iShares ESG Aware MSCI USAESGUETF
13F holders, Q4 2024 (December 31)790holders +49
46new positions
49sold out
3famous investors
$128.79avg. 13F price*
At the end of Q4 2024, 790 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 49 from Q3 2024. 46 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($1.7B), JPMorgan Chase & Co. ($1.5B) and Northern Trust Corp. ($849.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $75.8M |
| Exits | 49 | $29.4M |
All 13F filers, Q3 2024 → Q4 2024: 5,325,476 shares bought and 3,270,465 shares sold, net +2,055,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 790 holders
| Bank of America Corp. | 0.16% | Reduce -3.4% | 13,105,862 | $1.7B |
| JPMorgan Chase & Co. | 0.12% | Add +8.5% | 11,904,019 | $1.5B |
| Northern Trust Corp. | 0.12% | Add +31.8% | 6,591,007 | $849.1M |
| Tiaa Trust, National Association | 2.19% | Reduce -1.9% | 5,567,375 | $719.7M |
| Goldman Sachs Group Inc. | 0.09% | Add +3.5% | 3,654,403 | $470.8M |
| Betterment LLC | 1.01% | Reduce -1.2% | 3,277,272 | $422.2M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.5% | 2,988,225 | $384.9M |
| Morgan Stanley | 0.02% | Add +13.1% | 2,462,619 | $317.2M |
| Acorns Advisers, LLC | 2.89% | Add +0.0% | 2,311,775 | $297.8M |
| Wells Fargo & Company | 0.07% | Reduce -0.7% | 2,247,884 | $289.6M |
| BlackRock, Inc. | 0.01% | Reduce -34.6% | 2,149,141 | $276.9M |
| Wealthfront Advisers LLC | 0.75% | Add +13.3% | 2,002,265 | $257.9M |
| LPL Financial LLC | 0.09% | Add +16.5% | 1,688,041 | $217.5M |
| BNP Paribas Financial Markets | 0.09% | Add +44.0% | 859,394 | $110.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +4.3% | 827,429 | $106.6M |
| Empower Advisory Group, LLC | 0.32% | Reduce -1.0% | 748,472 | $96.4M |
| Fiduciary Trust Co | 0.94% | Add +6.1% | 553,899 | $71.4M |
| Partners Capital Investment Group, LLP | 1.94% | Reduce -4.2% | 547,958 | $70.6M |
| Citigroup Inc. | 0.07% | Reduce -1.3% | 544,989 | $70.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -29.7% | 540,290 | $69.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.5% | 524,117 | $67.5M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -1.9% | 504,724 | $65.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.22% | Reduce -21.1% | 411,000 | $53.2M |
| Cwm, LLC | 0.21% | Add +1.8% | 395,398 | $50.9M |
| UBS Group AG | 0.01% | Add +0.0% | 376,618 | $48.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.9% | 363,279 | $46.8M |
| Ally Invest Advisors Inc. | 3.67% | Add +0.8% | 328,656 | $42.3M |
| MML Investors Services, LLC | 0.14% | Add +3.1% | 325,352 | $41.9M |
| HighTower Advisors, LLC | 0.06% | Add +4.8% | 324,302 | $41.8M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -5.3% | 319,219 | $41.1M |
| Cetera Investment Advisers | 0.08% | Reduce -0.7% | 313,065 | $40.3M |
| Two Sigma Investments, LP | 0.09% | Add +248.3% | 302,300 | $38.9M |
| Alesco Advisors, LLC, An ESL Co | 1.19% | Reduce -0.9% | 292,955 | $37.7M |
| Keybank National Association | 0.14% | Add +3.1% | 292,527 | $37.7M |
| Park Avenue Securities LLC | 0.38% | Add +6.1% | 285,316 | $36.8M |
| IMPACTfolio, LLC | 18.36% | Reduce -0.9% | 274,643 | $35.4M |
| Creative Planning | 0.03% | Add +1.4% | 267,215 | $34.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -7.6% | 258,872 | $33.4M |
| Journey Strategic Wealth LLC | 1.19% | Add +9.4% | 246,594 | $31.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -12.3% | 217,470 | $28.0M |
| Rock Creek Group LLC | 2.84% | New | 203,700 | $27.0M |
| Raymond James Financial Inc. | 0.01% | — | 203,383 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.6% | 202,143 | $26.0M |
| Dohj, LLC | 5.27% | Reduce -0.5% | 176,998 | $22.8M |
| Boulder Wealth Advisors, LLC | 11.66% | Add +0.7% | 175,552 | $22.6M |
| Brookstone Capital Management | 0.33% | Reduce -2.4% | 174,139 | $22.4M |
| Mission Wealth Management, LP | 0.53% | Reduce -0.6% | 172,697 | $22.2M |
| Ashton Thomas Private Wealth, LLC | 0.86% | New | 171,877 | $22.1M |
| Sand Hill Global Advisors, LLC | 0.92% | Add +5.6% | 168,668 | $21.7M |
| Sharkey, Howes & Javer | 3.05% | Reduce -3.3% | 168,609 | $21.7M |
| Joel Isaacson & Co., LLC | 0.96% | Add +2.2% | 165,598 | $21.3M |
| Choreo, LLC | 0.30% | Reduce -2.9% | 161,731 | $20.8M |
| Clarius Group, LLC | 1.42% | Add +1458.7% | 160,932 | $20.7M |
| NewEdge Advisors, LLC | 0.12% | Add +33.7% | 152,774 | $19.7M |
| Affinity Capital Advisors, LLC | 3.68% | Reduce -0.1% | 151,284 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Add +21.4% | 145,434 | $18.7M |
| Money Design Co.,Ltd. | 0.93% | Reduce -2.5% | 140,768 | $18.2M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -15.3% | 132,319 | $17.0M |
| Erickson Financial Group, LLC | 11.88% | Add +0.2% | 129,554 | $16.7M |
| Corient Private Wealth LP | 0.03% | Add +18.5% | 124,866 | $16.1M |
| AlTi Global, Inc. | 0.38% | Reduce -0.8% | 121,230 | $15.6M |
| One Wealth Advisors, LLC | 2.24% | Reduce -0.5% | 116,965 | $15.1M |
| Apella Capital, LLC | 0.57% | Reduce -2.8% | 114,965 | $14.8M |
| Flputnam Investment Management Co. | 0.26% | Add +5.4% | 110,721 | $14.3M |
| Schroder Investment Management Group | 0.01% | Reduce -2.5% | 108,156 | $14.0M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -15.2% | 105,849 | $13.6M |
| Staley Capital Advisers Inc. | 0.57% | No change | 100,135 | $12.9M |
| Blue Edge Capital, LLC | 2.02% | Add +1.5% | 99,604 | $12.8M |
| Sei Investments Co. | 0.02% | Reduce -6.5% | 98,187 | $12.6M |
| Client 1ST Advisory Group, LLC | 4.86% | Reduce -3.5% | 98,009 | $12.6M |
| Rossby Financial, LCC | 7.92% | — | 96,903 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -49.0% | 95,010 | $12.2M |
| Mariner, LLC | 0.02% | Reduce -7.2% | 94,951 | $12.2M |
| Fisher Asset Management | 0.00% | Reduce -3.9% | 91,793 | $11.8M |
| Prudent Man Advisors, LLC | 4.30% | Reduce -8.7% | 91,707 | $11.8M |
| Harbour Investments, Inc. | 0.34% | Add +0.9% | 90,910 | $11.7M |
| Van Hulzen Asset Management, LLC | 0.84% | Reduce -2.4% | 89,357 | $11.5M |
| Plancorp, LLC | 0.47% | Reduce -7.4% | 88,456 | $11.4M |
| Truist Financial Corp. | 0.02% | Reduce -3.2% | 88,396 | $11.4M |
| Laurel Wealth Planning LLC | 7.25% | Reduce -5.8% | 87,259 | $11.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +1.7% | 83,019 | $10.7M |
| Clarity Asset Management, Inc. | 6.78% | Reduce -3.3% | 80,792 | $10.4M |
| National Bank of Canada | 0.01% | New | 78,225 | $10.1M |
| Northwest Capital Management Inc | 4.26% | Reduce -8.9% | 77,087 | $9.9M |
| Keebeck Wealth Management | 1.42% | Reduce -0.3% | 76,453 | $9.8M |
| Lake Street Advisors Group, LLC | 0.45% | Add +42.9% | 76,134 | $9.8M |
