iShares ESG Aware MSCI USAESGUETF
13F holders, Q3 2024 (September 30)741holders −7
43new positions
43sold out
3famous investors
$125.98avg. 13F price*
At the end of Q3 2024, 741 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, down 7 from Q2 2024. 43 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($1.7B), JPMorgan Chase & Co. ($1.4B) and Tiaa Trust, National Association ($716.0M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $53.2M |
| Exits | 43 | $131.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,482,770 shares bought and 5,292,372 shares sold, net −2,809,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 741 holders
| Bank of America Corp. | 0.15% | Reduce -8.4% | 13,563,274 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +2.3% | 10,973,235 | $1.4B |
| Tiaa Trust, National Association | 2.13% | Add +7.3% | 5,674,823 | $716.0M |
| Northern Trust Corp. | 0.10% | Add +5.7% | 5,001,066 | $631.0M |
| Goldman Sachs Group Inc. | 0.09% | Add +3.3% | 3,530,907 | $445.5M |
| Betterment LLC | 1.00% | Add +2.8% | 3,317,937 | $418.7M |
| BlackRock, Inc. | 0.01% | — | 3,284,967 | $414.5M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.4% | 2,944,253 | $371.5M |
| Acorns Advisers, LLC | 2.88% | Add +1.7% | 2,311,409 | $291.7M |
| Wells Fargo & Company | 0.07% | Add +0.0% | 2,262,956 | $285.5M |
| Morgan Stanley | 0.02% | Reduce -32.5% | 2,178,106 | $274.8M |
| Wealthfront Advisers LLC | 0.69% | Add +4.1% | 1,767,233 | $223.0M |
| LPL Financial LLC | 0.08% | Add +0.5% | 1,448,809 | $182.8M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +3.0% | 793,662 | $100.1M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -14.6% | 768,648 | $97.0M |
| Empower Advisory Group, LLC | 0.32% | Reduce -1.7% | 755,734 | $95.4M |
| BNP Paribas Financial Markets | 0.07% | Add +15.5% | 597,003 | $75.3M |
| Partners Capital Investment Group, LLP | 1.15% | Add +12.0% | 572,091 | $72.2M |
| Citigroup Inc. | 0.06% | Reduce -50.8% | 552,247 | $69.7M |
| Royal Bank of Canada | 0.01% | Reduce -1.8% | 526,727 | $66.5M |
| Fiduciary Trust Co | 0.92% | Add +4.5% | 522,016 | $65.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | No change | 520,700 | $65.4M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +1.1% | 514,517 | $64.9M |
| Cwm, LLC | 0.21% | Reduce -13.8% | 388,245 | $49.0M |
| UBS Group AG | 0.01% | Reduce -3.2% | 376,534 | $47.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -19.7% | 366,477 | $46.2M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -4.0% | 337,059 | $42.2M |
| Ally Invest Advisors Inc. | 3.65% | Add +0.8% | 325,968 | $41.1M |
| MML Investors Services, LLC | 0.15% | Add +0.8% | 315,684 | $39.8M |
| Cetera Investment Advisers | 0.09% | Reduce -6.3% | 315,249 | $39.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.6% | 309,508 | $39.1M |
| Alesco Advisors, LLC, An ESL Co | 1.15% | Reduce -2.7% | 295,608 | $37.3M |
| Keybank National Association | 0.14% | Reduce -1.4% | 283,798 | $35.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -9.4% | 280,235 | $35.4M |
| IMPACTfolio, LLC | 18.05% | Add +2.7% | 277,161 | $35.0M |
| Park Avenue Securities LLC | 0.38% | Reduce -3.3% | 268,804 | $33.9M |
| Creative Planning | 0.03% | Reduce -1.0% | 263,429 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +0.3% | 248,023 | $31.3M |
| Journey Strategic Wealth LLC | 1.04% | Add +10.3% | 225,475 | $28.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +21.1% | 205,346 | $25.9M |
| Janney Montgomery Scott LLC | 0.07% | New | 186,199 | $23.5M |
| Brookstone Capital Management | 0.33% | Add +5.3% | 178,442 | $22.5M |
| Dohj, LLC | 5.18% | Add +3.1% | 177,825 | $22.2M |
| Sharkey, Howes & Javer | 3.13% | Reduce -2.5% | 174,396 | $22.0M |
| Boulder Wealth Advisors, LLC | 11.96% | Add +1.0% | 174,341 | $22.0M |
| Mission Wealth Management, LP | 0.54% | Add +5.8% | 173,656 | $21.9M |
| Choreo, LLC | 0.31% | Reduce -1.1% | 166,507 | $20.8M |
| Joel Isaacson & Co., LLC | 0.97% | Add +11.5% | 161,994 | $20.4M |
| Sand Hill Global Advisors, LLC | 0.85% | Add +1.0% | 159,675 | $20.1M |
| Integrated Wealth Concepts LLC | 0.24% | Add +15.7% | 156,235 | $19.7M |
| Affinity Capital Advisors, LLC | 3.70% | Add +6.6% | 151,458 | $19.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +2.7% | 148,999 | $18.8M |
| Money Design Co.,Ltd. | 0.91% | Reduce -1.0% | 144,404 | $18.2M |
| Erickson Financial Group, LLC | 11.69% | Reduce -1.6% | 129,278 | $16.3M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -8.1% | 124,747 | $15.7M |
| AlTi Global, Inc. | 0.37% | Add +0.5% | 122,273 | $15.4M |
| Alliancebernstein L.P. | 0.01% | Add +0.8% | 119,778 | $15.1M |
| One Wealth Advisors, LLC | 2.28% | Add +0.0% | 117,558 | $14.8M |
| Apella Capital, LLC | 0.61% | Add +0.6% | 118,315 | $14.8M |
| NewEdge Advisors, LLC | 0.09% | Reduce -0.8% | 114,298 | $14.4M |
| Schroder Investment Management Group | 0.01% | Reduce -4.6% | 110,868 | $13.9M |
| Corient Private Wealth LP | 0.02% | Add +2.9% | 105,401 | $13.3M |
| Flputnam Investment Management Co. | 0.24% | Reduce -0.4% | 105,015 | $13.3M |
| Sei Investments Co. | 0.02% | Reduce -2.0% | 104,994 | $13.2M |
| Mariner, LLC | 0.02% | Reduce -0.8% | 102,298 | $12.9M |
| Client 1ST Advisory Group, LLC | 5.09% | Reduce -3.0% | 101,583 | $12.8M |
| Prudent Man Advisors, LLC | 4.23% | Reduce -2.4% | 100,422 | $12.7M |
| Staley Capital Advisers Inc. | 0.56% | No change | 100,135 | $12.6M |
| Blue Edge Capital, LLC | 1.93% | Reduce -2.6% | 98,159 | $12.4M |
| Plancorp, LLC | 0.49% | Reduce -1.1% | 95,506 | $12.1M |
| Fisher Asset Management | 0.00% | Reduce -1.0% | 95,467 | $12.0M |
| Laurel Wealth Planning LLC | 7.64% | Reduce -6.2% | 92,675 | $11.7M |
| Van Hulzen Asset Management, LLC | 0.84% | Reduce -12.2% | 91,591 | $11.6M |
| Truist Financial Corp. | 0.02% | Reduce -8.3% | 91,286 | $11.5M |
| Harbour Investments, Inc. | 0.34% | Add +2.7% | 90,121 | $11.4M |
| Two Sigma Investments, LP | 0.03% | Reduce -37.9% | 86,800 | $11.0M |
| Northwest Capital Management Inc | 3.85% | Reduce -2.3% | 84,588 | $10.7M |
| Clarity Asset Management, Inc. | 7.33% | Reduce -3.0% | 83,573 | $10.5M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.7% | 81,637 | $10.3M |
| Keebeck Wealth Management | 1.40% | Reduce -10.0% | 76,645 | $9.7M |
