLB&B Advisors, LLC | 0.05% | Reduce -7.7% | 7,203 | $859K |
| TSA Wealth Managment LLC | 0.36% | Reduce -3.5% | 7,163 | $855K |
| Keel Point, LLC | 0.08% | No change | 7,106 | $846K |
| TRUE Private Wealth Advisors | 0.10% | Reduce -10.0% | 7,067 | $843K |
| Cooper Financial Group | 0.12% | Reduce -2.3% | 7,015 | $837K |
| Capasso Planning Partners LLC | 0.27% | Add +0.2% | 6,929 | $827K |
| Resonant Capital Advisors, LLC | 0.07% | Reduce -23.9% | 6,926 | $826K |
| TD Private Client Wealth LLC | 0.03% | Reduce -0.4% | 6,911 | $825K |
| MKT Advisors LLC | 0.41% | Reduce -1.0% | 6,753 | $823K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +65.4% | 6,787 | $822K |
| Amundi | 0.00% | New | 6,740 | $815K |
| Two West Capital Advisors LLC | 0.77% | — | 6,789 | $810K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -37.9% | 6,782 | $809K |
| Shotwell Rutter Baer Inc | 0.71% | Reduce -10.9% | 6,605 | $805K |
| Strategy Asset Managers LLC | 0.18% | Add +5.4% | 8,234 | $803K |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $799K |
| Heritage Wealth Management, LLC | 0.44% | Reduce -7.5% | 6,678 | $797K |
| Heritage Family Offices, LLP | 0.44% | — | 6,678 | $797K |
| Diversified, LLC | 0.09% | New | 6,674 | $796K |
| Savvy Advisors, Inc. | 0.26% | Add +15.3% | 6,662 | $795K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -2.2% | 6,631 | $791K |
| Cibc World Market Inc. | 0.00% | No change | 6,617 | $790K |
| American Capital Advisory, LLC | 0.56% | Add +0.7% | 7,474 | $784K |
| Meridian Wealth Management, LLC | 0.09% | New | 6,503 | $776K |
| Bell Investment Advisors, Inc | 0.15% | Add +2.2% | 6,479 | $773K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -11.0% | 6,444 | $769K |
| Hoxton Planning & Management, LLC | 0.36% | Reduce -0.8% | 6,429 | $767K |
| JSF Financial, LLC | 0.23% | Add +19.0% | 6,425 | $767K |
| Principal Securities, Inc. | 0.02% | Reduce -10.0% | 6,322 | $754K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -1.0% | 6,294 | $751K |
| Institutional & Family Asset Management, LLC | 0.11% | Reduce -3.1% | 6,236 | $744K |
| Spire Wealth Management | 0.03% | Reduce -59.2% | 6,226 | $743K |
| Quadrant Private Wealth Management, LLC | 0.17% | Reduce -40.5% | 6,205 | $740K |
| Destiny Wealth Partners, LLC | 0.13% | No change | 6,184 | $738K |
| Emergent Wealth Advisors, LLC | 0.59% | Add +4.1% | 6,174 | $737K |
| Atlas Private Wealth Advisors | 0.12% | Add +100.3% | 6,102 | $728K |
| Presilium Private Wealth, LLC | 0.18% | Reduce -1.7% | 6,086 | $726K |
| Sutton Place Investors LLC | 0.48% | Add +0.0% | 6,080 | $725K |
| Keener Financial Planning LLC | 0.47% | Reduce -2.7% | 6,066 | $723K |
| Ameraudi Asset Management, Inc. | 0.33% | No change | 6,022 | $719K |
| US Bancorp \de | 0.00% | Reduce -39.8% | 5,963 | $712K |
| Liberty Wealth Management LLC | 0.13% | Reduce -29.9% | 5,937 | $708K |
| Ancora Advisors LLC | 0.02% | Reduce -37.1% | 5,912 | $705K |
| Rothschild Wealth LLC | 0.23% | Reduce -2.9% | 5,896 | $704K |
| Intrua Financial, LLC | 0.11% | Reduce -4.6% | 5,865 | $700K |
| Front Row Advisors LLC | 0.24% | Add +0.7% | 5,790 | $691K |
| Farrell Financial LLC | 0.54% | Add +0.0% | 5,756 | $687K |
| Maiden Cove Capital, LLC | 1.49% | — | 5,978 | $686K |
| Maripau Wealth Management LLC | 0.47% | Reduce -30.5% | 5,724 | $683K |
| Regis Acquisition Inc. | 0.42% | Add +15.7% | 5,710 | $681K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.1% | 5,698 | $680K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -59.4% | 5,690 | $679K |
| Spectrum Planning & Advisory Services Inc. | 0.65% | — | 5,636 | $675K |
| Great Diamond Partners, LLC | 0.16% | Reduce -5.6% | 5,533 | $660K |
