iShares ESG Aware MSCI USAESGUETF
13F holders, Q3 2025 (September 30)778holders +4
47new positions
36sold out
4famous investors
$145.59avg. 13F price*
At the end of Q3 2025, 778 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 4 from Q2 2025. 47 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.4B) and Tiaa Trust, National Association ($862.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $104.5M |
| Exits | 36 | $28.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,691,982 shares bought and 2,047,606 shares sold, net +2,644,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 778 holders
| Bank of America Corp. | 0.15% | Add +3.2% | 13,489,213 | $2.0B |
| JPMorgan Chase & Co. | 0.09% | Reduce -1.5% | 9,877,644 | $1.4B |
| Tiaa Trust, National Association | 2.09% | Reduce -5.3% | 5,938,745 | $862.7M |
| Northern Trust Corp. | 0.10% | Reduce -6.5% | 5,151,459 | $750.1M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -1.3% | 4,128,064 | $601.0M |
| Betterment LLC | 1.12% | Add +1.3% | 3,889,897 | $566.4M |
| Morgan Stanley | 0.03% | Add +48.6% | 3,293,469 | $479.5M |
| Acorns Advisers, LLC | 2.91% | Add +0.8% | 2,544,818 | $370.5M |
| Wealthfront Advisers LLC | 0.85% | Add +6.8% | 2,500,888 | $364.1M |
| Envestnet Asset Management Inc. | 0.09% | Add +24.5% | 2,260,765 | $329.2M |
| Wells Fargo & Company | 0.06% | Reduce -4.6% | 2,161,541 | $314.7M |
| BlackRock, Inc. | 0.01% | Add +4.4% | 2,074,021 | $302.0M |
| LPL Financial LLC | 0.05% | Add +13.4% | 1,184,521 | $172.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +3.6% | 984,934 | $143.4M |
| Empower Advisory Group, LLC | 0.28% | Reduce -1.7% | 682,386 | $99.4M |
| Fiduciary Trust Co | 1.10% | Add +0.4% | 664,789 | $96.8M |
| Citigroup Inc. | 0.06% | Add +74.1% | 618,989 | $90.1M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 570,715 | $83.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.17% | New | 406,790 | $59.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -5.9% | 400,467 | $58.3M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Add +36.0% | 369,798 | $53.8M |
| Capitolis Liquid Global Markets LLC | 0.42% | Add +26.0% | 364,000 | $53.0M |
| National Bank of Canada | 0.06% | Add +100.1% | 363,600 | $52.9M |
| UBS Group AG | 0.01% | Reduce -5.8% | 345,512 | $50.3M |
| Ameriprise Financial Inc. | 0.01% | Add +3.4% | 340,817 | $49.7M |
| Ally Invest Advisors Inc. | 3.49% | Add +0.5% | 333,935 | $48.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.0% | 309,468 | $45.1M |
| Creative Planning | 0.03% | Reduce -2.3% | 300,110 | $43.7M |
| Composition Wealth, LLC | 0.65% | Add +14.3% | 295,723 | $43.1M |
| Cwm, LLC | 0.13% | Reduce -8.0% | 291,722 | $42.5M |
| IMPACTfolio, LLC | 18.31% | Add +4.7% | 291,549 | $42.4M |
| Cetera Investment Advisers | 0.05% | Add +27.5% | 281,836 | $41.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -18.5% | 251,693 | $36.6M |
| Alesco Advisors, LLC, An ESL Co | 0.99% | Reduce -9.6% | 250,959 | $36.5M |
| Mission Wealth Management, LP | 0.69% | Add +0.2% | 230,151 | $33.5M |
| FMR LLC | 0.00% | Reduce -0.1% | 228,888 | $33.3M |
| Keybank National Association | 0.12% | Reduce -28.0% | 227,061 | $33.1M |
| Park Avenue Securities LLC | 0.25% | Add +34.2% | 222,934 | $32.5M |
| Osaic Holdings, Inc. | 0.05% | Add +8.1% | 225,189 | $32.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.5% | 210,749 | $30.8M |
| Brookstone Capital Management | 0.36% | Add +15.0% | 206,262 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Add +4.7% | 197,299 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.6% | 197,270 | $28.7M |
| Ashton Thomas Private Wealth, LLC | 0.71% | Add +9.1% | 187,215 | $27.3M |
| Bank of Nova Scotia | 0.05% | New | 185,900 | $27.1M |
| MML Investors Services, LLC | 0.07% | Add +1.5% | 182,468 | $26.6M |
| Joel Isaacson & Co., LLC | 0.93% | Add +0.2% | 176,241 | $25.7M |
| Alliancebernstein L.P. | 0.01% | Add +1.7% | 174,971 | $25.5M |
| Clarius Group, LLC | 1.47% | Reduce -0.5% | 170,160 | $24.8M |
| BNP Paribas Financial Markets | 0.02% | Add +303.6% | 165,599 | $24.1M |
| Sand Hill Global Advisors, LLC | 0.83% | Reduce -4.8% | 161,337 | $23.5M |
| Rock Creek Group LLC | 2.47% | No change | 161,100 | $23.5M |
| Affinity Capital Advisors, LLC | 3.41% | Add +0.1% | 151,722 | $22.2M |
| Two Sigma Investments, LP | 0.03% | Reduce -6.4% | 143,300 | $20.9M |
| Erickson Financial Group, LLC | 12.09% | Add +2.0% | 132,192 | $19.2M |
| Choreo, LLC | 0.25% | Reduce -1.7% | 131,798 | $19.2M |
| Corient Private Wealth LP | 0.03% | Add +9.7% | 133,566 | $19.0M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -0.7% | 127,209 | $18.5M |
| Flputnam Investment Management Co. | 0.27% | Reduce -1.4% | 124,151 | $18.1M |
| NewEdge Advisors, LLC | 0.08% | Add +0.7% | 123,272 | $17.9M |
| AlTi Global, Inc. | 0.40% | Reduce -1.5% | 117,376 | $17.1M |
| One Wealth Advisors, LLC | 2.10% | Add +8.2% | 115,139 | $16.8M |
| Sharkey, Howes & Javer | 2.14% | Add +2.8% | 114,393 | $16.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +13.8% | 109,363 | $15.9M |
| Blue Edge Capital, LLC | 1.98% | Reduce -0.2% | 95,592 | $13.9M |
| Cerity Partners LLC | 0.02% | Add +9.4% | 95,683 | $13.9M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +1434.1% | 95,498 | $13.9M |
| Client 1ST Advisory Group, LLC | 4.56% | Reduce -1.1% | 94,427 | $13.7M |
| Staley Capital Advisers Inc. | 0.54% | No change | 90,000 | $13.1M |
| Harbour Investments, Inc. | 0.29% | Add +0.9% | 88,734 | $12.9M |
| Van Hulzen Asset Management, LLC | 0.95% | Add +0.5% | 87,848 | $12.8M |
| Sei Investments Co. | 0.01% | Reduce -7.6% | 86,616 | $12.6M |
| Clarity Asset Management, Inc. | 7.01% | Add +1.8% | 85,847 | $12.5M |
| Mariner, LLC | 0.02% | Reduce -2.7% | 85,311 | $12.4M |
| Apella Capital, LLC | 0.27% | Reduce -11.8% | 84,698 | $12.2M |
| Truist Financial Corp. | 0.02% | Reduce -0.3% | 82,027 | $11.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -68.6% | 79,350 | $11.6M |
| Relyea Zuckerberg Hanson LLC | 1.19% | Reduce -3.0% | 77,485 | $11.3M |
| Plancorp, LLC | 0.35% | Reduce -2.4% | 76,913 | $11.2M |
| Keebeck Wealth Management | 1.31% | Reduce -0.4% | 75,997 | $11.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -8.5% | 74,329 | $10.8M |
| Prudent Man Advisors, LLC | 3.97% | Add +1.8% | 73,790 | $10.7M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -0.7% | 73,609 | $10.7M |
| Laurel Wealth Planning LLC | 5.64% | Reduce -3.0% | 73,250 | $10.7M |
| Facet Wealth, Inc. | 0.22% | Reduce -0.9% | 73,171 | $10.7M |
| Fisher Asset Management | 0.00% | Add +5.5% | 71,846 | $10.5M |
