iShares ESG Aware MSCI USAESGUETF
13F holders, Q1 2025 (March 31)756holders −34
34new positions
63sold out
4famous investors
$121.89avg. 13F price*
At the end of Q1 2025, 756 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, down 34 from Q4 2024. 34 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($1.6B), JPMorgan Chase & Co. ($1.4B) and Northern Trust Corp. ($832.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $54.3M |
| Exits | 63 | $37.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,559,254 shares bought and 6,299,596 shares sold, net −3,740,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 756 holders
| Bank of America Corp. | 0.14% | Reduce -0.1% | 13,090,588 | $1.6B |
| JPMorgan Chase & Co. | 0.11% | Reduce -4.5% | 11,362,022 | $1.4B |
| Northern Trust Corp. | 0.12% | Add +3.5% | 6,824,650 | $832.0M |
| Tiaa Trust, National Association | 2.22% | Add +4.9% | 5,840,805 | $712.1M |
| Goldman Sachs Group Inc. | 0.09% | Add +6.5% | 3,892,537 | $474.5M |
| Betterment LLC | 0.99% | Add +4.2% | 3,414,311 | $416.2M |
| Acorns Advisers, LLC | 2.81% | Add +3.8% | 2,400,608 | $292.7M |
| Wells Fargo & Company | 0.07% | Add +2.2% | 2,297,171 | $280.0M |
| BlackRock, Inc. | 0.01% | Add +2.1% | 2,193,518 | $267.4M |
| Wealthfront Advisers LLC | 0.71% | Add +8.6% | 2,173,670 | $265.0M |
| Morgan Stanley | 0.02% | Reduce -18.4% | 2,008,232 | $244.8M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -38.3% | 1,844,223 | $224.8M |
| LPL Financial LLC | 0.05% | Reduce -37.7% | 1,051,161 | $128.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +9.7% | 907,475 | $110.6M |
| Empower Advisory Group, LLC | 0.28% | Reduce -7.4% | 692,883 | $84.5M |
| Fiduciary Trust Co | 1.06% | Add +19.4% | 661,128 | $80.6M |
| Partners Capital Investment Group, LLP | 1.20% | Add +6.4% | 583,245 | $71.1M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 530,490 | $64.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -13.9% | 464,980 | $56.7M |
| UBS Group AG | 0.01% | Add +1.4% | 382,048 | $46.6M |
| Cwm, LLC | 0.18% | Reduce -6.6% | 369,293 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.2% | 351,495 | $42.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Reduce -14.6% | 351,180 | $42.6M |
| Ally Invest Advisors Inc. | 3.41% | Reduce -0.7% | 326,447 | $39.8M |
| Keybank National Association | 0.16% | Add +8.7% | 317,836 | $38.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.1% | 317,442 | $38.7M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -3.3% | 308,693 | $37.6M |
| Citigroup Inc. | 0.03% | Reduce -43.8% | 306,199 | $37.3M |
| Creative Planning | 0.03% | Add +12.1% | 299,492 | $36.5M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -40.7% | 299,362 | $36.5M |
| Alesco Advisors, LLC, An ESL Co | 1.08% | Reduce -4.1% | 281,036 | $34.3M |
| IMPACTfolio, LLC | 17.55% | Reduce -0.3% | 273,923 | $33.4M |
| Capitolis Liquid Global Markets LLC | 0.29% | New | 269,800 | $32.8M |
| Two Sigma Investments, LP | 0.07% | Reduce -21.6% | 236,900 | $28.9M |
| Cetera Investment Advisers | 0.06% | Reduce -24.8% | 235,385 | $28.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -9.8% | 233,529 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -4.2% | 208,351 | $25.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1.5% | 205,203 | $25.0M |
| Raymond James Financial Inc. | 0.01% | Add +0.0% | 203,418 | $24.8M |
| MML Investors Services, LLC | 0.08% | Reduce -39.5% | 196,896 | $24.0M |
| Mission Wealth Management, LP | 0.57% | Add +8.6% | 187,489 | $22.9M |
| Joel Isaacson & Co., LLC | 0.97% | Add +6.1% | 175,742 | $21.4M |
| Brookstone Capital Management | 0.31% | Add +0.5% | 175,040 | $21.3M |
| Clarius Group, LLC | 1.34% | Add +8.5% | 174,564 | $21.3M |
| Ashton Thomas Private Wealth, LLC | 0.80% | Reduce -0.1% | 171,671 | $20.9M |
| Sand Hill Global Advisors, LLC | 0.86% | Add +1.7% | 171,541 | $20.9M |
| Park Avenue Securities LLC | 0.25% | Reduce -41.6% | 166,700 | $20.3M |
| Rock Creek Group LLC | 2.33% | Reduce -20.9% | 161,100 | $19.6M |
| Alliancebernstein L.P. | 0.01% | Add +8.4% | 157,649 | $19.2M |
| Dohj, LLC | 4.38% | Reduce -11.1% | 157,426 | $19.2M |
| Journey Strategic Wealth LLC | 0.66% | Reduce -37.4% | 154,298 | $18.8M |
| Choreo, LLC | 0.29% | Reduce -5.7% | 152,475 | $18.6M |
| Affinity Capital Advisors, LLC | 3.51% | Add +0.8% | 152,476 | $17.7M |
| Erickson Financial Group, LLC | 11.80% | Add +0.1% | 129,685 | $15.8M |
| FMR LLC | 0.00% | Add +83.8% | 128,505 | $15.7M |
| Integrated Wealth Concepts LLC | 0.18% | Reduce -3.1% | 128,265 | $15.6M |
| Corient Private Wealth LP | 0.03% | Add +1.4% | 126,560 | $15.4M |
| Flputnam Investment Management Co. | 0.29% | Add +13.6% | 125,735 | $15.3M |
| Sharkey, Howes & Javer | 2.17% | Reduce -26.1% | 124,600 | $15.2M |
| AlTi Global, Inc. | 0.39% | Add +0.9% | 122,379 | $14.9M |
| NewEdge Advisors, LLC | 0.09% | Reduce -21.6% | 119,728 | $14.6M |
| National Bank of Canada | 0.02% | Add +45.5% | 113,825 | $13.9M |
| One Wealth Advisors, LLC | 1.97% | Reduce -7.3% | 108,410 | $13.2M |
| Schroder Investment Management Group | 0.01% | Reduce -2.2% | 105,818 | $12.8M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -5.5% | 100,067 | $12.2M |
| Money Design Co.,Ltd. | 0.60% | Reduce -30.0% | 98,534 | $12.0M |
| Apella Capital, LLC | 0.41% | Reduce -12.2% | 100,965 | $12.0M |
| Blue Edge Capital, LLC | 1.92% | Reduce -1.7% | 97,907 | $11.9M |
| Client 1ST Advisory Group, LLC | 4.61% | Reduce -0.9% | 97,113 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.9% | 95,890 | $11.7M |
| Sei Investments Co. | 0.01% | Reduce -2.5% | 95,786 | $11.7M |
| Clarity Asset Management, Inc. | 7.19% | Add +13.4% | 91,632 | $11.2M |
| Mariner, LLC | 0.02% | Reduce -4.3% | 90,830 | $11.1M |
| Staley Capital Advisers Inc. | 0.50% | Reduce -10.1% | 90,000 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -1.3% | 87,211 | $10.6M |
| Van Hulzen Asset Management, LLC | 0.97% | Reduce -2.6% | 87,000 | $10.6M |
| Harbour Investments, Inc. | 0.30% | Reduce -4.4% | 86,895 | $10.6M |
| Relyea Zuckerberg Hanson LLC | 1.35% | Add +9.3% | 81,946 | $10.0M |
| Laurel Wealth Planning LLC | 6.53% | Reduce -7.7% | 80,562 | $9.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -3.1% | 80,472 | $9.8M |
| Plancorp, LLC | 0.38% | Reduce -10.3% | 79,363 | $9.7M |
| Fisher Asset Management | 0.00% | Reduce -15.0% | 77,984 | $9.5M |
| Facet Wealth, Inc. | 0.24% | Add +32.9% | 75,795 | $9.3M |