| IFP Advisors, Inc | 0.03% | Reduce -26.1% | 5,405 | $645K |
| Brewster Financial Planning LLC | 0.54% | No change | 5,397 | $644K |
| Detalus Advisors, LLC | 0.22% | Reduce -2.5% | 5,370 | $641K |
| Copperleaf Capital, LLC | 0.50% | Reduce -69.1% | 5,292 | $631K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.9% | 5,276 | $630K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -72.2% | 5,261 | $628K |
| Members Capital Advisors Inc. | 0.72% | No change | 5,205 | $621K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -30.2% | 5,200 | $620K |
| Lido Advisors, LLC | 0.01% | Reduce -1.5% | 5,197 | $620K |
| Baker Tilly Wealth Management, LLC | 0.25% | Reduce -67.0% | 5,191 | $619K |
| PFG Advisors | 0.04% | Reduce -9.7% | 5,171 | $617K |
| Villere St Denis J & Co. LLC | 0.05% | Reduce -25.9% | 5,152 | $615K |
| Financial Counselors Inc. | 0.01% | Reduce -17.4% | 5,102 | $609K |
| Veridan Wealth LLC | 0.24% | — | 4,496 | $608K |
| Riverwater Partners LLC | 0.45% | Reduce -2.2% | 5,097 | $608K |
| W.H. Cornerstone Investments Inc. | 0.43% | Reduce -21.8% | 5,093 | $608K |
| Quent Capital, LLC | 0.07% | Reduce -1.1% | 5,091 | $607K |
| Concorde Asset Management, LLC | 0.37% | Reduce -22.0% | 5,076 | $606K |
| Kingsview Wealth Management, LLC | 0.01% | Add +38.7% | 5,034 | $601K |
| Cresset Asset Management, LLC | 0.00% | Add +22.9% | 4,961 | $592K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.3% | 4,828 | $576K |
| WNY Asset Management, LLC | 0.08% | Reduce -1.7% | 4,820 | $575K |
| Synovus Financial Corp. | 0.01% | Add +0.0% | 4,817 | $575K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -84.0% | 4,806 | $573K |
| Talisman Wealth Advisors LLC | 0.66% | Add +38.1% | 4,798 | $573K |
| True Vision MN LLC | 0.37% | Reduce -61.5% | 4,793 | $572K |
| Keystone Financial Services | 0.24% | Reduce -31.5% | 4,764 | $568K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -7.7% | 4,706 | $561K |
| Fiduciary Alliance LLC | 0.09% | Reduce -2.5% | 4,630 | $557K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +9.9% | 4,636 | $553K |
| ETF Portfolio Partners, Inc. | 0.17% | Reduce -50.9% | 4,581 | $547K |
| IHT Wealth Management, LLC | 0.02% | Add +9.4% | 4,554 | $543K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -22.6% | 4,550 | $543K |
| Alera Investment Advisors, LLC | 0.07% | New | 4,549 | $543K |
| XML Financial, LLC | 0.05% | No change | 4,541 | $542K |
| Level Financial Advisors | 0.23% | No change | 4,523 | $540K |
| JB Capital LLC | 0.03% | Reduce -7.2% | 4,520 | $539K |
| Bank of Montreal | 0.00% | Reduce -84.7% | 4,484 | $539K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -7.9% | 4,515 | $539K |
| Archford Capital Strategies, LLC | 0.09% | No change | 4,506 | $538K |
| Howard Financial Services, LTD. | 0.09% | Add +2.7% | 4,504 | $537K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -2.6% | 4,467 | $533K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.6% | 4,371 | $522K |
| Wade Financial Advisory, Inc | 0.19% | Reduce -11.8% | 4,347 | $519K |
| WealthCollab, LLC | 0.37% | No change | 4,311 | $514K |
| Tanager Wealth Management LLP | 0.08% | No change | 4,297 | $513K |
| Root Financial Partners, LLC | 0.12% | Reduce -7.3% | 4,238 | $506K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -7.4% | 4,231 | $505K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +63.9% | 4,214 | $503K |
| US Financial Advisors, LLC | 0.17% | Reduce -6.4% | 4,204 | $502K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -47.2% | 4,197 | $501K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -1.3% | 4,178 | $499K |
| Hilltop Wealth Advisors, LLC | 0.24% | Reduce -2.6% | 4,063 | $485K |
