iShares ESG Aware MSCI USAESGUETF
13F holders, Q4 2025 (December 31)836holders +58
60new positions
36sold out
3famous investors
$149.07avg. 13F price*
At the end of Q4 2025, 836 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 58 from Q3 2025. 60 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.5B) and Tiaa Trust, National Association ($897.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $46.3M |
| Exits | 36 | $107.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,759,542 shares bought and 3,904,111 shares sold, net −2,144,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Bank of America Corp. | 0.14% | Reduce -1.1% | 13,335,463 | $2.0B |
| JPMorgan Chase & Co. | 0.10% | Add +4.2% | 10,288,654 | $1.5B |
| Tiaa Trust, National Association | 2.15% | Add +0.8% | 5,986,011 | $897.3M |
| Northern Trust Corp. | 0.10% | Add +0.1% | 5,159,275 | $768.6M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -2.7% | 4,015,236 | $598.2M |
| Betterment LLC | 1.11% | Add +0.9% | 3,924,596 | $584.7M |
| Morgan Stanley | 0.02% | Reduce -20.6% | 2,614,653 | $389.5M |
| Wealthfront Advisers LLC | 0.86% | Add +3.6% | 2,591,308 | $386.1M |
| Acorns Advisers, LLC | 2.87% | Add +0.8% | 2,565,822 | $382.3M |
| BlackRock, Inc. | 0.01% | Add +1.4% | 2,103,406 | $313.4M |
| Wells Fargo & Company | 0.06% | Reduce -4.6% | 2,062,052 | $307.2M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -14.4% | 1,935,702 | $288.4M |
| LPL Financial LLC | 0.05% | Reduce -1.9% | 1,162,088 | $173.1M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.3% | 1,027,351 | $153.1M |
| Empower Advisory Group, LLC | 0.31% | Add +11.7% | 761,908 | $113.5M |
| Fiduciary Trust Co | 1.15% | Add +2.1% | 678,480 | $101.1M |
| Royal Bank of Canada | 0.01% | Reduce -7.3% | 529,305 | $78.9M |
| Citigroup Inc. | 0.05% | Reduce -25.5% | 460,875 | $68.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -6.0% | 376,284 | $56.1M |
| Ameriprise Financial Inc. | 0.01% | Add +6.2% | 362,050 | $53.9M |
| Ally Invest Advisors Inc. | 3.45% | Add +0.4% | 335,335 | $50.0M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -9.8% | 333,501 | $49.7M |
| Composition Wealth, LLC | 0.67% | Add +5.9% | 313,048 | $46.6M |
| Creative Planning | 0.03% | Add +3.2% | 309,687 | $46.1M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.0% | 306,448 | $45.7M |
| UBS Group AG | 0.01% | Reduce -14.8% | 294,359 | $43.9M |
| IMPACTfolio, LLC | 18.09% | Reduce -0.8% | 289,205 | $43.1M |
| Cwm, LLC | 0.11% | Reduce -4.8% | 277,685 | $41.4M |
| Cetera Investment Advisers | 0.04% | Reduce -2.2% | 275,687 | $41.1M |
| Mercer Global Advisors Inc. | 0.06% | Add +7.3% | 270,045 | $40.2M |
| Alesco Advisors, LLC, An ESL Co | 0.96% | Reduce -0.9% | 248,808 | $37.1M |
| FMR LLC | 0.00% | Add +2.1% | 233,738 | $34.8M |
| Keybank National Association | 0.12% | Reduce -0.4% | 226,075 | $33.7M |
| Mission Wealth Management, LP | 0.68% | Reduce -2.1% | 225,333 | $33.6M |
| Brookstone Capital Management | 0.38% | Add +8.5% | 223,718 | $33.3M |
| Raymond James Financial Inc. | 0.01% | Add +12.7% | 222,335 | $33.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.2% | 210,381 | $31.8M |
| Park Avenue Securities LLC | 0.26% | Reduce -7.6% | 205,942 | $30.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -10.3% | 202,015 | $30.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -2.6% | 192,113 | $28.6M |
| Ashton Thomas Private Wealth, LLC | 0.68% | Add +0.1% | 187,363 | $27.9M |
| Truist Financial Corp. | 0.04% | Add +122.9% | 182,808 | $27.2M |
| MML Investors Services, LLC | 0.07% | Add +0.0% | 182,511 | $27.2M |
| Joel Isaacson & Co., LLC | 0.87% | Add +0.2% | 176,599 | $26.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.5% | 174,141 | $25.9M |
| Clarius Group, LLC | 1.43% | Reduce -1.1% | 168,201 | $25.1M |