| Relyea Zuckerberg Hanson LLC | 1.30% | Reduce -0.4% | 75,002 | $9.7M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -0.7% | 71,349 | $9.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 70,591 | $9.1M |
| Retirement Income Solutions, Inc. | 1.83% | Add +37.8% | 70,313 | $9.1M |
| Parkside Advisors LLC | 2.12% | Reduce -1.9% | 69,982 | $9.0M |
| FMR LLC | 0.00% | Add +1.0% | 69,919 | $9.0M |
| Cerity Partners LLC | 0.02% | Add +21.4% | 69,804 | $9.0M |
| Strategic Blueprint, LLC | 0.53% | Reduce -3.7% | 69,209 | $8.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.9% | 66,117 | $8.5M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 65,113 | $8.4M |
| Composition Wealth, LLC | 0.17% | Reduce -0.3% | 65,045 | $8.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -6.6% | 62,763 | $8.3M |
| Cypress Wealth Services, LLC | 1.64% | Reduce -2.3% | 63,514 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +110.8% | 88,566 | $7.8M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +110.8% | 88,566 | $7.8M |
| Financial Advisors, LLC | 1.48% | Reduce -3.5% | 59,804 | $7.7M |
| Klaas Financial Asset Advisors, LLC | 1.34% | Add +3.8% | 59,210 | $7.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -3.9% | 58,547 | $7.5M |
| Facet Wealth, Inc. | 0.20% | Add +2.0% | 57,043 | $7.5M |
| Renaissance Technologies | 0.01% | Add +237.2% | 58,000 | $7.5M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -12.3% | 57,726 | $7.4M |
| Icon Wealth Advisors, LLC | 0.61% | Reduce -7.3% | 57,646 | $7.4M |
| CFS Investment Advisory Services, LLC | 0.66% | Reduce -1.4% | 57,158 | $7.4M |
| Modera Wealth Management, LLC | 0.09% | Reduce -1.4% | 55,525 | $7.2M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -10.1% | 54,934 | $7.1M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -6.3% | 53,879 | $6.9M |
| Parallel Advisors, LLC | 0.15% | Reduce -2.6% | 51,282 | $6.6M |
| Advisory Services Network, LLC | 0.12% | Reduce -5.1% | 51,006 | $6.6M |
| Institute for Wealth Management, LLC. | 0.82% | Add +6.8% | 50,689 | $6.5M |
| Dynamic Advisor Solutions LLC | 0.28% | Reduce -6.4% | 50,029 | $6.4M |
| Atlas Legacy Advisors, LLC | 1.56% | — | 49,890 | $6.4M |
| Farther Finance Advisors, LLC | 0.23% | Add +6.2% | 49,750 | $6.4M |
| Ferguson Wellman Capital Management, Inc. | 0.12% | Add +2.5% | 49,409 | $6.4M |
| Mutual Advisors, LLC | 0.18% | Reduce -6.6% | 48,798 | $6.4M |
| Focus Partners Wealth | 0.02% | Add +297.1% | 47,665 | $6.1M |
| Captrust Financial Advisors | 0.02% | Reduce -0.1% | 47,307 | $6.1M |
| Maia Wealth LLC | 1.29% | Add +3.6% | 45,674 | $6.0M |
| Goodwin Investment Advisory | 3.13% | Reduce -0.4% | 46,381 | $6.0M |
| Waypoint Wealth Partners Inc. | 1.63% | Reduce -1.4% | 46,348 | $6.0M |
| Halbert Hargrove Global Advisors, LLC | 0.33% | Reduce -3.7% | 46,209 | $6.0M |
| Wealth Architects, LLC | 0.67% | Add +0.2% | 45,994 | $5.9M |
| Trilogy Capital Inc. | 0.30% | Reduce -3.9% | 45,329 | $5.8M |
| Summit Wealth Group, LLC | 1.66% | Reduce -0.4% | 44,560 | $5.7M |
| RHS Financial, LLC | 2.94% | Add +12.8% | 44,107 | $5.7M |
| Perigon Wealth Management, LLC | 0.14% | Add +4.5% | 43,255 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.9% | 42,191 | $5.5M |
| Aptus Capital Advisors, LLC | 0.07% | Add +6.8% | 43,046 | $5.5M |
| Ieq Capital, LLC | 0.05% | Reduce -11.3% | 42,288 | $5.4M |
| Valeo Financial Advisors, LLC | 0.15% | Reduce -0.1% | 41,664 | $5.4M |
| Elevation Wealth Partners, LLC | 2.24% | Add +34.2% | 41,247 | $5.3M |
| McKinley Carter Wealth Services, Inc. | 0.32% | Reduce -1.0% | 41,146 | $5.3M |
| Hart & Patterson Financial Group LLC | 2.57% | Reduce -6.3% | 40,991 | $5.3M |
| Long Run Wealth Advisors, LLC | 1.22% | Reduce -5.9% | 39,653 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -2.8% | 37,529 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -5.5% | 37,488 | $4.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.22% | Add +0.2% | 35,405 | $4.6M |
| Keystone Wealth Services, LLC | 1.19% | Reduce -6.0% | 34,802 | $4.5M |
| Spinnaker Trust | 0.28% | Reduce -2.1% | 34,613 | $4.5M |
| Integrated Advisors Network LLC | 0.21% | Reduce -1.4% | 33,925 | $4.4M |
| Integrity Alliance, Llc. | 0.47% | — | 33,435 | $4.3M |
| Physician Wealth Advisors, Inc. | 0.72% | Reduce -2.2% | 33,036 | $4.3M |
| National Philanthropic Trust | 0.06% | No change | 31,704 | $4.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | No change | 31,431 | $4.0M |
| WT Wealth Management | 1.25% | Reduce -0.0% | 31,033 | $4.0M |
| &partners | 0.05% | Add +197.8% | 29,695 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.7% | 29,813 | $3.8M |
| Planning Alternatives Ltd. | 0.59% | Add +5.4% | 29,683 | $3.8M |
| MA Private Wealth | 0.71% | Reduce -2.6% | 29,369 | $3.8M |
| Merit Financial Group, LLC | 0.07% | Add +13.3% | 29,258 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +10.1% | 28,810 | $3.7M |
| HB Wealth Management, LLC | 0.04% | Add +2.1% | 28,615 | $3.7M |
| Townsquare Capital LLC | 0.04% | Add +3.0% | 28,534 | $3.7M |
| Montecito Bank & Trust | 0.63% | Reduce -9.3% | 28,352 | $3.7M |
| CreativeOne Wealth, LLC | 0.11% | Add +1.4% | 27,557 | $3.5M |
| FLC Capital Advisors | 0.81% | Reduce -6.9% | 27,187 | $3.5M |
| Diversified Trust Co. | 0.08% | No change | 26,893 | $3.5M |
| Ridgeline Wealth, LLC | 2.77% | — | 26,417 | $3.4M |
| High Falls Advisors, Inc | 0.79% | Reduce -1.3% | 26,358 | $3.4M |
| Sagespring Wealth Partners, LLC | 0.09% | — | 25,990 | $3.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -11.3% | 25,959 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +34.9% | 25,914 | $3.3M |
| Savant Capital, LLC | 0.03% | Reduce -2.2% | 25,716 | $3.3M |
| Horst & Graben Wealth Management LLC | 0.59% | Add +2.4% | 25,683 | $3.3M |
| ONE Advisory Partners, LLC | 1.43% | Reduce -0.6% | 25,006 | $3.2M |
| Integris Wealth Management, LLC | 0.90% | Reduce -7.7% | 24,767 | $3.2M |
| Balanced Rock Investment Advisors LLC | 2.50% | Reduce -2.4% | 24,514 | $3.2M |
| Independent Advisor Alliance | 0.04% | New | 24,408 | $3.1M |
| Moment Partners, LLC | 0.60% | — | 24,271 | $3.1M |
| RFG Advisory, LLC | 0.09% | Reduce -26.1% | 24,181 | $3.1M |
| Jordan Park Group LLC | 0.23% | Reduce -1.4% | 23,927 | $3.1M |
| Wedbush Securities Inc. | 0.11% | Add +3.7% | 23,286 | $3.0M |
| Blue Trust, Inc. | 0.04% | Reduce -9.5% | 23,201 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | Reduce -1.1% | 23,070 | $3.0M |
| UMB Bank, n.a. | 0.05% | Add +24.8% | 22,258 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +17.6% | 21,792 | $2.8M |
| Spectrum Wealth Counsel, LLC | 0.33% | Reduce -49.5% | 21,595 | $2.8M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -31.6% | 21,563 | $2.8M |