| Keebeck Wealth Management | 1.37% | Reduce -0.5% | 76,084 | $9.3M |
| Rossby Financial, LCC | 3.93% | Reduce -21.6% | 75,920 | $9.1M |
| Prudent Man Advisors, LLC | 3.16% | Reduce -22.3% | 71,254 | $8.7M |
| Cerity Partners LLC | 0.02% | Add +0.7% | 70,311 | $8.6M |
| Retirement Income Solutions, Inc. | 1.79% | Reduce -0.2% | 70,173 | $8.6M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.0% | 69,894 | $8.5M |
| Parkside Advisors LLC | 2.04% | Reduce -0.8% | 69,401 | $8.5M |
| Strategic Blueprint, LLC | 0.46% | Reduce -0.2% | 69,049 | $8.4M |
| Composition Wealth, LLC | 0.16% | Reduce -1.2% | 64,256 | $7.8M |
| Trilogy Capital Inc. | 0.41% | Add +39.8% | 63,374 | $7.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.3% | 60,460 | $7.4M |
| Citadel Advisors | 0.01% | Add +874.3% | 60,399 | $7.4M |
| United Capital Financial Advisors, LLC | 0.06% | Add +4.5% | 60,343 | $7.4M |
| Cypress Wealth Services, LLC | 1.49% | Reduce -5.3% | 60,165 | $7.3M |
| Financial Advisors, LLC | 1.44% | Add +0.2% | 59,927 | $7.3M |
| Klaas Financial Asset Advisors, LLC | 1.23% | Reduce -0.9% | 58,702 | $7.2M |
| Waypoint Wealth Partners Inc. | 1.98% | Add +26.5% | 58,618 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -11.9% | 58,277 | $7.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.18% | Reduce -0.8% | 58,092 | $7.1M |
| Parallel Advisors, LLC | 0.16% | Add +12.0% | 57,454 | $7.0M |
| Captrust Financial Advisors | 0.02% | Add +16.9% | 55,317 | $6.7M |
| Modera Wealth Management, LLC | 0.09% | Reduce -1.5% | 54,704 | $6.7M |
| Ferguson Wellman Capital Management, Inc. | 0.12% | Add +6.7% | 52,721 | $6.4M |
| CFS Investment Advisory Services, LLC | 0.57% | Reduce -7.8% | 52,679 | $6.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -16.1% | 52,642 | $6.4M |
| Focus Partners Wealth | 0.02% | Add +6.1% | 50,552 | $6.2M |
| Institute for Wealth Management, LLC. | 0.79% | Reduce -0.7% | 50,322 | $6.1M |
| Yukon Wealth Management, Inc. | 2.53% | — | 49,940 | $6.1M |
| Atlas Legacy Advisors, LLC | 1.53% | Reduce -3.6% | 48,090 | $6.0M |
| Advisory Services Network, LLC | 0.11% | Reduce -6.8% | 47,513 | $5.8M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -6.2% | 46,683 | $5.7M |
| Wealth Architects, LLC | 0.63% | Add +1.0% | 46,469 | $5.7M |
| Halbert Hargrove Global Advisors, LLC | 0.32% | Reduce -0.4% | 46,010 | $5.6M |
| Summit Wealth Group, LLC | 1.62% | Add +2.0% | 45,464 | $5.5M |
| Northwest Capital Management Inc | 2.27% | Reduce -41.2% | 45,325 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | No change | 42,191 | $5.5M |
| Valeo Financial Advisors, LLC | 0.15% | Add +6.8% | 44,501 | $5.4M |
| Mutual Advisors, LLC | 0.15% | Reduce -10.4% | 43,712 | $5.2M |
| Jane Street Group, LLC | 0.01% | New | 42,429 | $5.2M |
| Ieq Capital, LLC | 0.04% | No change | 42,288 | $5.2M |
| Elevation Wealth Partners, LLC | 2.21% | Add +1.6% | 41,908 | $5.1M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -4.8% | 40,967 | $5.0M |
| Maia Wealth LLC | 1.12% | Reduce -7.6% | 42,214 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -27.1% | 40,064 | $4.9M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -25.7% | 40,023 | $4.9M |
| Long Run Wealth Advisors, LLC | 1.10% | Add +0.0% | 39,668 | $4.8M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -8.9% | 39,419 | $4.8M |
| Spinnaker Trust | 0.31% | Add +13.5% | 39,280 | $4.8M |
| McKinley Carter Wealth Services, Inc. | 0.28% | Reduce -9.2% | 37,372 | $4.6M |
| Goodwin Investment Advisory | 6.98% | Reduce -20.6% | 36,848 | $4.5M |
| Assetmark, Inc. | 0.01% | Add +27.3% | 36,688 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -2.6% | 36,538 | $4.5M |
| KPP Advisory Services LLC | 0.84% | New | 36,364 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -9.0% | 34,113 | $4.2M |
| Merit Financial Group, LLC | 0.06% | Add +14.7% | 33,554 | $4.1M |
| Keystone Wealth Services, LLC | 1.10% | Reduce -4.3% | 33,324 | $4.1M |
| Physician Wealth Advisors, Inc. | 0.68% | Reduce -1.6% | 32,490 | $4.0M |
| Integrated Advisors Network LLC | 0.20% | Reduce -4.4% | 32,438 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -50.3% | 32,343 | $3.9M |
| Boulder Wealth Advisors, LLC | 2.27% | Reduce -81.7% | 32,056 | $3.9M |
| &partners | 0.04% | Add +6.8% | 31,704 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -36.3% | 31,860 | $3.9M |
| National Philanthropic Trust | 0.06% | No change | 31,704 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | No change | 31,431 | $3.8M |
| Planning Alternatives Ltd. | 0.58% | Add +5.4% | 31,276 | $3.8M |
| RHS Financial, LLC | 2.13% | Reduce -29.4% | 31,122 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.0% | 30,398 | $3.7M |
| HB Wealth Management, LLC | 0.03% | Add +4.8% | 30,001 | $3.7M |
| UMB Bank, n.a. | 0.06% | Add +34.0% | 29,825 | $3.6M |
| MA Private Wealth | 0.67% | No change | 29,369 | $3.6M |
| Mascoma Wealth Management LLC | 0.87% | Add +1287.7% | 28,684 | $3.5M |
| Weil Company, Inc. | 1.04% | Add +411.7% | 28,617 | $3.5M |
| Horst & Graben Wealth Management LLC | 0.61% | Add +8.9% | 27,969 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Add +7.5% | 27,919 | $3.4M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +6.2% | 27,608 | $3.4M |
| Montecito Bank & Trust | 0.59% | Reduce -3.1% | 27,473 | $3.3M |
| WT Wealth Management | 1.08% | Reduce -12.3% | 27,232 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -69.5% | 27,016 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -69.5% | 27,016 | $3.3M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -2.9% | 26,752 | $3.3M |
| FLC Capital Advisors | 0.72% | Reduce -3.2% | 26,309 | $3.2M |
| Ridgeline Wealth, LLC | 2.70% | Reduce -1.4% | 26,046 | $3.2M |
| Balanced Rock Investment Advisors LLC | 2.52% | Add +5.6% | 25,891 | $3.2M |
| RFG Advisory, LLC | 0.09% | Add +7.0% | 25,876 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +15.2% | 25,098 | $3.1M |
| Savant Capital, LLC | 0.03% | Reduce -2.9% | 24,975 | $3.0M |
| Jordan Park Group LLC | 0.22% | Add +2.3% | 24,487 | $3.0M |
| Acadian Asset Management LLC | 0.01% | Add +112.7% | 24,443 | $3.0M |
| Balance Wealth Partners LLC | 1.91% | — | 24,139 | $2.9M |
| Integris Wealth Management, LLC | 0.84% | Reduce -2.9% | 24,055 | $2.9M |
| Moment Partners, LLC | 0.58% | Reduce -1.6% | 23,883 | $2.9M |
| Blue Trust, Inc. | 0.04% | Reduce -0.1% | 23,187 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +60.7% | 22,759 | $2.8M |