| Commerce Bank | 0.00% | No change | 4,016 | $479K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -3.4% | 4,014 | $479K |
| Vanguard Group Inc. | 0.00% | Add +9.3% | 4,007 | $478K |
| Bailard, Inc. | 0.01% | No change | 3,990 | $476K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.7% | 3,981 | $475K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -4.0% | 3,966 | $473K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -8.6% | 3,925 | $468K |
| Pettinga Financial Advisors LLC | 0.12% | Reduce -19.3% | 3,924 | $468K |
| Founders Financial Alliance, LLC | 0.14% | No change | 3,921 | $468K |
| Cedrus LLC | 0.23% | Reduce -5.1% | 3,886 | $464K |
| Sigma Planning Corp | 0.01% | Reduce -67.2% | 3,865 | $461K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 3,809 | $454K |
| Lantz Financial LLC | 0.14% | Reduce -0.5% | 3,807 | $454K |
| GeoWealth Management, LLC | 0.02% | Reduce -16.1% | 3,773 | $450K |
| Signaturefd, LLC | 0.01% | Add +6.6% | 3,772 | $450K |
| Peak Financial Management, Inc. | 0.14% | Reduce -0.3% | 3,744 | $447K |
| MontVue Capital Management, Inc. | 0.35% | No change | 3,734 | $446K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -2.4% | 3,721 | $444K |
| Prairie Wealth Advisors, Inc. | 0.22% | Reduce -71.8% | 3,696 | $441K |
| RKL Wealth Management LLC | 0.04% | Reduce -10.3% | 3,690 | $440K |
| Mather Group, Llc. | 0.01% | Add +16.9% | 3,826 | $440K |
| Argent Trust Co | 0.02% | No change | 3,682 | $439K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 3,586 | $428K |
| Pittenger & Anderson Inc. | 0.02% | Add +3.3% | 3,580 | $427K |
| Trek Financial, LLC | 0.03% | Reduce -11.2% | 3,577 | $427K |
| Gitterman Wealth Management, LLC | 0.16% | New | 3,568 | $426K |
| Caprock Group, LLC | 0.02% | No change | 3,559 | $425K |
| First Trust Direct Indexing L.P. | 0.03% | Reduce -1.4% | 3,541 | $423K |
| Simplicity Wealth,LLC | 0.01% | Reduce -23.7% | 3,524 | $420K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 3,494 | $418K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Add +0.3% | 3,491 | $416K |
| Sage Advisory Services, Ltd.Co. | 0.12% | Reduce -14.8% | 3,455 | $412K |
| Oxinas Partners, LLC | 0.27% | Add +0.7% | 3,444 | $411K |
| Theory Financial LLC | 0.19% | Reduce -29.4% | 3,421 | $408K |
| Jefferies Financial Group Inc. | 0.01% | Add +41.4% | 3,415 | $407K |
| Farmers National Bank | 0.12% | Add +2.2% | 3,383 | $404K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.1% | 3,284 | $400K |
| Arq Wealth Advisors, LLC | 0.17% | Reduce -0.7% | 3,346 | $399K |
| Life Line Wealth Management LLC | 0.15% | Reduce -31.5% | 3,324 | $397K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,309 | $395K |
| Destination Wealth Management | 0.01% | Reduce -3.0% | 3,308 | $395K |
| Creative Financial Designs Inc. | 0.04% | Reduce -56.5% | 3,304 | $394K |
| Metis Global Partners, LLC | 0.01% | Reduce -63.5% | 3,299 | $394K |
| Treynor Bancshares, Inc. | 0.41% | Reduce -69.8% | 3,285 | $392K |
| Prostatis Group LLC | 0.14% | Add +3.3% | 3,279 | $391K |
| D. Scott Neal, Inc. | 0.22% | Reduce -13.6% | 3,274 | $391K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,269 | $390K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.1% | 3,247 | $387K |
| ABLE Financial Group, LLC | 0.14% | Reduce -26.4% | 3,203 | $382K |
| Evergreen Capital Management LLC | 0.01% | Add +0.3% | 3,198 | $382K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.22% | No change | 3,184 | $380K |
| BCU Wealth Advisors, LLC | 0.28% | Add +1.1% | 3,151 | $376K |
| WealthPlan Investment Management, LLC | 0.06% | Add +0.3% | 3,142 | $375K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +300.1% | 3,105 | $370K |
| Alterna Wealth Management, Inc. | 0.32% | Reduce -0.7% | 3,079 | $367K |