| Rock Creek Group LLC | 2.69% | No change | 161,100 | $24.0M |
| Sand Hill Global Advisors, LLC | 0.81% | Reduce -3.9% | 155,011 | $23.1M |
| Affinity Capital Advisors, LLC | 3.10% | Reduce -0.7% | 150,592 | $22.4M |
| Erickson Financial Group, LLC | 12.24% | Add +1.2% | 133,776 | $19.9M |
| Corient Private Wealth LP | 0.03% | Reduce -0.6% | 132,786 | $19.8M |
| Flputnam Investment Management Co. | 0.27% | Add +2.0% | 126,592 | $18.9M |
| Choreo, LLC | 0.24% | Reduce -5.8% | 124,142 | $18.6M |
| Mariner, LLC | 0.02% | Add +44.0% | 122,807 | $18.3M |
| AlTi Global, Inc. | 0.38% | Add +0.9% | 118,408 | $17.6M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +23.4% | 117,793 | $17.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -5.1% | 116,976 | $17.4M |
| Sharkey, Howes & Javer | 2.04% | Reduce -6.0% | 107,586 | $16.0M |
| One Wealth Advisors, LLC | 1.93% | Reduce -7.9% | 105,998 | $15.8M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.7% | 105,361 | $15.7M |
| Cerity Partners LLC | 0.02% | Add +0.1% | 95,748 | $14.3M |
| Harbour Investments, Inc. | 0.28% | Add +6.0% | 94,101 | $14.0M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -28.1% | 91,430 | $13.6M |
| Blue Edge Capital, LLC | 1.82% | Reduce -4.5% | 91,302 | $13.6M |
| Van Hulzen Asset Management, LLC | 0.98% | Add +2.3% | 89,903 | $13.4M |
| Client 1ST Advisory Group, LLC | 4.04% | Reduce -8.4% | 86,496 | $12.9M |
| Sei Investments Co. | 0.01% | Reduce -2.1% | 84,766 | $12.6M |
| Clarity Asset Management, Inc. | 6.85% | Reduce -2.6% | 83,604 | $12.5M |
| Staley Capital Advisers Inc. | 0.49% | Reduce -11.1% | 80,000 | $11.9M |
| Apella Capital, LLC | 0.23% | Reduce -6.0% | 79,606 | $11.9M |
| Relyea Zuckerberg Hanson LLC | 1.18% | Add +0.9% | 78,217 | $11.7M |
| Keebeck Wealth Management | 1.28% | Reduce -1.7% | 74,699 | $11.1M |
| Facet Wealth, Inc. | 0.19% | Reduce -1.4% | 72,116 | $10.9M |
| Plancorp, LLC | 0.33% | Reduce -5.0% | 73,059 | $10.9M |
| Laurel Wealth Planning LLC | 5.97% | Reduce -1.2% | 72,346 | $10.8M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -3.4% | 71,145 | $10.6M |
| Prudent Man Advisors, LLC | 3.85% | Reduce -3.9% | 70,919 | $10.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -50.8% | 70,500 | $10.5M |
| NorthRock Partners, LLC | 0.17% | New | 68,699 | $10.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -8.1% | 68,330 | $10.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +9.8% | 66,380 | $9.9M |
| Wealthspire Advisors, LLC | 0.08% | Add +0.5% | 66,254 | $9.9M |
| Wealth Architects, LLC | 0.88% | Add +11.8% | 65,846 | $9.8M |
| Schroder Investment Management Group | 0.01% | No change | 64,794 | $9.7M |
| Strategic Blueprint, LLC | 0.57% | Reduce -0.7% | 65,255 | $9.7M |
| Fisher Asset Management | 0.00% | Reduce -10.4% | 64,403 | $9.6M |
| Capitolis Liquid Global Markets LLC | 0.06% | Reduce -82.5% | 63,500 | $9.5M |
| Trilogy Capital Inc. | 0.42% | Reduce -3.5% | 62,979 | $9.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Reduce -2.2% | 62,473 | $9.3M |
| Klaas Financial Asset Advisors, LLC | 1.32% | Reduce -7.0% | 61,184 | $9.1M |
| Focus Partners Wealth | 0.01% | Add +17.0% | 60,578 | $9.0M |
| Ferguson Wellman Capital Management, Inc. | 0.14% | Add +4.8% | 60,289 | $9.0M |
| Axxcess Wealth Management, LLC | 0.15% | Add +310.6% | 58,080 | $8.7M |
| Cypress Wealth Services, LLC | 1.19% | Reduce -1.0% | 57,940 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.1% | 57,379 | $8.6M |
| Modera Wealth Management, LLC | 0.10% | Add +0.3% | 57,190 | $8.5M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.9% | 55,981 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.3% | 55,277 | $8.2M |
| Retirement Income Solutions, Inc. | 1.37% | Add +10.7% | 54,307 | $8.1M |
| Advisory Services Network, LLC | 0.11% | Add +2.5% | 54,171 | $8.1M |