| Opes Wealth Management LLC | 0.56% | Add +21.5% | 22,727 | $2.8M |
| Wedbush Securities Inc. | 0.10% | Reduce -5.1% | 22,102 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Reduce -5.8% | 21,725 | $2.7M |
| Regions Financial Corp. | 0.02% | Add +1.4% | 21,684 | $2.6M |
| Diversified Trust Co. | 0.07% | Reduce -19.7% | 21,606 | $2.6M |
| Focus Financial Network, Inc. | 0.10% | Reduce -1.7% | 20,990 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.23% | Reduce -19.9% | 20,743 | $2.5M |
| Foster Group, Inc. | 0.09% | Reduce -0.1% | 20,309 | $2.5M |
| Lifelong Wealth Advisors, Inc. | 1.16% | Add +5.0% | 20,252 | $2.5M |
| HF Advisory Group, LLC | 1.05% | Reduce -0.7% | 19,736 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +26.9% | 19,540 | $2.4M |
| High Falls Advisors, Inc | 0.56% | Reduce -26.3% | 19,437 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +78.3% | 19,423 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -4.4% | 19,344 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.8% | 19,268 | $2.3M |
| Davis Wealth Advisors, LLC | 2.65% | Add +12.1% | 19,250 | $2.3M |
| Cascade Financial Partners, LLC | 0.29% | No change | 18,884 | $2.3M |
| Cook Wealth, LLC | 1.12% | Reduce -0.1% | 18,875 | $2.3M |
| Leo Wealth, LLC | 0.32% | Reduce -2.7% | 18,317 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -2.5% | 18,111 | $2.2M |
| PFG Investments, LLC | 0.14% | Add +28.4% | 18,162 | $2.2M |
| Icon Wealth Advisors, LLC | 0.18% | Reduce -68.7% | 18,033 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 1.86% | Reduce -8.9% | 17,968 | $2.2M |
| Two Sigma Securities, LLC | 0.33% | Add +60.6% | 17,903 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -0.9% | 17,879 | $2.2M |
| CGN Advisors LLC | 0.21% | Reduce -0.4% | 17,857 | $2.2M |
| Regal Investment Advisors LLC | 0.17% | Add +9.4% | 17,519 | $2.1M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.90% | Reduce -0.1% | 17,481 | $2.1M |
| ONE Advisory Partners, LLC | 0.91% | Reduce -30.3% | 17,422 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +84.3% | 17,259 | $2.1M |
| Vision Capital Management, Inc. | 0.30% | Reduce -1.6% | 17,004 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -21.8% | 16,859 | $2.1M |
| White Lighthouse Investment Management Inc. | 0.36% | Reduce -2.5% | 16,604 | $2.0M |
| GenTrust, LLC | 0.10% | Add +14.5% | 16,378 | $2.0M |
| Pioneer Wealth Management Group | 0.84% | — | 16,003 | $2.0M |
| Perennial Investment Advisors, LLC | 0.22% | Reduce -0.8% | 15,939 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -2.3% | 15,790 | $1.9M |
| SigFig Wealth Management, LLC | 0.07% | Add +11.3% | 15,859 | $1.9M |
| Diversify Advisory Services, LLC | 0.12% | Add +4.1% | 15,590 | $1.9M |
| Beacon Financial Group | 0.20% | Reduce -0.5% | 15,378 | $1.9M |
| 1ST Source Bank | 0.11% | No change | 15,378 | $1.9M |
| Garde Capital, Inc. | 0.11% | Reduce -3.2% | 15,231 | $1.9M |
| Mayflower Financial Advisors, LLC | 0.28% | Reduce -13.0% | 15,161 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Add +3.3% | 14,910 | $1.8M |
| Macroview Investment Management LLC | 1.65% | Reduce -8.2% | 14,334 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +10.2% | 14,314 | $1.7M |
| Bogart Wealth, LLC | 0.08% | Reduce -1.2% | 14,157 | $1.7M |
| Compound Planning, Inc. | 0.08% | Reduce -19.4% | 14,142 | $1.7M |
| Grey Ledge Advisors, LLC | 0.45% | Reduce -14.1% | 14,110 | $1.7M |
| Ipsen Advisor Group LLC | 1.47% | Reduce -3.4% | 14,034 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.23% | — | 14,020 | $1.7M |
| Mendel Capital Management LLC | 1.03% | Reduce -1.3% | 14,012 | $1.7M |
| Clear Creek Financial Management, LLC | 0.18% | Reduce -0.4% | 14,001 | $1.7M |
| GFS Advisors, LLC | 0.34% | No change | 13,995 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -1.5% | 14,282 | $1.7M |
| Nepc LLC | 0.05% | Add +60.5% | 13,905 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +41.0% | 13,707 | $1.7M |
| Strategic Point Investment Advisors, LLC | 0.28% | Reduce -0.5% | 13,575 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -52.6% | 13,530 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -4.5% | 13,288 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -29.4% | 12,842 | $1.6M |
| SYM FINANCIAL Corp | 0.19% | Reduce -0.3% | 12,785 | $1.6M |
| Summit X, LLC | 0.33% | Reduce -4.9% | 12,764 | $1.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.69% | Reduce -35.5% | 12,716 | $1.6M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -38.0% | 12,714 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 12,603 | $1.5M |
| BlueStem Wealth Partners, LLC | 0.21% | Reduce -12.6% | 12,550 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | Add +4.0% | 12,544 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +162.5% | 12,260 | $1.5M |
| AlphaCore Capital LLC | 0.13% | New | 12,231 | $1.5M |
| Higgins & Schmidt Wealth Strategies LLC | 0.87% | Reduce -0.9% | 12,130 | $1.5M |
| Clearview Wealth Advisors LLC | 1.10% | Add +0.4% | 12,115 | $1.5M |
| Blair William & Co. | 0.00% | Add +2.2% | 12,105 | $1.5M |
| RTD Financial Advisors, Inc. | 0.20% | Add +0.4% | 12,085 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.7% | 11,995 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.1% | 11,948 | $1.5M |
| Gould Asset Management LLC | 0.30% | Reduce -2.2% | 11,872 | $1.4M |
| Modern Wealth Management, LLC | 0.05% | Add +69.9% | 11,853 | $1.4M |
| VestGen Advisors, LLC | 0.07% | — | 11,847 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.2% | 11,760 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +1.1% | 11,796 | $1.4M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -0.5% | 11,739 | $1.4M |
| Sensible Financial Planning & Management, LLC. | 0.28% | Add +0.8% | 11,714 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Reduce -0.5% | 11,642 | $1.4M |
| Sovran Advisors, LLC | 0.18% | Add +1.3% | 12,360 | $1.4M |
| Comerica Bank | 0.01% | Reduce -6.9% | 11,558 | $1.4M |
| Symmetry Partners, LLC | 0.20% | Reduce -0.5% | 11,557 | $1.4M |
| Brooklyn FI, LLC | 0.43% | Add +5.0% | 11,533 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +39.4% | 11,484 | $1.4M |
| West Wealth Group, LLC | 0.41% | Reduce -3.6% | 11,429 | $1.4M |
| Shared Vision Wealth Group LLC | 0.76% | Reduce -7.5% | 11,367 | $1.4M |
| Mgo One Seven LLC | 0.05% | Add +13.9% | 11,245 | $1.4M |