| Arcadia Wealth Management, LLC | 0.21% | Reduce -28.5% | 3,058 | $365K |
| Citizens Financial Group Inc. | 0.01% | Reduce -5.8% | 3,034 | $362K |
| Two Sigma Securities, LLC | 0.02% | New | 3,034 | $362K |
| Haverford Trust Co | 0.00% | No change | 3,028 | $361K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.5% | 3,016 | $360K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -13.5% | 2,993 | $357K |
| SVB Wealth LLC | 0.01% | No change | 2,974 | $355K |
| Bank of Nova Scotia | 0.00% | Reduce -11.4% | 2,927 | $349K |
| Wealthstream Advisors, Inc. | 0.13% | Add +0.2% | 2,917 | $348K |
| Milestone Investment Advisors LLC | 0.09% | Add +1.1% | 2,875 | $343K |
| Gsa Capital Partners LLP | 0.02% | New | 2,802 | $334K |
| NWF Advisory Services Inc. | 0.05% | No change | 2,750 | $328K |
| Smithfield Trust Co | 0.02% | No change | 2,735 | $326K |
| Fort Point Capital Partners LLC | 0.04% | No change | 2,732 | $326K |
| Oppenheimer & Co. Inc. | 0.01% | Add +22.6% | 2,726 | $325K |
| ORG Partners LLC | 0.04% | New | 2,704 | $324K |
| Scotia Capital Inc. | 0.00% | Reduce -29.4% | 2,715 | $324K |
| Weil Company, Inc. | 0.12% | Reduce -21.0% | 2,703 | $323K |
| Vermillion & White Wealth Management Group, LLC | 0.24% | Add +1.5% | 2,700 | $322K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,678 | $320K |
| Clearstead Advisors, LLC | 0.01% | New | 2,655 | $317K |
| Debussy Capital Management LP | 0.09% | No change | 2,647 | $316K |
| LifePlan Investment Advisors, Inc. | 0.23% | Reduce -15.3% | 2,643 | $315K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -1.9% | 2,634 | $314K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -81.5% | 2,629 | $314K |
| Trexquant Investment LP | 0.00% | New | 2,629 | $314K |
| Flow Traders U.S. LLC | 0.02% | Reduce -94.6% | 2,614 | $312K |
| Worth Financial Advisory Group, LLC | 0.20% | No change | 2,600 | $310K |
| Lineweaver Wealth Advisors, LLC | 0.06% | Reduce -97.2% | 2,590 | $309K |
| Consolidated Portfolio Review Corp | 0.07% | Add +1.1% | 2,572 | $307K |
| Advisor OS, LLC | 0.03% | Add +9.7% | 2,564 | $306K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.7% | 2,547 | $304K |
| Financial Management Network Inc. | 0.07% | Add +0.2% | 2,494 | $303K |
| Seven Post Investment Office LP | 0.06% | No change | 2,532 | $302K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -5.5% | 2,522 | $302K |
| Brighton Jones LLC | 0.01% | Add +6.2% | 2,509 | $299K |
| Buttonwood Financial Group, LLC | 0.17% | Reduce -14.3% | 2,497 | $299K |
| Waldron Private Wealth LLC | 0.01% | Reduce -3.9% | 2,499 | $298K |
| Private Client Services, LLC | 0.19% | Reduce -0.3% | 2,474 | $295K |
| MBE Wealth Management, LLC | 0.18% | No change | 2,474 | $295K |
| PDS Planning, Inc | 0.03% | Reduce -0.4% | 2,462 | $294K |
| Csenge Advisory Group | 0.02% | Reduce -86.5% | 2,423 | $289K |
| Aspen Wealth Strategies, LLC | 0.20% | No change | 2,347 | $287K |
| BKM Wealth Management, LLC | 0.14% | No change | 2,388 | $285K |
| Beacon Financial Advisory LLC | 0.11% | Add +37.1% | 2,385 | $285K |
| Centaurus Financial, Inc. | 0.02% | Reduce -19.0% | 2,376 | $284K |
| Coppell Advisory Solutions LLC | 0.05% | — | 2,373 | $283K |
| Single Point Partners, LLC | 0.48% | Add +5.1% | 2,362 | $282K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -7.8% | 2,357 | $281K |
| M Holdings Securities, Inc. | 0.04% | New | 2,353 | $281K |
| Strategic Financial Concepts, LLC | 0.16% | Add +0.1% | 2,346 | $280K |
| Rede Wealth, LLC | 0.26% | No change | 2,336 | $279K |
| Horizons Wealth Management | 0.22% | Reduce -38.1% | 2,315 | $279K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 2,382 | $278K |