| Parallel Advisors, LLC | 0.15% | Reduce -4.5% | 53,292 | $7.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +18.0% | 52,706 | $7.9M |
| Assetmark, Inc. | 0.02% | Reduce -7.3% | 51,793 | $7.7M |
| Captrust Financial Advisors | 0.01% | Reduce -25.4% | 51,096 | $7.6M |
| CFS Investment Advisory Services, LLC | 0.54% | Reduce -0.5% | 49,808 | $7.4M |
| &partners | 0.04% | Add +56.0% | 49,267 | $7.3M |
| Birchwood Financial Partners, Inc. | 7.11% | — | 48,088 | $7.2M |
| Atlas Legacy Advisors, LLC | 1.23% | Add +5.7% | 47,143 | $7.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -40.8% | 46,980 | $7.0M |
| Valeo Financial Advisors, LLC | 0.15% | No change | 46,600 | $6.9M |
| Bank of Montreal | 0.00% | Add +892.2% | 46,453 | $6.9M |
| Decker Retirement Planning Inc. | 3.34% | Add +4.7% | 45,067 | $6.7M |
| Merit Financial Group, LLC | 0.05% | Add +11.4% | 44,834 | $6.7M |
| Yukon Wealth Management, Inc. | 3.62% | Reduce -11.7% | 42,178 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.7% | 41,889 | $6.2M |
| Summit Wealth Group, LLC | 1.44% | Reduce -1.6% | 41,466 | $6.2M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.8% | 40,915 | $6.1M |
| One Capital Management, LLC | 0.18% | Add +217.7% | 40,866 | $6.1M |
| Spinnaker Trust | 0.33% | Reduce -6.6% | 40,814 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -6.7% | 40,573 | $6.0M |
| Midwest Financial Partners Investments, Inc. | 3.33% | — | 40,165 | $6.0M |
| Halbert Hargrove Global Advisors, LLC | 0.29% | Reduce -4.9% | 39,994 | $6.0M |
| Mutual Advisors, LLC | 0.13% | Reduce -1.6% | 39,616 | $5.9M |
| Perigon Wealth Management, LLC | 0.11% | Add +3.9% | 39,405 | $5.9M |
| UMB Bank, n.a. | 0.08% | Add +0.1% | 38,912 | $5.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +1.0% | 36,870 | $5.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -23.4% | 36,286 | $5.4M |
| Planning Alternatives Ltd. | 0.67% | Add +9.9% | 35,770 | $5.3M |
| Balanced Rock Investment Advisors LLC | 3.76% | Add +5.7% | 35,482 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +53.8% | 35,404 | $5.3M |
| Boulder Wealth Advisors, LLC | 2.22% | Add +3.2% | 35,227 | $5.2M |
| Long Run Wealth Advisors, LLC | 0.99% | Add +0.1% | 35,182 | $5.2M |
| Maia Wealth LLC | 0.89% | Reduce -13.9% | 35,253 | $5.2M |
| Avise Financial Cooperative, Inc. | 4.71% | — | 34,809 | $5.2M |
| Physician Wealth Advisors, Inc. | 0.70% | Add +1.3% | 33,653 | $5.0M |
| Horst & Graben Wealth Management LLC | 0.75% | Reduce -0.5% | 33,722 | $5.0M |
| McKinley Carter Wealth Services, Inc. | 0.28% | Reduce -6.9% | 33,161 | $4.9M |
| Acadian Asset Management LLC | 0.01% | Add +37.4% | 32,982 | $4.9M |
| Mascoma Wealth Management LLC | 1.04% | Add +2.2% | 32,511 | $4.8M |
| National Philanthropic Trust | 0.05% | Add +0.9% | 31,999 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -2.4% | 31,711 | $4.7M |
| Banco Santander, S.A. | 0.03% | New | 31,000 | $4.6M |
| Keystone Wealth Services, LLC | 0.97% | Reduce -0.5% | 30,775 | $4.6M |
| Goodwin Investment Advisory | 5.03% | Reduce -5.0% | 30,772 | $4.6M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -4.3% | 30,300 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.8% | 28,625 | $4.3M |
| GeoWealth Management, LLC | 0.16% | Add +6.2% | 28,243 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -8.1% | 28,110 | $4.2M |
| RFG Advisory, LLC | 0.08% | Add +9.9% | 28,089 | $4.2M |
| Balance Wealth Partners LLC | 1.27% | Reduce -0.6% | 26,481 | $3.9M |
| WT Wealth Management | 1.13% | Reduce -9.3% | 26,360 | $3.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +2.0% | 25,921 | $3.9M |
| Ridgeline Wealth, LLC | 2.66% | Reduce -0.1% | 25,785 | $3.8M |
| WealthPlan Investment Management, LLC | 0.24% | Reduce -0.1% | 25,754 | $3.8M |
| TrueWealth Financial Partners | 3.14% | New | 25,546 | $3.8M |