| Regions Financial Corp. | 0.02% | Reduce -10.7% | 21,385 | $2.8M |
| Focus Financial Network, Inc. | 0.11% | Reduce -1.1% | 21,356 | $2.8M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -19.9% | 20,501 | $2.6M |
| Foster Group, Inc. | 0.10% | Add +1.4% | 20,331 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Add +20.0% | 20,240 | $2.6M |
| HF Advisory Group, LLC | 1.18% | Add +4.8% | 19,869 | $2.6M |
| Old Mission Capital LLC | 0.06% | Reduce -68.2% | 19,866 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 2.05% | Reduce -8.2% | 19,715 | $2.5M |
| Cook Wealth, LLC | 1.19% | Reduce -1.7% | 18,903 | $2.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.14% | Add +1.9% | 19,703 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.2% | 19,422 | $2.5M |
| Lifelong Wealth Advisors, Inc. | 1.12% | — | 19,285 | $2.5M |
| Cascade Financial Partners, LLC | 0.32% | No change | 18,884 | $2.4M |
| Leo Wealth, LLC | 0.22% | Add +0.6% | 18,824 | $2.4M |
| Opes Wealth Management LLC | 0.49% | Reduce -4.7% | 18,712 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.7% | 18,570 | $2.4M |
| Howland Capital Management LLC | 0.10% | No change | 18,398 | $2.4M |
| Franklin Resources Inc. | 0.00% | Add +32.7% | 18,189 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.22% | Reduce -12.4% | 18,049 | $2.3M |
| CGN Advisors LLC | 0.22% | Add +18.9% | 17,933 | $2.3M |
| Compound Planning, Inc. | 0.11% | Add +14.2% | 17,537 | $2.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.63% | Reduce -0.1% | 17,498 | $2.3M |
| Mayflower Financial Advisors, LLC | 0.34% | Reduce -1.6% | 17,431 | $2.2M |
| Wealth Alliance, LLC | 0.27% | Add +1.8% | 17,281 | $2.2M |
| Vision Capital Management, Inc. | 0.33% | Add +1.4% | 17,274 | $2.2M |
| Davis Wealth Advisors, LLC | 2.43% | — | 17,170 | $2.2M |
| HSBC Holdings PLC | 0.00% | No change | 17,100 | $2.2M |
| White Lighthouse Investment Management Inc. | 0.39% | Add +1.4% | 17,029 | $2.2M |
| Scott Capital Advisors, LLC | 0.63% | Reduce -2.8% | 17,091 | $2.2M |
| Grey Ledge Advisors, LLC | 0.55% | Reduce -0.9% | 16,427 | $2.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -3.0% | 16,166 | $2.1M |
| Perennial Investment Advisors, LLC | 0.24% | Add +4.3% | 16,068 | $2.1M |
| Regal Investment Advisors LLC | 0.15% | Add +0.2% | 16,009 | $2.1M |
| Garde Capital, Inc. | 0.13% | Reduce -1.3% | 15,736 | $2.0M |
| One Wealth Capital Management, LLC | 1.02% | — | 15,625 | $2.0M |
| Macroview Investment Management LLC | 2.04% | Add +0.7% | 15,607 | $2.0M |
| Beacon Financial Group | 0.21% | Reduce -0.0% | 15,451 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +4.2% | 15,393 | $2.0M |
| 1ST Source Bank | 0.11% | Add +13.4% | 15,378 | $2.0M |
| Allworth Financial LP | 0.01% | Add +4.3% | 14,506 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +186.1% | 15,009 | $1.9M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -13.0% | 14,981 | $1.9M |
| Ipsen Advisor Group LLC | 1.60% | — | 14,528 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -4.5% | 14,433 | $1.9M |
| BlueStem Wealth Partners, LLC | 0.24% | — | 14,353 | $1.8M |
| Bogart Wealth, LLC | 0.09% | Add +17.6% | 14,334 | $1.8M |
| SigFig Wealth Management, LLC | 0.07% | Reduce -1.0% | 14,246 | $1.8M |
| GenTrust, LLC | 0.08% | Add +0.1% | 14,301 | $1.8M |
| OLIO Financial Planning | 0.64% | Reduce -20.9% | 14,239 | $1.8M |
| Mendel Capital Management LLC | 1.11% | Add +0.2% | 14,199 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -54.5% | 14,166 | $1.8M |
| PFG Investments, LLC | 0.11% | Add +1.2% | 14,149 | $1.8M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -17.5% | 14,052 | $1.8M |
| GFS Advisors, LLC | 0.27% | No change | 13,995 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -5.9% | 13,912 | $1.8M |
| Strategic Point Investment Advisors, LLC | 0.29% | Add +0.9% | 13,645 | $1.8M |
| Summit X, LLC | 0.38% | Reduce -3.9% | 13,418 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +0.2% | 12,991 | $1.7M |
| SYM FINANCIAL Corp | 0.21% | Add +30.7% | 12,819 | $1.7M |
| Nottingham Advisors, Inc. | 0.21% | Reduce -8.6% | 12,758 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +4.7% | 12,732 | $1.6M |
| Tempus Wealth Planning, LLC | 0.50% | Reduce -19.0% | 12,659 | $1.6M |
| My Legacy Advisors, LLC | 0.63% | Reduce -2.8% | 12,449 | $1.6M |
| Apeiron RIA LLC | 0.45% | Reduce -1.4% | 12,595 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +4.5% | 12,535 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +8.0% | 12,019 | $1.6M |
| Comerica Bank | 0.01% | Reduce -0.5% | 12,418 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Reduce -4.2% | 12,366 | $1.6M |
| Shared Vision Wealth Group LLC | 0.83% | Reduce -8.9% | 12,292 | $1.6M |
| Higgins & Schmidt Wealth Strategies LLC | 0.98% | New | 12,237 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +2.0% | 12,206 | $1.6M |
| Sovran Advisors, LLC | 0.22% | — | 12,208 | $1.6M |
| Gould Asset Management LLC | 0.33% | Reduce -9.7% | 12,144 | $1.6M |
| Clearview Wealth Advisors LLC | 1.18% | Add +0.7% | 12,072 | $1.6M |
| JMG Financial Group, Ltd. | 0.05% | Add +3.1% | 12,057 | $1.6M |
| RTD Financial Advisors, Inc. | 0.20% | Reduce -3.6% | 12,034 | $1.6M |
| Manning & Napier Advisors LLC | 0.02% | Reduce -6.5% | 11,915 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.9% | 11,784 | $1.5M |
| West Wealth Group, LLC | 0.46% | Reduce -18.4% | 11,861 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -2.1% | 11,849 | $1.5M |
| Acropolis Investment Management, LLC | 0.09% | Add +4.3% | 11,802 | $1.5M |
| Sowell Financial Services LLC | 0.08% | Reduce -52.2% | 11,696 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +16.2% | 11,668 | $1.5M |
| WealthShield Partners, LLC | 0.21% | Reduce -6.6% | 11,668 | $1.5M |
| Sensible Financial Planning & Management, LLC. | 0.31% | Add +32.4% | 11,615 | $1.5M |
| Symmetry Partners, LLC | 0.21% | Add +27.1% | 11,611 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.3% | 11,583 | $1.5M |
| Acadian Asset Management LLC | 0.00% | Reduce -77.2% | 11,494 | $1.5M |
| Kickstand Ventures, Llc. | 0.38% | Reduce -7.5% | 11,435 | $1.5M |
| Ascent Group, LLC | 0.11% | Reduce -12.7% | 11,256 | $1.4M |
| Bluespring Wealth Management, LLC | 0.15% | Add +5.6% | 11,253 | $1.4M |
| Charter Oak Capital Management, LLC | 0.13% | Reduce -0.2% | 11,237 | $1.4M |
| Two Sigma Securities, LLC | 0.26% | Add +7.3% | 11,149 | $1.4M |
| Gen-Wealth Partners Inc | 0.61% | Reduce -1.8% | 11,102 | $1.4M |
| Austin Private Wealth, LLC | 0.13% | Reduce -0.5% | 11,098 | $1.4M |