| QRG Capital Management, Inc. | 0.00% | Add +25.2% | 2,323 | $277K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $275K |
| Sage Financial Group Inc. | 0.02% | Reduce -4.2% | 2,300 | $274K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -6.1% | 2,300 | $274K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,290 | $273K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $270K |
| Trademark Financial Management, LLC | 0.22% | Reduce -0.3% | 2,248 | $268K |
| Moneco Advisors, LLC | 0.04% | Reduce -1.6% | 2,187 | $261K |
| Security Financial Services, INC. | 0.06% | Reduce -4.0% | 2,185 | $261K |
| Bellwether Advisors, LLC | 0.05% | No change | 2,169 | $259K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -14.0% | 2,163 | $258K |
| Arkadios Wealth Advisors | 0.02% | Add +13.8% | 2,145 | $256K |
| Sound Income Strategies, LLC | 0.02% | Reduce -62.2% | 2,134 | $255K |
| Bright Financial Advisors, Inc. | 0.18% | New | 2,131 | $254K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -14.2% | 2,126 | $254K |
| Hudson Capital Management LLC | 0.09% | No change | 2,125 | $254K |
| Novare Capital Management LLC | 0.02% | New | 2,120 | $253K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Add +14.5% | 2,115 | $252K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Reduce -0.2% | 2,097 | $250K |
| Integrity Wealth Solutions LLC | 0.16% | Reduce -2.9% | 2,093 | $250K |
| North Star Asset Management Inc. | 0.01% | No change | 2,020 | $241K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 2,009 | $240K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -22.3% | 2,000 | $239K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,987 | $237K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -30.3% | 1,984 | $237K |
| Annex Advisory Services, LLC | 0.01% | Add +0.3% | 1,952 | $233K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 1,930 | $230K |
| Criterion Capital Advisors, LLC | 0.14% | Reduce -10.3% | 1,929 | $230K |
| One Day In July LLC | 0.03% | No change | 1,926 | $230K |
| Ethic Inc. | 0.01% | Reduce -61.3% | 1,925 | $230K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -1.4% | 1,918 | $229K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -9.8% | 1,915 | $228K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,903 | $227K |
| Waverly Advisors, LLC | 0.00% | Add +0.2% | 1,902 | $227K |
| Lanark Financial, Inc. | 0.02% | No change | 1,898 | $226K |
| Redwood Investment Management, LLC | 0.02% | Reduce -76.4% | 1,892 | $226K |
| MJP Associates Inc. | 0.05% | New | 1,886 | $225K |
| Gallacher Capital Management LLC | 0.12% | No change | 1,866 | $223K |
| Leverty Financial Group, LLC | 0.13% | Reduce -8.6% | 1,857 | $222K |
| Drucker Wealth 3.0, LLC | 0.06% | — | 1,849 | $221K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -27.8% | 1,849 | $221K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -9.2% | 1,834 | $219K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $218K |
| Everpar Advisors LLC | 0.11% | New | 1,824 | $218K |
| Invst, LLC | 0.02% | Reduce -39.0% | 1,795 | $215K |
| Autumn Glory Partners, LLC | 0.11% | No change | 1,793 | $214K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | Reduce -10.0% | 1,750 | $209K |
| Websterrogers Financial Advisors, LLC | 0.07% | Add +0.1% | 1,747 | $208K |
| CRA Financial Services, LLC | 0.04% | New | 1,738 | $207K |
| Callan Family Office, LLC | 0.04% | New | 1,734 | $207K |
| Stephens Consulting, LLC | 0.06% | No change | 1,732 | $207K |
| Fortis Capital Advisors, LLC | 0.07% | New | 1,732 | $207K |
| Hobart Private Capital, LLC | 0.06% | Reduce -48.6% | 1,718 | $205K |
| Moller Wealth Partners | 0.05% | New | 1,700 | $203K |
