iShares ESG Aware MSCI USAESGUETF
13F holders, Q2 2025 (June 30)774holders +18
51new positions
31sold out
4famous investors
$135.21avg. 13F price*
At the end of Q2 2025, 774 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 18 from Q1 2025. 51 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($1.8B), JPMorgan Chase & Co. ($1.4B) and Tiaa Trust, National Association ($844.0M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $31.3M |
| Exits | 31 | $17.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,924,341 shares bought and 4,891,290 shares sold, net −1,966,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 774 holders
| Bank of America Corp. | 0.14% | Reduce -0.2% | 13,068,165 | $1.8B |
| JPMorgan Chase & Co. | 0.09% | Reduce -11.7% | 10,030,388 | $1.4B |
| Tiaa Trust, National Association | 2.20% | Add +7.4% | 6,274,672 | $844.0M |
| Northern Trust Corp. | 0.10% | Reduce -19.2% | 5,512,613 | $745.9M |
| Goldman Sachs Group Inc. | 0.09% | Add +7.5% | 4,182,812 | $565.9M |
| Betterment LLC | 1.11% | Add +12.5% | 3,840,238 | $519.6M |
| Acorns Advisers, LLC | 2.93% | Add +5.2% | 2,525,401 | $341.7M |
| Wealthfront Advisers LLC | 0.82% | Add +7.8% | 2,342,414 | $316.9M |
| Wells Fargo & Company | 0.07% | Reduce -1.3% | 2,266,357 | $306.6M |
| Morgan Stanley | 0.02% | Add +10.3% | 2,215,578 | $299.8M |
| BlackRock, Inc. | 0.01% | Reduce -9.4% | 1,987,274 | $268.9M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.5% | 1,815,932 | $245.7M |
| LPL Financial LLC | 0.05% | Reduce -0.7% | 1,044,180 | $141.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +4.8% | 950,921 | $128.7M |
| Empower Advisory Group, LLC | 0.28% | Add +0.2% | 694,149 | $93.9M |
| Fiduciary Trust Co | 1.10% | Add +0.2% | 662,408 | $89.6M |
| Royal Bank of Canada | 0.01% | Add +3.6% | 549,367 | $74.3M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -8.4% | 425,773 | $57.6M |
| UBS Group AG | 0.01% | Reduce -4.0% | 366,888 | $49.6M |
| Citigroup Inc. | 0.03% | Add +16.1% | 355,602 | $48.1M |
| Ally Invest Advisors Inc. | 3.51% | Add +1.8% | 332,448 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.2% | 329,752 | $44.7M |
| Cwm, LLC | 0.15% | Reduce -14.2% | 316,959 | $42.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.5% | 315,843 | $42.7M |
| Keybank National Association | 0.16% | Reduce -0.8% | 315,332 | $42.7M |
| Mercer Global Advisors Inc. | 0.09% | Add +0.1% | 308,867 | $41.8M |
| Creative Planning | 0.04% | Add +2.6% | 307,309 | $41.6M |
| Capitolis Liquid Global Markets LLC | 0.29% | Add +7.0% | 288,800 | $39.1M |
| IMPACTfolio, LLC | 17.86% | Add +1.6% | 278,413 | $37.7M |
| Alesco Advisors, LLC, An ESL Co | 1.08% | Reduce -1.2% | 277,563 | $37.6M |
| Envestnet Portfolio Solutions, Inc. | 0.14% | Reduce -9.2% | 271,912 | $36.8M |
| Composition Wealth, LLC | 0.59% | Add +302.7% | 258,750 | $35.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | Reduce -28.1% | 252,580 | $34.2M |
| Mission Wealth Management, LP | 0.68% | Add +22.6% | 229,766 | $31.1M |
| FMR LLC | 0.00% | Add +78.3% | 229,153 | $31.0M |
| Cetera Investment Advisers | 0.05% | Reduce -6.1% | 220,992 | $29.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.2% | 209,748 | $28.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -10.8% | 208,350 | $28.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -6.8% | 194,132 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.4% | 188,404 | $25.5M |
| National Bank of Canada | 0.03% | Add +59.6% | 181,700 | $24.6M |
| MML Investors Services, LLC | 0.07% | Reduce -8.7% | 179,781 | $24.3M |
| Brookstone Capital Management | 0.32% | Add +2.5% | 179,345 | $24.3M |
| Joel Isaacson & Co., LLC | 0.97% | Add +0.1% | 175,932 | $23.8M |
| Alliancebernstein L.P. | 0.01% | Add +9.2% | 172,102 | $23.3M |
| Ashton Thomas Private Wealth, LLC | 0.82% | Reduce -0.1% | 171,555 | $23.2M |
| Clarius Group, LLC | 1.35% | Reduce -2.1% | 170,946 | $23.1M |
| Sand Hill Global Advisors, LLC | 0.85% | Reduce -1.3% | 169,381 | $22.9M |
| Park Avenue Securities LLC | 0.21% | Reduce -0.3% | 166,132 | $22.5M |
| Rock Creek Group LLC | 2.47% | No change | 161,100 | $21.1M |
| Two Sigma Investments, LP | 0.04% | Reduce -35.4% | 153,100 | $20.7M |
| Affinity Capital Advisors, LLC | 3.53% | Reduce -0.6% | 151,619 | $20.5M |
| Acadian Asset Management LLC | 0.04% | Add +449.9% | 134,400 | $18.2M |
| Choreo, LLC | 0.25% | Reduce -12.1% | 134,027 | $18.1M |
| Erickson Financial Group, LLC | 11.85% | Reduce -0.1% | 129,612 | $17.5M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -0.2% | 128,066 | $17.3M |
| Flputnam Investment Management Co. | 0.29% | Add +0.1% | 125,868 | $17.0M |
| Dohj, LLC | 4.85% | Reduce -9.1% | 143,048 | $16.7M |
| NewEdge Advisors, LLC | 0.09% | Add +2.2% | 122,366 | $16.6M |
| Corient Private Wealth LP | 0.02% | Reduce -3.8% | 121,708 | $16.5M |
| AlTi Global, Inc. | 0.40% | Reduce -2.6% | 119,203 | $16.1M |
| Sharkey, Howes & Javer | 2.02% | Reduce -10.7% | 111,297 | $15.1M |
| One Wealth Advisors, LLC | 2.00% | Reduce -1.9% | 106,387 | $14.4M |
| Toronto Dominion Bank | 0.03% | New | 100,000 | $13.5M |
| Money Design Co.,Ltd. | 0.66% | Add +0.1% | 98,591 | $13.3M |
| Apella Capital, LLC | 0.35% | Reduce -4.9% | 95,998 | $13.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.2% | 96,073 | $13.0M |
| Blue Edge Capital, LLC | 1.93% | Reduce -2.2% | 95,766 | $13.0M |
| Client 1ST Advisory Group, LLC | 4.68% | Reduce -1.7% | 95,463 | $12.9M |
| Sei Investments Co. | 0.01% | Reduce -2.1% | 93,756 | $12.7M |
| Staley Capital Advisers Inc. | 0.52% | No change | 90,000 | $12.2M |
| Cerity Partners LLC | 0.02% | Add +24.4% | 87,477 | $11.9M |
| Harbour Investments, Inc. | 0.30% | Add +1.2% | 87,900 | $11.9M |
| Mariner, LLC | 0.02% | Reduce -3.4% | 87,702 | $11.9M |
| Van Hulzen Asset Management, LLC | 0.99% | Add +0.5% | 87,413 | $11.8M |
| Clarity Asset Management, Inc. | 6.81% | Reduce -7.9% | 84,368 | $11.4M |
| Truist Financial Corp. | 0.02% | Reduce -5.7% | 82,256 | $11.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.0% | 81,260 | $11.0M |
| Relyea Zuckerberg Hanson LLC | 1.27% | Reduce -2.5% | 79,912 | $10.8M |
| Plancorp, LLC | 0.37% | Reduce -0.7% | 78,808 | $10.7M |
| Keebeck Wealth Management | 1.35% | Add +0.3% | 76,284 | $10.3M |
| Laurel Wealth Planning LLC | 5.81% | Reduce -6.3% | 75,504 | $10.2M |
| Facet Wealth, Inc. | 0.23% | Reduce -2.5% | 73,874 | $10.2M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -25.9% | 74,100 | $10.0M |
| Schroder Investment Management Group | 0.01% | Reduce -29.5% | 74,610 | $10.0M |
| Prudent Man Advisors, LLC | 3.12% | Add +1.8% | 72,521 | $9.8M |