| Relyea Zuckerberg Hanson LLC | 1.45% | Add +3.7% | 75,309 | $9.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.7% | 73,350 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +16.4% | 72,368 | $9.1M |
| Strategic Blueprint, LLC | 0.56% | Reduce -5.0% | 71,837 | $9.1M |
| Wealthspire Advisors, LLC | 0.09% | Add +385.2% | 71,821 | $9.1M |
| Parkside Advisors LLC | 2.14% | Reduce -0.6% | 71,318 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Add +18.2% | 67,204 | $8.8M |
| FMR LLC | 0.00% | Add +22.6% | 69,197 | $8.7M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -4.5% | 65,818 | $8.3M |
| Composition Wealth, LLC | 0.19% | Add +4.4% | 65,232 | $8.2M |
| Cypress Wealth Services, LLC | 1.70% | Reduce -1.0% | 64,986 | $8.2M |
| Stifel Financial Corp. | 0.01% | Add +7.2% | 62,741 | $7.9M |
| Old Mission Capital LLC | 0.17% | New | 62,400 | $7.9M |
| Icon Wealth Advisors, LLC | 0.65% | Reduce -1.0% | 62,178 | $7.8M |
| Financial Advisors, LLC | 1.49% | Reduce -0.5% | 61,958 | $7.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +0.8% | 61,127 | $7.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -0.4% | 60,919 | $7.7M |
| CFS Investment Advisory Services, LLC | 0.61% | Reduce -3.4% | 57,942 | $7.3M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -2.0% | 57,511 | $7.3M |
| Cerity Partners LLC | 0.02% | Add +2.5% | 57,479 | $7.3M |
| Klaas Financial Asset Advisors, LLC | 1.25% | Add +0.6% | 57,045 | $7.2M |
| Modera Wealth Management, LLC | 0.09% | Reduce -3.2% | 56,285 | $7.1M |
| Facet Wealth, Inc. | 0.20% | Add +8.7% | 55,941 | $7.0M |
| Raymond James & Associates | 0.00% | Reduce -17.1% | 55,322 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -3.6% | 53,427 | $6.7M |
| Lake Street Advisors Group, LLC | 0.31% | Add +0.2% | 53,296 | $6.7M |
| TNF LLC | 2.42% | Reduce -0.4% | 52,753 | $6.7M |
| Parallel Advisors, LLC | 0.16% | Reduce -3.8% | 52,659 | $6.6M |
| Mutual Advisors, LLC | 0.19% | Reduce -3.2% | 52,259 | $6.6M |
| Retirement Income Solutions, Inc. | 1.47% | Add +4.2% | 51,034 | $6.4M |
| Advisory Services Network, LLC | 0.13% | No change | 53,743 | $6.4M |
| Acadian Asset Management LLC | 0.02% | New | 50,484 | $6.4M |
| Financial Advocates Investment Management | 0.35% | Add +1428.2% | 125,313 | $6.2M |
| Ferguson Wellman Capital Management, Inc. | 0.12% | Add +1.8% | 48,188 | $6.1M |
| Halbert Hargrove Global Advisors, LLC | 0.34% | Reduce -9.2% | 47,990 | $6.1M |
| Ieq Capital, LLC | 0.07% | Reduce -24.4% | 47,688 | $6.0M |
| Institute for Wealth Management, LLC. | 0.76% | Add +6.3% | 47,465 | $6.0M |
| Captrust Financial Advisors | 0.02% | Reduce -2.4% | 47,338 | $6.0M |
| Trilogy Capital Inc. | 0.30% | Add +2.0% | 47,153 | $5.9M |
| Waypoint Wealth Partners Inc. | 1.57% | Reduce -0.1% | 46,994 | $5.9M |
| Farther Finance Advisors, LLC | 0.22% | Reduce -4.4% | 46,829 | $5.9M |
| Goodwin Investment Advisory | 2.54% | Reduce -17.1% | 46,564 | $5.9M |
| Wealth Architects, LLC | 0.66% | Add +4.1% | 45,888 | $5.8M |
| Summit Wealth Group, LLC | 1.63% | Add +1.6% | 44,757 | $5.6M |
| Maia Wealth LLC | 1.38% | Reduce -8.9% | 44,103 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +49.0% | 43,907 | $5.5M |
| Hart & Patterson Financial Group LLC | 2.61% | Reduce -0.8% | 43,741 | $5.5M |
| Spectrum Wealth Counsel, LLC | 0.64% | Reduce -50.6% | 42,790 | $5.4M |
| Long Run Wealth Advisors, LLC | 1.25% | Reduce -1.1% | 42,121 | $5.3M |
| Valeo Financial Advisors, LLC | 0.15% | Add +11.6% | 41,683 | $5.3M |
| McKinley Carter Wealth Services, Inc. | 0.32% | Add +1.0% | 41,545 | $5.2M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -11.4% | 41,381 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +5.1% | 40,464 | $5.1M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -2.5% | 40,290 | $5.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -8.9% | 39,650 | $5.0M |
| RHS Financial, LLC | 2.48% | Reduce -10.8% | 39,093 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.1% | 38,603 | $4.9M |
| Keystone Wealth Services, LLC | 1.29% | Reduce -6.5% | 37,031 | $4.7M |
| Spinnaker Trust | 0.28% | Add +17.2% | 35,367 | $4.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Add +0.1% | 35,325 | $4.5M |
| Integrated Advisors Network LLC | 0.21% | Reduce -2.1% | 34,425 | $4.3M |
| Physician Wealth Advisors, Inc. | 0.78% | Add +0.6% | 33,768 | $4.3M |
| RFG Advisory, LLC | 0.13% | Reduce -22.6% | 32,730 | $4.1M |
| McClarren Financial Advisors, Inc. | 0.51% | Add +263.8% | 3,904 | $4.0M |
| National Philanthropic Trust | 0.07% | No change | 31,704 | $4.0M |
| WT Wealth Management | 1.27% | Add +1.9% | 31,036 | $4.0M |
| Transcend Capital Advisors, LLC | 0.27% | Reduce -2.1% | 31,500 | $4.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -57.6% | 31,431 | $4.0M |
| Montecito Bank & Trust | 0.67% | Reduce -11.0% | 31,268 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -2.9% | 31,132 | $3.9M |
| Elevation Wealth Partners, LLC | 1.67% | Add +24.2% | 30,745 | $3.9M |
| MA Private Wealth | 0.71% | Reduce -37.9% | 30,164 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -6.5% | 29,249 | $3.7M |
| FLC Capital Advisors | 0.85% | Reduce -1.1% | 29,203 | $3.7M |
| Tudor Investment Corporation | 0.04% | Add +166.5% | 28,651 | $3.6M |
| Planning Alternatives Ltd. | 0.54% | Add +4.7% | 28,157 | $3.6M |
| HB Wealth Management, LLC | 0.04% | Add +10.8% | 28,012 | $3.5M |
| Townsquare Capital LLC | 0.04% | Add +6.0% | 27,709 | $3.5M |
| CreativeOne Wealth, LLC | 0.12% | Add +465.4% | 27,174 | $3.4M |
| Diversified Trust Co. | 0.09% | Add +8.9% | 26,893 | $3.4M |
| Integris Wealth Management, LLC | 0.95% | Reduce -1.2% | 26,823 | $3.4M |
| High Falls Advisors, Inc | 0.77% | Add +3.5% | 26,692 | $3.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -86.1% | 26,500 | $3.3M |
| Savant Capital, LLC | 0.03% | Reduce -0.8% | 26,299 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +27.7% | 26,172 | $3.3M |
| Merit Financial Group, LLC | 0.07% | Reduce -10.7% | 25,829 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.0% | 25,765 | $3.3M |
| First Horizon Advisors, Inc. | 0.09% | Add +2.0% | 25,592 | $3.2M |
| Morningstar Investment Services LLC | 0.03% | Add +24.6% | 25,569 | $3.2M |
| ONE Advisory Partners, LLC | 1.39% | Reduce -1.0% | 25,152 | $3.2M |
| Balanced Rock Investment Advisors LLC | 2.49% | Add +1.1% | 25,124 | $3.2M |