| Charter Oak Capital Management, LLC | 0.13% | Add +0.0% | 11,242 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +95.0% | 11,226 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.64% | Add +5.0% | 11,219 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.31% | Add +0.5% | 10,919 | $1.3M |
| Morling Financial Advisors, LLC | 0.45% | Add +4.1% | 10,790 | $1.3M |
| Pure Financial Advisors, LLC | 0.03% | Add +7.8% | 10,769 | $1.3M |
| Bluespring Wealth Management, LLC | 0.13% | Reduce -5.3% | 10,657 | $1.3M |
| Advisory Alpha, LLC | 0.04% | Reduce -1.2% | 10,607 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -29.7% | 10,547 | $1.3M |
| CW Advisors, LLC | 0.02% | Add +7.0% | 10,494 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 10,476 | $1.3M |
| World Investment Advisors | 0.03% | Add +8.3% | 10,462 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.2% | 10,353 | $1.3M |
| Kickstand Ventures, Llc. | 0.32% | Reduce -10.0% | 10,288 | $1.3M |
| Tempus Wealth Planning, LLC | 0.37% | Reduce -19.6% | 10,182 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.3% | 10,167 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Add +9.8% | 10,141 | $1.2M |
| Austin Private Wealth, LLC | 0.11% | Reduce -9.8% | 10,011 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -20.7% | 9,943 | $1.2M |
| Milestone Asset Management Group, LLC | 1.09% | Add +0.5% | 9,858 | $1.2M |
| WBH Advisory Inc. | 0.11% | Add +0.6% | 9,617 | $1.2M |
| Nottingham Advisors, Inc. | 0.18% | Reduce -25.3% | 9,537 | $1.2M |
| My Legacy Advisors, LLC | 0.45% | Reduce -23.4% | 9,531 | $1.2M |
| CWC Advisors, LLC. | 0.66% | Add +0.2% | 9,510 | $1.2M |
| Scott Capital Advisors, LLC | 0.34% | Reduce -45.3% | 9,354 | $1.1M |
| Rosenberg Matthew Hamilton | 0.29% | Reduce -0.7% | 9,326 | $1.1M |
| W Advisors, LLC | 0.71% | Reduce -7.1% | 9,284 | $1.1M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -1.9% | 9,260 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | No change | 9,250 | $1.1M |
| Crown Wealth Group, LLC | 0.58% | Reduce -1.3% | 9,217 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -4.5% | 9,143 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Add +2.9% | 9,034 | $1.1M |
| Wealthgarden F.S. LLC | 1.05% | Add +12.7% | 8,965 | $1.1M |
| Elios Financial Group Inc. | 0.54% | Add +0.2% | 8,900 | $1.1M |
| Manning & Napier Advisors LLC | 0.01% | Reduce -26.2% | 8,789 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -4.7% | 8,714 | $1.1M |
| Wealth Alliance, LLC | 0.13% | Reduce -50.1% | 8,625 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +1.7% | 8,418 | $1.0M |
| Tarbox Family Office, Inc. | 0.17% | Reduce -5.3% | 8,378 | $1.0M |
| Marino, Stram & Associates LLC | 0.23% | Add +0.1% | 8,336 | $1.0M |
| Metis Global Partners, LLC | 0.03% | Add +58.5% | 8,329 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +3.1% | 8,246 | $1.0M |
| Ascent Group, LLC | 0.04% | Reduce -26.8% | 8,235 | $1.0M |
| Aprio Wealth Management, LLC | 0.12% | Add +408.8% | 8,146 | $993K |
| Midwest Heritage Bank, FSB | 0.41% | Reduce -0.4% | 8,107 | $988K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.1% | 8,103 | $988K |
| One Capital Management, LLC | 0.03% | Add +52.7% | 8,067 | $983K |
| Retirement Capital Strategies | 0.38% | Reduce -4.0% | 8,051 | $982K |
| OLIO Financial Planning | 0.34% | Reduce -43.7% | 8,018 | $977K |
| Morton Brown Family Wealth, LLC | 0.33% | Add +0.1% | 7,937 | $968K |
| Vident Advisory, LLC | 0.01% | Reduce -1.0% | 7,902 | $963K |
| Private Trust Co. NA | 0.10% | Reduce -0.3% | 7,846 | $957K |
| Arkadios Wealth Advisors | 0.04% | New | 7,804 | $951K |
| Banco BTG Pactual S.A. | 0.24% | Reduce -4.9% | 7,800 | $951K |
| Hoxton Planning & Management, LLC | 0.36% | Add +23.8% | 7,784 | $949K |
| Apexium Financial, LP | 0.06% | Add +0.2% | 7,731 | $942K |
| M&T Bank Corp | 0.00% | Reduce -11.5% | 7,703 | $939K |
| Sentinel Trust Co. Lba | 0.11% | Reduce -1.1% | 7,685 | $937K |
| D.A. Davidson & Co. | 0.01% | Reduce -17.8% | 7,644 | $932K |
| CI Investments Inc. | 0.00% | Add +1.3% | 7,600 | $927K |
| Waverly Advisors, LLC | 0.01% | Add +238.3% | 7,558 | $921K |
| JB Capital LLC | 0.05% | Add +17.0% | 7,458 | $909K |
| Strategy Asset Managers LLC | 0.19% | Reduce -1.4% | 7,447 | $908K |
| KilterHowling LLC | 0.59% | Reduce -3.3% | 7,359 | $908K |
| Firethorn Wealth Partners, LLC | 0.43% | Reduce -11.4% | 7,362 | $897K |
| American Capital Advisory, LLC | 0.48% | Add +0.3% | 7,329 | $893K |
| Orin Green Financial, LLC | 0.42% | New | 7,978 | $892K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +3.6% | 7,299 | $890K |
| Keel Point, LLC | 0.07% | Add +0.0% | 7,259 | $885K |
| ERn Financial, LLC | 0.14% | Reduce -1.9% | 7,234 | $882K |
| Traphagen Investment Advisors LLC | 0.09% | Reduce -2.9% | 7,220 | $880K |
| McClarren Financial Advisors, Inc. | 0.58% | Reduce -30.9% | 4,967 | $877K |
| Cresset Asset Management, LLC | 0.00% | Add +42.4% | 7,068 | $862K |
| Presilium Private Wealth, LLC | 0.19% | Add +7.8% | 7,064 | $861K |
| TSA Wealth Managment LLC | 0.34% | Reduce -0.8% | 7,062 | $861K |
| Vanguard Group Inc. | 0.00% | Add +16.4% | 7,056 | $860K |
| Bigelow Investment Advisors, LLC | 0.41% | Reduce -2.5% | 7,030 | $857K |
| WealthShield Partners, LLC | 0.11% | Reduce -40.1% | 6,989 | $852K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.1% | 6,974 | $850K |
| Hughes Financial Services, LLC | 0.17% | Reduce -5.7% | 6,926 | $848K |
| Keystone Financial Services | 0.32% | Add +46.0% | 6,918 | $843K |
| Principal Securities, Inc. | 0.02% | No change | 6,465 | $833K |
| Riverwater Partners LLC | 0.43% | Add +38.7% | 6,826 | $832K |
| StoneX Group Inc. | 0.05% | Reduce -3.2% | 6,787 | $827K |
| AQR Capital Management | 0.00% | New | 6,763 | $824K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +5.7% | 6,760 | $824K |
| Capasso Planning Partners LLC | 0.34% | Reduce -5.0% | 6,704 | $817K |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $817K |
| Financial Partners Group, Inc | 0.13% | Add +0.8% | 6,676 | $814K |
| CENTRAL TRUST Co | 0.02% | Reduce -2.3% | 6,642 | $810K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -8.2% | 6,585 | $803K |
| Axis Wealth Partners, LLC | 0.59% | Add +1.6% | 6,573 | $801K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +0.0% | 6,521 | $795K |
| Eastern Bank | 0.02% | Reduce -23.9% | 6,514 | $794K |
| Amundi | 0.00% | No change | 6,740 | $790K |
| Silvia McColl Wealth Management, LLC | 0.60% | No change | 6,476 | $789K |