| Parkside Advisors LLC | 2.11% | Add +2.1% | 70,855 | $9.6M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -0.0% | 69,886 | $9.5M |
| Fisher Asset Management | 0.00% | Reduce -12.7% | 68,103 | $9.2M |
| Strategic Blueprint, LLC | 0.45% | Reduce -2.5% | 67,342 | $9.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +10.9% | 64,424 | $8.7M |
| Trilogy Capital Inc. | 0.42% | Add +1.4% | 64,263 | $8.7M |
| Klaas Financial Asset Advisors, LLC | 1.38% | Add +9.4% | 64,235 | $8.7M |
| Parallel Advisors, LLC | 0.16% | Add +3.5% | 59,470 | $8.0M |
| Wealth Architects, LLC | 0.82% | Add +27.9% | 59,457 | $8.0M |
| Cypress Wealth Services, LLC | 1.41% | Reduce -3.5% | 58,092 | $7.9M |
| Modera Wealth Management, LLC | 0.10% | Add +3.8% | 56,798 | $7.7M |
| Financial Advisors, LLC | 1.41% | Reduce -6.4% | 56,078 | $7.6M |
| Ferguson Wellman Capital Management, Inc. | 0.13% | Add +6.0% | 55,886 | $7.6M |
| Captrust Financial Advisors | 0.02% | Reduce -1.2% | 54,659 | $7.4M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -10.8% | 53,827 | $7.3M |
| Advisory Services Network, LLC | 0.11% | Add +8.3% | 51,431 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.2% | 51,884 | $7.0M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -1.5% | 51,873 | $7.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -12.5% | 50,974 | $6.9M |
| Focus Partners Wealth | 0.01% | Add +0.6% | 50,838 | $6.9M |
| CFS Investment Advisory Services, LLC | 0.56% | Reduce -3.6% | 50,760 | $6.9M |
| Retirement Income Solutions, Inc. | 1.24% | Reduce -29.1% | 49,777 | $6.7M |
| Institute for Wealth Management, LLC. | 0.75% | Reduce -1.4% | 49,640 | $6.7M |
| Yukon Wealth Management, Inc. | 2.36% | Reduce -2.5% | 48,671 | $6.6M |
| Atlas Legacy Advisors, LLC | 1.45% | Add +1.1% | 48,636 | $6.6M |
| Valeo Financial Advisors, LLC | 0.16% | Add +8.5% | 48,298 | $6.5M |
| Decker Retirement Planning Inc. | 3.63% | Add +31829.7% | 46,298 | $6.3M |
| Waypoint Wealth Partners Inc. | 1.52% | Reduce -21.2% | 46,205 | $6.3M |
| Summit Wealth Group, LLC | 1.54% | Reduce -2.3% | 44,405 | $6.0M |
| Mutual Advisors, LLC | 0.15% | Reduce -1.8% | 42,910 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +28.4% | 43,810 | $5.9M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -6.4% | 43,695 | $5.9M |
| Halbert Hargrove Global Advisors, LLC | 0.30% | Reduce -9.3% | 41,738 | $5.6M |
| Spinnaker Trust | 0.34% | Add +5.1% | 41,293 | $5.6M |
| BNP Paribas Financial Markets | 0.00% | Add +406.3% | 41,026 | $5.6M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.1% | 40,940 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +10.0% | 40,356 | $5.5M |
| Maia Wealth LLC | 1.04% | Reduce -4.7% | 40,239 | $5.4M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -1.8% | 39,300 | $5.3M |
| UMB Bank, n.a. | 0.08% | Add +28.5% | 38,336 | $5.2M |
| Journey Strategic Wealth LLC | 0.17% | Reduce -75.5% | 37,849 | $5.1M |
| Long Run Wealth Advisors, LLC | 1.06% | Reduce -5.8% | 37,389 | $5.1M |
| Merit Financial Group, LLC | 0.05% | Add +8.0% | 36,249 | $4.9M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -8.2% | 36,185 | $4.9M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Reduce -4.5% | 35,685 | $4.8M |
| Goodwin Investment Advisory | 5.54% | Reduce -3.7% | 35,470 | $4.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | — | 35,412 | $4.8M |
| KPP Advisory Services LLC | 0.79% | Reduce -3.1% | 35,247 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +8.6% | 35,113 | $4.8M |
| Balanced Rock Investment Advisors LLC | 3.61% | Add +31.2% | 33,974 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -10.7% | 32,627 | $4.4M |
| Physician Wealth Advisors, Inc. | 0.69% | Reduce -0.6% | 32,300 | $4.4M |
| Keystone Wealth Services, LLC | 1.05% | Reduce -3.2% | 32,265 | $4.4M |
| National Philanthropic Trust | 0.06% | No change | 31,704 | $4.3M |
| Planning Alternatives Ltd. | 0.59% | Add +0.6% | 31,453 | $4.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | No change | 31,431 | $4.2M |
| Mascoma Wealth Management LLC | 0.98% | Add +8.9% | 31,225 | $4.2M |
| Integrated Advisors Network LLC | 0.19% | Reduce -6.2% | 30,438 | $4.1M |
| &partners | 0.03% | Reduce -4.4% | 30,317 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.3% | 30,297 | $4.1M |
| WT Wealth Management | 1.20% | Add +10.1% | 29,984 | $4.1M |
| HB Wealth Management, LLC | 0.03% | Reduce -0.6% | 29,824 | $4.0M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +2.4% | 28,267 | $3.8M |
| Ieq Capital, LLC | 0.02% | Reduce -33.4% | 28,146 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.5% | 27,681 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.61% | Reduce -2.3% | 27,337 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -15.8% | 26,843 | $3.6M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -1.6% | 26,330 | $3.6M |
| WealthPlan Investment Management, LLC | 0.26% | Add +691.5% | 26,103 | $3.5M |
| Ridgeline Wealth, LLC | 2.86% | Reduce -0.5% | 25,924 | $3.5M |
| Jordan Park Group LLC | 0.22% | Add +3.9% | 25,429 | $3.4M |
| MA Private Wealth | 0.61% | Reduce -14.6% | 25,093 | $3.4M |
| RFG Advisory, LLC | 0.08% | Reduce -3.6% | 24,951 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -10.8% | 24,910 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.9% | 24,873 | $3.4M |
| Savant Capital, LLC | 0.02% | Reduce -1.7% | 24,548 | $3.3M |
| FLC Capital Advisors | 0.68% | Reduce -7.1% | 24,452 | $3.3M |
| Integris Wealth Management, LLC | 0.86% | Add +0.8% | 24,257 | $3.3M |
| First Horizon Advisors, Inc. | 0.08% | Add +90.0% | 24,157 | $3.3M |
| Partners Capital Investment Group, LLP | 0.13% | Reduce -95.9% | 23,873 | $3.2M |
| Elevation Wealth Partners, LLC | 1.27% | Reduce -43.4% | 23,738 | $3.2M |
| Opes Wealth Management LLC | 0.57% | Add +4.3% | 23,716 | $3.2M |
| Northwest Capital Management Inc | 1.73% | Reduce -47.8% | 23,645 | $3.2M |
| Moment Partners, LLC | 0.60% | Reduce -1.2% | 23,599 | $3.2M |
| Balance Wealth Partners LLC | 1.87% | Reduce -2.4% | 23,570 | $3.2M |
| Blue Trust, Inc. | 0.04% | Reduce -0.0% | 23,178 | $3.1M |
| Gilbert Capital Group, Inc. | 2.57% | — | 22,933 | $3.1M |
| Wedbush Securities Inc. | 0.11% | Add +3.4% | 22,846 | $3.1M |
| Garde Capital, Inc. | 0.16% | Add +48.5% | 22,615 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -63.8% | 21,870 | $3.0M |
| Foster Group, Inc. | 0.10% | Add +5.4% | 21,414 | $2.9M |
| Regions Financial Corp. | 0.02% | Reduce -4.2% | 20,768 | $2.8M |
| Weil Company, Inc. | 0.73% | Reduce -28.8% | 20,379 | $2.8M |