| Horst & Graben Wealth Management LLC | 0.57% | Reduce -0.8% | 25,093 | $3.2M |
| Sowell Financial Services LLC | 0.14% | Reduce -2.1% | 24,469 | $3.1M |
| Jordan Park Group LLC | 0.21% | Reduce -0.0% | 24,274 | $3.1M |
| Blue Trust, Inc. | 0.04% | Reduce -2.4% | 25,625 | $3.1M |
| Regions Financial Corp. | 0.02% | Reduce -17.6% | 23,935 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.25% | Reduce -0.6% | 23,322 | $2.9M |
| Susquehanna International Group, LLP | 0.01% | Add +44.1% | 23,312 | $2.9M |
| Wedbush Securities Inc. | 0.11% | Reduce -0.3% | 22,461 | $2.8M |
| WR Wealth Planners, LLC | 0.78% | Reduce -11.1% | 22,144 | $2.8M |
| AdvisorNet Financial, Inc | 0.21% | Add +4.7% | 21,845 | $2.8M |
| Focus Financial Network, Inc. | 0.11% | Reduce -2.8% | 21,583 | $2.7M |
| Fingerlakes Wealth Management, Inc. | 2.25% | Reduce -1.4% | 21,474 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.9% | 21,148 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.25% | Reduce -11.9% | 20,609 | $2.6M |
| Foster Group, Inc. | 0.09% | Add +5.7% | 20,058 | $2.5M |
| CoreCap Advisors, LLC | 0.12% | Reduce -11.0% | 19,934 | $2.5M |
| Opes Wealth Management LLC | 0.48% | Add +2.0% | 19,636 | $2.5M |
| Cook Wealth, LLC | 1.23% | Add +9.0% | 19,223 | $2.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.03% | Reduce -1.3% | 19,346 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -16.3% | 19,215 | $2.4M |
| Cascade Financial Partners, LLC | 0.30% | Reduce -0.1% | 18,884 | $2.4M |
| HF Advisory Group, LLC | 1.11% | Add +0.0% | 18,958 | $2.4M |
| Leo Wealth, LLC | 0.22% | Reduce -1.3% | 18,719 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -5.4% | 18,899 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.7% | 18,534 | $2.3M |
| Howland Capital Management LLC | 0.10% | New | 18,398 | $2.3M |
| REDW Wealth LLC | 0.59% | Add +0.0% | 18,130 | $2.3M |
| UMB Bank, n.a. | 0.04% | Reduce -34.0% | 17,830 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.34% | Reduce -54.8% | 17,709 | $2.2M |
| Scott Capital Advisors, LLC | 0.63% | Add +18.8% | 17,575 | $2.2M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.62% | Add +19.6% | 17,522 | $2.2M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -1.8% | 17,218 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -46.6% | 17,200 | $2.2M |
| HSBC Holdings PLC | 0.00% | No change | 17,100 | $2.2M |
| Vision Capital Management, Inc. | 0.30% | Reduce -0.5% | 17,034 | $2.1M |
| Clear Creek Financial Management, LLC | 0.24% | Reduce -7.1% | 17,032 | $2.1M |
| Wealth Alliance, LLC | 0.26% | Reduce -0.7% | 16,974 | $2.1M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -10.3% | 16,870 | $2.1M |
| White Lighthouse Investment Management Inc. | 0.38% | Add +0.4% | 16,799 | $2.1M |
| Apollon Wealth Management, LLC | 0.06% | Add +1.4% | 16,661 | $2.1M |
| Grey Ledge Advisors, LLC | 0.54% | Add +2.4% | 16,571 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -5.4% | 16,420 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -40.9% | 42,016 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -40.9% | 42,016 | $2.1M |
| Regal Investment Advisors LLC | 0.14% | Add +2.0% | 15,971 | $2.0M |
| Garde Capital, Inc. | 0.13% | Reduce -2.6% | 15,936 | $2.0M |
| Tempus Wealth Planning, LLC | 0.72% | Reduce -5.8% | 15,630 | $2.0M |
| Macroview Investment Management LLC | 1.91% | Reduce -5.1% | 15,504 | $2.0M |
| Rothschild Wealth LLC | 0.58% | Add +183.1% | 16,691 | $2.0M |
| Beacon Financial Group | 0.21% | Reduce -0.3% | 15,453 | $1.9M |
| Raymond James Trust N.A. | 0.04% | Reduce -1.1% | 15,411 | $1.9M |
| Perennial Investment Advisors, LLC | 0.25% | Add +0.2% | 15,398 | $1.9M |
| Compound Planning, Inc. | 0.12% | Add +3.2% | 15,351 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.0% | 15,117 | $1.9M |
| CGN Advisors LLC | 0.19% | Add +14.1% | 15,088 | $1.9M |
| OLIO Financial Planning | 0.80% | No change | 17,993 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.7% | 14,789 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.03% | No change | 14,773 | $1.9M |
| West Wealth Group, LLC | 0.59% | Reduce -11.1% | 14,532 | $1.8M |
| SigFig Wealth Management, LLC | 0.07% | Add +2.4% | 14,395 | $1.8M |
| GenTrust, LLC | 0.09% | Add +18.2% | 14,293 | $1.8M |
| Mendel Capital Management LLC | 1.10% | Add +0.0% | 14,174 | $1.8M |
| GFS Advisors, LLC | 0.38% | Add +39885.7% | 13,995 | $1.8M |
| PFG Investments, LLC | 0.11% | Add +2.2% | 13,984 | $1.8M |
| Nottingham Advisors, Inc. | 0.19% | Add +1.8% | 13,964 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -62.8% | 13,706 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -5.0% | 13,907 | $1.8M |
| Pioneer Wealth Management Group | 0.83% | Reduce -3.6% | 13,862 | $1.7M |
| 1ST Source Bank | 0.10% | Reduce -0.1% | 13,566 | $1.7M |
| Strategic Point Investment Advisors, LLC | 0.28% | Reduce -0.7% | 13,525 | $1.7M |
| Shared Vision Wealth Group LLC | 0.91% | Add +2.0% | 13,489 | $1.7M |
| Gould Asset Management LLC | 0.36% | Reduce -9.1% | 13,446 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -10.6% | 13,205 | $1.7M |
| Summit X, LLC | 0.40% | Reduce -5.5% | 13,955 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +6.1% | 12,966 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Reduce -8.4% | 12,904 | $1.6M |
| Ascent Group, LLC | 0.12% | Reduce -3.6% | 12,895 | $1.6M |
| My Legacy Advisors, LLC | 0.64% | Reduce -23.6% | 12,811 | $1.6M |
| Apeiron RIA LLC | 0.46% | Reduce -11.1% | 12,772 | $1.6M |
| Manning & Napier Advisors LLC | 0.02% | Add +6.2% | 12,740 | $1.6M |
| WealthShield Partners, LLC | 0.21% | Add +1.8% | 12,496 | $1.6M |
| RTD Financial Advisors, Inc. | 0.20% | Add +4.0% | 12,490 | $1.6M |
| Comerica Bank | 0.01% | Reduce -10.0% | 12,479 | $1.6M |
| Kickstand Ventures, Llc. | 0.40% | Reduce -0.1% | 12,359 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.1% | 12,227 | $1.5M |
| Bogart Wealth, LLC | 0.07% | Reduce -68.4% | 12,186 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.0% | 12,165 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -3.1% | 12,098 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -68.3% | 12,003 | $1.5M |
| Clearview Wealth Advisors LLC | 1.17% | Add +1.0% | 11,990 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -14.9% | 11,989 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -3.5% | 11,969 | $1.5M |