| Brooklyn FI, LLC | 0.47% | Add +5.7% | 10,987 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +27.5% | 10,893 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.32% | Add +12.6% | 10,870 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +3.5% | 10,809 | $1.4M |
| Verus Capital Partners, LLC | 0.13% | Add +1.2% | 10,844 | $1.4M |
| Advisory Alpha, LLC | 0.05% | Reduce -0.2% | 10,736 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.53% | — | 10,684 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +1.9% | 10,514 | $1.4M |
| Morling Financial Advisors, LLC | 0.47% | Add +2.0% | 10,369 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -22.2% | 10,277 | $1.3M |
| WR Wealth Planners, LLC | 0.42% | Reduce -54.7% | 10,040 | $1.3M |
| W Advisors, LLC | 0.80% | Reduce -6.9% | 9,992 | $1.3M |
| Pure Financial Advisors, LLC | 0.03% | Add +5.0% | 9,988 | $1.3M |
| Plum Street Advisors, LLC | 0.63% | Reduce -4.5% | 9,951 | $1.3M |
| Mgo One Seven LLC | 0.05% | Add +4.9% | 9,876 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +74.7% | 9,850 | $1.3M |
| CW Advisors, LLC | 0.02% | Reduce -5.6% | 9,812 | $1.3M |
| Milestone Asset Management Group, LLC | 1.13% | — | 9,810 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -6.5% | 9,725 | $1.3M |
| World Investment Advisors | 0.03% | Add +19.8% | 9,660 | $1.2M |
| NBT Bank, N.A. | 0.09% | Reduce -5.9% | 9,571 | $1.2M |
| WBH Advisory Inc. | 0.11% | Reduce -0.3% | 9,563 | $1.2M |
| CWC Advisors, LLC. | 1.22% | Reduce -3.1% | 9,493 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Add +4.6% | 9,444 | $1.2M |
| Rosenberg Matthew Hamilton | 0.31% | Reduce -3.5% | 9,387 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -4.7% | 9,367 | $1.2M |
| Crown Wealth Group, LLC | 0.49% | Reduce -5.2% | 9,337 | $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 |
| BLB&B Advisors, LLC | 0.06% | Reduce -1.9% | 9,237 | $1.2M |
| Boston Financial Mangement LLC | 0.04% | No change | 9,155 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -0.2% | 9,142 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.5% | 8,977 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -92.9% | 8,949 | $1.2M |
| Elios Financial Group Inc. | 0.54% | Reduce -1.8% | 8,882 | $1.1M |
| Tarbox Family Office, Inc. | 0.19% | Add +0.1% | 8,843 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Add +0.1% | 8,777 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -15.6% | 8,703 | $1.1M |
| Nepc LLC | 0.03% | New | 8,664 | $1.1M |
| Maxwell Wealth Strategies Inc. | 0.45% | No change | 8,643 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Reduce -15.2% | 8,641 | $1.1M |
| Eastern Bank | 0.02% | Reduce -2.4% | 8,554 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Add +2.7% | 8,731 | $1.1M |
| Retirement Capital Strategies | 0.41% | Reduce -1.6% | 8,385 | $1.1M |
| Marino, Stram & Associates LLC | 0.24% | Add +0.2% | 8,324 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.6% | 8,314 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.53% | Reduce -1.4% | 8,306 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -58.5% | 8,275 | $1.1M |
| Aaron Wealth Advisors LLC | 0.12% | Reduce -11.8% | 8,267 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +115.0% | 8,241 | $1.1M |
| Banco BTG Pactual S.A. | 0.25% | Add +86.4% | 8,200 | $1.1M |
| Midwest Heritage Bank, FSB | 0.49% | Reduce -6.0% | 8,136 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -3.4% | 7,995 | $1.0M |
| Vident Advisory, LLC | 0.02% | Reduce -3.7% | 7,984 | $1.0M |
| Wealthgarden F.S. LLC | 0.96% | Add +3.0% | 7,953 | $1.0M |
| Morton Brown Family Wealth, LLC | 0.36% | Reduce -7.0% | 7,933 | $1.0M |
| RCS Financial Planning, LLC | 0.54% | Reduce -6.8% | 7,891 | $1.0M |
| Private Trust Co. NA | 0.10% | Reduce -6.3% | 7,866 | $1.0M |
| KilterHowling LLC | 0.58% | Reduce -21.5% | 7,610 | $1.0M |
| Sentinel Trust Co. Lba | 0.11% | Reduce -14.0% | 7,767 | $1.0M |
| Retirement Wealth Solutions LLC | 0.84% | — | 7,783 | $994K |
| Apexium Financial, LP | 0.06% | No change | 7,714 | $994K |
| Strategy Asset Managers LLC | 0.19% | Reduce -5.2% | 7,549 | $972K |
| CI Investments Inc. | 0.00% | Reduce -5.1% | 7,500 | $966K |
| Traphagen Investment Advisors LLC | 0.10% | Reduce -0.2% | 7,436 | $958K |
| ERn Financial, LLC | 0.14% | Add +5.0% | 7,373 | $950K |
| IFG Advisory, LLC | 0.05% | New | 7,351 | $947K |
| Hughes Financial Services, LLC | 0.19% | — | 7,341 | $946K |
| American Capital Advisory, LLC | 0.52% | Reduce -1.6% | 7,311 | $942K |
| Keel Point, LLC | 0.07% | Add +2.1% | 7,258 | $935K |
| Bigelow Investment Advisors, LLC | 0.44% | Reduce -5.6% | 7,212 | $929K |
| McClarren Financial Advisors, Inc. | 2.60% | Add +84.0% | 7,183 | $925K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.0% | 7,170 | $924K |
| TSA Wealth Managment LLC | 0.37% | Reduce -0.6% | 7,117 | $917K |
| Capasso Planning Partners LLC | 0.36% | Reduce -2.0% | 7,058 | $909K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -9.9% | 7,054 | $909K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +5.4% | 7,045 | $908K |
| StoneX Group Inc. | 0.05% | Reduce -29.1% | 7,011 | $903K |
| Modern Wealth Management, LLC | 0.03% | Reduce -19.4% | 6,975 | $899K |
| Bell Investment Advisors, Inc | 0.17% | Add +4.9% | 6,940 | $894K |
| Barclays PLC | 0.00% | Reduce -42.0% | 6,899 | $889K |
| Merkkuri Wealth Advisors LLC | 0.70% | Reduce -30.3% | 6,891 | $888K |
| MKT Advisors LLC | 0.39% | No change | 6,729 | $886K |
| CENTRAL TRUST Co | 0.02% | Reduce -3.0% | 6,801 | $876K |
| Amundi | 0.00% | No change | 6,740 | $874K |
| Cooper Financial Group | 0.11% | Add +0.1% | 6,783 | $874K |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $863K |
| MAI Capital Management | 0.01% | Reduce -7.9% | 6,647 | $856K |
| Financial Partners Group, Inc | 0.12% | Reduce -8.8% | 6,624 | $853K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -2.0% | 6,597 | $850K |
| JSF Financial, LLC | 0.23% | Reduce -4.2% | 6,591 | $849K |
| TD Private Client Wealth LLC | 0.02% | Reduce -4.8% | 6,588 | $849K |
| Presilium Private Wealth, LLC | 0.19% | Add +6.5% | 6,556 | $845K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +3.9% | 6,519 | $840K |
| Silvia McColl Wealth Management, LLC | 0.63% | Add +0.2% | 6,476 | $834K |
| Axis Wealth Partners, LLC | 0.70% | — | 6,467 | $833K |
| Principal Securities, Inc. | 0.02% | Add +0.6% | 6,465 | $833K |
| OMNI 360 Wealth, Inc. | 0.55% | Reduce -5.6% | 6,426 | $828K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -3.9% | 6,398 | $824K |
| Pallas Capital Advisors LLC | 0.04% | No change | 6,386 | $823K |
| 5T Wealth, LLC | 0.45% | — | 6,375 | $821K |