| Lifelong Wealth Advisors, Inc. | 0.91% | Add +0.3% | 20,303 | $2.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -6.9% | 20,229 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +2.0% | 19,808 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Reduce -5.8% | 19,783 | $2.7M |
| HF Advisory Group, LLC | 1.05% | Reduce -0.5% | 19,644 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -0.7% | 19,411 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | No change | 19,268 | $2.6M |
| GeoWealth Management, LLC | 0.10% | Add +57.0% | 19,248 | $2.6M |
| Diversify Advisory Services, LLC | 0.10% | Add +17.4% | 18,304 | $2.6M |
| Cascade Financial Partners, LLC | 0.31% | No change | 18,884 | $2.6M |
| Brooklyn FI, LLC | 0.65% | Add +63.0% | 18,799 | $2.5M |
| PFG Investments, LLC | 0.15% | Add +2.8% | 18,669 | $2.5M |
| Sensible Financial Planning & Management, LLC. | 0.47% | Add +57.0% | 18,394 | $2.5M |
| Leo Wealth, LLC | 0.19% | Add +0.4% | 18,393 | $2.5M |
| Diversified Trust Co. | 0.06% | Reduce -14.9% | 18,391 | $2.5M |
| Vision Capital Management, Inc. | 0.32% | Add +7.5% | 18,275 | $2.5M |
| SigFig Wealth Management, LLC | 0.08% | Add +15.6% | 18,339 | $2.5M |
| White Lighthouse Investment Management Inc. | 0.40% | Add +8.3% | 17,988 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -8.0% | 17,796 | $2.4M |
| CGN Advisors LLC | 0.21% | Reduce -0.6% | 17,750 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.20% | Reduce -0.8% | 17,739 | $2.4M |
| ONE Advisory Partners, LLC | 0.80% | Reduce -0.5% | 17,334 | $2.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.83% | Add +1.4% | 17,717 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.79% | Reduce -1.5% | 17,691 | $2.4M |
| Davis Wealth Advisors, LLC | 2.53% | Reduce -8.3% | 17,642 | $2.4M |
| Pioneer Wealth Management Group | 0.87% | Add +8.8% | 17,414 | $2.4M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -4.4% | 17,310 | $2.3M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.0% | 17,262 | $2.3M |
| High Falls Advisors, Inc | 0.51% | Reduce -11.6% | 17,174 | $2.3M |
| Icon Wealth Advisors, LLC | 0.16% | Reduce -5.1% | 17,110 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Add +0.0% | 16,863 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -20.7% | 16,453 | $2.2M |
| GenTrust, LLC | 0.10% | Add +0.1% | 16,389 | $2.2M |
| Macroview Investment Management LLC | 1.81% | Add +13.8% | 16,319 | $2.2M |
| Pure Financial Advisors, LLC | 0.04% | Add +51.3% | 16,295 | $2.2M |
| Perennial Investment Advisors, LLC | 0.21% | Add +0.0% | 15,944 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +0.2% | 15,820 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +36.9% | 15,723 | $2.1M |
| Beacon Financial Group | 0.22% | Reduce -0.3% | 15,337 | $2.1M |
| 1ST Source Bank | 0.11% | Reduce -0.4% | 15,319 | $2.1M |
| RHS Financial, LLC | 1.17% | Reduce -51.3% | 15,173 | $2.1M |
| Bogart Wealth, LLC | 0.09% | Add +5.8% | 14,982 | $2.0M |
| Mgo One Seven LLC | 0.07% | Add +32.3% | 14,882 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.2% | 14,874 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.28% | Reduce -2.1% | 14,849 | $2.0M |
| Regal Investment Advisors LLC | 0.15% | Reduce -15.5% | 14,802 | $2.0M |
| Flow Traders U.S. LLC | 0.07% | New | 14,786 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +14.3% | 14,675 | $2.0M |
| Compound Planning, Inc. | 0.07% | Add +1.3% | 14,319 | $1.9M |
| BlueStem Wealth Partners, LLC | 0.23% | Add +12.2% | 14,080 | $1.9M |
| GFS Advisors, LLC | 0.26% | No change | 13,995 | $1.9M |
| Mendel Capital Management LLC | 1.08% | Reduce -0.3% | 13,972 | $1.9M |
| Nepc LLC | 0.05% | No change | 13,905 | $1.9M |
| Ipsen Advisor Group LLC | 1.43% | Reduce -1.0% | 13,895 | $1.9M |
| Grey Ledge Advisors, LLC | 0.45% | Reduce -3.0% | 13,683 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -0.3% | 13,659 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +15.6% | 13,632 | $1.8M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -5.4% | 13,245 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -7.5% | 13,237 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -7.4% | 13,222 | $1.8M |
| Summit X, LLC | 0.33% | Add +2.8% | 13,124 | $1.8M |
| Higgins & Schmidt Wealth Strategies LLC | 0.97% | Add +6.8% | 12,950 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +2.0% | 12,861 | $1.7M |
| SYM FINANCIAL Corp | 0.19% | No change | 12,785 | $1.7M |
| Strategic Point Investment Advisors, LLC | 0.27% | Reduce -5.9% | 12,770 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.18% | Reduce -9.3% | 12,716 | $1.7M |
| Morling Financial Advisors, LLC | 0.55% | Add +14.9% | 12,400 | $1.7M |
| Blair William & Co. | 0.00% | Add +1.3% | 12,266 | $1.7M |
| Acropolis Investment Management, LLC | 0.09% | Add +4.1% | 12,220 | $1.7M |
| Renaissance Technologies | 0.00% | New | 12,200 | $1.7M |
| Clearview Wealth Advisors LLC | 1.15% | Add +0.6% | 12,186 | $1.6M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -3.4% | 12,122 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +0.8% | 12,086 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.4% | 11,997 | $1.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.70% | Reduce -5.8% | 11,972 | $1.6M |
| Ryan Investment Management, Inc. | 1.03% | — | 11,956 | $1.6M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -1.0% | 11,640 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -71.0% | 11,633 | $1.6M |
| West Wealth Group, LLC | 0.39% | Reduce -0.4% | 11,384 | $1.6M |
| VestGen Advisors, LLC | 0.06% | Reduce -5.6% | 11,188 | $1.5M |
| Gould Asset Management LLC | 0.30% | Reduce -4.0% | 11,400 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Reduce -2.6% | 11,333 | $1.5M |
| Bluespring Wealth Management, LLC | 0.15% | Add +6.3% | 11,332 | $1.5M |
| Tarbox Family Office, Inc. | 0.23% | Add +34.6% | 11,278 | $1.5M |
| Charter Oak Capital Management, LLC | 0.13% | Reduce -0.3% | 11,212 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.32% | Add +2.3% | 11,169 | $1.5M |
| RTD Financial Advisors, Inc. | 0.19% | Reduce -8.7% | 11,040 | $1.5M |
| CW Advisors, LLC | 0.01% | Add +5.2% | 11,035 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +3.7% | 10,936 | $1.5M |
| Tempus Wealth Planning, LLC | 0.37% | Add +7.0% | 10,891 | $1.5M |
| Banco BTG Pactual S.A. | 0.29% | Add +36.5% | 10,650 | $1.4M |
| Advisory Alpha, LLC | 0.04% | Add +0.1% | 10,617 | $1.4M |
| Elios Financial Group Inc. | 0.65% | Add +19.3% | 10,615 | $1.4M |
| Scott Capital Advisors, LLC | 0.39% | Add +11.4% | 10,425 | $1.4M |
| World Investment Advisors | 0.03% | Reduce -0.4% | 10,421 | $1.4M |