| Barclays PLC | 0.00% | Reduce -23.7% | 11,899 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -3.1% | 11,676 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | No change | 11,693 | $1.5M |
| Gen-Wealth Partners Inc | 0.63% | Add +2.6% | 11,308 | $1.4M |
| Acropolis Investment Management, LLC | 0.08% | Add +5.7% | 11,320 | $1.4M |
| Charter Oak Capital Management, LLC | 0.13% | Add +3.6% | 11,261 | $1.4M |
| Austin Private Wealth, LLC | 0.14% | Reduce -1.0% | 11,154 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +8.6% | 11,134 | $1.4M |
| Advisory Alpha, LLC | 0.05% | Reduce -3.0% | 10,757 | $1.4M |
| W Advisors, LLC | 0.83% | Reduce -4.8% | 10,735 | $1.4M |
| Verus Capital Partners, LLC | 0.13% | Add +4.5% | 10,714 | $1.4M |
| Bluespring Wealth Management, LLC | 0.14% | Reduce -0.9% | 10,660 | $1.3M |
| Plum Street Advisors, LLC | 0.67% | Reduce -2.0% | 10,425 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -6.1% | 10,402 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +2.1% | 10,395 | $1.3M |
| Brooklyn FI, LLC | 0.46% | Add +0.8% | 10,395 | $1.3M |
| Two Sigma Securities, LLC | 0.10% | Add +242.6% | 10,395 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -1.0% | 10,322 | $1.3M |
| Clarius Group, LLC | 0.09% | Add +15.5% | 10,325 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -1.3% | 10,313 | $1.3M |
| Magnus Financial Group LLC | 0.13% | Add +0.5% | 10,190 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -5.0% | 10,167 | $1.3M |
| Morling Financial Advisors, LLC | 0.49% | Reduce -1.4% | 10,162 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +25.9% | 10,038 | $1.3M |
| &partners | 0.02% | New | 9,972 | $1.3M |
| Merkkuri Wealth Advisors LLC | 0.99% | Reduce -30.8% | 9,893 | $1.2M |
| StoneX Group Inc. | 0.09% | Reduce -0.1% | 9,893 | $1.2M |
| Crown Wealth Group, LLC | 0.54% | Reduce -2.7% | 9,852 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -2.0% | 9,829 | $1.2M |
| SYM FINANCIAL Corp | 0.17% | Add +12.8% | 9,805 | $1.2M |
| CWC Advisors, LLC. | 1.22% | — | 9,795 | $1.2M |
| Rosenberg Matthew Hamilton | 0.32% | No change | 9,724 | $1.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +18.8% | 9,741 | $1.2M |
| KilterHowling LLC | 0.77% | Add +8.1% | 9,696 | $1.2M |
| Cranbrook Wealth Management, LLC | 0.28% | Add +4.5% | 9,651 | $1.2M |
| WBH Advisory Inc. | 0.11% | Reduce -0.8% | 9,596 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Add +40.2% | 9,511 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Add +30.7% | 9,415 | $1.2M |
| Mgo One Seven LLC | 0.05% | Add +2.0% | 9,412 | $1.2M |
| Aaron Wealth Advisors LLC | 0.14% | Add +0.2% | 9,368 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 9,300 | $1.2M |
| Compass Ion Advisors, LLC | 0.14% | No change | 9,250 | $1.2M |
| Stephens Inc. | 0.02% | No change | 9,163 | $1.2M |
| Boston Financial Mangement LLC | 0.03% | Reduce -6.2% | 9,155 | $1.2M |
| Symmetry Partners, LLC | 0.27% | Add +0.8% | 9,135 | $1.2M |
| Elios Financial Group Inc. | 0.53% | — | 9,041 | $1.1M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -7.7% | 9,030 | $1.1M |
| Sentinel Trust Co. Lba | 0.13% | Reduce -3.9% | 9,027 | $1.1M |
| Tarbox Family Office, Inc. | 0.18% | Add +0.1% | 8,834 | $1.1M |
| Sensible Financial Planning & Management, LLC. | 0.22% | New | 8,770 | $1.1M |
| SageView Advisory Group, LLC | 0.06% | Reduce -1.6% | 8,771 | $1.1M |
| Eastern Bank | 0.02% | New | 8,766 | $1.1M |
| Maxwell Wealth Strategies Inc. | 0.47% | No change | 8,643 | $1.1M |
| Midwest Heritage Bank, FSB | 0.51% | Add +0.1% | 8,660 | $1.1M |
| Modern Wealth Management, LLC | 0.07% | Add +8.2% | 8,655 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -22.4% | 8,588 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +8.8% | 8,546 | $1.1M |
| Morton Brown Family Wealth, LLC | 0.38% | No change | 8,531 | $1.1M |
| Retirement Capital Strategies | 0.42% | Reduce -2.6% | 8,525 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | Reduce -38.4% | 8,499 | $1.1M |
| RCS Financial Planning, LLC | 0.59% | Reduce -3.5% | 8,465 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.54% | Reduce -3.0% | 8,427 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -15.3% | 8,396 | $1.1M |
| Marino, Stram & Associates LLC | 0.23% | Add +0.2% | 8,309 | $1.0M |
| Vident Advisory, LLC | 0.03% | Reduce -15.3% | 8,294 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Reduce -2.2% | 8,273 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -11.6% | 8,264 | $1.0M |
| World Investment Advisors | 0.03% | Add +3.5% | 8,065 | $1.0M |
| Orin Green Financial, LLC | 0.43% | No change | 7,978 | $1.0M |
| Strategy Asset Managers LLC | 0.19% | Reduce -3.3% | 7,961 | $1.0M |
| CI Investments Inc. | 0.00% | Reduce -2.5% | 7,900 | $997K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.9% | 7,827 | $988K |
| Wealthgarden F.S. LLC | 0.95% | Add +0.3% | 7,722 | $974K |
| Apexium Financial, LP | 0.06% | Add +0.3% | 7,714 | $973K |
| Bigelow Investment Advisors, LLC | 0.43% | Reduce -5.4% | 7,638 | $964K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -1.2% | 7,451 | $940K |
| American Capital Advisory, LLC | 0.54% | Reduce -0.6% | 7,428 | $937K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -8.5% | 7,319 | $924K |
| Financial Partners Group, Inc | 0.14% | Reduce -1.3% | 7,263 | $916K |
| Diversified, LLC | 0.10% | Add +8.7% | 7,255 | $915K |
| Diversified Enterprises, LLC | 0.10% | — | 7,255 | $915K |
| Advus Financial Partners, LLC | 0.26% | Reduce -7.9% | 7,236 | $913K |
| MAI Capital Management | 0.01% | Reduce -8.5% | 7,218 | $911K |
| Capasso Planning Partners LLC | 0.27% | Add +3.9% | 7,199 | $908K |
| TSA Wealth Managment LLC | 0.36% | No change | 7,163 | $904K |
| One Capital Management, LLC | 0.03% | Reduce -1.9% | 7,162 | $904K |
| Keel Point, LLC | 0.07% | No change | 7,106 | $897K |
| ERn Financial, LLC | 0.13% | Reduce -5.0% | 7,025 | $886K |
| CENTRAL TRUST Co | 0.02% | Reduce -4.4% | 7,008 | $884K |
| NorthCoast Asset Management LLC | 0.01% | New | 10,443 | $875K |
| TD Private Client Wealth LLC | 0.03% | Add +0.2% | 6,924 | $874K |
| Jane Street Group, LLC | 0.00% | Reduce -76.8% | 6,900 | $871K |
| Independent Financial Group, LLC | 0.03% | Reduce -18.8% | 6,888 | $869K |
| JSF Financial, LLC | 0.25% | Add +7.1% | 6,883 | $868K |