| Obsidian Personal Planning Solutions LLC | 0.12% | New | 1,697 | $202K |
| M3 Advisory Group, LLC | 0.17% | New | 1,694 | $202K |
| Swmg, LLC | 0.09% | Reduce -62.8% | 1,676 | $200K |
| Bank of New Hampshire | 0.05% | Reduce -39.9% | 1,660 | $198K |
| Scarborough Advisors, LLC | 0.08% | Add +2.3% | 1,585 | $189K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 1,583 | $189K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,509 | $187K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -11.9% | 1,485 | $177K |
| Aspire Private Capital, LLC | 0.04% | Reduce -27.7% | 1,461 | $174K |
| Sugarloaf Wealth Management, LLC | 0.03% | Add +59.2% | 1,353 | $161K |
| Element Wealth, LLC | 0.09% | No change | 1,335 | $159K |
| Larson Financial Group LLC | 0.01% | Add +17.6% | 1,333 | $159K |
| Capital Analysts, LLC | 0.01% | Add +13.9% | 1,315 | $157K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 1,298 | $155K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.1% | 1,252 | $149K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -60.2% | 1,258 | $143K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 1,101 | $131K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,075 | $128K |
| Asset Dedication, LLC | 0.01% | Reduce -25.4% | 1,040 | $124K |
| Stone House Investment Management, LLC | 0.03% | Reduce -89.9% | 1,036 | $124K |
| Investment Research & Advisory Group, Inc. | 0.05% | Add +0.2% | 1,003 | $120K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 1,000 | $119K |
| Financial Perspectives, Inc | 0.04% | No change | 953 | $114K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.3% | 919 | $110K |
| Abound Wealth Management | 0.04% | No change | 900 | $107K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $101K |
| Arlington Trust Co LLC | 0.02% | New | 820 | $98K |
| Avior Wealth Management, LLC | 0.00% | Reduce -8.0% | 820 | $98K |
| Chris Bulman Inc | 0.07% | — | 803 | $96K |
| JFS Wealth Advisors, LLC | 0.01% | Add +6.1% | 753 | $90K |
| Tucker Asset Management LLC | 0.02% | Reduce -6.0% | 746 | $89K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.1% | 731 | $87K |
| Winthrop Capital Management, LLC | 0.04% | No change | 730 | $87K |
| New Republic Capital, LLC | 0.04% | New | 719 | $86K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.5% | 717 | $86K |
| NewSquare Capital LLC | 0.01% | Reduce -3.1% | 710 | $85K |
| Sunbelt Securities, Inc. | 0.01% | No change | 694 | $83K |
| Investors Research Corp | 0.02% | Add +13.4% | 659 | $79K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +44.1% | 647 | $77K |
| Highline Wealth Partners LLC | 0.03% | No change | 644 | $77K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $70K |
| Fifth Third Bancorp | 0.00% | New | 587 | $70K |
| Continuum Advisory, LLC | 0.01% | Add +23.0% | 557 | $66K |
| Rise Advisors, LLC | 0.03% | Add +0.2% | 551 | $66K |
| Jones Financial Companies LLLP | 0.00% | Add +447.9% | 515 | $61K |
| Harbor Investment Advisory, LLC | 0.01% | Add +23.0% | 513 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $61K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 498 | $59K |
| IAG Wealth Partners, LLC | 0.01% | No change | 480 | $57K |
| Johnson Financial Group, Inc. | 0.00% | No change | 473 | $56K |
| Aspire Wealth Management Corp | 0.03% | Reduce -26.1% | 460 | $55K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -17.5% | 424 | $51K |
| Glenmede Trust Co. NA | 0.00% | No change | 422 | $50K |
| Hobbs Group Advisors, LLC | 0.02% | — | 414 | $49K |
| Archer Investment Corp | 0.01% | No change | 412 | $49K |
| JNBA Financial Advisors | 0.01% | No change | 410 | $49K |