| Captrust Financial Advisors | 0.02% | Add +25.3% | 68,473 | $10.0M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -5.6% | 65,956 | $9.6M |
| Klaas Financial Asset Advisors, LLC | 1.44% | Add +2.4% | 65,763 | $9.6M |
| Strategic Blueprint, LLC | 0.42% | Reduce -2.4% | 65,728 | $9.6M |
| Trilogy Capital Inc. | 0.44% | Add +1.5% | 65,229 | $9.5M |
| Schroder Investment Management Group | 0.01% | Reduce -13.2% | 64,794 | $9.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.19% | Reduce -0.8% | 63,876 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +21.5% | 63,020 | $9.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +12.3% | 60,437 | $8.8M |
| Wealth Architects, LLC | 0.81% | Reduce -0.9% | 58,910 | $8.6M |
| Cypress Wealth Services, LLC | 1.40% | Add +0.7% | 58,505 | $8.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +11.1% | 57,648 | $8.4M |
| Ferguson Wellman Capital Management, Inc. | 0.14% | Add +2.9% | 57,526 | $8.4M |
| Modera Wealth Management, LLC | 0.10% | Add +0.4% | 57,023 | $8.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +748.8% | 56,725 | $8.3M |
| Financial Advisors, LLC | 1.45% | Add +0.6% | 56,392 | $8.2M |
| Assetmark, Inc. | 0.02% | Add +38.4% | 55,848 | $8.1M |
| Parallel Advisors, LLC | 0.15% | Reduce -6.2% | 55,780 | $8.1M |
| Advisory Services Network, LLC | 0.11% | Add +2.7% | 52,838 | $7.7M |
| Focus Partners Wealth | 0.01% | Add +1.9% | 51,787 | $7.5M |
| CFS Investment Advisory Services, LLC | 0.55% | Reduce -1.4% | 50,055 | $7.4M |
| Institute for Wealth Management, LLC. | 0.74% | Reduce -1.1% | 49,069 | $7.1M |
| Retirement Income Solutions, Inc. | 1.22% | Reduce -1.5% | 49,051 | $7.1M |
| Yukon Wealth Management, Inc. | 2.28% | Reduce -1.9% | 47,755 | $7.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -7.0% | 47,390 | $6.9M |
| Valeo Financial Advisors, LLC | 0.15% | Reduce -3.5% | 46,600 | $6.8M |
| Farther Finance Advisors, LLC | 0.10% | Add +2.2% | 44,657 | $6.5M |
| Atlas Legacy Advisors, LLC | 1.25% | Reduce -8.3% | 44,618 | $6.5M |
| Spinnaker Trust | 0.35% | Add +5.8% | 43,694 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.8% | 43,480 | $6.3M |
| Decker Retirement Planning Inc. | 3.45% | Reduce -7.0% | 43,039 | $6.3M |
| Summit Wealth Group, LLC | 1.48% | Reduce -5.1% | 42,145 | $6.1M |
| Halbert Hargrove Global Advisors, LLC | 0.30% | Add +0.8% | 42,057 | $6.1M |
| Maia Wealth LLC | 1.03% | Add +1.8% | 40,945 | $6.1M |
| Aptus Capital Advisors, LLC | 0.05% | Add +0.7% | 41,224 | $6.0M |
| Mutual Advisors, LLC | 0.13% | Reduce -6.2% | 40,254 | $5.9M |
| Merit Financial Group, LLC | 0.05% | Add +11.0% | 40,234 | $5.9M |
| UMB Bank, n.a. | 0.08% | Add +1.4% | 38,885 | $5.7M |
| Perigon Wealth Management, LLC | 0.11% | Add +4.8% | 37,925 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +31.9% | 36,498 | $5.3M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Reduce -0.2% | 35,613 | $5.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | Add +0.1% | 35,437 | $5.2M |
| Long Run Wealth Advisors, LLC | 1.00% | Reduce -6.0% | 35,166 | $5.1M |
| Boulder Wealth Advisors, LLC | 2.31% | — | 34,143 | $5.0M |
| Horst & Graben Wealth Management LLC | 0.75% | Add +24.0% | 33,887 | $4.9M |
| Balanced Rock Investment Advisors LLC | 3.57% | Reduce -1.2% | 33,556 | $4.9M |
| Physician Wealth Advisors, Inc. | 0.69% | Add +2.9% | 33,230 | $4.8M |
| Planning Alternatives Ltd. | 0.61% | Add +3.5% | 32,541 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -0.4% | 32,482 | $4.7M |
| Goodwin Investment Advisory | 5.06% | Reduce -8.7% | 32,394 | $4.7M |
| KPP Advisory Services LLC | 0.69% | Reduce -9.1% | 32,052 | $4.7M |
| Mascoma Wealth Management LLC | 1.02% | Add +1.9% | 31,822 | $4.6M |
| National Philanthropic Trust | 0.05% | No change | 31,704 | $4.6M |
| Sagespring Wealth Partners, LLC | 0.09% | Add +12.0% | 31,659 | $4.6M |
| &partners | 0.03% | Add +4.1% | 31,573 | $4.6M |
| Keystone Wealth Services, LLC | 0.98% | Reduce -4.2% | 30,916 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.9% | 30,581 | $4.5M |
| Old Mission Capital LLC | 0.16% | New | 29,834 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +19.6% | 29,739 | $4.3M |
| WT Wealth Management | 1.22% | Reduce -3.1% | 29,055 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -19.4% | 28,301 | $4.1M |
| Integrated Advisors Network LLC | 0.16% | Reduce -11.4% | 26,957 | $3.9M |
| Balance Wealth Partners LLC | 0.96% | Add +13.0% | 26,635 | $3.9M |
| GeoWealth Management, LLC | 0.14% | Add +38.2% | 26,599 | $3.9M |
| Ridgeline Wealth, LLC | 2.77% | Reduce -0.5% | 25,799 | $3.8M |
| WealthPlan Investment Management, LLC | 0.25% | Reduce -1.3% | 25,768 | $3.8M |
| RFG Advisory, LLC | 0.08% | Add +2.4% | 25,558 | $3.7M |
| Savant Capital, LLC | 0.02% | Add +3.9% | 25,499 | $3.7M |
| Jordan Park Group LLC | 0.21% | Reduce -0.1% | 25,413 | $3.7M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -3.5% | 25,408 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -5.6% | 25,336 | $3.7M |
| HB Wealth Management, LLC | 0.03% | Reduce -15.5% | 25,210 | $3.7M |
| Ieq Capital, LLC | 0.01% | Reduce -11.3% | 24,977 | $3.6M |
| Members Capital Advisors Inc. | 4.11% | Add +372.3% | 24,582 | $3.6M |
| SigFig Wealth Management, LLC | 0.11% | Add +34.0% | 24,574 | $3.6M |
| Journey Strategic Wealth LLC | 0.10% | Reduce -35.4% | 24,460 | $3.6M |
| FLC Capital Advisors | 0.68% | Reduce -0.7% | 24,271 | $3.5M |
| MA Private Wealth | 0.59% | Reduce -3.5% | 24,224 | $3.5M |
| Elevation Wealth Partners, LLC | 1.27% | Add +1.8% | 24,159 | $3.5M |
| Regions Financial Corp. | 0.02% | Add +16.3% | 24,157 | $3.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -82.2% | 23,997 | $3.5M |
| Partners Capital Investment Group, LLP | 0.14% | Add +0.3% | 23,933 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -4.1% | 23,888 | $3.5M |
| Integris Wealth Management, LLC | 0.84% | Reduce -2.1% | 23,736 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +16.2% | 23,015 | $3.4M |
| Wedbush Securities Inc. | 0.11% | Add +2.1% | 23,333 | $3.4M |
| Opes Wealth Management LLC | 0.60% | Reduce -1.9% | 23,256 | $3.4M |
| Moment Partners, LLC | 0.60% | Reduce -1.9% | 23,158 | $3.4M |
| Blue Trust, Inc. | 0.04% | Reduce -0.7% | 23,019 | $3.4M |
| Renaissance Technologies | 0.00% | Add +88.5% | 23,000 | $3.3M |
| Gilbert Capital Group, Inc. | 2.58% | Reduce -0.2% | 22,879 | $3.3M |
| Davis Wealth Advisors, LLC | 2.99% | Add +29.4% | 22,835 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +55.3% | 22,793 | $3.3M |
| Garde Capital, Inc. | 0.16% | Reduce -3.8% | 21,764 | $3.2M |
| Foster Group, Inc. | 0.10% | Add +1.6% | 21,759 | $3.2M |