| Sofi Wealth, LLC | 0.09% | Add +68.4% | 10,330 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | — | 10,318 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -2.3% | 10,232 | $1.4M |
| Smartleaf Asset Management LLC | 0.12% | Add +131.9% | 10,102 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 10,008 | $1.4M |
| Shared Vision Wealth Group LLC | 0.67% | Reduce -14.3% | 9,736 | $1.3M |
| Kickstand Ventures, Llc. | 0.31% | Reduce -3.8% | 9,893 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.49% | Reduce -12.8% | 9,781 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.7% | 9,767 | $1.3M |
| Austin Private Wealth, LLC | 0.10% | Reduce -3.0% | 9,714 | $1.3M |
| Symmetry Partners, LLC | 0.16% | Reduce -17.5% | 9,537 | $1.3M |
| CWC Advisors, LLC. | 0.66% | Reduce -0.2% | 9,489 | $1.3M |
| WNY Asset Management, LLC | 0.14% | Add +90.5% | 9,363 | $1.3M |
| Nottingham Advisors, Inc. | 0.19% | Reduce -2.0% | 9,350 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Add +0.9% | 9,340 | $1.3M |
| Rosenberg Matthew Hamilton | 0.29% | No change | 9,326 | $1.3M |
| Compass Ion Advisors, LLC | 0.14% | No change | 9,250 | $1.3M |
| Wealthgarden F.S. LLC | 1.03% | Add +0.2% | 8,981 | $1.2M |
| Comerica Bank | 0.00% | Reduce -20.7% | 9,168 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -8.1% | 9,135 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Reduce -11.3% | 8,994 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +27.8% | 8,911 | $1.2M |
| W Advisors, LLC | 0.68% | Reduce -5.2% | 8,806 | $1.2M |
| Milestone Asset Management Group, LLC | 0.88% | Reduce -11.0% | 8,773 | $1.2M |
| Modern Wealth Management, LLC | 0.03% | Reduce -26.2% | 8,752 | $1.2M |
| Stephens Inc. | 0.02% | No change | 8,714 | $1.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +5.3% | 8,685 | $1.2M |
| My Legacy Advisors, LLC | 0.42% | Reduce -10.3% | 8,549 | $1.2M |
| Wealth Alliance, LLC | 0.13% | Reduce -0.8% | 8,560 | $1.2M |
| StoneX Group Inc. | 0.06% | Add +24.6% | 8,457 | $1.1M |
| NBT Bank, N.A. | 0.08% | Reduce -8.0% | 8,408 | $1.1M |
| Crown Wealth Group, LLC | 0.43% | Reduce -9.0% | 8,388 | $1.1M |
| OLIO Financial Planning | 0.35% | Add +1.9% | 8,172 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -3.0% | 8,164 | $1.1M |
| Sovran Advisors, LLC | 0.12% | Reduce -34.2% | 8,134 | $1.1M |
| Aprio Wealth Management, LLC | 0.12% | Reduce -0.3% | 8,121 | $1.1M |
| Midwest Heritage Bank, FSB | 0.41% | No change | 8,107 | $1.1M |
| Orin Green Financial, LLC | 0.46% | No change | 7,978 | $1.1M |
| Morton Brown Family Wealth, LLC | 0.33% | Add +0.1% | 7,942 | $1.1M |
| Sentinel Trust Co. Lba | 0.11% | Add +1.7% | 7,813 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | No change | 7,804 | $1.1M |
| Apexium Financial, LP | 0.06% | Add +0.7% | 7,783 | $1.1M |
| Manning & Napier Advisors LLC | 0.01% | Reduce -11.8% | 7,750 | $1.0M |
| Marino, Stram & Associates LLC | 0.21% | Reduce -7.0% | 7,750 | $1.0M |
| JB Capital LLC | 0.05% | Add +3.0% | 7,678 | $1.0M |
| WBH Advisory Inc. | 0.09% | Reduce -20.2% | 7,678 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +0.3% | 7,669 | $1.0M |
| Retirement Capital Strategies | 0.41% | Reduce -4.9% | 7,653 | $1.0M |
| Strategy Asset Managers LLC | 0.19% | Add +2.4% | 7,622 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -42.7% | 7,615 | $1.0M |
| Metis Global Partners, LLC | 0.03% | Reduce -9.4% | 7,542 | $1.0M |
| GTS Securities LLC | 0.05% | New | 7,513 | $1.0M |
| One Capital Management, LLC | 0.04% | Reduce -7.0% | 7,499 | $1.0M |
| Private Trust Co. NA | 0.10% | Reduce -5.5% | 7,416 | $1.0M |
| KilterHowling LLC | 0.60% | Add +0.8% | 7,415 | $1.0M |
| Axis Wealth Partners, LLC | 0.66% | Add +12.8% | 7,412 | $1.0M |
| Two West Capital Advisors LLC | 0.66% | Add +11.7% | 7,198 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.43% | Reduce -0.1% | 7,356 | $995K |
| American Capital Advisory, LLC | 0.50% | Reduce -0.1% | 7,323 | $991K |
| ERn Financial, LLC | 0.21% | Add +0.7% | 7,284 | $986K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.3% | 7,274 | $984K |
| Keel Point, LLC | 0.07% | Reduce -0.0% | 7,258 | $982K |
| Hoxton Planning & Management, LLC | 0.34% | Reduce -6.9% | 7,244 | $980K |
| McClarren Financial Advisors, Inc. | 0.64% | Add +45.5% | 7,225 | $978K |
| Ascent Group, LLC | 0.04% | Reduce -12.9% | 7,170 | $970K |
| Hughes Financial Services, LLC | 0.17% | Add +0.7% | 6,975 | $965K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,068 | $956K |
| TSA Wealth Managment LLC | 0.35% | Reduce -0.1% | 7,052 | $954K |
| Bigelow Investment Advisors, LLC | 0.42% | No change | 7,030 | $951K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -0.8% | 7,008 | $948K |
| Vident Advisory, LLC | 0.01% | Reduce -11.6% | 6,989 | $946K |
| AlphaCore Capital LLC | 0.04% | Reduce -44.3% | 6,810 | $921K |
| Amundi | 0.00% | No change | 6,740 | $914K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -0.2% | 6,748 | $913K |
| Financial Partners Group, Inc | 0.13% | Add +1.1% | 6,747 | $913K |
| Capasso Planning Partners LLC | 0.52% | Add +0.6% | 6,741 | $912K |
| WealthShield Partners, LLC | 0.11% | Reduce -3.7% | 6,732 | $911K |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $907K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -84.2% | 6,683 | $904K |
| MKT Advisors LLC | 0.35% | No change | 6,626 | $894K |
| Vanguard Group Inc. | 0.00% | Reduce -6.7% | 6,586 | $891K |
| Brookwood Investment Group LLC | 0.14% | Add +18.1% | 6,570 | $889K |
| M&T Bank Corp | 0.00% | Reduce -14.9% | 6,554 | $887K |
| IFP Advisors, Inc | 0.03% | Add +15.4% | 6,541 | $885K |
| Keystone Financial Services | 0.30% | Reduce -6.0% | 6,503 | $880K |
| First Trust Advisors LP | 0.00% | Add +15.5% | 6,463 | $874K |
| International Assets Investment Management, LLC | 0.07% | New | 6,428 | $870K |
| Traphagen Investment Advisors LLC | 0.08% | Reduce -11.4% | 6,397 | $865K |
| Silvia McColl Wealth Management, LLC | 0.62% | Reduce -2.3% | 6,328 | $856K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.5% | 6,225 | $842K |
| MAI Capital Management | 0.01% | Add +3.9% | 6,149 | $832K |
| Aaron Wealth Advisors LLC | 0.08% | Reduce -4.6% | 6,133 | $830K |
| Cornerstone Financial Group, LLC | 0.70% | Add +0.3% | 6,111 | $827K |
| Bangor Savings Bank | 0.07% | Reduce -1.4% | 6,093 | $824K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.2% | 6,052 | $819K |
| CENTRAL TRUST Co | 0.02% | Reduce -8.9% | 6,050 | $819K |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -4.2% | 6,044 | $818K |
| One Wealth Capital Management, LLC | 0.38% | Add +3.5% | 6,030 | $816K |
| Ameraudi Asset Management, Inc. | 0.43% | No change | 6,022 | $815K |