| OMNI 360 Wealth, Inc. | 0.59% | Reduce -10.5% | 6,806 | $859K |
| Savvy Advisors, Inc. | 0.17% | Add +2.0% | 6,798 | $858K |
| Cooper Financial Group | 0.11% | Reduce -3.4% | 6,776 | $855K |
| Amundi | 0.00% | No change | 6,740 | $849K |
| Meridian Wealth Management, LLC | 0.04% | Add +3.5% | 6,729 | $849K |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $845K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +0.8% | 6,683 | $843K |
| Bangor Savings Bank | 0.08% | Reduce -71.5% | 6,678 | $843K |
| MKT Advisors LLC | 0.39% | Reduce -0.4% | 6,729 | $841K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 6,660 | $840K |
| Bell Investment Advisors, Inc | 0.15% | Add +2.1% | 6,616 | $835K |
| Shotwell Rutter Baer Inc | 0.67% | Reduce -1.5% | 6,504 | $819K |
| Two West Capital Advisors LLC | 0.66% | Reduce -4.7% | 6,472 | $817K |
| Silvia McColl Wealth Management, LLC | 0.61% | Reduce -17.1% | 6,461 | $815K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -23.5% | 6,386 | $812K |
| Principal Securities, Inc. | 0.02% | Add +1.6% | 6,424 | $811K |
| Financial Gravity Companies, Inc. | 0.22% | — | 6,423 | $810K |
| Hoxton Planning & Management, LLC | 0.31% | Reduce -0.9% | 6,372 | $804K |
| Heritage Family Offices, LLP | 0.41% | Reduce -5.2% | 6,329 | $799K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -0.3% | 6,274 | $792K |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -46.1% | 6,273 | $792K |
| Presilium Private Wealth, LLC | 0.18% | Add +1.1% | 6,155 | $777K |
| Destiny Wealth Partners, LLC | 0.14% | Reduce -0.8% | 6,135 | $774K |
| Atlas Private Wealth Advisors | 0.11% | Add +0.4% | 6,126 | $773K |
| Spire Wealth Management | 0.03% | Reduce -2.1% | 6,093 | $769K |
| Keener Financial Planning LLC | 0.50% | No change | 6,066 | $765K |
| Metis Global Partners, LLC | 0.02% | Add +82.8% | 6,032 | $761K |
| Quadrant Private Wealth Management, LLC | 0.19% | Reduce -2.9% | 6,025 | $760K |
| Ameraudi Asset Management, Inc. | 0.35% | No change | 6,022 | $760K |
| Sutton Place Investors LLC | 0.46% | Reduce -1.1% | 6,013 | $759K |
| Farrell Financial LLC | 0.53% | Reduce -0.3% | 5,738 | $755K |
| Liberty Wealth Management LLC | 0.13% | Reduce -1.2% | 5,866 | $740K |
| GeoWealth Management, LLC | 0.03% | Add +55.1% | 5,853 | $739K |
| Front Row Advisors LLC | 0.26% | No change | 5,790 | $731K |
| Benjamin Edwards Inc. | 0.01% | New | 5,659 | $714K |
| Qube Research & Technologies Ltd | 0.00% | Add +686.5% | 5,639 | $712K |
| Western Wealth Management, LLC | 0.04% | Add +5.0% | 5,538 | $699K |
| US Bancorp \de | 0.00% | Reduce -7.6% | 5,509 | $695K |
| Forthright Family Wealth Advisory LLC | 0.44% | Reduce -73.7% | 5,167 | $693K |
| Intrua Financial, LLC | 0.11% | Reduce -7.1% | 5,448 | $687K |
| Signal Advisors Wealth, LLC | 0.10% | New | 5,428 | $685K |
| Wesbanco Bank Inc. | 0.02% | New | 5,428 | $685K |
| IFP Advisors, Inc | 0.02% | Reduce -0.2% | 5,394 | $681K |
| Great Diamond Partners, LLC | 0.17% | Reduce -3.5% | 5,337 | $673K |
| Brewster Financial Planning LLC | 0.52% | Reduce -1.7% | 5,304 | $669K |
| Copperleaf Capital, LLC | 0.51% | Reduce -0.3% | 5,279 | $666K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -0.3% | 5,247 | $662K |
| Members Capital Advisors Inc. | 0.76% | No change | 5,205 | $657K |
| Fiduciary Alliance LLC | 0.09% | Add +11.7% | 5,173 | $653K |
| Lido Advisors, LLC | 0.00% | Reduce -0.6% | 5,165 | $652K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.2% | 5,095 | $643K |
| Talisman Wealth Advisors LLC | 0.68% | Add +6.4% | 5,105 | $643K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +11.7% | 5,081 | $641K |
| Quent Capital, LLC | 0.06% | Reduce -0.8% | 5,052 | $637K |
| Resonant Capital Advisors, LLC | 0.05% | Reduce -27.1% | 5,048 | $637K |
| Detalus Advisors, LLC | 0.21% | Reduce -6.3% | 5,029 | $635K |
| Vanguard Group Inc. | 0.00% | Add +25.5% | 5,027 | $634K |
| Riverwater Partners LLC | 0.31% | Reduce -0.9% | 5,053 | $631K |
| XML Financial, LLC | 0.06% | Add +10.0% | 4,994 | $630K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 4,963 | $626K |
| First Trust Direct Indexing L.P. | 0.03% | Add +39.9% | 4,955 | $625K |
| Ancora Advisors LLC | 0.01% | Reduce -16.4% | 4,940 | $623K |
| PFG Advisors | 0.04% | Reduce -4.6% | 4,935 | $623K |
| True Vision MN LLC | 0.37% | Add +2.9% | 4,933 | $622K |
| IHT Wealth Management, LLC | 0.02% | Add +8.2% | 4,925 | $621K |
| Concorde Asset Management, LLC | 0.35% | Reduce -3.9% | 4,878 | $615K |
| Financial Counselors Inc. | 0.01% | Reduce -4.7% | 4,862 | $613K |
| Synovus Financial Corp. | 0.01% | No change | 4,817 | $608K |
| WNY Asset Management, LLC | 0.07% | Reduce -0.4% | 4,800 | $606K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -1.0% | 4,781 | $603K |
| Keystone Financial Services | 0.23% | Reduce -0.6% | 4,738 | $598K |
| Foundations Investment Advisors, LLC | 0.01% | Add +8.3% | 4,735 | $598K |
| Howard Financial Services, LTD. | 0.09% | Add +4.6% | 4,710 | $594K |
| Ameritas Advisory Services, LLC | 0.03% | Add +41.1% | 4,581 | $578K |
| Syntegra Private Wealth Group, LLC | 0.07% | Add +14.5% | 4,542 | $573K |
| Ethic Inc. | 0.01% | Add +158.4% | 4,975 | $572K |
| Level Financial Advisors | 0.22% | No change | 4,523 | $571K |
| Certus Wealth Management, LLC | 0.39% | Reduce -83.6% | 4,492 | $567K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -3.2% | 4,487 | $566K |
| Mascoma Wealth Management LLC | 0.14% | No change | 4,467 | $564K |
| Banco BTG Pactual S.A. | 0.14% | New | 4,400 | $555K |
| Villere St Denis J & Co. LLC | 0.05% | Reduce -15.5% | 4,352 | $549K |
| Wade Financial Advisory, Inc | 0.18% | No change | 4,347 | $549K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.0% | 4,328 | $546K |
| Emergent Wealth Advisors, LLC | 0.40% | Reduce -30.1% | 4,313 | $544K |
| WealthCollab, LLC | 0.36% | No change | 4,311 | $544K |
| Tanager Wealth Management LLP | 0.07% | No change | 4,297 | $542K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -6.3% | 4,232 | $534K |
| JB Capital LLC | 0.03% | Reduce -6.7% | 4,217 | $532K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -8.2% | 4,136 | $531K |
| Baker Tilly Wealth Management, LLC | 0.23% | Reduce -19.9% | 4,158 | $525K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.0% | 4,155 | $524K |