| JB Capital LLC | 0.05% | Add +51.2% | 6,375 | $821K |
| Walkner Condon Financial Advisors LLC | 0.17% | Add +1.5% | 6,370 | $821K |
| Hoxton Planning & Management, LLC | 0.31% | Reduce -1.3% | 6,290 | $810K |
| Two West Capital Advisors LLC | 0.69% | Reduce -3.0% | 6,277 | $809K |
| Bangor Savings Bank | 0.08% | Reduce -6.6% | 6,240 | $804K |
| Citadel Advisors | 0.00% | New | 6,199 | $799K |
| Golden State Wealth Management, LLC | 0.12% | — | 6,179 | $796K |
| Independent Financial Group, LLC | 0.03% | Reduce -11.3% | 6,106 | $786K |
| Shotwell Rutter Baer Inc | 0.66% | Reduce -5.3% | 6,158 | $786K |
| Heritage Family Offices, LLP | 0.39% | Reduce -3.7% | 6,096 | $785K |
| Vanguard Group Inc. | 0.00% | Add +20.6% | 6,064 | $781K |
| Cary Street Partners Financial LLC | 0.03% | — | 6,044 | $779K |
| Destiny Wealth Partners, LLC | 0.13% | Reduce -1.6% | 6,035 | $777K |
| Ameraudi Asset Management, Inc. | 0.43% | No change | 6,022 | $776K |
| Sutton Place Investors LLC | 0.45% | Add +0.1% | 6,016 | $775K |
| Quadrant Private Wealth Management, LLC | 0.19% | Reduce -0.3% | 6,005 | $774K |
| Front Row Advisors LLC | 0.26% | No change | 5,790 | $746K |
| Foundations Investment Advisors, LLC | 0.01% | Add +22.1% | 5,784 | $745K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.3% | 5,758 | $742K |
| Farrell Financial LLC | 0.53% | Add +0.2% | 5,752 | $741K |
| Benjamin Edwards Inc. | 0.01% | Add +0.9% | 5,709 | $735K |
| IFP Advisors, Inc | 0.02% | Add +5.2% | 5,673 | $731K |
| First Trust Advisors LP | 0.00% | New | 5,640 | $727K |
| Cornerstone Financial Group, LLC | 0.71% | — | 5,627 | $725K |
| Veridan Wealth LLC | 0.34% | — | 5,503 | $723K |
| Western Wealth Management, LLC | 0.04% | Add +1.0% | 5,595 | $721K |
| Weil Company, Inc. | 0.25% | Add +106.9% | 5,593 | $720K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -66.3% | 5,540 | $714K |
| Keener Financial Planning LLC | 0.42% | Reduce -8.9% | 5,525 | $711K |
| Financial Gravity Companies, Inc. | 0.16% | Reduce -14.5% | 5,493 | $708K |
| Rothschild Wealth LLC | 0.21% | Reduce -67.1% | 5,488 | $707K |
| Spire Wealth Management | 0.02% | Reduce -10.0% | 5,483 | $706K |
| Intrua Financial, LLC | 0.11% | Reduce -0.5% | 5,423 | $699K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -1.0% | 5,375 | $692K |
| Diversified Enterprises, LLC | 0.07% | Reduce -26.1% | 5,360 | $690K |
| Atlas Private Wealth Advisors | 0.10% | Reduce -12.7% | 5,346 | $689K |
| True Vision MN LLC | 0.41% | Add +8.1% | 5,331 | $687K |
| Great Diamond Partners, LLC | 0.18% | Reduce -0.2% | 5,328 | $686K |
| One Capital Management, LLC | 0.02% | Reduce -26.2% | 5,283 | $681K |
| Metis Global Partners, LLC | 0.02% | Reduce -12.9% | 5,254 | $677K |
| Members Capital Advisors Inc. | 0.60% | No change | 5,205 | $671K |
| Fiduciary Alliance LLC | 0.07% | Add +0.1% | 5,178 | $667K |
| PFG Advisors | 0.04% | Add +2.7% | 5,070 | $653K |
| Lido Advisors, LLC | 0.00% | Reduce -1.9% | 5,065 | $652K |
| Theory Financial LLC | 0.27% | Add +31.5% | 5,051 | $651K |
| Resonant Capital Advisors, LLC | 0.05% | No change | 5,048 | $650K |
| Detalus Advisors, LLC | 0.21% | Add +0.1% | 5,035 | $649K |
| Talisman Wealth Advisors LLC | 0.68% | Reduce -1.9% | 5,006 | $645K |
| XML Financial, LLC | 0.06% | Reduce -0.1% | 4,990 | $643K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 4,964 | $639K |
| Brewster Financial Planning LLC | 0.48% | Reduce -6.6% | 4,954 | $638K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.7% | 4,944 | $637K |
| US Bancorp \de | 0.00% | Reduce -10.5% | 4,930 | $635K |
| Riverwater Partners LLC | 0.31% | Reduce -2.6% | 4,923 | $634K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.1% | 4,886 | $629K |
| Financial Counselors Inc. | 0.01% | Reduce -0.6% | 4,832 | $622K |
| Concorde Asset Management, LLC | 0.32% | Reduce -1.3% | 4,813 | $620K |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.3% | 4,796 | $618K |
| Sovereign Financial Group, Inc. | 0.14% | Add +16.5% | 4,768 | $614K |
| Keystone Financial Services | 0.23% | No change | 4,738 | $610K |
| Howard Financial Services, LTD. | 0.08% | Add +0.2% | 4,718 | $608K |
| GeoWealth Management, LLC | 0.02% | Reduce -20.2% | 4,671 | $602K |
| Certus Wealth Management, LLC | 0.40% | No change | 4,492 | $596K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.0% | 4,589 | $591K |
| Signaturefd, LLC | 0.01% | Add +12.4% | 4,573 | $589K |
| Copperleaf Capital, LLC | 0.37% | Reduce -13.4% | 4,571 | $589K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.9% | 4,537 | $584K |
| Quent Capital, LLC | 0.06% | Reduce -10.6% | 4,517 | $582K |
| Liberty Wealth Management LLC | 0.10% | Reduce -23.3% | 4,500 | $580K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.0% | 4,444 | $573K |
| Level Financial Advisors | 0.21% | Reduce -2.0% | 4,433 | $571K |
| Synovus Financial Corp. | 0.01% | Reduce -8.3% | 4,417 | $569K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -3.8% | 4,371 | $563K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 4,352 | $561K |
| Rwa Wealth Partners, LLC | 0.01% | Add +127.3% | 4,325 | $557K |
| Arcadia Wealth Management, LLC | 0.28% | Add +40.7% | 4,317 | $556K |
| WealthCollab, LLC | 0.36% | No change | 4,311 | $555K |
| Emergent Wealth Advisors, LLC | 0.40% | Reduce -0.2% | 4,306 | $553K |
| Ancora Advisors LLC | 0.01% | Reduce -13.5% | 4,274 | $551K |
| Wade Financial Advisory, Inc | 0.18% | Reduce -3.4% | 4,200 | $541K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -1.3% | 4,177 | $538K |
| Cibc World Market Inc. | 0.00% | No change | 4,137 | $533K |
| Archford Capital Strategies, LLC | 0.08% | No change | 4,136 | $533K |
| Advus Financial Partners, LLC | 0.15% | Reduce -43.0% | 4,125 | $531K |
| SVB Wealth LLC | 0.01% | New | 4,097 | $528K |
| Root Financial Partners, LLC | 0.06% | Reduce -2.5% | 4,049 | $522K |
| Baker Avenue Asset Management, LP | 0.02% | Add +0.3% | 4,022 | $518K |
| Commerce Bank | 0.00% | No change | 4,016 | $517K |
| Bailard, Inc. | 0.01% | No change | 3,990 | $514K |
| Visionary Wealth Advisors | 0.03% | Reduce -0.5% | 3,965 | $511K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.7% | 3,953 | $509K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -4.7% | 3,883 | $500K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.2% | 3,816 | $492K |
| Lantz Financial LLC | 0.13% | Add +0.9% | 3,780 | $487K |
| Peak Financial Management, Inc. | 0.14% | No change | 3,744 | $482K |
| Traveka Wealth, LLC | 0.26% | New | 3,727 | $480K |
| RKL Wealth Management LLC | 0.04% | Add +0.3% | 3,714 | $478K |
| Tableaux LLC | 0.40% | — | 3,708 | $478K |
| Maripau Wealth Management LLC | 0.28% | New | 3,682 | $474K |