| Riverwater Partners LLC | 0.38% | Reduce -12.0% | 6,007 | $813K |
| XY Planning Network, Inc. | 0.28% | New | 5,987 | $810K |
| OMNI 360 Wealth, Inc. | 0.50% | Reduce -1.3% | 5,970 | $808K |
| Quadrant Private Wealth Management, LLC | 0.17% | Reduce -0.3% | 5,957 | $806K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -6.9% | 5,944 | $804K |
| Destiny Wealth Partners, LLC | 0.11% | Reduce -1.9% | 5,923 | $801K |
| Verus Capital Partners, LLC | 0.07% | Reduce -3.5% | 5,910 | $800K |
| Bell Investment Advisors, Inc | 0.14% | Reduce -4.1% | 5,893 | $797K |
| Front Row Advisors LLC | 0.27% | No change | 5,790 | $783K |
| Sutton Place Investors LLC | 0.47% | Reduce -0.1% | 5,764 | $780K |
| RCS Financial Planning, LLC | 0.39% | Reduce -6.3% | 5,750 | $778K |
| AQR Capital Management | 0.00% | Reduce -15.0% | 5,747 | $778K |
| Farrell Financial LLC | 0.52% | Add +0.2% | 5,692 | $770K |
| IFG Advisory, LLC | 0.04% | Reduce -7.2% | 5,667 | $767K |
| Keener Financial Planning LLC | 0.38% | Add +2.3% | 5,603 | $758K |
| Independent Financial Group, LLC | 0.02% | Add +1.5% | 5,565 | $753K |
| PFG Advisors | 0.03% | Add +13.9% | 5,554 | $751K |
| Shotwell Rutter Baer Inc | 0.51% | Reduce -2.5% | 5,465 | $746K |
| Waverly Advisors, LLC | 0.01% | Reduce -27.9% | 5,453 | $738K |
| CI Investments Inc. | 0.00% | Reduce -28.3% | 5,450 | $737K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +5.0% | 5,405 | $731K |
| Atlas Private Wealth Advisors | 0.09% | Add +0.2% | 5,348 | $724K |
| Financial Gravity Companies, Inc. | 0.14% | — | 5,305 | $718K |
| Western Wealth Management, LLC | 0.04% | Add +1.0% | 5,259 | $712K |
| Spire Wealth Management | 0.03% | Reduce -3.7% | 5,217 | $706K |
| Members Capital Advisors Inc. | 0.81% | No change | 5,205 | $704K |
| Jones Financial Companies LLLP | 0.00% | Add +28.5% | 5,176 | $695K |
| Detalus Advisors, LLC | 0.20% | Add +0.1% | 5,138 | $695K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.5% | 5,138 | $695K |
| Pittenger & Anderson Inc. | 0.03% | Reduce -2.6% | 5,105 | $691K |
| Aspiriant, LLC | 0.02% | New | 5,082 | $688K |
| Lido Advisors, LLC | 0.00% | Reduce -1.0% | 5,070 | $686K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,048 | $683K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -23.5% | 4,987 | $675K |
| Great Diamond Partners, LLC | 0.14% | Reduce -3.1% | 4,974 | $673K |
| Atria Investments, Inc | 0.01% | Add +7.7% | 4,913 | $665K |
| Rothschild Wealth LLC | 0.16% | Reduce -9.1% | 4,907 | $664K |
| TD Private Client Wealth LLC | 0.02% | Reduce -3.1% | 4,880 | $660K |
| Eastern Bank | 0.01% | Reduce -25.3% | 4,867 | $659K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.3% | 4,834 | $654K |
| Magnus Financial Group LLC | 0.06% | Reduce -1.0% | 4,833 | $654K |
| Brewster Financial Planning LLC | 0.44% | Reduce -3.1% | 4,802 | $650K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -79.0% | 4,771 | $645K |
| Talisman Wealth Advisors LLC | 0.59% | Add +0.8% | 4,767 | $645K |
| Howard Financial Services, LTD. | 0.08% | Add +0.3% | 4,745 | $642K |
| Intrua Financial, LLC | 0.09% | Reduce -13.1% | 4,715 | $638K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.9% | 4,713 | $638K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.4% | 4,697 | $636K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -22.0% | 4,682 | $633K |
| Heritage Family Offices, LLP | 0.32% | No change | 5,179 | $628K |
| FC Advisory LLC | 0.19% | New | 4,608 | $623K |
| Fiduciary Financial Group, LLC | 0.11% | Add +0.4% | 4,607 | $622K |
| Bank of Montreal | 0.00% | Add +2.9% | 4,452 | $602K |
| Certus Wealth Management, LLC | 0.39% | Reduce -1.1% | 4,442 | $601K |
| Belpointe Asset Management LLC | 0.03% | Reduce -20.9% | 4,436 | $600K |
| Level Financial Advisors | 0.19% | No change | 4,433 | $600K |
| Traveka Wealth, LLC | 0.31% | Add +42.2% | 4,393 | $594K |
| Meridian Financial Partners LLC | 0.28% | Add +17.2% | 4,344 | $588K |
| Live Oak Investment Partners | 0.45% | Reduce -28.1% | 4,340 | $587K |
| Arcadia Wealth Management, LLC | 0.26% | Add +0.3% | 4,339 | $587K |
| MBE Wealth Management, LLC | 0.25% | Add +4.6% | 4,320 | $584K |
| WealthCollab, LLC | 0.33% | No change | 4,311 | $583K |
| Diversified Enterprises, LLC | 0.04% | Reduce -19.8% | 4,296 | $581K |
| Midwest Trust Co | 0.01% | — | 4,294 | $581K |
| Signaturefd, LLC | 0.01% | Reduce -2.7% | 4,272 | $578K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 4,248 | $575K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.2% | 4,191 | $567K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -14.8% | 4,169 | $564K |
| Emergent Wealth Advisors, LLC | 0.36% | Add +4.2% | 4,165 | $563K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -0.8% | 4,130 | $559K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -2.8% | 4,095 | $554K |
| Vise Technologies, Inc. | 0.02% | — | 4,042 | $547K |
| Quent Capital, LLC | 0.05% | Reduce -8.6% | 4,021 | $544K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -19.3% | 4,018 | $544K |
| Tanager Wealth Management LLP | 0.06% | No change | 4,003 | $542K |
| Brighton Jones LLC | 0.01% | Add +27.5% | 3,984 | $539K |
| Commerce Bank | 0.00% | Reduce -1.4% | 3,961 | $536K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,953 | $535K |
| Osborne Partners Capital Management, LLC | 0.03% | Add +3.0% | 3,947 | $534K |
| LifePlan Investment Advisors, Inc. | 0.27% | Add +3.2% | 3,944 | $534K |
| Visionary Wealth Advisors | 0.03% | Add +0.3% | 3,930 | $532K |
| Copperleaf Capital, LLC | 0.27% | Add +1.7% | 3,928 | $531K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -2.4% | 3,916 | $530K |
| Rossby Financial, LCC | 0.20% | Reduce -94.9% | 3,886 | $526K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.6% | 3,879 | $525K |
| North Berkeley Wealth Management, LLC | 0.48% | New | 3,845 | $520K |
| Brown Advisory Inc. | 0.00% | New | 3,843 | $520K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -5.3% | 3,828 | $518K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.2% | 3,827 | $518K |
| Lantz Financial LLC | 0.13% | Add +0.7% | 3,809 | $515K |
| Peak Financial Management, Inc. | 0.14% | Add +2.3% | 3,754 | $508K |
| RKL Wealth Management LLC | 0.04% | Add +0.2% | 3,733 | $505K |
| Estate Counselors, LLC | 0.05% | New | 3,700 | $501K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -14.8% | 3,700 | $501K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -11.9% | 3,692 | $500K |
| Capital Investment Advisors, LLC | 0.01% | Add +21.2% | 3,650 | $494K |
| Savvy Advisors, Inc. | 0.03% | Reduce -28.9% | 3,603 | $487K |