| Weil Company, Inc. | 0.75% | Add +5.5% | 21,506 | $3.1M |
| Lifelong Wealth Advisors, Inc. | 0.89% | Add +0.7% | 20,442 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +0.2% | 20,270 | $3.0M |
| Sensible Financial Planning & Management, LLC. | 0.53% | Add +10.0% | 20,227 | $2.9M |
| HF Advisory Group, LLC | 1.07% | Add +1.9% | 20,023 | $2.9M |
| Mach-1 Financial Group, LLC | 0.46% | New | 19,954 | $2.9M |
| Integrity Advisory Solutions, LLC | 0.46% | — | 19,954 | $2.9M |
| PFG Investments, LLC | 0.15% | Add +6.9% | 19,950 | $2.9M |
| First Horizon Corp. | 0.14% | — | 19,766 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Reduce -0.1% | 19,760 | $2.9M |
| Diversify Advisory Services, LLC | 0.10% | Add +4.5% | 19,129 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.1% | 19,428 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Add +0.6% | 19,390 | $2.8M |
| CGN Advisors LLC | 0.23% | Add +8.4% | 19,240 | $2.8M |
| Brooklyn FI, LLC | 0.62% | Add +1.7% | 19,118 | $2.8M |
| Cascade Financial Partners, LLC | 0.32% | No change | 18,884 | $2.7M |
| Diversified Trust Co. | 0.05% | Reduce -0.5% | 18,301 | $2.7M |
| Leo Wealth, LLC | 0.35% | Reduce -0.6% | 18,284 | $2.7M |
| Pioneer Wealth Management Group | 0.85% | Add +3.4% | 18,008 | $2.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.53% | No change | 17,717 | $2.6M |
| High Falls Advisors, Inc | 0.53% | Add +3.0% | 17,681 | $2.6M |
| Regal Investment Advisors LLC | 0.17% | Add +19.3% | 17,664 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.67% | Reduce -0.6% | 17,583 | $2.6M |
| Mgo One Seven LLC | 0.06% | Add +17.7% | 17,516 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.3% | 17,501 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -0.2% | 17,280 | $2.5M |
| White Lighthouse Investment Management Inc. | 0.38% | Reduce -3.7% | 17,328 | $2.5M |
| ONE Advisory Partners, LLC | 0.77% | No change | 17,334 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -2.2% | 16,882 | $2.5M |
| Transcend Capital Advisors, LLC | 0.17% | Add +0.0% | 16,868 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -6.2% | 16,639 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Add +11.5% | 16,588 | $2.4M |
| Icon Wealth Advisors, LLC | 0.16% | Reduce -3.3% | 16,552 | $2.4M |
| MAI Capital Management | 0.01% | Add +166.1% | 16,364 | $2.4M |
| Comerica Bank | 0.01% | Add +75.8% | 16,114 | $2.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +1.3% | 16,017 | $2.3M |
| Perennial Investment Advisors, LLC | 0.19% | Reduce -1.3% | 15,735 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -4.5% | 15,719 | $2.3M |
| 1ST Source Bank | 0.12% | No change | 15,319 | $2.2M |
| Macroview Investment Management LLC | 1.63% | Reduce -8.6% | 14,917 | $2.2M |
| RHS Financial, LLC | 1.13% | Reduce -1.7% | 14,913 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +0.0% | 14,855 | $2.2M |
| Compound Planning, Inc. | 0.07% | Add +3.6% | 14,839 | $2.2M |
| Northwest Capital Management Inc | 2.26% | Reduce -37.7% | 14,735 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +7.1% | 14,632 | $2.1M |
| Vision Capital Management, Inc. | 0.26% | Reduce -19.9% | 14,632 | $2.1M |
| SYM FINANCIAL Corp | 0.23% | Add +14.1% | 14,593 | $2.1M |
| Beacon Financial Group | 0.21% | Reduce -4.9% | 14,588 | $2.1M |
| Sofi Wealth, LLC | 0.11% | Add +40.7% | 14,538 | $2.1M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -11.6% | 14,412 | $2.1M |
| Bogart Wealth, LLC | 0.08% | Reduce -4.7% | 14,279 | $2.1M |
| Austin Private Wealth, LLC | 0.16% | Add +45.9% | 14,177 | $2.1M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -20.5% | 14,145 | $2.1M |
| GFS Advisors, LLC | 0.26% | No change | 13,995 | $2.0M |
| Mendel Capital Management LLC | 1.07% | Add +0.0% | 13,976 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +52.9% | 13,968 | $2.0M |
| Nepc LLC | 0.05% | No change | 13,905 | $2.0M |
| Grey Ledge Advisors, LLC | 0.45% | Add +0.1% | 13,699 | $2.0M |
| Ipsen Advisor Group LLC | 1.42% | Reduce -2.6% | 13,533 | $2.0M |
| BlueStem Wealth Partners, LLC | 0.22% | Reduce -5.7% | 13,276 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +0.1% | 13,253 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.0% | 13,216 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 13,128 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 13,111 | $1.9M |
| Montecito Bank & Trust | 0.30% | — | 13,067 | $1.9M |
| GenTrust, LLC | 0.09% | Reduce -21.2% | 12,912 | $1.9M |
| One Capital Management, LLC | 0.06% | Add +71.5% | 12,863 | $1.9M |
| Banco BTG Pactual S.A. | 0.27% | Add +20.7% | 12,850 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.27% | Add +0.6% | 12,840 | $1.9M |
| Higgins & Schmidt Wealth Strategies LLC | 0.93% | Reduce -1.9% | 12,706 | $1.8M |
| Cranbrook Wealth Management, LLC | 0.37% | Add +12.3% | 12,539 | $1.8M |
| Morling Financial Advisors, LLC | 0.60% | Reduce -0.4% | 12,348 | $1.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.63% | Add +3.1% | 12,344 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.7% | 12,326 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.60% | Add +25.1% | 12,240 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +0.2% | 12,105 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -1.6% | 12,074 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -44.9% | 12,045 | $1.8M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -1.0% | 11,997 | $1.7M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.5% | 11,584 | $1.7M |
| Ryan Investment Management, Inc. | 0.96% | Reduce -0.5% | 11,901 | $1.7M |
| World Investment Advisors | 0.04% | Add +13.9% | 11,867 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.19% | Reduce -7.6% | 11,753 | $1.7M |
| HRT Financial LP | 0.01% | New | 11,673 | $1.7M |
| Clearview Wealth Advisors LLC | 1.09% | Reduce -4.3% | 11,661 | $1.7M |
| Bluespring Wealth Management, LLC | 0.15% | Add +1.6% | 11,508 | $1.7M |
| Sage Mountain Advisors LLC | 0.10% | New | 11,476 | $1.7M |
| Acropolis Investment Management, LLC | 0.08% | No change | 12,220 | $1.7M |
| Gould Asset Management LLC | 0.31% | Reduce -0.8% | 11,306 | $1.6M |
| Tarbox Family Office, Inc. | 0.24% | No change | 11,278 | $1.6M |
| VestGen Advisors, LLC | 0.05% | Add +0.0% | 11,191 | $1.6M |
| Charter Oak Capital Management, LLC | 0.13% | Reduce -0.9% | 11,107 | $1.6M |
| WNY Asset Management, LLC | 0.15% | Add +17.0% | 10,954 | $1.6M |
| Smartleaf Asset Management LLC | 0.10% | Add +7.3% | 10,845 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Reduce -4.8% | 10,792 | $1.6M |
| Tempus Wealth Planning, LLC | 0.35% | Reduce -3.0% | 10,565 | $1.5M |