| Aaron Wealth Advisors LLC | 0.09% | Reduce -22.2% | 6,430 | $784K |
| Pallas Capital Advisors LLC | 0.03% | No change | 6,386 | $779K |
| Cornerstone Financial Group, LLC | 0.70% | Add +8.3% | 6,096 | $777K |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -1.0% | 6,306 | $769K |
| Bangor Savings Bank | 0.07% | Reduce -1.0% | 6,180 | $753K |
| Bell Investment Advisors, Inc | 0.14% | Reduce -11.4% | 6,146 | $749K |
| Two West Capital Advisors LLC | 0.62% | Add +2.6% | 6,442 | $748K |
| RCS Financial Planning, LLC | 0.39% | Reduce -22.3% | 6,135 | $748K |
| Sofi Wealth, LLC | 0.06% | Add +637.4% | 6,135 | $748K |
| Verus Capital Partners, LLC | 0.07% | Reduce -43.5% | 6,125 | $747K |
| IFG Advisory, LLC | 0.04% | Reduce -16.9% | 6,105 | $744K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -8.1% | 6,065 | $739K |
| OMNI 360 Wealth, Inc. | 0.49% | Reduce -5.9% | 6,049 | $737K |
| Live Oak Investment Partners | 0.58% | New | 6,039 | $736K |
| Destiny Wealth Partners, LLC | 0.12% | No change | 6,035 | $736K |
| Ameraudi Asset Management, Inc. | 0.42% | No change | 6,022 | $734K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.7% | 6,004 | $732K |
| Quadrant Private Wealth Management, LLC | 0.18% | Reduce -0.5% | 5,978 | $729K |
| MKT Advisors LLC | 0.34% | Reduce -1.5% | 6,626 | $728K |
| MAI Capital Management | 0.01% | Reduce -11.0% | 5,918 | $721K |
| One Wealth Capital Management, LLC | 0.38% | Reduce -62.7% | 5,829 | $711K |
| 5T Wealth, LLC | 0.40% | Reduce -9.1% | 5,796 | $707K |
| Front Row Advisors LLC | 0.27% | No change | 5,790 | $706K |
| JSF Financial, LLC | 0.19% | Reduce -12.3% | 5,777 | $704K |
| Sutton Place Investors LLC | 0.47% | Reduce -4.1% | 5,771 | $704K |
| Squarepoint Ops LLC | 0.00% | New | 5,753 | $701K |
| Farrell Financial LLC | 0.50% | Reduce -1.2% | 5,682 | $693K |
| IFP Advisors, Inc | 0.02% | Reduce -0.1% | 5,666 | $691K |
| Belpointe Asset Management LLC | 0.04% | Reduce -35.8% | 5,606 | $684K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 5,597 | $682K |
| Cooper Financial Group | 0.09% | Reduce -17.9% | 5,572 | $679K |
| Brookwood Investment Group LLC | 0.12% | — | 5,563 | $678K |
| Financial Gravity Asset Management, Inc. | 0.15% | — | 5,490 | $669K |
| Independent Financial Group, LLC | 0.02% | Reduce -10.2% | 5,485 | $669K |
| Keener Financial Planning LLC | 0.43% | Reduce -0.8% | 5,479 | $667K |
| Intrua Financial, LLC | 0.10% | No change | 5,423 | $661K |
| Spire Wealth Management | 0.02% | Reduce -1.2% | 5,418 | $661K |
| Rothschild Wealth LLC | 0.18% | Reduce -1.7% | 5,397 | $658K |
| Merkkuri Wealth Advisors LLC | 0.56% | Reduce -21.9% | 5,379 | $656K |
| Diversified Enterprises, LLC | 0.06% | Reduce -0.0% | 5,358 | $653K |
| Atlas Private Wealth Advisors | 0.09% | Reduce -0.1% | 5,338 | $651K |
| Pittenger & Anderson Inc. | 0.02% | Add +49.0% | 5,244 | $639K |
| Western Wealth Management, LLC | 0.04% | Reduce -6.9% | 5,209 | $635K |
| Members Capital Advisors Inc. | 0.74% | No change | 5,205 | $635K |
| Heritage Family Offices, LLP | 0.32% | Reduce -15.0% | 5,179 | $631K |
| IHT Wealth Management, LLC | 0.02% | Add +13.8% | 5,162 | $629K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Reduce -7.1% | 5,147 | $628K |
| Great Diamond Partners, LLC | 0.17% | Reduce -3.6% | 5,136 | $626K |
| Detalus Advisors, LLC | 0.20% | Add +1.9% | 5,132 | $626K |
| Wade Financial Advisory, Inc | 0.21% | Add +22.1% | 5,126 | $625K |
| Lido Advisors, LLC | 0.00% | Add +1.1% | 5,120 | $624K |
| Savvy Advisors, Inc. | 0.06% | Add +50.2% | 5,071 | $618K |
| Shotwell Rutter Baer Inc | 0.54% | Reduce -9.0% | 5,602 | $618K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,048 | $615K |
| TD Private Client Wealth LLC | 0.02% | Reduce -23.5% | 5,037 | $614K |
| Sovereign Financial Group, Inc. | 0.14% | Add +4.5% | 4,980 | $607K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.2% | 4,955 | $604K |
| Brewster Financial Planning LLC | 0.45% | No change | 4,954 | $604K |
| WNY Asset Management, LLC | 0.07% | New | 4,914 | $599K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.5% | 4,911 | $599K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -50.2% | 4,902 | $598K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +10.2% | 4,896 | $597K |
| Magnus Financial Group LLC | 0.06% | Reduce -43.5% | 4,880 | $595K |
| PFG Advisors | 0.03% | Reduce -3.9% | 4,875 | $594K |
| Fiduciary Alliance LLC | 0.06% | Reduce -6.1% | 4,860 | $592K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.5% | 4,822 | $588K |
| Howard Financial Services, LTD. | 0.08% | Add +0.3% | 4,730 | $577K |
| Talisman Wealth Advisors LLC | 0.59% | Reduce -5.5% | 4,729 | $576K |
| Certus Wealth Management, LLC | 0.39% | No change | 4,492 | $573K |
| Concorde Asset Management, LLC | 0.31% | Add +0.0% | 4,815 | $572K |
| Financial Counselors Inc. | 0.01% | Reduce -5.0% | 4,591 | $560K |
| Atria Investments, Inc | 0.01% | Reduce -55.6% | 4,563 | $556K |
| Veridan Wealth LLC | 0.25% | Reduce -19.1% | 4,453 | $543K |
| Level Financial Advisors | 0.18% | No change | 4,433 | $540K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -23.6% | 4,422 | $539K |
| Quent Capital, LLC | 0.06% | Reduce -2.7% | 4,397 | $536K |
| Signaturefd, LLC | 0.01% | Reduce -4.0% | 4,392 | $535K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -29.8% | 4,340 | $529K |
| Smartleaf Asset Management LLC | 0.05% | New | 4,356 | $528K |
| Arcadia Wealth Management, LLC | 0.26% | Add +0.3% | 4,328 | $528K |
| Bank of Montreal | 0.00% | Add +86.6% | 4,325 | $527K |
| WealthCollab, LLC | 0.33% | No change | 4,311 | $526K |
| Fiduciary Financial Group, LLC | 0.11% | New | 4,589 | $524K |
| Matauro, LLC | 0.11% | Add +36.2% | 4,291 | $523K |
| Quadrature Capital Ltd | 0.01% | New | 4,262 | $519K |
| Ancora Advisors LLC | 0.01% | Reduce -0.6% | 4,247 | $518K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.6% | 4,242 | $517K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Add +0.9% | 4,214 | $514K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -4.1% | 4,193 | $511K |
| Archford Capital Strategies, LLC | 0.07% | Add +0.6% | 4,162 | $507K |
| MBE Wealth Management, LLC | 0.24% | Add +42.1% | 4,131 | $504K |
| SVB Wealth LLC | 0.02% | No change | 4,097 | $499K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -6.5% | 4,043 | $493K |
| Commerce Bank | 0.00% | No change | 4,016 | $490K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -25.3% | 4,013 | $489K |