| Equitable Holdings, Inc. | 0.03% | Add +6.9% | 25,526 | $3.8M |
| True Blue Financial, LLC | 3.14% | — | 25,516 | $3.8M |
| Foster Group, Inc. | 0.11% | Add +16.1% | 25,269 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -11.3% | 25,113 | $3.7M |
| Moment Partners, LLC | 0.76% | Add +7.7% | 24,948 | $3.7M |
| Savant Capital, LLC | 0.02% | Reduce -2.3% | 24,921 | $3.7M |
| Elevation Wealth Partners, LLC | 1.29% | Add +1.6% | 24,546 | $3.7M |
| Gilbert Capital Group, Inc. | 2.70% | Add +5.6% | 24,150 | $3.6M |
| Integrated Advisors Network LLC | 0.16% | Reduce -10.6% | 24,113 | $3.6M |
| Jordan Park Group LLC | 0.21% | Reduce -5.2% | 24,093 | $3.6M |
| FLC Capital Advisors | 0.66% | Reduce -0.8% | 24,073 | $3.6M |
| Partners Capital Investment Group, LLP | 0.13% | Add +0.3% | 24,006 | $3.6M |
| HB Wealth Management, LLC | 0.02% | Reduce -6.1% | 23,676 | $3.5M |
| Integris Wealth Management, LLC | 0.79% | Reduce -1.3% | 23,430 | $3.5M |
| Opes Wealth Management LLC | 0.59% | No change | 23,256 | $3.5M |
| Wedbush Securities Inc. | 0.10% | Reduce -0.5% | 23,206 | $3.5M |
| MA Private Wealth | 0.58% | Reduce -4.2% | 23,199 | $3.5M |
| Ieq Capital, LLC | 0.01% | Reduce -7.4% | 23,118 | $3.4M |
| Regions Financial Corp. | 0.02% | Reduce -4.6% | 23,041 | $3.4M |
| Weil Company, Inc. | 0.78% | Add +6.2% | 22,828 | $3.4M |
| Blue Trust, Inc. | 0.04% | Reduce -0.9% | 22,818 | $3.4M |
| HRT Financial LP | 0.01% | Add +94.8% | 22,745 | $3.4M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -9.8% | 22,160 | $3.3M |
| Davis Wealth Advisors, LLC | 2.73% | Reduce -3.4% | 22,066 | $3.3M |
| Garde Capital, Inc. | 0.19% | Add +1.2% | 22,023 | $3.3M |
| PFG Investments, LLC | 0.15% | Add +5.8% | 21,118 | $3.1M |
| Lifelong Wealth Advisors, Inc. | 0.83% | Add +3.0% | 21,064 | $3.1M |
| Jane Street Group, LLC | 0.00% | New | 20,682 | $3.1M |
| HF Advisory Group, LLC | 1.06% | Add +1.7% | 20,361 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | — | 20,108 | $3.0M |
| Integrity Advisory Solutions, LLC | 0.43% | Reduce -0.6% | 19,832 | $3.0M |
| Brown Advisory Inc. | 0.00% | Add +415.6% | 19,815 | $3.0M |
| Journey Strategic Wealth LLC | 0.08% | Reduce -19.1% | 19,783 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Reduce -0.1% | 19,735 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -2.7% | 19,729 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.3% | 19,377 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.7% | 19,250 | $2.9M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -1.2% | 18,900 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +9.0% | 19,077 | $2.8M |
| First Horizon Corp. | 0.13% | Reduce -3.6% | 19,058 | $2.8M |
| Pioneer Wealth Management Group | 0.86% | Add +5.5% | 18,993 | $2.8M |
| Brooklyn FI, LLC | 0.60% | Reduce -1.4% | 18,846 | $2.8M |
| Sofi Wealth, LLC | 0.14% | Add +27.8% | 18,585 | $2.8M |
| Cascade Financial Partners, LLC | 0.28% | Reduce -2.0% | 18,500 | $2.8M |
| Leo Wealth, LLC | 0.20% | Add +0.5% | 18,373 | $2.7M |
| CGN Advisors LLC | 0.22% | Reduce -5.0% | 18,277 | $2.7M |
| Franklin Resources Inc. | 0.00% | Reduce -21.8% | 17,828 | $2.7M |
| Mgo One Seven LLC | 0.05% | Add +1.5% | 17,786 | $2.6M |
| High Falls Advisors, Inc | 0.53% | Reduce -0.1% | 17,673 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -23.5% | 17,600 | $2.6M |
| MAI Capital Management | 0.02% | Add +7.4% | 17,580 | $2.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.49% | Reduce -1.1% | 17,518 | $2.6M |
| Higgins & Schmidt Wealth Strategies LLC | 1.23% | Add +37.3% | 17,445 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.64% | Reduce -1.3% | 17,360 | $2.6M |
| Diversified Trust Co. | 0.05% | Reduce -5.5% | 17,301 | $2.6M |
| White Lighthouse Investment Management Inc. | 0.36% | Reduce -1.1% | 17,143 | $2.6M |