| Scott Capital Advisors, LLC | 0.35% | Add +0.2% | 10,446 | $1.5M |
| Advisory Alpha, LLC | 0.04% | Reduce -2.2% | 10,383 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +0.4% | 10,357 | $1.5M |
| Wealthgarden F.S. LLC | 1.07% | Add +13.8% | 10,216 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 10,189 | $1.5M |
| West Wealth Group, LLC | 0.33% | Reduce -11.1% | 10,118 | $1.5M |
| Kickstand Ventures, Llc. | 0.32% | No change | 9,893 | $1.4M |
| RTD Financial Advisors, Inc. | 0.17% | Reduce -10.6% | 9,875 | $1.4M |
| Arkadios Wealth Advisors | 0.04% | Add +25.6% | 9,805 | $1.4M |
| Shared Vision Wealth Group LLC | 0.59% | Reduce -1.2% | 9,620 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.9% | 9,579 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +24.8% | 9,506 | $1.4M |
| CWC Advisors, LLC. | 0.67% | Reduce -0.5% | 9,445 | $1.4M |
| JB Capital LLC | 0.06% | Add +20.9% | 9,284 | $1.4M |
| Compass Ion Advisors, LLC | 0.13% | No change | 9,250 | $1.3M |
| Wealth Alliance, LLC | 0.14% | Add +7.9% | 9,237 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.4% | 9,122 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -3.5% | 9,017 | $1.3M |
| Nottingham Advisors, Inc. | 0.18% | Reduce -3.8% | 8,995 | $1.3M |
| Milestone Asset Management Group, LLC | 0.81% | Add +0.2% | 8,787 | $1.3M |
| BLB&B Advisors, LLC | 0.06% | Reduce -2.3% | 8,787 | $1.3M |
| Stephens Inc. | 0.02% | No change | 8,714 | $1.3M |
| WBH Advisory Inc. | 0.10% | Add +12.5% | 8,641 | $1.3M |
| W Advisors, LLC | 0.66% | Reduce -2.5% | 8,588 | $1.3M |
| AQR Capital Management | 0.00% | Add +48.9% | 8,557 | $1.2M |
| OLIO Financial Planning | 0.36% | Add +4.4% | 8,532 | $1.2M |
| One Wealth Capital Management, LLC | 0.55% | Add +40.5% | 8,472 | $1.2M |
| Hoxton Planning & Management, LLC | 0.40% | Add +16.9% | 8,469 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -3.4% | 8,459 | $1.2M |
| Sovran Advisors, LLC | 0.11% | Add +0.7% | 8,192 | $1.2M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -37.0% | 8,349 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -91.1% | 746 | $1.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -5.8% | 8,181 | $1.2M |
| Aprio Wealth Management, LLC | 0.12% | Add +0.2% | 8,134 | $1.2M |
| Midwest Heritage Bank, FSB | 0.42% | Reduce -0.6% | 8,055 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +19.2% | 8,045 | $1.2M |
| RCS Financial Planning, LLC | 0.52% | Add +39.8% | 8,036 | $1.2M |
| Symmetry Partners, LLC | 0.13% | Reduce -15.8% | 8,027 | $1.2M |
| Crown Wealth Group, LLC | 0.35% | Reduce -4.7% | 7,995 | $1.2M |
| Orin Green Financial, LLC | 0.46% | No change | 7,978 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Reduce -2.6% | 7,953 | $1.2M |
| Morton Brown Family Wealth, LLC | 0.33% | No change | 7,942 | $1.2M |
| Rosenberg Matthew Hamilton | 0.25% | Reduce -15.6% | 7,876 | $1.1M |
| Axis Wealth Partners, LLC | 0.67% | Add +5.9% | 7,848 | $1.1M |
| Pittenger & Anderson Inc. | 0.04% | Add +53.7% | 7,846 | $1.1M |
| Brookwood Investment Group LLC | 0.15% | Add +19.4% | 7,841 | $1.1M |
| Apexium Financial, LP | 0.06% | No change | 7,783 | $1.1M |
| Marino, Stram & Associates LLC | 0.20% | Add +0.1% | 7,760 | $1.1M |
| Manning & Napier Advisors LLC | 0.01% | No change | 7,750 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -29.2% | 7,745 | $1.1M |
| Two West Capital Advisors LLC | 0.68% | Add +5.2% | 7,569 | $1.1M |
| Vident Advisory, LLC | 0.01% | Add +9.8% | 7,674 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 7,645 | $1.1M |
| Ascent Group, LLC | 0.04% | Add +6.0% | 7,598 | $1.1M |
| Retirement Capital Strategies | 0.42% | Reduce -1.1% | 7,569 | $1.1M |
| Sentinel Trust Co. Lba | 0.11% | Reduce -3.5% | 7,538 | $1.1M |
| KilterHowling LLC | 0.61% | Add +1.7% | 7,539 | $1.1M |
| Strategy Asset Managers LLC | 0.20% | Reduce -1.9% | 7,473 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.42% | Add +0.3% | 7,382 | $1.1M |
| Vise Technologies, Inc. | 0.04% | Add +82.4% | 7,373 | $1.1M |
| Keel Point, LLC | 0.07% | No change | 7,258 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -4.2% | 7,107 | $1.0M |
| ERn Financial, LLC | 0.20% | Reduce -2.5% | 7,102 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 7,069 | $1.0M |
| Hughes Financial Services, LLC | 0.16% | Reduce -1.3% | 6,886 | $1.0M |
| Aaron Wealth Advisors LLC | 0.06% | Add +15.0% | 7,055 | $1.0M |
| TSA Wealth Managment LLC | 0.35% | No change | 7,052 | $1.0M |
| American Capital Advisory, LLC | 0.48% | Reduce -3.7% | 7,051 | $1.0M |
| McClarren Financial Advisors, Inc. | 0.62% | Reduce -33.6% | 4,797 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +41.5% | 6,954 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.41% | Reduce -1.2% | 6,944 | $1.0M |
| Presilium Private Wealth, LLC | 0.19% | Reduce -1.8% | 6,880 | $1.0M |
| AlphaCore Capital LLC | 0.03% | Reduce -0.1% | 6,803 | $991K |
| Financial Partners Group, Inc | 0.12% | Reduce -0.0% | 6,744 | $982K |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 6,722 | $979K |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $976K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -8.0% | 6,693 | $974K |
| MKT Advisors LLC | 0.36% | Add +0.2% | 6,638 | $970K |
| Keystone Financial Services | 0.30% | Add +1.3% | 6,587 | $959K |
| Tableaux LLC | 0.38% | Add +100.0% | 6,470 | $942K |
| First Trust Advisors LP | 0.00% | Reduce -1.5% | 6,366 | $927K |
| M&T Bank Corp | 0.00% | Reduce -3.3% | 6,337 | $923K |
| WealthShield Partners, LLC | 0.10% | Reduce -6.7% | 6,279 | $914K |
| Traphagen Investment Advisors LLC | 0.08% | Reduce -3.3% | 6,187 | $901K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +29.0% | 6,080 | $885K |
| Walkner Condon Financial Advisors LLC | 0.14% | Add +0.2% | 6,057 | $882K |
| Ameraudi Asset Management, Inc. | 0.53% | No change | 6,022 | $877K |
| Riverwater Partners LLC | 0.36% | Add +0.1% | 6,012 | $875K |
| International Assets Investment Management, LLC | 0.07% | No change | 6,428 | $867K |
| Pallas Capital Advisors LLC | 0.03% | No change | 5,944 | $865K |
| Destiny Wealth Partners, LLC | 0.11% | No change | 5,923 | $862K |
| Silvia McColl Wealth Management, LLC | 0.58% | Reduce -7.1% | 5,879 | $856K |
| Quadrant Private Wealth Management, LLC | 0.16% | Reduce -1.4% | 5,873 | $855K |
| IFG Advisory, LLC | 0.04% | Add +3.4% | 5,861 | $853K |
| Bangor Savings Bank | 0.07% | Reduce -4.6% | 5,811 | $846K |
| Front Row Advisors LLC | 0.28% | No change | 5,790 | $843K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -4.5% | 5,782 | $842K |