| Jones Financial Companies LLLP | 0.00% | Add +87.2% | 4,028 | $488K |
| Tanager Wealth Management LLP | 0.06% | Add +13.0% | 4,003 | $488K |
| Emergent Wealth Advisors, LLC | 0.35% | Reduce -7.1% | 3,999 | $488K |
| Bailard, Inc. | 0.01% | No change | 3,990 | $486K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,953 | $482K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.1% | 3,920 | $478K |
| AdvisorNet Financial, Inc | 0.04% | Add +8.8% | 3,914 | $477K |
| Copperleaf Capital, LLC | 0.28% | Reduce -15.5% | 3,862 | $471K |
| Osborne Partners Capital Management, LLC | 0.03% | Reduce -1.3% | 3,833 | $467K |
| LifePlan Investment Advisors, Inc. | 0.27% | Add +7.2% | 3,822 | $466K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.1% | 3,821 | $466K |
| Lantz Financial LLC | 0.13% | Add +0.1% | 3,783 | $461K |
| Root Financial Partners, LLC | 0.05% | Reduce -6.8% | 3,775 | $460K |
| RKL Wealth Management LLC | 0.04% | Add +0.3% | 3,724 | $454K |
| Arax Advisory Partners | 0.03% | Add +14.6% | 3,712 | $453K |
| Advus Financial Partners, LLC | 0.13% | Reduce -10.1% | 3,710 | $452K |
| Meridian Financial Partners LLC | 0.23% | Add +22.9% | 3,706 | $452K |
| Mather Group, Llc. | 0.01% | No change | 3,672 | $448K |
| Peak Financial Management, Inc. | 0.13% | Reduce -2.0% | 3,669 | $447K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.1% | 3,557 | $446K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -9.8% | 3,629 | $442K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.3% | 3,583 | $437K |
| Oregon Pacific Wealth Management, LLC | 0.43% | Add +42.2% | 3,533 | $431K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Add +0.3% | 3,523 | $430K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +2.4% | 3,521 | $429K |
| US Financial Advisors, LLC | 0.13% | No change | 3,510 | $428K |
| Caprock Group, LLC | 0.01% | Reduce -2.3% | 3,508 | $428K |
| Sherman Asset Management, Inc. | 0.41% | Add +1.0% | 3,502 | $427K |
| Life Line Wealth Management LLC | 0.16% | Add +3.7% | 3,473 | $423K |
| Farmers National Bank | 0.12% | Add +1.3% | 3,408 | $415K |
| W.H. Cornerstone Investments Inc. | 0.29% | Add +0.2% | 3,408 | $415K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +21.2% | 3,389 | $413K |
| Financial Advocates Investment Management | 0.03% | Reduce -62.5% | 3,351 | $408K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 3,336 | $407K |
| WealthPlan Investment Management, LLC | 0.04% | Add +0.3% | 3,298 | $402K |
| Sage Advisory Services, Ltd.Co. | 0.24% | No change | 3,294 | $402K |
| MontVue Capital Management, Inc. | 0.32% | No change | 3,278 | $400K |
| Trek Financial, LLC | 0.03% | Reduce -1.5% | 3,269 | $399K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,269 | $399K |
| CX Institutional | 0.01% | New | 3,262 | $398K |
| Destination Wealth Management | 0.01% | Add +1.4% | 3,257 | $397K |
| Tableaux LLC | 0.29% | Reduce -12.5% | 3,246 | $396K |
| Moneco Advisors, LLC | 0.04% | Add +1.2% | 3,239 | $395K |
| Oxinas Partners, LLC | 0.23% | Add +0.1% | 3,215 | $392K |
| BCU Wealth Advisors, LLC | 0.20% | Add +0.3% | 3,211 | $391K |
| ABLE Financial Group, LLC | 0.11% | No change | 3,203 | $390K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +3.1% | 3,193 | $389K |
| NWF Advisory Services Inc. | 0.05% | No change | 3,192 | $389K |
| Oppenheimer & Co. Inc. | 0.01% | Add +28.6% | 3,187 | $389K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.22% | No change | 3,184 | $388K |
| Smithfield Trust Co | 0.02% | No change | 3,149 | $385K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -6.3% | 3,150 | $384K |
| US Bancorp \de | 0.00% | Reduce -36.4% | 3,138 | $383K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.5% | 3,136 | $382K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,134 | $382K |
| Brighton Jones LLC | 0.01% | Reduce -4.0% | 3,125 | $381K |
| Future You Wealth LLC | 0.24% | Add +73.8% | 3,109 | $379K |
| Traveka Wealth, LLC | 0.21% | Reduce -17.1% | 3,090 | $377K |
| Theory Financial LLC | 0.16% | Reduce -39.4% | 3,059 | $373K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Reduce -13.6% | 3,020 | $368K |
| D. Scott Neal, Inc. | 0.20% | Reduce -2.3% | 3,017 | $368K |
| Capital Investment Advisors, LLC | 0.01% | New | 3,011 | $367K |
| Wesbanco Bank Inc. | 0.01% | Add +4.2% | 3,002 | $366K |
| Villere St Denis J & Co. LLC | 0.04% | Reduce -31.1% | 3,000 | $366K |
| Pettinga Financial Advisors LLC | 0.09% | Reduce -8.1% | 2,997 | $365K |
| CGC Financial Services, LLC | 0.14% | No change | 2,987 | $364K |
| PDS Planning, Inc | 0.03% | Add +0.3% | 2,980 | $363K |
| Citizens Financial Group Inc. | 0.01% | Reduce -15.2% | 2,964 | $361K |
| XML Financial, LLC | 0.03% | Reduce -40.7% | 2,959 | $361K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Add +12.1% | 2,958 | $361K |
| Buttonwood Financial Group, LLC | 0.21% | Add +29.3% | 3,150 | $360K |
| Wealthstream Advisors, Inc. | 0.07% | Add +0.3% | 2,944 | $359K |
| Eq LLC | 0.17% | Add +19.2% | 2,929 | $357K |
| Milestone Investment Advisors LLC | 0.10% | Add +0.1% | 2,881 | $351K |
| Barnes Wealth Management Group, Inc | 0.23% | No change | 2,877 | $351K |
| Argent Trust Co | 0.01% | No change | 2,869 | $350K |
| Prospera Financial Services Inc | 0.01% | Reduce -10.6% | 2,862 | $349K |
| Finley Financial, LLC | 0.19% | No change | 2,860 | $346K |
| Gen-Wealth Partners Inc | 0.14% | Reduce -74.6% | 2,815 | $343K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -21.4% | 2,778 | $339K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.9% | 3,089 | $334K |
| Fort Point Capital Partners LLC | 0.04% | No change | 2,732 | $333K |
| Venturi Wealth Management, LLC | 0.02% | Add +20.4% | 2,715 | $331K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,678 | $326K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -16.3% | 2,674 | $326K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,671 | $326K |
| Vermillion & White Wealth Management Group, LLC | 0.23% | No change | 2,661 | $324K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Add +2.0% | 2,659 | $324K |
| Debussy Capital Management LP | 0.05% | No change | 2,647 | $323K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 2,606 | $318K |
| Single Point Partners, LLC | 0.07% | Add +3.0% | 2,602 | $317K |
| Waldron Private Wealth LLC | 0.01% | Add +5.0% | 2,585 | $315K |
| Alterna Wealth Management, Inc. | 0.24% | No change | 2,579 | $314K |
| Leverty Financial Group, LLC | 0.13% | No change | 2,552 | $311K |