| Root Financial Partners, LLC | 0.05% | Reduce -5.2% | 3,580 | $484K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.8% | 3,555 | $481K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +4.9% | 3,554 | $481K |
| Libra Wealth LLC | 0.16% | New | 3,544 | $480K |
| Sherman Asset Management, Inc. | 0.42% | Add +1.0% | 3,537 | $479K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Add +0.3% | 3,532 | $478K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,521 | $476K |
| Oregon Pacific Wealth Management, LLC | 0.45% | Reduce -0.5% | 3,515 | $476K |
| 5T Wealth, LLC | 0.24% | Reduce -39.6% | 3,502 | $474K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -10.7% | 3,495 | $473K |
| Farmers National Bank | 0.12% | Add +0.9% | 3,440 | $465K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +7.2% | 3,424 | $463K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -5.8% | 3,418 | $462K |
| NWF Advisory Services Inc. | 0.05% | Add +5.5% | 3,367 | $456K |
| US Bancorp \de | 0.00% | Add +7.1% | 3,362 | $455K |
| Eq LLC | 0.18% | Add +14.2% | 3,346 | $453K |
| Bison Wealth, LLC | 0.04% | Add +83.4% | 3,312 | $449K |
| Destination Wealth Management | 0.01% | Add +1.3% | 3,298 | $446K |
| MontVue Capital Management, Inc. | 0.32% | Reduce -0.1% | 3,275 | $443K |
| CX Institutional | 0.02% | No change | 3,262 | $441K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +37.7% | 3,259 | $441K |
| Tableaux LLC | 0.25% | Reduce -0.3% | 3,235 | $438K |
| Bailard, Inc. | 0.01% | Reduce -19.1% | 3,229 | $437K |
| BCU Wealth Advisors, LLC | 0.20% | Add +0.2% | 3,217 | $435K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.4% | 3,192 | $432K |
| Life Line Wealth Management LLC | 0.14% | Reduce -8.2% | 3,190 | $432K |
| Smithfield Trust Co | 0.02% | No change | 3,149 | $425K |
| Buttonwood Financial Group, LLC | 0.22% | Reduce -0.6% | 3,132 | $425K |
| Theory Financial LLC | 0.16% | Add +0.3% | 3,069 | $424K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,089 | $418K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.4% | 3,078 | $416K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.4% | 3,061 | $414K |
| Prospera Financial Services Inc | 0.01% | Add +6.8% | 3,057 | $414K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Add +2.9% | 3,044 | $412K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -3.3% | 3,032 | $410K |
| D. Scott Neal, Inc. | 0.20% | No change | 3,017 | $408K |
| Financial Management Network Inc. | 0.07% | Add +11.3% | 2,975 | $406K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 3,000 | $406K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -5.0% | 2,994 | $405K |
| Citizens Financial Group Inc. | 0.01% | No change | 2,964 | $401K |
| XML Financial, LLC | 0.03% | No change | 2,959 | $400K |
| Precision Wealth Strategies, LLC | 0.13% | New | 2,949 | $399K |
| Mather Group, Llc. | 0.00% | Reduce -19.8% | 2,945 | $398K |
| Wealthstream Advisors, Inc. | 0.07% | No change | 2,944 | $398K |
| Synovus Financial Corp. | 0.00% | Add +71.1% | 2,940 | $398K |
| Principal Securities, Inc. | 0.01% | Reduce -54.7% | 2,930 | $396K |
| PDS Planning, Inc | 0.03% | Reduce -1.7% | 2,929 | $396K |
| Barnes Wealth Management Group, Inc | 0.23% | No change | 2,877 | $389K |
| Argent Trust Co | 0.01% | No change | 2,869 | $388K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.22% | No change | 3,184 | $388K |
| Finley Financial, LLC | 0.19% | No change | 2,860 | $387K |
| Gen-Wealth Partners Inc | 0.15% | Add +0.8% | 2,839 | $384K |
| ABLE Financial Group, LLC | 0.09% | Reduce -11.5% | 2,836 | $384K |
| W.H. Cornerstone Investments Inc. | 0.24% | Reduce -17.6% | 2,810 | $380K |
| Oxinas Partners, LLC | 0.20% | Reduce -12.6% | 2,809 | $380K |
| Future You Wealth LLC | 0.21% | Reduce -9.9% | 2,800 | $379K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 2,778 | $376K |
| Venturi Wealth Management, LLC | 0.02% | Add +2.0% | 2,770 | $375K |
| Wesbanco Bank Inc. | 0.01% | Reduce -9.0% | 2,733 | $370K |
| Independent Advisor Alliance | 0.01% | New | 2,704 | $366K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +60.7% | 2,701 | $366K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -1.1% | 2,703 | $366K |
| Advus Financial Partners, LLC | 0.09% | Reduce -27.4% | 2,694 | $364K |
| Single Point Partners, LLC | 0.08% | Add +3.1% | 2,683 | $363K |
| Clearstead Advisors, LLC | 0.01% | Add +0.3% | 2,679 | $362K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,678 | $362K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -20.1% | 2,666 | $361K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -12.1% | 2,655 | $359K |
| Debussy Capital Management LP | 0.05% | No change | 2,647 | $358K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -0.3% | 2,652 | $358K |
| CGC Financial Services, LLC | 0.12% | Reduce -11.5% | 2,644 | $358K |
| Semitam Bonam LLC | 0.33% | — | 2,625 | $355K |
| Waldron Private Wealth LLC | 0.02% | Add +1.5% | 2,623 | $355K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -9.4% | 2,609 | $353K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 2,607 | $353K |
| Capital Asset Advisory Services LLC | 0.02% | Add +35.6% | 2,562 | $346K |
| Sound Income Strategies, LLC | 0.02% | Add +16.8% | 2,552 | $345K |
| Leverty Financial Group, LLC | 0.10% | No change | 2,552 | $345K |
| Seven Post Investment Office LP | 0.13% | No change | 2,532 | $343K |
| Freedom Investment Management, Inc. | 0.03% | Add +1.0% | 2,529 | $342K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,500 | $338K |
| Fsa Wealth Partners, Inc. | 0.16% | New | 2,492 | $337K |
| Trek Financial, LLC | 0.02% | Reduce -23.9% | 2,486 | $336K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.2% | 2,481 | $336K |
| Private Client Services, LLC | 0.13% | Add +0.3% | 2,442 | $330K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +15.0% | 2,428 | $329K |
| Moneco Advisors, LLC | 0.03% | Reduce -25.8% | 2,403 | $325K |
| Aspen Wealth Strategies, LLC | 0.20% | No change | 2,397 | $324K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -20.3% | 2,389 | $323K |
| Csenge Advisory Group | 0.02% | Reduce -1.1% | 2,504 | $323K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -0.4% | 2,383 | $322K |
| SageView Advisory Group, LLC | 0.01% | Reduce -74.5% | 2,306 | $321K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Add +11.6% | 2,369 | $321K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -1.2% | 2,354 | $319K |
| Atticus Wealth Management, LLC | 0.09% | Add +7.4% | 2,353 | $318K |
| Arax Advisory Partners | 0.01% | Reduce -36.6% | 2,353 | $318K |
| Nwam LLC | 0.02% | Add +36.8% | 2,318 | $318K |