| LifePlan Investment Advisors, Inc. | 0.35% | Add +46.3% | 5,770 | $840K |
| Sutton Place Investors LLC | 0.48% | Reduce -0.1% | 5,759 | $839K |
| Jones Financial Companies LLLP | 0.00% | Add +11.4% | 5,766 | $835K |
| Cornerstone Financial Group, LLC | 0.64% | Reduce -6.6% | 5,707 | $831K |
| Farrell Financial LLC | 0.52% | Reduce -0.1% | 5,688 | $828K |
| CENTRAL TRUST Co | 0.02% | Reduce -6.1% | 5,680 | $827K |
| Live Oak Investment Partners | 0.55% | Add +30.8% | 5,678 | $827K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +4.0% | 5,620 | $818K |
| Independent Financial Group, LLC | 0.02% | Add +0.5% | 5,595 | $815K |
| XY Planning Network, Inc. | 0.28% | No change | 5,987 | $810K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -5.7% | 5,558 | $809K |
| Theory Financial LLC | 0.28% | Add +79.4% | 5,506 | $808K |
| Shotwell Rutter Baer Inc | 0.52% | No change | 5,465 | $804K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 5,454 | $794K |
| OMNI 360 Wealth, Inc. | 0.44% | Reduce -8.8% | 5,445 | $793K |
| IFP Advisors, Inc | 0.02% | Reduce -17.3% | 5,411 | $788K |
| CI Investments Inc. | 0.00% | Reduce -1.8% | 5,350 | $779K |
| Detalus Advisors, LLC | 0.20% | Add +3.6% | 5,325 | $775K |
| XML Financial, LLC | 0.06% | Add +79.3% | 5,306 | $773K |
| Lodestar Private Asset Management LLC | 0.08% | Add +121.2% | 5,272 | $768K |
| Keener Financial Planning LLC | 0.36% | Reduce -6.1% | 5,261 | $766K |
| Spire Wealth Management | 0.03% | No change | 5,217 | $760K |
| Great Diamond Partners, LLC | 0.14% | Add +3.2% | 5,135 | $748K |
| Verus Capital Partners, LLC | 0.06% | Reduce -13.9% | 5,087 | $741K |
| Aspiriant, LLC | 0.02% | No change | 5,082 | $740K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 5,075 | $739K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,048 | $735K |
| Capasso Planning Partners LLC | 0.45% | Reduce -26.7% | 4,941 | $719K |
| Metis Global Partners, LLC | 0.02% | Reduce -34.5% | 4,940 | $719K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.9% | 4,886 | $711K |
| Rothschild Wealth LLC | 0.15% | Reduce -0.5% | 4,883 | $711K |
| GC Wealth Management RIA, LLC | 0.02% | Add +202.6% | 4,868 | $709K |
| TD Private Client Wealth LLC | 0.02% | Reduce -1.1% | 4,827 | $703K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.7% | 4,804 | $699K |
| Brewster Financial Planning LLC | 0.44% | No change | 4,802 | $699K |
| Intrua Financial, LLC | 0.08% | Add +1.2% | 4,770 | $695K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +14.4% | 4,769 | $694K |
| APS Management Group, Inc. | 0.61% | — | 4,764 | $694K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -1.6% | 4,758 | $693K |
| Howard Financial Services, LTD. | 0.08% | Add +0.2% | 4,756 | $692K |
| PFG Advisors | 0.03% | Reduce -14.8% | 4,735 | $689K |
| Financial Gravity Asset Management, Inc. | 0.14% | — | 4,721 | $687K |
| Talisman Wealth Advisors LLC | 0.57% | Reduce -1.0% | 4,720 | $687K |
| Traveka Wealth, LLC | 0.31% | Add +7.4% | 4,717 | $687K |
| Bank of Montreal | 0.00% | Add +5.2% | 4,682 | $682K |
| Savvy Advisors, Inc. | 0.03% | Add +29.7% | 4,672 | $680K |
| Copperleaf Capital, LLC | 0.32% | Add +18.4% | 4,650 | $677K |
| Eastern Bank | 0.01% | Reduce -5.2% | 4,613 | $672K |
| Fiduciary Financial Group, LLC | 0.11% | Add +0.1% | 4,611 | $671K |
| FC Advisory LLC | 0.20% | Add +0.0% | 4,610 | $671K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.2% | 4,545 | $662K |
| Heritage Family Offices, LLP | 0.31% | Reduce -12.9% | 4,509 | $657K |
| Veridan Wealth LLC | 0.22% | — | 4,481 | $652K |
| Buttonwood Financial Group, LLC | 0.28% | Add +42.3% | 4,457 | $652K |
| Independent Advisor Alliance | 0.02% | Add +64.4% | 4,446 | $647K |
| Sovereign Financial Group, Inc. | 0.12% | Add +8.1% | 4,344 | $632K |
| WealthCollab, LLC | 0.29% | No change | 4,311 | $628K |
| Midwest Trust Co | 0.01% | No change | 4,294 | $625K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 4,291 | $625K |
| Certus Wealth Management, LLC | 0.37% | Reduce -4.3% | 4,251 | $619K |
| Western Wealth Management, LLC | 0.03% | Reduce -19.2% | 4,247 | $618K |
| MBE Wealth Management, LLC | 0.27% | Reduce -1.7% | 4,246 | $618K |
| Diversified Enterprises, LLC | 0.04% | Reduce -1.2% | 4,245 | $618K |
| Rwa Wealth Partners, LLC | 0.01% | Add +10.8% | 4,243 | $618K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.6% | 4,166 | $607K |
| Archford Capital Strategies, LLC | 0.07% | No change | 4,130 | $601K |
| Emergent Wealth Advisors, LLC | 0.35% | Reduce -1.8% | 4,089 | $595K |
| Ancora Advisors LLC | 0.01% | Reduce -5.3% | 4,023 | $586K |
| Meridian Financial Partners LLC | 0.24% | Reduce -8.7% | 3,967 | $584K |
| Rossby Financial, LCC | 0.19% | Add +2.6% | 3,987 | $583K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,953 | $576K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +6.9% | 3,947 | $575K |
| Osborne Partners Capital Management, LLC | 0.03% | No change | 3,947 | $575K |
| Quent Capital, LLC | 0.05% | Reduce -2.1% | 3,936 | $573K |
| Amundi | 0.00% | Reduce -42.4% | 3,885 | $571K |
| Gen-Wealth Partners Inc | 0.19% | Add +37.4% | 3,902 | $568K |
| Lantz Financial LLC | 0.12% | Add +1.6% | 3,869 | $563K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.4% | 3,864 | $563K |
| Prospera Financial Services Inc | 0.01% | Add +26.1% | 3,855 | $561K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -5.9% | 3,852 | $561K |
| Summit Financial, LLC | 0.01% | New | 3,848 | $560K |
| North Berkeley Wealth Management, LLC | 0.44% | No change | 3,845 | $560K |
| Brown Advisory Inc. | 0.00% | No change | 3,843 | $560K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.1% | 3,832 | $558K |
| StoneX Group Inc. | 0.02% | Reduce -54.8% | 3,821 | $556K |
| Larson Financial Group LLC | 0.02% | Add +199.8% | 3,810 | $555K |
| Visionary Wealth Advisors | 0.03% | Reduce -3.7% | 3,786 | $551K |
| Peak Financial Management, Inc. | 0.14% | No change | 3,754 | $547K |
| Golden State Wealth Management, LLC | 0.06% | Add +1.2% | 3,746 | $545K |
| Magnus Financial Group LLC | 0.04% | Reduce -22.8% | 3,731 | $543K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +4.8% | 3,723 | $542K |
| Sherman Asset Management, Inc. | 0.47% | Add +5.0% | 3,712 | $540K |
| Capital Analysts, LLC | 0.02% | Add +62.3% | 3,705 | $539K |
| Estate Counselors, LLC | 0.05% | No change | 3,700 | $539K |
| Commerce Bank | 0.00% | Reduce -6.7% | 3,695 | $538K |
| Trek Financial, LLC | 0.03% | Add +48.2% | 3,684 | $536K |
| Valtinson Bruner Financial Planning LLC | 0.16% | Add +20.9% | 3,680 | $536K |
| Capital Asset Advisory Services LLC | 0.02% | Add +43.2% | 3,668 | $534K |