| Seven Post Investment Office LP | 0.12% | No change | 2,532 | $309K |
| Freedom Investment Management, Inc. | 0.03% | Add +22.7% | 2,505 | $305K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,500 | $305K |
| QRG Capital Management, Inc. | 0.00% | Reduce -18.8% | 2,487 | $303K |
| Wrapmanager Inc. | 0.08% | New | 2,449 | $299K |
| Cherry Creek Investment Advisors, Inc. | 0.15% | New | 2,438 | $297K |
| Private Client Services, LLC | 0.15% | Reduce -0.8% | 2,434 | $297K |
| Financial Management Network Inc. | 0.07% | Add +6.5% | 2,673 | $294K |
| Aspen Wealth Strategies, LLC | 0.19% | Add +2.1% | 2,397 | $292K |
| Lodestar Private Asset Management LLC | 0.04% | Add +18.7% | 2,393 | $292K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -31.1% | 2,391 | $291K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -8.3% | 2,385 | $291K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -2.8% | 2,383 | $291K |
| Csenge Advisory Group | 0.02% | Add +8.5% | 2,533 | $290K |
| Legacy Financial Advisors, Inc. | 0.05% | Reduce -1.6% | 2,366 | $288K |
| Strategic Financial Concepts, LLC | 0.05% | Add +0.1% | 2,345 | $286K |
| Tudor Investment Corporation | 0.00% | New | 2,322 | $283K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,311 | $282K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $281K |
| Maripau Wealth Management LLC | 0.16% | Reduce -37.8% | 2,291 | $279K |
| Simplicity Wealth,LLC | 0.02% | New | 2,283 | $278K |
| Northstar Financial Companies, Inc. | 0.30% | No change | 2,278 | $278K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $276K |
| Rede Wealth, LLC | 0.10% | No change | 2,261 | $276K |
| Trademark Financial Management, LLC | 0.21% | No change | 2,248 | $274K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.6% | 2,246 | $274K |
| Sage Financial Group Inc. | 0.02% | No change | 2,225 | $271K |
| Bellwether Advisors, LLC | 0.06% | No change | 2,224 | $271K |
| Atticus Wealth Management, LLC | 0.09% | Add +3.1% | 2,191 | $267K |
| Sound Income Strategies, LLC | 0.02% | Add +0.6% | 2,185 | $266K |
| Capital Analysts, LLC | 0.01% | Add +38.9% | 2,176 | $266K |
| Drucker Wealth 3.0, LLC | 0.06% | Reduce -3.3% | 2,164 | $264K |
| Moller Wealth Partners | 0.07% | Reduce -0.8% | 2,156 | $263K |
| Spectrum Planning & Advisory Services Inc. | 0.22% | Reduce -12.4% | 2,122 | $259K |
| Diversify Wealth Management, LLC | 0.02% | New | 2,135 | $258K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.9% | 2,112 | $257K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -14.2% | 2,109 | $257K |
| Novare Capital Management LLC | 0.02% | No change | 2,095 | $255K |
| Spectrum Wealth Counsel, LLC | 0.03% | Reduce -90.3% | 2,090 | $255K |
| Novus Advisors, LLC | 0.25% | Reduce -3.6% | 2,061 | $251K |
| Horizons Wealth Management | 0.19% | Reduce -5.2% | 2,061 | $251K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -8.9% | 2,017 | $246K |
| Note Advisors, LLC | 0.20% | No change | 1,999 | $244K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,987 | $242K |
| Prosperitas Financial LLC | 0.13% | New | 1,985 | $242K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.5% | 1,965 | $240K |
| Centurion Wealth Management LLC | 0.07% | No change | 1,848 | $238K |
| Ethic Inc. | 0.00% | No change | 1,925 | $236K |
| One Day In July LLC | 0.02% | Reduce -3.4% | 1,926 | $235K |
| Vertex Planning Partners, LLC | 0.05% | Reduce -8.5% | 1,912 | $233K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -37.6% | 1,890 | $233K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 1,904 | $232K |
| BKM Wealth Management, LLC | 0.10% | Reduce -20.4% | 1,900 | $232K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 1,894 | $231K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,866 | $227K |
| Quantinno Capital Management LP | 0.00% | New | 1,866 | $227K |
| Security Financial Services, INC. | 0.04% | Reduce -9.4% | 1,858 | $227K |
| Haverford Trust Co | 0.00% | No change | 1,856 | $226K |
| ArborFi Advisors, LLC | 0.22% | Add +5.8% | 1,844 | $225K |
| Centaurus Financial, Inc. | 0.01% | Reduce -21.5% | 1,832 | $223K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $223K |
| Avantra Family Wealth, Inc. | 0.21% | Add +0.2% | 1,819 | $222K |
| Callan Family Office, LLC | 0.02% | Add +0.4% | 1,814 | $221K |
| Bison Wealth, LLC | 0.02% | Reduce -8.9% | 1,806 | $220K |
| D'Orazio & Associates, Inc. | 0.03% | Add +8.4% | 1,798 | $219K |
| Arq Wealth Advisors, LLC | 0.08% | No change | 1,781 | $217K |
| Curtis Advisory Group, LLC | 0.06% | No change | 1,761 | $215K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -29.1% | 1,746 | $213K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,740 | $212K |
| CRA Financial Services, LLC | 0.04% | No change | 1,738 | $212K |
| Stephens Consulting, LLC | 0.05% | No change | 1,732 | $211K |
| Redwood Investment Management, LLC | 0.02% | Reduce -5.6% | 1,728 | $211K |
| Old National Bancorp | 0.01% | New | 1,728 | $211K |
| Bragg Financial Advisors, Inc | 0.01% | New | 1,723 | $210K |
| Synovus Financial Corp. | 0.00% | Reduce -61.1% | 1,718 | $209K |
| Northwest Wealth Management, LLC | 0.04% | Add +8.9% | 1,712 | $209K |
| Nemes Rush Group LLC | 0.03% | Add +0.3% | 1,712 | $209K |
| Welch & Forbes LLC | 0.00% | Reduce -8.3% | 1,707 | $208K |
| Tortoise Investment Management, LLC | 0.02% | Add +4.9% | 1,705 | $208K |
| M3 Advisory Group, LLC | 0.16% | No change | 1,696 | $207K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -33.5% | 1,694 | $207K |
| Palo Alto Wealth Advisors, LLC | 0.08% | Add +0.3% | 1,608 | $206K |
| Nwam LLC | 0.02% | Reduce -37.0% | 1,694 | $206K |
| Claro Advisors Inc. | 0.03% | New | 1,692 | $206K |
| Channel Wealth LLC | 0.06% | New | 1,684 | $205K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -46.5% | 1,681 | $205K |
| Creative Financial Designs Inc. | 0.02% | Reduce -6.5% | 1,605 | $196K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 1,597 | $195K |
| Bank of New Hampshire | 0.05% | Reduce -4.4% | 1,520 | $185K |
| Arlington Trust Co LLC | 0.04% | Add +85.4% | 1,520 | $185K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.2% | 1,511 | $184K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -45.9% | 1,442 | $176K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.4% | 1,437 | $175K |
| eCIO, Inc. | 0.07% | — | 1,367 | $167K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +23.3% | 1,355 | $165K |