| ONE Advisory Partners, LLC | 0.77% | Reduce -1.2% | 17,119 | $2.6M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -2.2% | 16,903 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.4% | 16,819 | $2.5M |
| Compound Planning, Inc. | 0.07% | Add +13.1% | 16,785 | $2.5M |
| Icon Wealth Advisors, LLC | 0.16% | Add +0.1% | 16,570 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.7% | 16,476 | $2.5M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -0.1% | 15,997 | $2.4M |
| Regal Investment Advisors LLC | 0.14% | Reduce -9.9% | 15,921 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -4.5% | 15,889 | $2.4M |
| Perennial Investment Advisors, LLC | 0.19% | Add +0.6% | 15,825 | $2.4M |
| Madrid Wealth Management, LLC | 1.88% | — | 15,562 | $2.3M |
| Pure Financial Advisors, LLC | 0.03% | Add +5.7% | 15,229 | $2.3M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.75% | Add +22.7% | 15,145 | $2.3M |
| AE Wealth Management LLC | 0.01% | Add +7.8% | 15,051 | $2.2M |
| SYM FINANCIAL Corp | 0.23% | Add +2.8% | 15,008 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +2.7% | 15,028 | $2.2M |
| Macroview Investment Management LLC | 1.53% | Add +0.1% | 14,925 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +0.0% | 14,857 | $2.2M |
| 1ST Source Bank | 0.12% | Reduce -3.0% | 14,855 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +60.6% | 14,651 | $2.2M |
| Vision Capital Management, Inc. | 0.26% | Add +0.1% | 14,642 | $2.2M |
| Beacon Financial Group | 0.22% | Add +0.3% | 14,627 | $2.2M |
| Arax Advisory Partners | 0.06% | New | 14,506 | $2.2M |
| Bogart Wealth, LLC | 0.08% | Reduce -2.6% | 13,914 | $2.1M |
| Nepc LLC | 0.04% | No change | 13,905 | $2.1M |
| Acropolis Investment Management, LLC | 0.09% | Add +11.4% | 13,610 | $2.0M |
| GFS Advisors, LLC | 0.24% | Reduce -3.5% | 13,500 | $2.0M |
| RHS Financial, LLC | 0.98% | Reduce -9.6% | 13,478 | $2.0M |
| Arkadios Wealth Advisors | 0.04% | Add +37.1% | 13,445 | $2.0M |
| Grey Ledge Advisors, LLC | 0.45% | Reduce -2.4% | 13,369 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +0.2% | 13,274 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +0.3% | 13,251 | $2.0M |
| GenTrust, LLC | 0.08% | Add +1.5% | 13,105 | $2.0M |
| Simplicity Wealth,LLC | 0.12% | New | 13,083 | $1.9M |
| Banco BTG Pactual S.A. | 0.34% | Add +1.6% | 13,051 | $1.9M |
| BlueStem Wealth Partners, LLC | 0.21% | Reduce -1.9% | 13,018 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -2.1% | 12,832 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.4% | 12,744 | $1.9M |
| Montecito Bank & Trust | 0.30% | Reduce -2.8% | 12,697 | $1.9M |
| Strategic Point Investment Advisors, LLC | 0.26% | Reduce -1.2% | 12,685 | $1.9M |
| Blair William & Co. | 0.01% | Add +3.9% | 12,547 | $1.9M |
| Morling Financial Advisors, LLC | 0.59% | Add +1.4% | 12,527 | $1.9M |
| Cranbrook Wealth Management, LLC | 0.37% | Reduce -0.4% | 12,489 | $1.9M |
| Wit, LLC | 0.04% | New | 12,474 | $1.9M |
| Smartleaf Asset Management LLC | 0.07% | Add +13.2% | 12,279 | $1.8M |
| Ramiah Investment Group | 1.60% | New | 12,365 | $1.8M |
| Oak Barrel Wealth Advisory LLC | 1.10% | — | 12,315 | $1.8M |
| World Investment Advisors | 0.03% | Add +2.9% | 12,215 | $1.8M |
| Austin Private Wealth, LLC | 0.14% | Reduce -14.5% | 12,122 | $1.8M |
| Caliber Wealth Management, LLC / KS | 0.19% | Add +1.3% | 11,907 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +16.7% | 11,889 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.38% | Reduce -3.9% | 11,768 | $1.8M |
| Ipsen Advisor Group LLC | 1.24% | Reduce -13.2% | 11,749 | $1.8M |
| Clearview Wealth Advisors LLC | 1.11% | Add +0.5% | 11,713 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.83% | Add +252.6% | 11,228 | $1.7M |
| Sage Mountain Advisors LLC | 0.09% | No change | 11,476 | $1.7M |