| AdvisorNet Financial, Inc | 0.03% | Add +4.6% | 3,657 | $532K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 3,651 | $532K |
| Root Financial Partners, LLC | 0.03% | Add +1.4% | 3,632 | $529K |
| Brighton Jones LLC | 0.01% | Reduce -9.9% | 3,591 | $523K |
| Libra Wealth LLC | 0.15% | No change | 3,544 | $516K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Add +0.3% | 3,541 | $516K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.6% | 3,534 | $515K |
| Endeavor Private Wealth, Inc. | 0.16% | New | 3,529 | $514K |
| 5T Wealth, LLC | 0.22% | No change | 3,502 | $510K |
| Baker Avenue Asset Management, LP | 0.01% | Add +2.2% | 3,493 | $509K |
| Lion Street Advisors, LLC | 0.17% | New | 4,785 | $504K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -11.9% | 3,450 | $502K |
| Oregon Pacific Wealth Management, LLC | 0.43% | Reduce -2.3% | 3,433 | $500K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 3,424 | $499K |
| RKL Wealth Management LLC | 0.04% | Reduce -8.4% | 3,419 | $498K |
| Caprock Group, LLC | 0.01% | — | 3,507 | $495K |
| US Bancorp \de | 0.00% | Add +1.0% | 3,396 | $494K |
| NWF Advisory Services Inc. | 0.05% | No change | 3,367 | $490K |
| Bison Wealth, LLC | 0.05% | Add +0.3% | 3,321 | $490K |
| Destination Wealth Management | 0.01% | Add +1.3% | 3,341 | $486K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -28.7% | 3,340 | $486K |
| Eq LLC | 0.17% | Reduce -0.3% | 3,337 | $486K |
| Tanager Wealth Management LLP | 0.05% | Reduce -17.6% | 3,298 | $480K |
| Farmers National Bank | 0.11% | Reduce -4.2% | 3,297 | $480K |
| MontVue Capital Management, Inc. | 0.32% | No change | 3,275 | $477K |
| CX Institutional | 0.01% | Add +0.3% | 3,270 | $476K |
| Bailard, Inc. | 0.01% | No change | 3,229 | $470K |
| BCU Wealth Advisors, LLC | 0.19% | Add +0.2% | 3,223 | $469K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,192 | $465K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 3,184 | $464K |
| Smithfield Trust Co | 0.02% | No change | 3,149 | $459K |
| Principal Securities, Inc. | 0.01% | Add +5.8% | 3,100 | $451K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,089 | $450K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 3,081 | $449K |
| Mather Group, Llc. | 0.00% | Add +4.3% | 3,073 | $447K |
| Life Line Wealth Management LLC | 0.14% | Reduce -3.9% | 3,067 | $447K |
| Payne Capital LLC | 0.45% | — | 3,052 | $444K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.7% | 3,041 | $443K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -7.6% | 3,011 | $438K |
| Financial Management Network Inc. | 0.07% | Add +0.2% | 2,982 | $438K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 3,000 | $437K |
| Precision Wealth Strategies, LLC | 0.14% | Add +1.7% | 2,999 | $437K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 2,944 | $429K |
| Synovus Financial Corp. | 0.00% | Add +0.0% | 2,941 | $428K |
| PDS Planning, Inc | 0.03% | Reduce -0.0% | 2,928 | $426K |
| D. Scott Neal, Inc. | 0.19% | Reduce -4.2% | 2,889 | $421K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.9% | 2,877 | $419K |
| Barnes Wealth Management Group, Inc | 0.23% | No change | 2,877 | $419K |
| Finley Financial, LLC | 0.19% | No change | 2,860 | $416K |
| Csenge Advisory Group | 0.02% | Add +13.5% | 2,842 | $414K |
| ABLE Financial Group, LLC | 0.09% | No change | 2,836 | $413K |
| W.H. Cornerstone Investments Inc. | 0.25% | Add +0.3% | 2,818 | $410K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 2,778 | $405K |
| Barclays PLC | 0.00% | Add +34425.0% | 2,762 | $402K |
| Single Point Partners, LLC | 0.08% | Add +2.9% | 2,760 | $402K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,733 | $398K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Add +2.7% | 2,724 | $397K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -1.8% | 2,720 | $396K |
| Fort Point Capital Partners LLC | 0.05% | No change | 2,703 | $394K |
| Essex Financial Services, Inc. | 0.02% | Add +3.6% | 2,701 | $393K |
| Atlas Private Wealth Advisors | 0.10% | Reduce -49.9% | 2,679 | $390K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,678 | $390K |
| Belpointe Asset Management LLC | 0.01% | Reduce -39.7% | 2,674 | $389K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.1% | 2,672 | $389K |
| Debussy Capital Management LP | 0.05% | No change | 2,647 | $385K |
| Waldron Private Wealth LLC | 0.02% | No change | 2,623 | $382K |
| Milestone Investment Advisors LLC | 0.09% | Add +0.0% | 2,610 | $380K |
| NerdWallet Wealth Partners, LLC | 0.19% | — | 2,603 | $379K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.1% | 2,596 | $378K |
| Chesapeake Wealth Management | 0.11% | Add +33.9% | 2,565 | $373K |
| Leverty Financial Group, LLC | 0.10% | No change | 2,552 | $372K |
| Semitam Bonam LLC | 0.33% | Reduce -3.1% | 2,544 | $370K |
| Seven Post Investment Office LP | 0.13% | No change | 2,532 | $369K |
| Kestra Investment Management, LLC | 0.01% | New | 2,513 | $366K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -18.3% | 2,477 | $361K |
| Fsa Wealth Partners, Inc. | 0.14% | Reduce -1.9% | 2,444 | $356K |
| Argent Trust Co | 0.01% | Reduce -15.3% | 2,429 | $354K |
| CGC Financial Services, LLC | 0.10% | Reduce -8.4% | 2,421 | $352K |
| Wrapmanager Inc. | 0.11% | Add +38.9% | 2,415 | $352K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -1.0% | 2,403 | $350K |
| Aspen Wealth Strategies, LLC | 0.20% | No change | 2,397 | $349K |
| Pettinga Financial Advisors LLC | 0.07% | No change | 2,389 | $348K |
| Spectrum Planning & Advisory Services Inc. | 0.20% | Add +0.3% | 2,376 | $346K |
| Private Client Services, LLC | 0.12% | Reduce -2.7% | 2,375 | $346K |
| Baker Tilly Wealth Management, LLC | 0.08% | No change | 2,354 | $343K |
| Prosperitas Financial LLC | 0.14% | Add +7.0% | 2,348 | $342K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.3% | 2,346 | $342K |
| Nwam LLC | 0.02% | Reduce -0.1% | 2,315 | $339K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,323 | $338K |
| Quantinno Capital Management LP | 0.00% | No change | 2,309 | $336K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $336K |
| Oxinas Partners, LLC | 0.18% | Reduce -18.1% | 2,302 | $335K |
| Redwood Investment Management, LLC | 0.04% | Add +3.3% | 2,300 | $335K |
| Merkkuri Wealth Advisors LLC | 0.24% | Reduce -2.1% | 2,298 | $335K |
| Trademark Financial Management, LLC | 0.19% | No change | 2,290 | $333K |
| Sound Income Strategies, LLC | 0.02% | Reduce -11.2% | 2,267 | $333K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $332K |