| Mather Group, Llc. | 0.01% | Add +0.2% | 3,672 | $473K |
| Merriman Wealth Management, LLC | 0.02% | New | 3,671 | $473K |
| Treynor Bancshares, Inc. | 0.50% | Add +0.3% | 3,664 | $472K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -83.5% | 3,599 | $464K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.1% | 3,594 | $463K |
| Caprock Group, LLC | 0.02% | Add +0.9% | 3,592 | $463K |
| LifePlan Investment Advisors, Inc. | 0.28% | Add +21.6% | 3,565 | $459K |
| Tanager Wealth Management LLP | 0.06% | Reduce -17.6% | 3,542 | $456K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -15.0% | 3,533 | $455K |
| Pittenger & Anderson Inc. | 0.02% | Reduce -1.7% | 3,520 | $453K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -23.2% | 3,520 | $453K |
| Cornerstone Advisors Asset Management, LLC | 0.10% | Add +0.3% | 3,514 | $453K |
| US Financial Advisors, LLC | 0.14% | Reduce -5.7% | 3,510 | $452K |
| Citizens Financial Group Inc. | 0.01% | Add +8.8% | 3,496 | $450K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 3,494 | $450K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -3.7% | 3,471 | $447K |
| Sherman Asset Management, Inc. | 0.41% | — | 3,466 | $446K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.1% | 3,440 | $443K |
| Sigma Planning Corp | 0.01% | Add +1.2% | 3,435 | $443K |
| W.H. Cornerstone Investments Inc. | 0.29% | Add +0.2% | 3,400 | $438K |
| Savvy Advisors, Inc. | 0.05% | Reduce -50.3% | 3,376 | $435K |
| Farmers National Bank | 0.13% | — | 3,366 | $434K |
| PGIM Custom Harvest LLC | 0.01% | Add +6.7% | 3,362 | $433K |
| Life Line Wealth Management LLC | 0.15% | Add +0.1% | 3,350 | $432K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +21.9% | 3,336 | $430K |
| Trek Financial, LLC | 0.03% | Add +0.1% | 3,320 | $428K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,284 | $426K |
| Sage Advisory Services, Ltd.Co. | 0.25% | Reduce -4.7% | 3,294 | $424K |
| WealthPlan Investment Management, LLC | 0.04% | Add +4.3% | 3,289 | $424K |
| MontVue Capital Management, Inc. | 0.32% | Reduce -12.1% | 3,278 | $422K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,269 | $421K |
| Pettinga Financial Advisors LLC | 0.10% | Reduce -2.2% | 3,262 | $420K |
| Brighton Jones LLC | 0.01% | New | 3,256 | $419K |
| Arax Advisory Partners | 0.03% | New | 3,239 | $417K |
| International Assets Investment Management, LLC | 0.03% | New | 3,237 | $416K |
| Destination Wealth Management | 0.01% | Reduce -1.9% | 3,213 | $414K |
| Oxinas Partners, LLC | 0.24% | Reduce -4.1% | 3,211 | $414K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.9% | 3,200 | $413K |
| ABLE Financial Group, LLC | 0.12% | No change | 3,203 | $413K |
| Moneco Advisors, LLC | 0.04% | Add +38.0% | 3,202 | $413K |
| BCU Wealth Advisors, LLC | 0.24% | Add +1.3% | 3,201 | $412K |
| Founders Financial Alliance, LLC | 0.11% | No change | 3,194 | $411K |
| NWF Advisory Services Inc. | 0.06% | Add +16.1% | 3,192 | $411K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 3,184 | $410K |
| Smithfield Trust Co | 0.02% | Reduce -1.0% | 3,149 | $406K |
| Matauro, LLC | 0.09% | — | 3,151 | $406K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.1% | 3,151 | $406K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +27.7% | 3,142 | $405K |
| Maiden Cove Capital, LLC | 0.61% | Reduce -16.0% | 3,109 | $401K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +2.3% | 3,098 | $399K |
| D. Scott Neal, Inc. | 0.22% | Reduce -2.5% | 3,087 | $398K |
| QRG Capital Management, Inc. | 0.00% | Add +48.4% | 3,063 | $395K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -10.5% | 3,028 | $394K |
| Meridian Financial Partners LLC | 0.20% | New | 3,015 | $388K |
| CGC Financial Services, LLC | 0.15% | Add +2887.0% | 2,987 | $385K |
| Coppell Advisory Solutions LLC | 0.05% | Add +25.0% | 2,966 | $384K |
| Advisor OS, LLC | 0.04% | Add +14.4% | 2,972 | $383K |
| PDS Planning, Inc | 0.03% | Reduce -0.1% | 2,972 | $383K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.3% | 2,936 | $378K |
| Compass Investment Advisers LLC | 1.10% | — | 2,936 | $378K |
| MBE Wealth Management, LLC | 0.21% | Add +17.5% | 2,907 | $374K |
| Finley Financial, LLC | 0.19% | — | 2,860 | $373K |
| Wesbanco Bank Inc. | 0.01% | Reduce -46.9% | 2,880 | $371K |
| Milestone Investment Advisors LLC | 0.10% | Add +0.1% | 2,879 | $371K |
| Barnes Wealth Management Group, Inc | 0.25% | — | 2,877 | $371K |
| Argent Trust Co | 0.02% | Reduce -3.5% | 2,869 | $370K |
| Grey Fox Wealth Advisors, LLC | 0.10% | Add +10.3% | 2,797 | $360K |
| Fort Point Capital Partners LLC | 0.04% | No change | 2,732 | $352K |
| Debussy Capital Management LP | 0.05% | No change | 2,647 | $349K |
| Nwam LLC | 0.02% | Reduce -1.7% | 2,690 | $347K |
| ORG Partners LLC | 0.05% | Reduce -0.4% | 2,686 | $346K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,678 | $345K |
| Clearstead Advisors, LLC | 0.01% | Add +0.5% | 2,671 | $344K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | New | 2,665 | $343K |
| Vermillion & White Wealth Management Group, LLC | 0.25% | Reduce -1.4% | 2,661 | $343K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Add +25.8% | 2,638 | $340K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Add +4.5% | 2,608 | $336K |
| Essex Financial Services, Inc. | 0.02% | Add +9.3% | 2,605 | $336K |
| Worth Financial Advisory Group, LLC | 0.21% | No change | 2,600 | $335K |
| Alterna Wealth Management, Inc. | 0.28% | No change | 2,579 | $332K |
| Leverty Financial Group, LLC | 0.17% | Add +1.8% | 2,552 | $329K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -2.9% | 2,549 | $328K |
| Financial Management Network Inc. | 0.07% | Add +0.3% | 2,511 | $327K |
| Seven Post Investment Office LP | 0.12% | No change | 2,532 | $326K |
| Buttonwood Financial Group, LLC | 0.18% | Reduce -8.1% | 2,436 | $326K |
| Single Point Partners, LLC | 0.07% | Add +3.5% | 2,525 | $325K |
| Vise Technologies, Inc. | 0.03% | Add +1.8% | 2,514 | $324K |
| Forum Financial Management, LP | 0.01% | New | 2,512 | $324K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.0% | 2,500 | $322K |
| Oregon Pacific Wealth Management, LLC | 0.31% | — | 2,485 | $320K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.7% | 2,478 | $319K |
| Waldron Private Wealth LLC | 0.01% | Reduce -1.4% | 2,463 | $317K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,459 | $317K |
| Eq LLC | 0.15% | Reduce -5.3% | 2,458 | $317K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.1% | 2,457 | $316K |
| Private Client Services, LLC | 0.17% | Reduce -1.2% | 2,453 | $316K |