| Lanark Financial, Inc. | 0.01% | — | 1,297 | $158K |
| Investors Research Corp | 0.03% | Add +15.2% | 1,137 | $139K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,130 | $138K |
| JFS Wealth Advisors, LLC | 0.01% | Add +43.7% | 1,114 | $136K |
| Larson Financial Group LLC | 0.01% | Reduce -15.5% | 1,091 | $133K |
| Accredited Wealth Management, LLC | 0.11% | No change | 1,090 | $133K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,075 | $131K |
| Investment Research & Advisory Group, Inc. | 0.05% | Add +0.3% | 1,013 | $123K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 1,000 | $122K |
| Motco | 0.01% | Add +150.9% | 971 | $118K |
| Financial Perspectives, Inc | 0.04% | No change | 954 | $116K |
| Abound Wealth Management | 0.04% | Reduce -0.6% | 900 | $110K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.7% | 885 | $108K |
| Balentine LLC | 0.00% | No change | 871 | $106K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $104K |
| NewSquare Capital LLC | 0.01% | Add +13.1% | 822 | $100K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -17.7% | 837 | $98K |
| Nalls Sherbakoff Group, LLC | 0.08% | — | 786 | $96K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.5% | 780 | $95K |
| Asset Dedication, LLC | 0.01% | Reduce -23.1% | 766 | $93K |
| Headlands Technologies LLC | 0.01% | New | 749 | $91K |
| Winthrop Capital Management, LLC | 0.02% | No change | 719 | $88K |
| New Republic Capital, LLC | 0.04% | No change | 719 | $88K |
| FSC Wealth Advisors, LLC | 0.05% | New | 677 | $83K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -4.6% | 647 | $79K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 625 | $76K |
| Flagship Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 609 | $74K |
| GAMMA Investing LLC | 0.01% | Add +28.5% | 604 | $74K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $72K |
| Continuum Advisory, LLC | 0.01% | Add +34.4% | 578 | $70K |
| Cornerstone Planning Group LLC | 0.02% | Add +45.7% | 596 | $70K |
| Parkside Financial Bank & Trust | 0.01% | Add +119.3% | 568 | $69K |
| Rise Advisors, LLC | 0.03% | Add +0.4% | 557 | $68K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 527 | $64K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $62K |
| PrairieView Partners, LLC | 0.01% | Add +0.4% | 457 | $55K |
| Glenmede Trust Co. NA | 0.00% | No change | 422 | $51K |
| Archer Investment Corp | 0.01% | No change | 413 | $50K |
| Fifth Third Bancorp | 0.00% | Reduce -36.6% | 372 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $44K |
| Centerpoint Advisors, LLC | 0.01% | Add +24.1% | 330 | $40K |
| Johnson Financial Group, Inc. | 0.00% | No change | 310 | $38K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 301 | $37K |
| Fortitude Family Office, LLC | 0.01% | No change | 295 | $36K |
| Clearstead Trust, LLC | 0.01% | No change | 278 | $34K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -11.5% | 277 | $34K |
| Capital A Wealth Management, LLC | 0.03% | Add +37.4% | 257 | $31K |
| CVA Family Office, LLC | 0.00% | No change | 257 | $31K |
| Ameriflex Group, Inc. | 0.01% | Add +38.5% | 248 | $30K |
| Bokf, NA | 0.00% | No change | 229 | $28K |
| Transce3nd, LLC | 0.01% | Reduce -63.5% | 225 | $27K |
| Concord Wealth Partners | 0.00% | No change | 222 | $27K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -56.1% | 217 | $26K |
| Rice Partnership, LLC | 0.01% | No change | 213 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $25K |
| WealthTrak Capital Management LLC | 0.02% | Add +33.6% | 199 | $24K |
| Trust Co | 0.00% | No change | 195 | $24K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 191 | $23K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 190 | $23K |
| Key Financial Inc | 0.01% | No change | 187 | $23K |
| Dunhill Financial, LLC | 0.01% | Add +22.5% | 185 | $23K |
| Proffitt & Goodson Inc. | 0.00% | New | 183 | $22K |
| Salem Investment Counselors Inc. | 0.00% | No change | 176 | $21K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -19.2% | 168 | $20K |
| Rothschild Investment LLC | 0.00% | Reduce -43.1% | 165 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $20K |
| Columbia River Financial Group, LLC | 0.01% | New | 158 | $19K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $19K |
| Crews Bank & Trust | 0.00% | No change | 150 | $18K |
| NorthRock Partners, LLC | 0.00% | Reduce -62.3% | 150 | $18K |
| Decker Retirement Planning Inc. | 0.01% | No change | 145 | $18K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 143 | $17K |
| Bernard Wealth Management Corp. | 0.01% | No change | 140 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 137 | $17K |
| Keystone Global Partners, LLC | 0.01% | — | 127 | $15K |
| Sandy Spring Bank | 0.00% | No change | 125 | $15K |
| Community Bank, N.A. | 0.00% | No change | 125 | $15K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +4.2% | 123 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 123 | $15K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 121 | $15K |
| Global Financial Private Client, LLC | 0.01% | Add +21.2% | 120 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 112 | $14K |
| Hurley Capital, LLC | 0.01% | Reduce -41.0% | 111 | $14K |
| Raffa Wealth Management, LLC | 0.00% | No change | 107 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 99 | $12K |
| Morris Financial Concepts, Inc. | 0.00% | Add +19.2% | 87 | $11K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -88.3% | 80 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 62 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $6K |
| Capitol Family Office, Inc. | 0.01% | New | 42 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -99.6% | 30 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $4K |
| Pandora Wealth, Inc. | 0.00% | — | 26 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 22 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $2K |
| Wiser Advisor Group LLC | 0.00% | New | 20 | $2K |
| Glassman Wealth Services | 0.00% | Reduce -51.4% | 17 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 18 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 22 | $2K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 9 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| LGT Financial Advisors LLC | 0.00% | Reduce -86.9% | 8 | $975 |
| Barclays PLC | 0.00% | Reduce -99.9% | 8 | $975 |
| Covestor Ltd | 0.00% | Add +100.0% | 2 | $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.