| Tradewinds, LLC. | 0.24% | New | 2,347 | $318K |
| Merkkuri Wealth Advisors LLC | 0.24% | Reduce -56.4% | 2,347 | $318K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,317 | $313K |
| Quantinno Capital Management LP | 0.00% | Add +23.7% | 2,309 | $312K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $312K |
| Trademark Financial Management, LLC | 0.19% | Add +1.9% | 2,290 | $310K |
| Northstar Financial Companies, Inc. | 0.32% | No change | 2,278 | $308K |
| Capital Analysts, LLC | 0.01% | Add +4.9% | 2,283 | $308K |
| Financial Advocates Investment Management | 0.03% | Reduce -10.4% | 3,004 | $307K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $306K |
| Rede Wealth, LLC | 0.11% | No change | 2,261 | $306K |
| Sage Financial Group Inc. | 0.02% | No change | 2,225 | $301K |
| Redwood Investment Management, LLC | 0.03% | Add +28.9% | 2,227 | $301K |
| Bellwether Advisors, LLC | 0.05% | No change | 2,224 | $301K |
| Geneos Wealth Management Inc. | 0.01% | Add +54.4% | 2,219 | $300K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Reduce -16.9% | 2,211 | $299K |
| Prosperitas Financial LLC | 0.14% | Add +10.6% | 2,195 | $297K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 2,146 | $290K |
| Total Clarity Wealth Management, Inc. | 0.08% | New | 2,133 | $289K |
| Coppell Advisory Solutions LLC | 0.03% | New | 2,133 | $286K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -4.8% | 2,033 | $286K |
| Moller Wealth Partners | 0.06% | Reduce -2.5% | 2,103 | $285K |
| Novare Capital Management LLC | 0.02% | No change | 2,095 | $283K |
| Worth Financial Advisory Group, LLC | 0.17% | Reduce -12.8% | 2,080 | $281K |
| Curtis Advisory Group, LLC | 0.07% | Add +17.9% | 2,077 | $281K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -22.6% | 2,069 | $280K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +8.9% | 2,063 | $279K |
| Horizons Wealth Management | 0.20% | No change | 2,061 | $279K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -2.4% | 2,059 | $279K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.3% | 2,011 | $272K |
| Novus Advisors, LLC | 0.41% | Reduce -2.8% | 2,003 | $271K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,987 | $269K |
| Note Advisors, LLC | 0.18% | Reduce -1.3% | 1,974 | $267K |
| North Star Asset Management Inc. | 0.01% | No change | 1,965 | $266K |
| Sax Wealth Advisors, LLC | 0.02% | New | 1,933 | $262K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -19.4% | 1,927 | $261K |
| One Day In July LLC | 0.02% | No change | 1,926 | $261K |
| Vertex Planning Partners, LLC | 0.05% | Add +0.4% | 1,919 | $260K |
| Chesapeake Wealth Management | 0.09% | New | 1,915 | $259K |
| Ethic Inc. | 0.00% | No change | 1,925 | $259K |
| BKM Wealth Management, LLC | 0.10% | No change | 1,900 | $257K |
| Black Diamond Financial, LLC | 0.04% | New | 1,893 | $256K |
| Drucker Wealth 3.0, LLC | 0.05% | Reduce -14.1% | 1,858 | $253K |
| ArborFi Advisors, LLC | 0.22% | Add +1.2% | 1,866 | $252K |
| Gallacher Capital Management LLC | 0.12% | No change | 1,866 | $252K |
| Tortoise Investment Management, LLC | 0.02% | Add +9.2% | 1,862 | $252K |
| Haverford Trust Co | 0.00% | No change | 1,856 | $251K |
| Liberty Wealth Management LLC | 0.04% | New | 1,845 | $250K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $247K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.9% | 1,815 | $246K |
| Martin Worley Group | 0.12% | New | 1,815 | $246K |
| Callan Family Office, LLC | 0.01% | No change | 1,814 | $245K |
| Cooper Financial Group | 0.03% | Reduce -67.4% | 1,814 | $245K |
| Elevation Capital Advisory, LLC | 0.10% | New | 1,802 | $244K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 1,798 | $243K |
| Avantra Family Wealth, Inc. | 0.20% | Reduce -2.1% | 1,781 | $241K |
| Security Financial Services, INC. | 0.04% | Reduce -5.2% | 1,762 | $238K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -0.2% | 1,742 | $236K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,740 | $235K |
| Wrapmanager Inc. | 0.06% | Reduce -29.0% | 1,739 | $235K |
| Stephens Consulting, LLC | 0.06% | No change | 1,732 | $234K |
| Old National Bancorp | 0.00% | No change | 1,728 | $234K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,712 | $232K |
| Schwallier Wealth Management LLC | 0.14% | New | 1,711 | $232K |
| Welch & Forbes LLC | 0.00% | No change | 1,707 | $231K |
| Nemes Rush Group LLC | 0.03% | Reduce -0.3% | 1,706 | $231K |
| M3 Advisory Group, LLC | 0.16% | No change | 1,696 | $229K |
| Global Assets Advisory, LLC | 0.09% | New | 1,900 | $228K |
| Channel Wealth LLC | 0.06% | No change | 1,684 | $228K |
| Hilltop Holdings Inc. | 0.01% | New | 1,676 | $227K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 1,674 | $226K |
| NewEdge Wealth, LLC | 0.00% | New | 1,618 | $224K |
| Carnegie Investment Counsel | 0.00% | New | 1,650 | $223K |
| Scarborough Advisors, LLC | 0.04% | New | 1,648 | $223K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -3.3% | 1,639 | $222K |
| Enzi Wealth | 0.08% | New | 1,609 | $219K |
| Palo Alto Wealth Advisors, LLC | 0.08% | Add +0.3% | 1,612 | $218K |
| GC Wealth Management RIA, LLC | 0.02% | New | 1,609 | $218K |
| Arq Wealth Advisors, LLC | 0.07% | No change | 1,781 | $217K |
| TD Capital Management LLC | 0.02% | Add +0.2% | 1,600 | $216K |
| Cherry Creek Investment Advisors, Inc. | 0.10% | Reduce -34.9% | 1,588 | $215K |
| Maripau Wealth Management LLC | 0.11% | Reduce -30.8% | 1,586 | $215K |
| SC&H Financial Advisors, Inc. | 0.04% | New | 1,577 | $213K |
| BridgePort Financial Solutions, LLC | 0.07% | New | 1,575 | $213K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,565 | $212K |
| Stratos Investment Management, LLC | 0.01% | New | 1,555 | $210K |
| Commonwealth Financial Services, LLC | 0.04% | New | 1,537 | $208K |
| Pecaut & Co. | 0.07% | New | 1,535 | $208K |
| Obsidian Personal Planning Solutions LLC | 0.08% | New | 1,529 | $207K |
| Frederick Financial Consultants, LLC | 0.13% | New | 1,522 | $206K |
| Arlington Trust Co LLC | 0.04% | No change | 1,520 | $206K |
| Watts Gwilliam & Co., LLC | 0.03% | New | 1,410 | $204K |
| Gateway Wealth Partners, LLC | 0.04% | New | 1,501 | $203K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -13.6% | 1,488 | $201K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.1% | 1,444 | $195K |
| Motco | 0.02% | Add +43.5% | 1,393 | $193K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -60.3% | 1,412 | $191K |
| Lanark Financial, Inc. | 0.02% | Add +8.5% | 1,407 | $190K |
| Bank of New Hampshire | 0.04% | Reduce -13.2% | 1,320 | $179K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -4.5% | 1,294 | $175K |