| Baker Tilly Wealth Management, LLC | 0.12% | Reduce -41.0% | 2,452 | $316K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | Add +23.1% | 2,422 | $312K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -1.4% | 2,404 | $310K |
| BKM Wealth Management, LLC | 0.13% | No change | 2,388 | $308K |
| Fortis Capital Advisors, LLC | 0.10% | Add +8.4% | 2,464 | $305K |
| Aspen Wealth Strategies, LLC | 0.19% | No change | 2,347 | $302K |
| Strategic Financial Concepts, LLC | 0.06% | New | 2,342 | $302K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.4% | 2,335 | $301K |
| Csenge Advisory Group | 0.02% | Reduce -2.1% | 2,335 | $301K |
| Blalock Williams, LLC | 0.35% | — | 2,328 | $300K |
| Bank of Montreal | 0.00% | Add +9.6% | 2,318 | $299K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $297K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,305 | $297K |
| Northstar Financial Companies, Inc. | 0.28% | — | 2,278 | $293K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $292K |
| Rede Wealth, LLC | 0.11% | Reduce -3.2% | 2,261 | $291K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -4.0% | 2,255 | $290K |
| Trademark Financial Management, LLC | 0.23% | No change | 2,248 | $290K |
| Drucker Wealth 3.0, LLC | 0.07% | Add +7.3% | 2,237 | $288K |
| Waverly Advisors, LLC | 0.00% | Add +24.0% | 2,234 | $288K |
| Sage Financial Group Inc. | 0.02% | No change | 2,225 | $287K |
| Bellwether Advisors, LLC | 0.05% | No change | 2,224 | $286K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -38.9% | 2,215 | $285K |
| Horizons Wealth Management | 0.22% | Reduce -6.1% | 2,174 | $280K |
| Moller Wealth Partners | 0.07% | Reduce -2.7% | 2,174 | $280K |
| Sound Income Strategies, LLC | 0.02% | Add +1.8% | 2,172 | $280K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.8% | 2,152 | $277K |
| Novus Advisors, LLC | 0.27% | — | 2,137 | $275K |
| Bright Financial Advisors, Inc. | 0.17% | No change | 2,131 | $275K |
| Atticus Wealth Management, LLC | 0.09% | No change | 2,126 | $274K |
| Novare Capital Management LLC | 0.02% | Reduce -1.2% | 2,095 | $270K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 2,093 | $270K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -0.3% | 2,089 | $269K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -53.7% | 2,067 | $266K |
| Security Financial Services, INC. | 0.05% | Reduce -6.1% | 2,052 | $264K |
| Freedom Investment Management, Inc. | 0.02% | New | 2,042 | $263K |
| Lodestar Private Asset Management LLC | 0.03% | Add +5.4% | 2,016 | $260K |
| Note Advisors, LLC | 0.23% | — | 1,999 | $258K |
| North Star Asset Management Inc. | 0.01% | No change | 1,995 | $257K |
| One Day In July LLC | 0.03% | No change | 1,994 | $257K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,987 | $256K |
| Bison Wealth, LLC | 0.03% | — | 1,983 | $255K |
| Ethic Inc. | 0.01% | Reduce -61.3% | 1,925 | $248K |
| MJP Associates Inc. | 0.04% | Reduce -0.1% | 1,917 | $247K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -0.3% | 1,904 | $245K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 1,894 | $244K |
| Bright Futures Wealth Management, LLC. | 0.22% | New | 1,830 | $242K |
| Figure 8 Investment Strategies LLC | 0.24% | — | 1,875 | $242K |
| Gallacher Capital Management LLC | 0.12% | No change | 1,866 | $240K |
| Welch & Forbes LLC | 0.00% | New | 1,861 | $240K |
| Haverford Trust Co | 0.00% | Reduce -38.7% | 1,856 | $239K |
| Centurion Wealth Management LLC | 0.07% | Reduce -11.8% | 1,848 | $238K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.1% | 1,838 | $237K |
| Redwood Investment Management, LLC | 0.02% | Add +3.1% | 1,831 | $236K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $235K |
| Avantra Family Wealth, Inc. | 0.22% | — | 1,815 | $234K |
| Callan Family Office, LLC | 0.01% | Add +0.6% | 1,806 | $233K |
| Autumn Glory Partners, LLC | 0.11% | No change | 1,793 | $231K |
| Future You Wealth LLC | 0.16% | — | 1,789 | $230K |
| Criterion Capital Advisors, LLC | 0.14% | No change | 1,929 | $230K |
| Arq Wealth Advisors, LLC | 0.09% | Reduce -46.4% | 1,781 | $229K |
| Curtis Advisory Group, LLC | 0.06% | No change | 1,761 | $227K |
| Traynor Capital Management, Inc. | 0.02% | New | 1,754 | $226K |
| ArborFi Advisors, LLC | 0.23% | — | 1,743 | $225K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -30.4% | 1,740 | $224K |
| CRA Financial Services, LLC | 0.04% | No change | 1,738 | $224K |
| Stephens Consulting, LLC | 0.06% | No change | 1,732 | $223K |
| Creative Financial Designs Inc. | 0.02% | Reduce -9.3% | 1,717 | $221K |
| Nemes Rush Group LLC | 0.03% | New | 1,707 | $220K |
| M3 Advisory Group, LLC | 0.16% | Add +0.1% | 1,696 | $218K |
| D'Orazio & Associates, Inc. | 0.03% | Add +4.1% | 1,658 | $214K |
| Sax Wealth Advisors, LLC | 0.02% | Add +1.0% | 1,655 | $213K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.6% | 1,629 | $210K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,625 | $209K |
| NewEdge Wealth, LLC | 0.00% | No change | 1,618 | $208K |
| SC&H Financial Advisors, Inc. | 0.04% | New | 1,618 | $208K |
| Fermata Advisors, LLC | 0.04% | No change | 1,615 | $208K |
| GC Wealth Management RIA, LLC | 0.04% | New | 1,609 | $207K |
| Michael A. Dubis Financial Planning, LLC | 0.20% | — | 1,605 | $207K |
| Palo Alto Wealth Advisors, LLC | 0.07% | Add +0.3% | 1,604 | $207K |
| Obsidian Personal Planning Solutions LLC | 0.10% | Reduce -3.3% | 1,562 | $207K |
| Davies Financial Advisors, Inc. | 0.18% | No change | 1,602 | $206K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.3% | 1,601 | $206K |
| TD Capital Management LLC | 0.02% | Add +0.4% | 1,593 | $205K |
| Bank of New Hampshire | 0.05% | Reduce -4.2% | 1,590 | $205K |
| Frederick Financial Consultants, LLC | 0.16% | — | 1,581 | $204K |
| Scarborough Advisors, LLC | 0.03% | Reduce -3.4% | 1,580 | $204K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 1,578 | $203K |
| Stratos Investment Management, LLC | 0.01% | New | 1,573 | $203K |
| Northwest Wealth Management, LLC | 0.04% | New | 1,572 | $203K |
| Capital Analysts, LLC | 0.01% | Add +21.3% | 1,567 | $202K |
| Bestgate Wealth Advisors, LLC | 0.41% | — | 1,567 | $202K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,565 | $202K |
| BridgePort Financial Solutions, LLC | 0.09% | — | 1,575 | $201K |
| Geneos Wealth Management Inc. | 0.01% | Add +11.8% | 1,472 | $190K |
| Element Wealth, LLC | 0.09% | No change | 1,315 | $169K |
| Larson Financial Group LLC | 0.01% | Reduce -0.1% | 1,291 | $166K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +67.7% | 1,130 | $146K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -23.0% | 1,099 | $142K |