| Global Retirement Partners, LLC | 0.03% | Add +10.3% | 11,427 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -2.8% | 11,260 | $1.7M |
| Charter Oak Capital Management, LLC | 0.13% | Add +0.0% | 11,108 | $1.7M |
| AQR Capital Management | 0.00% | Add +29.5% | 11,080 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Add +0.8% | 10,883 | $1.6M |
| RCS Financial Planning, LLC | 0.69% | Add +34.0% | 10,768 | $1.6M |
| Tempus Wealth Planning, LLC | 0.36% | Add +0.3% | 10,601 | $1.6M |
| Scott Capital Advisors, LLC | 0.35% | Add +0.3% | 10,472 | $1.6M |
| Gould Asset Management LLC | 0.28% | Reduce -7.5% | 10,456 | $1.6M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -13.3% | 10,399 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.9% | 10,385 | $1.5M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 10,333 | $1.5M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -38.9% | 10,301 | $1.5M |
| Headlands Technologies LLC | 0.13% | New | 10,212 | $1.5M |
| West Wealth Group, LLC | 0.31% | Add +0.0% | 10,122 | $1.5M |
| Bluespring Wealth Management, LLC | 0.13% | Reduce -12.1% | 10,116 | $1.5M |
| OLIO Financial Planning | 0.42% | Add +18.2% | 10,084 | $1.5M |
| Shared Vision Wealth Group LLC | 0.61% | Add +3.0% | 9,912 | $1.5M |
| GC Wealth Management RIA, LLC | 0.05% | Add +104.3% | 9,948 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.0% | 9,887 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -61.0% | 9,884 | $1.5M |
| Kickstand Ventures, Llc. | 0.31% | Reduce -0.3% | 9,865 | $1.5M |
| RTD Financial Advisors, Inc. | 0.18% | Reduce -0.3% | 9,850 | $1.5M |
| Vise Technologies, Inc. | 0.03% | Add +31.9% | 9,726 | $1.4M |
| Hoxton Planning & Management, LLC | 0.43% | Add +79.9% | 15,232 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | Add +14.1% | 9,653 | $1.4M |
| Wealthgarden F.S. LLC | 0.95% | Reduce -7.0% | 9,502 | $1.4M |
| Contango Wealth Management LLC | 1.58% | — | 9,477 | $1.4M |
| CWC Advisors, LLC. | 0.68% | Add +0.0% | 9,446 | $1.4M |
| Pittenger & Anderson Inc. | 0.05% | Add +18.3% | 9,281 | $1.4M |
| Comerica Bank | 0.01% | Reduce -42.5% | 9,260 | $1.4M |
| Compass Ion Advisors, LLC | 0.13% | No change | 9,250 | $1.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.17% | — | 9,193 | $1.4M |
| Symmetry Partners, LLC | 0.08% | Add +14.5% | 9,189 | $1.4M |
| Xena Financial Planning, LLC | 1.61% | — | 9,178 | $1.4M |
| Founders Financial Securities LLC | 0.08% | New | 9,065 | $1.4M |
| BLB&B Advisors, LLC | 0.06% | Add +2.2% | 8,981 | $1.3M |
| Advisors Capital Management, LLC | 0.02% | New | 8,804 | $1.3M |
| Stephens Inc. | 0.02% | No change | 8,714 | $1.3M |
| Milestone Asset Management Group, LLC | 0.73% | Reduce -1.2% | 8,685 | $1.3M |
| Aprio Wealth Management, LLC | 0.07% | Add +6.3% | 8,646 | $1.3M |
| W Advisors, LLC | 0.64% | No change | 8,588 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -4.8% | 8,584 | $1.3M |
| Keystone Financial Services | 0.38% | Add +29.9% | 8,553 | $1.3M |
| Wealth Alliance, LLC | 0.12% | Reduce -7.5% | 8,542 | $1.3M |
| JB Capital LLC | 0.05% | Reduce -8.8% | 8,463 | $1.3M |
| Brookwood Investment Group LLC | 0.15% | Add +6.6% | 8,359 | $1.2M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -1.0% | 8,263 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Add +44.9% | 8,228 | $1.2M |
| International Assets Investment Management, LLC | 0.08% | Add +27.5% | 8,196 | $1.2M |
| Nottingham Advisors, Inc. | 0.17% | Reduce -9.5% | 8,139 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +2.1% | 8,123 | $1.2M |
| Ryan Investment Management, Inc. | 0.67% | Reduce -31.9% | 8,111 | $1.2M |
| Sovran Advisors, LLC | 0.10% | Reduce -2.6% | 7,978 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -0.5% | 8,003 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.32% | Add +426.4% | 7,996 | $1.2M |
| Crown Wealth Group, LLC | 0.33% | No change | 7,995 | $1.2M |