| Investors Research Corp | 0.03% | Add +12.7% | 1,281 | $173K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,274 | $172K |
| Larson Financial Group LLC | 0.01% | Add +16.5% | 1,271 | $172K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.7% | 1,228 | $166K |
| Creative Financial Designs Inc. | 0.01% | Reduce -25.9% | 1,190 | $161K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.8% | 1,187 | $161K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | New | 1,122 | $158K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,130 | $153K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 1,093 | $148K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 1,075 | $145K |
| Investment Research & Advisory Group, Inc. | 0.05% | Add +0.2% | 1,015 | $137K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 1,000 | $135K |
| Financial Perspectives, Inc | 0.04% | No change | 954 | $129K |
| Abound Wealth Management | 0.03% | No change | 900 | $122K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 885 | $120K |
| Balentine LLC | 0.00% | No change | 871 | $118K |
| Accredited Wealth Management, LLC | 0.09% | Reduce -20.6% | 865 | $117K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $115K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $113K |
| NewSquare Capital LLC | 0.01% | No change | 822 | $111K |
| Asset Dedication, LLC | 0.01% | Add +3.9% | 796 | $108K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 780 | $106K |
| MeadowBrook Investment Advisors LLC | 0.09% | New | 746 | $101K |
| Exchange Traded Concepts, LLC | 0.00% | New | 741 | $100K |
| New Republic Capital, LLC | 0.03% | No change | 719 | $97K |
| Winthrop Capital Management, LLC | 0.02% | No change | 719 | $97K |
| Clearstead Trust, LLC | 0.02% | Add +137.1% | 659 | $89K |
| Sunbelt Securities, Inc. | 0.01% | Add +756.3% | 685 | $88K |
| GAMMA Investing LLC | 0.01% | No change | 604 | $82K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $80K |
| Parkside Financial Bank & Trust | 0.01% | No change | 568 | $77K |
| Headlands Technologies LLC | 0.01% | Reduce -25.0% | 562 | $76K |
| Rise Advisors, LLC | 0.03% | Add +0.2% | 558 | $75K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -13.8% | 558 | $75K |
| Nalls Sherbakoff Group, LLC | 0.05% | Reduce -30.0% | 550 | $74K |
| PrairieView Partners, LLC | 0.01% | Add +16.9% | 534 | $72K |
| Flagship Wealth Advisors, LLC | 0.03% | Reduce -12.8% | 531 | $72K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 527 | $71K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $69K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -15.9% | 501 | $69K |
| Glenmede Investment Management, LP | 0.00% | — | 422 | $57K |
| Archer Investment Corp | 0.01% | No change | 413 | $56K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 420 | $51K |
| Fifth Third Bancorp | 0.00% | No change | 372 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $49K |
| Centerpoint Advisors, LLC | 0.02% | Add +10.0% | 363 | $49K |
| Ameriflex Group, Inc. | 0.02% | Add +35.1% | 335 | $45K |
| Johnson Financial Group, Inc. | 0.00% | No change | 310 | $42K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 301 | $41K |
| Fortitude Family Office, LLC | 0.01% | No change | 295 | $40K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 277 | $37K |
| Rothschild Investment LLC | 0.00% | Add +63.0% | 269 | $36K |
| CVA Family Office, LLC | 0.00% | No change | 257 | $35K |
| Bokf, NA | 0.00% | No change | 229 | $31K |
| Concord Wealth Partners | 0.00% | No change | 222 | $30K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +1.4% | 220 | $30K |
| Rice Partnership, LLC | 0.01% | No change | 213 | $29K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $28K |
| WealthTrak Capital Management LLC | 0.02% | Add +3.0% | 205 | $28K |
| Trust Co | 0.00% | Reduce -3.1% | 189 | $26K |
| Transce3nd, LLC | 0.01% | Reduce -16.4% | 188 | $25K |
| Key Financial Inc | 0.01% | No change | 187 | $25K |
| Dunhill Financial, LLC | 0.01% | No change | 185 | $25K |
| Proffitt & Goodson Inc. | 0.00% | No change | 183 | $25K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $24K |
| Salem Investment Counselors Inc. | 0.00% | No change | 176 | $24K |
| Evolution Wealth Management Inc. | 0.03% | — | 171 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 168 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $22K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $21K |
| Crews Bank & Trust | 0.00% | No change | 150 | $20K |
| Keystone Global Partners, LLC | 0.01% | Add +17.3% | 149 | $20K |
| First Command Advisory Services, Inc. | 0.00% | New | 146 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 143 | $19K |
| Bernard Wealth Management Corp. | 0.01% | No change | 140 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 137 | $19K |
| Community Bank, N.A. | 0.00% | No change | 125 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 123 | $17K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | No change | 121 | $16K |
| Twin City Private Wealth, LLC | 0.01% | New | 117 | $16K |
| Kilter Group LLC | 0.01% | New | 116 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 112 | $15K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.9% | 108 | $15K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 99 | $13K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 99 | $13K |
| Morris Financial Concepts, Inc. | 0.01% | Add +10.3% | 96 | $13K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 62 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $8K |
| Choate Investment Advisors | 0.00% | New | 53 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $7K |
| Capitol Family Office, Inc. | 0.01% | No change | 42 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Add +3.3% | 31 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $4K |
| Pandora Wealth, Inc. | 0.00% | No change | 26 | $4K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 22 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $3K |
| Hurley Capital, LLC | 0.00% | Reduce -83.8% | 18 | $2K |
| Glassman Wealth Services | 0.00% | No change | 17 | $2K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Covestor Ltd | 0.00% | Add +450.0% | 11 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 18 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 22 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 9 | $1K |
| LGT Financial Advisors LLC | 0.00% | No change | 8 | $1K |
| Barclays PLC | 0.00% | No change | 8 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
"% 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.