| Accredited Wealth Management, LLC | 0.12% | — | 1,090 | $140K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,075 | $138K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -29.2% | 1,017 | $134K |
| Investment Research & Advisory Group, Inc. | 0.05% | Add +0.3% | 1,010 | $130K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 1,000 | $129K |
| Oarsman Capital, Inc. | 0.02% | Add +71.6% | 997 | $128K |
| Asset Dedication, LLC | 0.01% | Reduce -24.7% | 996 | $128K |
| Investors Research Corp | 0.03% | Add +21.9% | 987 | $127K |
| Avior Wealth Management, LLC | 0.00% | Add +18.1% | 968 | $125K |
| Financial Perspectives, Inc | 0.04% | Add +0.1% | 954 | $123K |
| Kestra Investment Management, LLC | 0.00% | New | 940 | $121K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 934 | $120K |
| Endeavor Private Wealth, Inc. | 0.11% | — | 930 | $120K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 919 | $118K |
| Abound Wealth Management | 0.04% | Add +0.6% | 905 | $117K |
| Balentine LLC | 0.00% | No change | 871 | $112K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $109K |
| Sofi Wealth, LLC | 0.01% | New | 832 | $107K |
| Arlington Trust Co LLC | 0.02% | No change | 820 | $106K |
| JFS Wealth Advisors, LLC | 0.01% | Add +8.4% | 775 | $100K |
| NewSquare Capital LLC | 0.01% | Reduce -5.3% | 727 | $94K |
| Winthrop Capital Management, LLC | 0.02% | Reduce -1.5% | 719 | $93K |
| New Republic Capital, LLC | 0.06% | No change | 719 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.3% | 685 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -7.6% | 678 | $87K |
| Highline Wealth Partners LLC | 0.03% | No change | 644 | $83K |
| Stonebridge Financial Group, LLC | 0.01% | — | 625 | $81K |
| Transce3nd, LLC | 0.03% | — | 617 | $79K |
| Flagship Wealth Advisors, LLC | 0.05% | — | 616 | $79K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $76K |
| Fifth Third Bancorp | 0.00% | Reduce -11.5% | 587 | $76K |
| Rise Advisors, LLC | 0.03% | Add +0.4% | 555 | $72K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 527 | $68K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $66K |
| FLP Wealth Management, LLC | 0.17% | — | 507 | $65K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 494 | $64K |
| Synergy Asset Management, LLC | 0.00% | New | 488 | $62K |
| GAMMA Investing LLC | 0.01% | No change | 470 | $61K |
| PrairieView Partners, LLC | 0.01% | Add +56.4% | 455 | $58K |
| Continuum Advisory, LLC | 0.01% | Reduce -10.2% | 430 | $55K |
| Glenmede Trust Co. NA | 0.00% | No change | 422 | $54K |
| Cornerstone Planning Group LLC | 0.01% | No change | 409 | $54K |
| Archer Investment Corp | 0.01% | Add +0.2% | 413 | $53K |
| NorthRock Partners, LLC | 0.00% | Add +99.0% | 398 | $51K |
| Atlatl Advisers LLC | 0.03% | — | 392 | $50K |
| Motco | 0.01% | New | 387 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $47K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -13.9% | 364 | $47K |
| C M Bidwell & Associates Ltd. | 0.03% | New | 342 | $44K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -34.5% | 310 | $41K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 313 | $40K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 301 | $39K |
| Fortitude Family Office, LLC | 0.01% | No change | 295 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 290 | $37K |
| Clearstead Trust, LLC | 0.01% | No change | 278 | $36K |
| Tucker Asset Management LLC | 0.01% | Reduce -18.3% | 273 | $35K |
| Mainstream Capital Management LLC | 0.02% | New | 268 | $35K |
| Compass Financial Services Inc | 0.02% | — | 265 | $34K |
| Centerpoint Advisors, LLC | 0.01% | Add +42.3% | 266 | $34K |
| Parkside Financial Bank & Trust | 0.00% | No change | 259 | $33K |
| CVA Family Office, LLC | 0.01% | No change | 257 | $33K |
| Caitlin John, LLC | 0.02% | No change | 247 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +80.6% | 242 | $31K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -77.8% | 229 | $30K |
| Bokf, NA | 0.00% | No change | 229 | $29K |
| Concord Wealth Partners | 0.00% | No change | 222 | $29K |
| Rice Partnership, LLC | 0.01% | Reduce -4.0% | 213 | $27K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 208 | $27K |
| Trust Co | 0.00% | No change | 195 | $25K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 191 | $25K |
| Hurley Capital, LLC | 0.02% | — | 188 | $24K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 190 | $24K |
| Capital A Wealth Management, LLC | 0.04% | — | 187 | $24K |
| Key Financial Inc | 0.01% | No change | 187 | $24K |
| Ameriflex Group, Inc. | 0.01% | — | 179 | $24K |
| Salem Investment Counselors Inc. | 0.00% | No change | 176 | $23K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $21K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $20K |
| Dunhill Financial, LLC | 0.01% | No change | 151 | $20K |
| Crews Bank & Trust | 0.00% | — | 150 | $19K |
| WealthTrak Capital Management LLC | 0.02% | — | 149 | $19K |
| Decker Retirement Planning Inc. | 0.01% | — | 145 | $19K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 143 | $18K |
| Bernard Wealth Management Corp. | 0.01% | — | 140 | $18K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 137 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 132 | $17K |
| 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 |
| Ruedi Wealth Management, Inc. | 0.00% | Add +22.9% | 118 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 112 | $14K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -15.8% | 107 | $14K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -51.2% | 100 | $13K |
| Grand Wealth Management, LLC | 0.01% | No change | 99 | $13K |
| Global Financial Private Client, LLC | 0.00% | Reduce -2.0% | 99 | $13K |
| First Financial Corp. | 0.01% | No change | 83 | $11K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 73 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | New | 62 | $8K |
| LGT Financial Advisors LLC | 0.02% | Reduce -85.3% | 61 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 53 | $7K |
| Hanson & Doremus Investment Management | 0.00% | New | 49 | $6K |
| Glassman Wealth Services | 0.00% | New | 35 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $3K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 18 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 22 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 11 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 9 | $1K |
| Tsfg, LLC | 0.00% | New | 6 | $1K |
| Country Trust Bank | 0.00% | No change | 7 | $902 |
| Financial Life Planners | 0.00% | — | 6 | $778 |
| Lanark Financial, Inc. | 0.02% | — | 1 | $180 |
| Covestor Ltd | 0.00% | Reduce -90.0% | 1 | $0 |
"% 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.