| Orin Green Financial, LLC | 0.48% | No change | 7,978 | $1.2M |
| WBH Advisory Inc. | 0.09% | Reduce -8.5% | 7,907 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +36.5% | 7,868 | $1.2M |
| NBT Bank, N.A. | 0.08% | Add +0.4% | 749 | $1.2M |
| Axis Wealth Partners, LLC | 0.64% | Reduce -0.2% | 7,831 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.6% | 7,790 | $1.2M |
| Marino, Stram & Associates LLC | 0.21% | Add +0.2% | 7,773 | $1.2M |
| Morton Brown Family Wealth, LLC | 0.31% | Reduce -3.5% | 7,662 | $1.1M |
| Retirement Capital Strategies | 0.41% | Reduce -1.4% | 7,467 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Add +9.6% | 7,459 | $1.1M |
| Sentinel Trust Co. Lba | 0.11% | Reduce -1.7% | 7,410 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.41% | Reduce -0.1% | 7,372 | $1.1M |
| Strategy Asset Managers LLC | 0.18% | Reduce -1.4% | 7,366 | $1.1M |
| Midwest Heritage Bank, FSB | 0.38% | Reduce -9.3% | 7,306 | $1.1M |
| KilterHowling LLC | 0.55% | Reduce -3.7% | 7,261 | $1.1M |
| Two West Capital Advisors LLC | 0.63% | Reduce -4.1% | 7,259 | $1.1M |
| Keel Point, LLC | 0.07% | No change | 7,258 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +1.0% | 7,138 | $1.1M |
| American Capital Advisory, LLC | 0.46% | Add +0.3% | 7,073 | $1.1M |
| TSA Wealth Managment LLC | 0.35% | No change | 7,052 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +83.5% | 7,012 | $1.0M |
| McClarren Financial Advisors, Inc. | 0.62% | Reduce -23.3% | 3,679 | $1.0M |
| Manning & Napier Advisors LLC | 0.01% | Reduce -9.7% | 6,995 | $1.0M |
| ERn Financial, LLC | 0.20% | Reduce -1.7% | 6,983 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -10.0% | 6,882 | $1.0M |
| One Wealth Capital Management, LLC | 0.43% | Reduce -19.1% | 6,852 | $1.0M |
| Live Oak Investment Partners | 0.63% | Add +20.6% | 6,848 | $1.0M |
| Keener Financial Planning LLC | 0.44% | Add +30.0% | 6,838 | $1.0M |
| Presilium Private Wealth, LLC | 0.19% | Reduce -1.0% | 6,813 | $1.0M |
| M&T Bank Corp | 0.00% | Add +6.6% | 6,754 | $1.0M |
| Financial Partners Group, Inc | 0.12% | Reduce -1.4% | 6,650 | $1.0M |
| Chicago Capital, LLC | 0.02% | No change | 6,700 | $998K |
| MKT Advisors LLC | 0.34% | No change | 6,638 | $997K |
| Bigelow Investment Advisors, LLC | 0.39% | Reduce -4.3% | 6,642 | $990K |
| Vanguard Group Inc. | 0.00% | Reduce -1.6% | 6,617 | $986K |
| Atria Investments, Inc | 0.01% | Reduce -5.2% | 6,592 | $982K |
| Hughes Financial Services, LLC | 0.15% | Reduce -4.3% | 6,590 | $982K |
| Archer Investment Management, LLC | 0.52% | New | 6,483 | $966K |
| Vident Advisory, LLC | 0.01% | Reduce -17.3% | 6,344 | $945K |
| XY Planning Network, Inc. | 0.16% | Add +5.9% | 6,340 | $945K |
| First Trust Advisors LP | 0.00% | Reduce -1.5% | 6,270 | $934K |
| LifePlan Investment Advisors, Inc. | 0.38% | Add +7.7% | 6,214 | $926K |
| Prospera Financial Services Inc | 0.02% | Add +60.3% | 6,179 | $921K |
| Traphagen Investment Advisors LLC | 0.08% | Reduce -0.1% | 6,178 | $920K |
| WealthShield Partners, LLC | 0.10% | Reduce -2.7% | 6,107 | $910K |
| Western Wealth Management, LLC | 0.04% | Add +43.4% | 6,089 | $907K |
| Walkner Condon Financial Advisors LLC | 0.13% | Add +0.4% | 6,083 | $906K |
| Ascent Group, LLC | 0.03% | Reduce -20.7% | 6,026 | $898K |
| Ameraudi Asset Management, Inc. | 0.49% | No change | 6,022 | $897K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 5,923 | $895K |
| Atomic Invest LLC | 0.50% | — | 5,938 | $892K |
| Private Trust Co. NA | 0.08% | Reduce -16.1% | 5,959 | $888K |
| Riverwater Partners LLC | 0.34% | Reduce -0.9% | 5,959 | $888K |
| Pallas Capital Advisors LLC | 0.03% | No change | 5,944 | $886K |
| J. Mark Nickell & Co. | 0.82% | — | 5,927 | $883K |
| Silvia McColl Wealth Management, LLC | 0.58% | No change | 5,879 | $876K |