| Root Financial Partners, LLC | 0.08% | Reduce -2.0% | 4,154 | $524K |
| Alera Investment Advisors, LLC | 0.06% | Reduce -8.9% | 4,143 | $523K |
| Cibc World Market Inc. | 0.00% | Reduce -37.5% | 4,137 | $522K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -3.3% | 4,092 | $516K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -2.5% | 4,073 | $514K |
| Signaturefd, LLC | 0.01% | Add +7.9% | 4,069 | $513K |
| Hilltop Wealth Advisors, LLC | 0.24% | No change | 4,063 | $513K |
| Commerce Bank | 0.00% | No change | 4,016 | $507K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -0.1% | 4,009 | $506K |
| Bailard, Inc. | 0.01% | No change | 3,990 | $503K |
| Visionary Wealth Advisors | 0.03% | Add +0.1% | 3,985 | $503K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,925 | $495K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.5% | 3,834 | $493K |
| Red Door Wealth Management, LLC | 0.08% | New | 3,901 | $492K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 3,809 | $481K |
| Theory Financial LLC | 0.21% | Add +12.3% | 3,842 | $479K |
| Lantz Financial LLC | 0.13% | Reduce -1.6% | 3,745 | $473K |
| Peak Financial Management, Inc. | 0.14% | No change | 3,744 | $472K |
| MontVue Capital Management, Inc. | 0.36% | Reduce -0.1% | 3,730 | $471K |
| US Financial Advisors, LLC | 0.15% | Reduce -11.5% | 3,720 | $469K |
| RKL Wealth Management LLC | 0.04% | Add +0.3% | 3,703 | $467K |
| Maiden Cove Capital, LLC | 0.73% | Reduce -38.1% | 3,700 | $467K |
| Mather Group, Llc. | 0.01% | Reduce -4.2% | 3,666 | $463K |
| Treynor Bancshares, Inc. | 0.47% | Add +11.2% | 3,653 | $461K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -2.6% | 3,623 | $457K |
| Jefferies Financial Group Inc. | 0.01% | Add +5.5% | 3,604 | $455K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 3,598 | $454K |
| Pittenger & Anderson Inc. | 0.02% | No change | 3,580 | $452K |
| Caprock Group, LLC | 0.02% | No change | 3,559 | $449K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | Add +0.3% | 3,503 | $442K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 3,494 | $441K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 3,479 | $439K |
| Sigma Planning Corp | 0.01% | Reduce -12.2% | 3,394 | $428K |
| W.H. Cornerstone Investments Inc. | 0.29% | Reduce -33.4% | 3,392 | $428K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -54.0% | 3,383 | $426K |
| Oxinas Partners, LLC | 0.26% | Reduce -2.8% | 3,348 | $422K |
| Life Line Wealth Management LLC | 0.15% | Add +0.7% | 3,346 | $422K |
| Pettinga Financial Advisors LLC | 0.10% | Reduce -15.0% | 3,334 | $421K |
| Prospera Financial Services Inc | 0.01% | Add +10.3% | 3,328 | $420K |
| Trek Financial, LLC | 0.03% | Reduce -7.3% | 3,317 | $419K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 3,309 | $418K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,284 | $414K |
| Destination Wealth Management | 0.01% | Reduce -1.0% | 3,275 | $413K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,269 | $412K |
| Sage Advisory Services, Ltd.Co. | 0.12% | No change | 3,455 | $412K |
| Arq Wealth Advisors, LLC | 0.16% | Reduce -0.6% | 3,325 | $412K |
| Cedrus LLC | 0.15% | Reduce -16.6% | 3,239 | $409K |
| Evergreen Capital Management LLC | 0.01% | Add +0.7% | 3,219 | $406K |
| Simplicity Wealth,LLC | 0.04% | Reduce -8.8% | 3,214 | $406K |
| Citizens Financial Group Inc. | 0.01% | Add +5.9% | 3,214 | $406K |
| ABLE Financial Group, LLC | 0.12% | No change | 3,203 | $404K |
| Founders Financial Alliance, LLC | 0.11% | Reduce -18.5% | 3,194 | $403K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.22% | No change | 3,184 | $402K |
| Smithfield Trust Co | 0.02% | Add +16.3% | 3,180 | $401K |
| D. Scott Neal, Inc. | 0.21% | Reduce -3.3% | 3,165 | $399K |
| BCU Wealth Advisors, LLC | 0.24% | Add +0.3% | 3,159 | $399K |
| WealthPlan Investment Management, LLC | 0.04% | Add +0.3% | 3,153 | $398K |
| PGIM Custom Harvest LLC | 0.01% | Add +37.0% | 3,152 | $398K |
| Arcadia Wealth Management, LLC | 0.20% | Add +0.4% | 3,069 | $387K |
| Haverford Trust Co | 0.00% | No change | 3,028 | $382K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +1.2% | 3,028 | $382K |
| PDS Planning, Inc | 0.03% | Add +20.8% | 2,975 | $375K |
| Argent Trust Co | 0.02% | Reduce -19.3% | 2,972 | $375K |
| LifePlan Investment Advisors, Inc. | 0.24% | Add +10.9% | 2,931 | $370K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.3% | 2,927 | $369K |
| Bank of Nova Scotia | 0.00% | No change | 2,927 | $369K |
| Milestone Investment Advisors LLC | 0.10% | Add +0.1% | 2,877 | $363K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 11,935 | $357K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 2,803 | $354K |
| NWF Advisory Services Inc. | 0.05% | No change | 2,750 | $347K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -57.5% | 2,736 | $345K |
| Nwam LLC | 0.02% | New | 2,736 | $345K |
| Fort Point Capital Partners LLC | 0.04% | No change | 2,732 | $345K |
| Scotia Capital Inc. | 0.00% | No change | 2,715 | $343K |
| Weil Company, Inc. | 0.11% | No change | 2,703 | $341K |
| ORG Partners LLC | 0.06% | Reduce -0.2% | 2,698 | $341K |
| Vermillion & White Wealth Management Group, LLC | 0.25% | No change | 2,700 | $341K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,678 | $337K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 2,658 | $335K |
| Buttonwood Financial Group, LLC | 0.20% | Add +6.1% | 2,650 | $334K |
| Debussy Capital Management LP | 0.10% | No change | 2,647 | $334K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -0.4% | 2,624 | $331K |
| Worth Financial Advisory Group, LLC | 0.19% | No change | 2,600 | $328K |
| Advisor OS, LLC | 0.03% | Add +1.3% | 2,597 | $328K |
| Eq LLC | 0.16% | New | 2,596 | $328K |
| Alterna Wealth Management, Inc. | 0.29% | Reduce -16.2% | 2,579 | $325K |
| Grey Fox Wealth Advisors, LLC | 0.09% | New | 2,537 | $320K |
| Seven Post Investment Office LP | 0.05% | No change | 2,532 | $319K |
| Leverty Financial Group, LLC | 0.17% | Add +35.0% | 2,507 | $316K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.9% | 2,499 | $315K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | New | 2,499 | $315K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,499 | $315K |
| Financial Management Network Inc. | 0.07% | Add +0.4% | 2,503 | $315K |
| Private Client Services, LLC | 0.17% | Add +0.3% | 2,482 | $313K |