| Northstar Financial Companies, Inc. | 0.31% | No change | 2,278 | $332K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -14.8% | 2,270 | $331K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -9.7% | 2,257 | $329K |
| Bellwether Advisors, LLC | 0.05% | Add +1.1% | 2,248 | $327K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.6% | 2,247 | $327K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | No change | 2,211 | $322K |
| Coppell Advisory Solutions LLC | 0.03% | Add +3.8% | 2,214 | $321K |
| Burling Wealth Partners, LLC | 0.05% | New | 2,200 | $320K |
| Level Financial Advisors | 0.09% | Reduce -50.6% | 2,191 | $319K |
| NewEdge Wealth, LLC | 0.00% | Add +30.0% | 2,103 | $312K |
| Gateway Wealth Partners, LLC | 0.04% | Add +42.6% | 2,141 | $312K |
| Total Clarity Wealth Management, Inc. | 0.08% | No change | 2,133 | $311K |
| Squarepoint Ops LLC | 0.00% | New | 2,124 | $309K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.4% | 2,121 | $309K |
| Moller Wealth Partners | 0.06% | No change | 2,103 | $306K |
| Moneco Advisors, LLC | 0.03% | Reduce -12.7% | 2,097 | $305K |
| Novare Capital Management LLC | 0.02% | No change | 2,095 | $305K |
| Hilltop Holdings Inc. | 0.02% | Add +25.0% | 2,095 | $305K |
| Drucker Wealth 3.0, LLC | 0.05% | Add +12.2% | 2,084 | $303K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +1.0% | 2,083 | $303K |
| Worth Financial Advisory Group, LLC | 0.17% | No change | 2,080 | $303K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -0.2% | 2,055 | $302K |
| Founders Financial Alliance, LLC | 0.06% | No change | 2,069 | $301K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -14.7% | 2,008 | $292K |
| Sage Financial Group Inc. | 0.02% | Reduce -10.1% | 2,000 | $291K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.9% | 1,992 | $290K |
| Horizons Wealth Management | 0.20% | Reduce -3.4% | 1,991 | $290K |
| Callan Family Office, LLC | 0.01% | Add +9.7% | 1,989 | $290K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,987 | $289K |
| Note Advisors, LLC | 0.17% | No change | 1,974 | $287K |
| Sax Wealth Advisors, LLC | 0.02% | Add +2.1% | 1,974 | $287K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Add +16.4% | 1,949 | $284K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.6% | 1,934 | $282K |
| Invesco Ltd. | 0.00% | New | 1,928 | $281K |
| One Day In July LLC | 0.02% | No change | 1,926 | $280K |
| Ethic Inc. | 0.00% | No change | 1,925 | $280K |
| Vertex Planning Partners, LLC | 0.05% | Reduce -0.1% | 1,917 | $279K |
| Apeiron RIA LLC | 0.06% | New | 1,919 | $278K |
| BKM Wealth Management, LLC | 0.10% | No change | 1,900 | $277K |
| ArborFi Advisors, LLC | 0.22% | Add +0.8% | 1,880 | $274K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,866 | $272K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,862 | $271K |
| Avantra Family Wealth, Inc. | 0.20% | Add +4.4% | 1,859 | $271K |
| Bright Futures Wealth Management, LLC. | 0.21% | — | 1,856 | $270K |
| Seascape Capital Management | 0.08% | New | 1,848 | $269K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $266K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.7% | 1,803 | $263K |
| Cooper Financial Group | 0.03% | Reduce -1.2% | 1,793 | $261K |
| Arq Wealth Advisors, LLC | 0.08% | Reduce -0.3% | 1,776 | $259K |
| Security Financial Services, INC. | 0.04% | No change | 1,762 | $257K |
| Liberty Wealth Management LLC | 0.04% | Reduce -5.0% | 1,753 | $255K |
| Forum Financial Management, LP | 0.00% | New | 1,752 | $255K |
| QRG Capital Management, Inc. | 0.00% | Reduce -29.5% | 1,748 | $255K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,740 | $253K |
| BridgePort Financial Solutions, LLC | 0.07% | Add +10.4% | 1,739 | $253K |
| Proactive Wealth Strategies LLC | 0.11% | New | 1,735 | $253K |
| Braun-Bostich & Associates Inc. | 0.16% | New | 1,718 | $250K |
| Schwallier Wealth Management LLC | 0.16% | Add +0.3% | 1,716 | $250K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,712 | $249K |
| Haverford Trust Co | 0.00% | Reduce -7.8% | 1,711 | $249K |
| Nemes Rush Group LLC | 0.02% | Reduce -0.5% | 1,698 | $247K |
| Scarborough Advisors, LLC | 0.04% | Add +3.0% | 1,698 | $247K |
| M3 Advisory Group, LLC | 0.15% | No change | 1,696 | $247K |
| Channel Wealth LLC | 0.07% | No change | 1,684 | $245K |
| Palo Alto Wealth Advisors, LLC | 0.07% | Add +0.3% | 1,616 | $242K |
| Sterling Manor Financial, LLC | 0.15% | New | 1,658 | $241K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.7% | 1,651 | $240K |
| Carnegie Investment Counsel | 0.00% | Reduce -0.3% | 1,645 | $240K |
| Prosperity Consulting Group, LLC | 0.01% | New | 1,640 | $239K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 1,604 | $234K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 1,603 | $233K |
| Courier Capital LLC | 0.01% | New | 1,598 | $233K |
| Cherry Creek Investment Advisors, Inc. | 0.10% | No change | 1,588 | $231K |
| SC&H Financial Advisors, Inc. | 0.04% | Add +0.3% | 1,581 | $230K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -40.5% | 1,579 | $230K |
| Global Assets Advisory, LLC | 0.07% | Reduce -17.4% | 1,570 | $229K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,565 | $228K |
| Motco | 0.02% | Add +12.1% | 1,561 | $227K |
| Sigma Planning Corp | 0.01% | New | 1,560 | $227K |
| Stratos Investment Management, LLC | 0.01% | Add +0.1% | 1,556 | $227K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +7.2% | 1,548 | $225K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 1,537 | $224K |
| Frederick Financial Consultants, LLC | 0.12% | No change | 1,522 | $222K |
| Arlington Trust Co LLC | 0.04% | No change | 1,520 | $221K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +590.5% | 1,519 | $221K |
| JFS Wealth Advisors, LLC | 0.01% | Add +36.8% | 1,495 | $218K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 1,488 | $217K |
| Pecaut & Co. | 0.07% | Reduce -3.7% | 1,478 | $215K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,475 | $215K |
| Novus Advisors, LLC | 0.49% | Reduce -26.6% | 1,471 | $214K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,458 | $212K |
| Arcadia Wealth Management, Inc. | 0.13% | New | 1,441 | $210K |
| Centurion Wealth Management LLC | 0.05% | New | 1,425 | $207K |
| Watts Gwilliam & Co., LLC | 0.03% | No change | 1,410 | $205K |
| Obsidian Personal Planning Solutions LLC | 0.07% | Reduce -10.7% | 1,365 | $204K |
| Sage Financial Management Group, Inc. | 0.07% | New | 1,399 | $204K |
| Hobart Private Capital, LLC | 0.04% | New | 1,394 | $203K |
| GGM Financial LLC | 0.10% | New | 1,393 | $203K |
| Oarsman Capital, Inc. | 0.03% | New | 1,390 | $202K |
| Valtrion Capital Management, LLC | 0.22% | New | 1,379 | $201K |