| LGT Financial Advisors LLC | 0.09% | Reduce -84.2% | 376 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $44K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 313 | $37K |
| Family Asset Management, LLC | 0.02% | No change | 308 | $37K |
| Fortitude Family Office, LLC | 0.02% | No change | 295 | $35K |
| Rothschild Investment LLC | 0.00% | Reduce -34.4% | 290 | $35K |
| Unique Wealth Strategies, LLC | 0.02% | New | 296 | $34K |
| PrairieView Partners, LLC | 0.00% | No change | 291 | $34K |
| Clearstead Trust, LLC | 0.01% | No change | 278 | $33K |
| Parkside Financial Bank & Trust | 0.00% | No change | 259 | $31K |
| CVA Family Office, LLC | 0.01% | No change | 257 | $31K |
| Caitlin John, LLC | 0.02% | No change | 247 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -1.2% | 244 | $29K |
| Rice Partnership, LLC | 0.01% | No change | 222 | $26K |
| Concord Wealth Partners | 0.00% | Reduce -42.3% | 222 | $26K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +113.0% | 213 | $25K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $25K |
| NorthRock Partners, LLC | 0.00% | Reduce -43.0% | 200 | $24K |
| Trust Co | 0.00% | No change | 195 | $23K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 191 | $23K |
| Key Financial Inc | 0.01% | No change | 187 | $22K |
| Centerpoint Advisors, LLC | 0.01% | Add +10.0% | 187 | $22K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -43.4% | 176 | $21K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $21K |
| Kelly Financial Services LLC | 0.01% | Reduce -48.3% | 163 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $19K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 164 | $19K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $18K |
| Dunhill Financial, LLC | 0.01% | New | 150 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 143 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 134 | $16K |
| Raffa Wealth Management, LLC | 0.00% | No change | 127 | $15K |
| Community Bank, N.A. | 0.00% | No change | 125 | $15K |
| Sandy Spring Bank | 0.00% | Reduce -60.7% | 125 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -89.6% | 123 | $15K |
| ESL Trust Services, LLC | 0.00% | No change | 115 | $14K |
| Global Financial Private Client, LLC | 0.01% | Reduce -74.4% | 101 | $12K |
| CGC Financial Services, LLC | 0.01% | No change | 100 | $12K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +21.5% | 96 | $11K |
| First Financial Corp. | 0.01% | No change | 83 | $10K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 66 | $8K |
| AlphaMark Advisors, LLC | 0.00% | New | 55 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $7K |
| Family Firm, Inc. | 0.00% | New | 56 | $7K |
| PSI Advisors, LLC | 0.00% | Add +1.9% | 53 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | — | 35 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 29 | $3K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 26 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 26 | $3K |
| Covestor Ltd | 0.00% | No change | 22 | $3K |
| Phillips Financial Management, LLC | 0.00% | No change | 25 | $3K |
| VitalStone Financial, LLC | 0.00% | No change | 25 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 19 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 18 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -67.9% | 17 | $2K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $1K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -99.7% | 7 | $840 |
| Country Trust Bank | 0.00% | New | 7 | $835 |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -82.9% | 1,073 | $728 |
| Gradient Investments LLC | 0.00% | Reduce -97.7% | 1 | $111 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.9% | 1 | $93 |
"% 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.