| MBE Wealth Management, LLC | 0.17% | No change | 2,474 | $312K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -1.0% | 2,497 | $312K |
| Vise Technologies, Inc. | 0.04% | New | 2,469 | $312K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -41.6% | 2,461 | $311K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -9.8% | 2,460 | $310K |
| Single Point Partners, LLC | 0.49% | Add +3.3% | 2,440 | $308K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -7.3% | 2,438 | $308K |
| Essex Financial Services, Inc. | 0.02% | Add +0.1% | 2,384 | $305K |
| Csenge Advisory Group | 0.02% | Reduce -1.6% | 2,384 | $304K |
| BKM Wealth Management, LLC | 0.12% | No change | 2,388 | $301K |
| Coppell Advisory Solutions LLC | 0.04% | No change | 2,373 | $298K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -58.6% | 2,361 | $298K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -0.3% | 2,350 | $297K |
| Aspen Wealth Strategies, LLC | 0.19% | No change | 2,347 | $296K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.4% | 2,344 | $296K |
| Rede Wealth, LLC | 0.11% | No change | 2,336 | $295K |
| Moneco Advisors, LLC | 0.04% | Add +6.1% | 2,321 | $293K |
| Horizons Wealth Management | 0.23% | No change | 2,315 | $292K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $291K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -10.5% | 2,302 | $290K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,298 | $290K |
| Fortis Capital Advisors, LLC | 0.10% | Add +31.3% | 2,274 | $287K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $286K |
| Trademark Financial Management, LLC | 0.23% | No change | 2,248 | $284K |
| Moller Wealth Partners | 0.07% | Add +31.5% | 2,235 | $282K |
| Jones Financial Companies LLLP | 0.00% | Add +334.2% | 2,236 | $281K |
| Sage Financial Group Inc. | 0.02% | Reduce -3.3% | 2,225 | $281K |
| Bellwether Advisors, LLC | 0.05% | Add +2.5% | 2,224 | $281K |
| Security Financial Services, INC. | 0.06% | No change | 2,185 | $276K |
| ETF Portfolio Partners, Inc. | 0.08% | Reduce -52.6% | 2,169 | $274K |
| Sound Income Strategies, LLC | 0.02% | No change | 2,134 | $269K |
| Bright Financial Advisors, Inc. | 0.17% | No change | 2,131 | $269K |
| Atticus Wealth Management, LLC | 0.09% | No change | 2,126 | $268K |
| Novare Capital Management LLC | 0.02% | No change | 2,120 | $268K |
| Bank of Montreal | 0.00% | Reduce -52.8% | 2,115 | $266K |
| Integrity Wealth Solutions LLC | 0.15% | Add +0.4% | 2,101 | $265K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 2,097 | $265K |
| Vertex Planning Partners, LLC | 0.06% | Add +9.3% | 2,096 | $264K |
| Centurion Wealth Management LLC | 0.08% | — | 2,096 | $264K |
| Drucker Wealth 3.0, LLC | 0.06% | Add +12.7% | 2,084 | $263K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -4.0% | 2,076 | $262K |
| QRG Capital Management, Inc. | 0.00% | Reduce -11.2% | 2,064 | $260K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.2% | 1,995 | $252K |
| One Day In July LLC | 0.03% | Add +3.5% | 1,994 | $252K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Reduce -65.1% | 1,967 | $248K |
| Annex Advisory Services, LLC | 0.01% | Add +0.4% | 1,959 | $247K |
| MJP Associates Inc. | 0.05% | Add +1.8% | 1,919 | $242K |
| Lodestar Private Asset Management LLC | 0.03% | New | 1,913 | $241K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -4.5% | 1,909 | $241K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,903 | $240K |
| Creative Financial Designs Inc. | 0.02% | Reduce -42.7% | 1,894 | $239K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -5.7% | 1,894 | $239K |
| Russell Investments Group, Ltd. | 0.00% | Add +7150.0% | 1,885 | $238K |
| Arkadios Wealth Advisors | 0.01% | Reduce -12.7% | 1,872 | $236K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,866 | $235K |
| Swmg, LLC | 0.10% | Add +5.8% | 1,774 | $233K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.1% | 1,836 | $232K |
| Lanark Financial, Inc. | 0.02% | Reduce -3.5% | 1,831 | $231K |
| Lineweaver Wealth Advisors, LLC | 0.04% | Reduce -29.3% | 1,831 | $231K |
| Elevation Capital Advisory, LLC | 0.10% | New | 1,830 | $231K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $230K |
| Criterion Capital Advisors, LLC | 0.14% | No change | 1,929 | $230K |
| Hudson Capital Management LLC | 0.08% | Reduce -14.6% | 1,815 | $229K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -65.1% | 1,813 | $229K |
| Waverly Advisors, LLC | 0.00% | Reduce -5.3% | 1,802 | $227K |
| Callan Family Office, LLC | 0.04% | Add +3.6% | 1,796 | $227K |
| Autumn Glory Partners, LLC | 0.09% | No change | 1,793 | $226K |
| Redwood Investment Management, LLC | 0.02% | Reduce -6.2% | 1,775 | $225K |
| Gateway Wealth Partners, LLC | 0.06% | New | 1,771 | $223K |
| Curtis Advisory Group, LLC | 0.06% | New | 1,761 | $222K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.03% | Reduce -9.3% | 1,750 | $221K |
| CRA Financial Services, LLC | 0.04% | No change | 1,738 | $219K |
| Stephens Consulting, LLC | 0.06% | No change | 1,732 | $219K |
| Hobart Private Capital, LLC | 0.06% | No change | 1,718 | $217K |
| M3 Advisory Group, LLC | 0.16% | Add +0.1% | 1,695 | $214K |
| Edgestream Partners, L.P. | 0.01% | New | 1,688 | $213K |
| Bank of New Hampshire | 0.05% | No change | 1,660 | $209K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,987 | $208K |
| Sax Wealth Advisors, LLC | 0.02% | New | 1,639 | $207K |
| Scarborough Advisors, LLC | 0.03% | Add +3.1% | 1,635 | $206K |
| Tortoise Investment Management, LLC | 0.02% | Add +9.4% | 1,625 | $205K |
| Palo Alto Wealth Advisors, LLC | 0.08% | New | 1,599 | $205K |
| NewEdge Wealth, LLC | 0.00% | New | 1,618 | $204K |
| Fermata Advisors, LLC | 0.04% | New | 1,615 | $204K |
| Davies Financial Advisors, Inc. | 0.18% | New | 1,602 | $202K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -16.7% | 1,596 | $201K |
| Obsidian Personal Planning Solutions LLC | 0.11% | Reduce -4.8% | 1,615 | $201K |
| D'Orazio & Associates, Inc. | 0.03% | New | 1,593 | $201K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 1,587 | $200K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -4.8% | 1,437 | $183K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +14.1% | 1,428 | $180K |
| Aspire Private Capital, LLC | 0.04% | Reduce -2.3% | 1,427 | $180K |