| Investors Research Corp | 0.04% | Add +4.8% | 1,343 | $196K |
| Bank of New Hampshire | 0.04% | No change | 1,320 | $192K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,294 | $188K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,274 | $185K |
| SouthState Bank Corp | 0.01% | New | 1,247 | $182K |
| Lowe Wealth Advisors, LLC | 0.07% | Add +15.6% | 1,243 | $181K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 1,238 | $180K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -1.5% | 1,113 | $162K |
| Salem Investment Counselors Inc. | 0.00% | Add +496.6% | 1,050 | $153K |
| Fifth Third Bancorp | 0.00% | Add +178.2% | 1,035 | $151K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 1,000 | $146K |
| Asset Dedication, LLC | 0.01% | Add +23.4% | 982 | $143K |
| Financial Perspectives, Inc | 0.04% | No change | 954 | $139K |
| Abound Wealth Management | 0.03% | No change | 900 | $131K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 885 | $129K |
| Balentine LLC | 0.00% | No change | 871 | $127K |
| Accredited Wealth Management, LLC | 0.09% | Reduce -36.0% | 554 | $126K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $124K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $123K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -32.5% | 801 | $117K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 746 | $109K |
| Winthrop Capital Management, LLC | 0.03% | No change | 719 | $105K |
| New Republic Capital, LLC | 0.03% | No change | 719 | $105K |
| Clearstead Trust, LLC | 0.02% | No change | 659 | $96K |
| GAMMA Investing LLC | 0.00% | No change | 604 | $88K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $86K |
| Creative Financial Designs Inc. | 0.01% | Reduce -51.0% | 583 | $85K |
| Key Financial Inc | 0.02% | Add +205.3% | 571 | $83K |
| Rise Advisors, LLC | 0.03% | Add +0.2% | 559 | $81K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 550 | $80K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -61.3% | 547 | $80K |
| Ameriflex Group, Inc. | 0.03% | Add +62.1% | 543 | $79K |
| Lanark Financial, Inc. | 0.01% | Reduce -61.5% | 542 | $79K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 531 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 527 | $77K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $74K |
| Fortitude Family Office, LLC | 0.02% | Add +49.5% | 441 | $64K |
| Centerpoint Advisors, LLC | 0.02% | Add +20.4% | 437 | $64K |
| Glenmede Investment Management, LP | 0.00% | No change | 422 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -24.4% | 422 | $61K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -18.4% | 409 | $61K |
| Addison Advisors LLC | 0.01% | New | 414 | $60K |
| Archer Investment Corp | 0.01% | No change | 413 | $60K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 400 | $58K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -32.2% | 385 | $56K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $53K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 310 | $45K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 301 | $44K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -5.8% | 292 | $43K |
| United Financial Planning Group LLC | 0.02% | — | 269 | $39K |
| CVA Family Office, LLC | 0.00% | No change | 257 | $37K |
| Caitlin John, LLC | 0.03% | New | 247 | $36K |
| Bokf, NA | 0.00% | No change | 229 | $33K |
| Concord Wealth Partners | 0.00% | No change | 222 | $32K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $30K |
| Rice Partnership, LLC | 0.00% | Reduce -4.2% | 204 | $30K |
| Trust Co | 0.00% | No change | 189 | $28K |
| Dunhill Financial, LLC | 0.01% | Add +0.5% | 186 | $27K |
| Proffitt & Goodson Inc. | 0.00% | No change | 183 | $27K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $26K |
| Kilter Group LLC | 0.01% | Add +50.0% | 174 | $25K |
| Evolution Wealth Management Inc. | 0.03% | No change | 171 | $25K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 168 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 161 | $24K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $22K |
| Crews Bank & Trust | 0.00% | No change | 150 | $22K |
| Bernard Wealth Management Corp. | 0.01% | No change | 140 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 137 | $20K |
| Rothschild Investment LLC | 0.00% | Reduce -50.9% | 132 | $19K |
| Community Bank, N.A. | 0.00% | No change | 125 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 123 | $18K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 121 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 112 | $16K |
| Raffa Wealth Management, LLC | 0.00% | No change | 108 | $16K |
| Alpine Bank Wealth Management | 0.00% | New | 103 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | Add +5.2% | 101 | $15K |
| IAG Wealth Partners, LLC | 0.00% | No change | 100 | $15K |
| Grand Wealth Management, LLC | 0.01% | No change | 99 | $14K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 99 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -86.6% | 92 | $13K |
| United Community Bank | 0.00% | New | 66 | $10K |
| Wiser Advisor Group LLC | 0.01% | New | 64 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 62 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $8K |
| Guerra Advisors Inc | 0.00% | New | 49 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $7K |
| Capitol Family Office, Inc. | 0.01% | No change | 42 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 43 | $6K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -94.7% | 39 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | New | 35 | $5K |
| Resources Management Corp. /CT/ | 0.00% | New | 31 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 31 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $4K |
| Cloud Capital Management, LLC | 0.00% | New | 30 | $4K |
| Pandora Wealth, Inc. | 0.00% | No change | 26 | $4K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 22 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 18 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 22 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $3K |
| Glassman Wealth Services | 0.00% | No change | 17 | $2K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -99.7% | 11 | $2K |
| Hurley Capital, LLC | 0.00% | Reduce -44.4% | 10 | $2K |
| LGT Financial Advisors LLC | 0.00% | No change | 8 | $1K |
| Covestor Ltd | 0.00% | Reduce -27.3% | 8 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| Financial Life Planners | 0.00% | New | 6 | $887 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -33.3% | 6 | $874 |
| Maseco LLP | 0.00% | New | 1 | $146 |
"% 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.