| Asset Dedication, LLC | 0.01% | Add +27.2% | 1,323 | $167K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.4% | 1,316 | $166K |
| Element Wealth, LLC | 0.09% | Reduce -1.5% | 1,315 | $166K |
| Larson Financial Group LLC | 0.01% | Reduce -3.0% | 1,293 | $163K |
| Capital Analysts, LLC | 0.01% | Reduce -1.8% | 1,292 | $163K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,075 | $136K |
| Stone House Investment Management, LLC | 0.03% | No change | 1,036 | $131K |
| Sugarloaf Wealth Management, LLC | 0.02% | Reduce -23.7% | 1,032 | $130K |
| Investment Research & Advisory Group, Inc. | 0.05% | Add +0.4% | 1,007 | $127K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 1,000 | $126K |
| Financial Perspectives, Inc | 0.04% | No change | 953 | $120K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 919 | $116K |
| Abound Wealth Management | 0.04% | No change | 900 | $114K |
| Balentine LLC | 0.00% | New | 871 | $110K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $107K |
| Arlington Trust Co LLC | 0.02% | No change | 820 | $103K |
| Avior Wealth Management, LLC | 0.00% | No change | 820 | $103K |
| Investors Research Corp | 0.02% | Add +22.9% | 810 | $102K |
| SG Americas Securities, LLC | 0.00% | New | 806 | $102K |
| NewSquare Capital LLC | 0.01% | Add +8.2% | 768 | $97K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.4% | 734 | $93K |
| Winthrop Capital Management, LLC | 0.04% | No change | 730 | $92K |
| New Republic Capital, LLC | 0.05% | No change | 719 | $91K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -5.0% | 715 | $90K |
| Sunbelt Securities, Inc. | 0.01% | No change | 694 | $88K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +4.2% | 674 | $85K |
| Fifth Third Bancorp | 0.00% | Add +12.9% | 663 | $84K |
| Highline Wealth Partners LLC | 0.03% | No change | 644 | $81K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $74K |
| Oarsman Capital, Inc. | 0.01% | New | 581 | $73K |
| Rise Advisors, LLC | 0.03% | Add +0.4% | 553 | $70K |
| Harbor Investment Advisory, LLC | 0.01% | Add +2.7% | 527 | $66K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $64K |
| Continuum Advisory, LLC | 0.01% | Reduce -14.0% | 479 | $63K |
| Aspire Wealth Management Corp | 0.03% | Add +7.6% | 495 | $63K |
| Johnson Financial Group, Inc. | 0.00% | No change | 473 | $60K |
| GAMMA Investing LLC | 0.01% | New | 470 | $59K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -0.2% | 423 | $53K |
| Glenmede Trust Co. NA | 0.00% | No change | 422 | $53K |
| Hobbs Group Advisors, LLC | 0.02% | No change | 414 | $52K |
| LGT Financial Advisors LLC | 0.13% | Add +10.1% | 414 | $52K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -67.5% | 409 | $52K |
| Archer Investment Corp | 0.01% | No change | 412 | $52K |
| Howe & Rusling Inc. | 0.00% | New | 369 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $46K |
| Tucker Asset Management LLC | 0.01% | Reduce -55.2% | 334 | $42K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 313 | $39K |
| Family Asset Management, LLC | 0.02% | Reduce -0.3% | 307 | $39K |
| Future Financial Wealth Managment LLC | 0.03% | New | 301 | $38K |
| Fortitude Family Office, LLC | 0.01% | No change | 295 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 290 | $37K |
| PrairieView Partners, LLC | 0.00% | No change | 291 | $36K |
| Clearstead Trust, LLC | 0.01% | No change | 278 | $35K |
| Parkside Financial Bank & Trust | 0.00% | No change | 259 | $33K |
| Caitlin John, LLC | 0.02% | No change | 247 | $32K |
| CVA Family Office, LLC | 0.01% | No change | 257 | $32K |
| Bokf, NA | 0.00% | New | 229 | $29K |
| Rice Partnership, LLC | 0.01% | No change | 222 | $28K |
| Concord Wealth Partners | 0.00% | No change | 222 | $28K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 213 | $27K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -14.8% | 208 | $26K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -57.3% | 205 | $26K |
| NorthRock Partners, LLC | 0.00% | No change | 200 | $25K |
| Trust Co | 0.00% | No change | 195 | $25K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 191 | $24K |
| Centerpoint Advisors, LLC | 0.01% | No change | 187 | $24K |
| Key Financial Inc | 0.01% | No change | 187 | $24K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $22K |
| Salem Investment Counselors Inc. | 0.00% | No change | 176 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $20K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $19K |
| Dunhill Financial, LLC | 0.01% | Add +0.7% | 151 | $19K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 143 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 139 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 134 | $17K |
| Raffa Wealth Management, LLC | 0.00% | No change | 127 | $16K |
| Sandy Spring Bank | 0.00% | No change | 125 | $16K |
| Community Bank, N.A. | 0.00% | No change | 125 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 123 | $16K |
| Ascentis Independent Advisors | 0.00% | New | 118 | $15K |
| ESL Trust Services, LLC | 0.00% | No change | 115 | $15K |
| Global Financial Private Client, LLC | 0.01% | No change | 101 | $13K |
| CGC Financial Services, LLC | 0.01% | No change | 100 | $13K |
| Grand Wealth Management, LLC | 0.01% | New | 99 | $12K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 96 | $12K |
| Copley Financial Group, Inc. | 0.01% | — | 84 | $11K |
| First Financial Corp. | 0.01% | No change | 83 | $10K |
| Morris Financial Concepts, Inc. | 0.00% | Add +10.6% | 73 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 53 | $7K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 35 | $4K |
| Sterling Capital Management LLC | 0.00% | — | 33 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $4K |
| 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 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 19 | $2K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 18 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 17 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Add +1200.0% | 13 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | New | 11 | $1K |
| Clear Point Advisors Inc. | 0.00% | No change | 10 | $1K |
| Covestor Ltd | 0.00% | Reduce -54.5% | 10 | $1K |
| Country Trust Bank | 0.00% | No change | 7 | $883 |
"% 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.