| IFG Advisory, LLC | 0.04% | Add +0.3% | 5,879 | $876K |
| Meridian Wealth Management, LLC | 0.03% | Add +1.6% | 5,872 | $875K |
| XML Financial, LLC | 0.07% | Add +10.6% | 5,869 | $874K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +3.2% | 5,800 | $864K |
| Front Row Advisors LLC | 0.29% | No change | 5,790 | $863K |
| CI Investments Inc. | 0.00% | Add +7.5% | 5,750 | $857K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -2.3% | 5,736 | $855K |
| Talisman Wealth Advisors LLC | 0.66% | Add +20.7% | 5,698 | $852K |
| Bangor Savings Bank | 0.07% | Reduce -1.7% | 5,714 | $851K |
| Farrell Financial LLC | 0.50% | Reduce -0.1% | 5,684 | $847K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -19.6% | 5,674 | $845K |
| Waverly Advisors, LLC | 0.01% | Add +3.1% | 5,623 | $838K |
| Independent Financial Group, LLC | 0.02% | Add +0.5% | 5,620 | $837K |
| Diversify Wealth Management, LLC | 0.04% | New | 5,535 | $837K |
| Bell Investment Advisors, Inc | 0.13% | Reduce -0.2% | 5,546 | $826K |
| Sutton Place Investors LLC | 0.45% | Reduce -4.5% | 5,497 | $819K |
| Metis Global Partners, LLC | 0.02% | Add +11.2% | 5,491 | $818K |
| Becker Capital Management Inc. | 0.02% | New | 5,489 | $818K |
| Shotwell Rutter Baer Inc | 0.49% | Reduce -1.2% | 5,397 | $813K |
| OMNI 360 Wealth, Inc. | 0.41% | Reduce -1.6% | 5,360 | $806K |
| PFG Advisors | 0.04% | Add +13.7% | 5,384 | $802K |
| IFP Advisors, Inc | 0.02% | Reduce -0.8% | 5,370 | $800K |
| Cornerstone Financial Group, LLC | 0.56% | Reduce -6.2% | 5,354 | $798K |
| Theory Financial LLC | 0.27% | Reduce -4.3% | 5,271 | $797K |
| Detalus Advisors, LLC | 0.19% | Reduce -0.5% | 5,300 | $790K |
| Spire Wealth Management | 0.03% | Add +0.0% | 5,218 | $777K |
| Kelsey Financial, LLC | 0.67% | — | 5,207 | $776K |
| Aspiriant, LLC | 0.02% | Add +1.3% | 5,146 | $767K |
| Lido Advisors, LLC | 0.00% | Add +3.0% | 5,229 | $766K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -3.2% | 5,105 | $761K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,048 | $752K |
| Rothschild Wealth LLC | 0.07% | Add +2.6% | 5,009 | $746K |
| Evolve Private Wealth, LLC | 0.04% | — | 4,961 | $739K |
| IHT Wealth Management, LLC | 0.02% | Add +0.3% | 4,899 | $730K |
| Capital Asset Advisory Services LLC | 0.03% | Add +30.3% | 4,778 | $723K |
| Intrua Financial, LLC | 0.08% | Add +1.1% | 4,825 | $719K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.1% | 4,801 | $715K |
| Motive Wealth Advisors | 0.30% | New | 4,789 | $713K |
| APS Management Group, Inc. | 0.61% | Add +0.2% | 4,772 | $711K |
| Howard Financial Services, LTD. | 0.08% | Add +0.2% | 4,765 | $710K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 4,758 | $709K |
| Brewster Financial Planning LLC | 0.43% | Reduce -1.2% | 4,743 | $707K |
| TD Private Client Wealth LLC | 0.02% | Reduce -1.8% | 4,742 | $707K |
| US Bancorp \de | 0.00% | Add +38.0% | 4,686 | $698K |
| Great Diamond Partners, LLC | 0.13% | Reduce -8.8% | 4,684 | $698K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 4,670 | $696K |
| Asempa Wealth Advisors | 0.60% | — | 4,649 | $693K |
| FC Advisory LLC | 0.20% | Add +0.6% | 4,636 | $691K |
| Fiduciary Financial Group, LLC | 0.10% | Add +0.2% | 4,620 | $688K |
| Rosenberg Matthew Hamilton | 0.14% | Reduce -41.5% | 4,607 | $686K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.2% | 4,600 | $685K |
| Capasso Planning Partners LLC | 0.37% | Reduce -8.4% | 4,525 | $674K |
| MBE Wealth Management, LLC | 0.28% | Add +5.3% | 4,472 | $666K |
| Independent Advisor Alliance | 0.02% | No change | 4,446 | $662K |
| Greenspring Advisors, LLC | 0.04% | New | 4,436 | $661K |
| Veridan Wealth LLC | 0.22% | Reduce -1.2% | 4,428 | $660K |
| Signaturefd, LLC | 0.01% | Add +2.2% | 4,384 | $653K |
| Meridian Financial Partners LLC | 0.25% | Add +8.8% | 4,316 | $644K |
| WealthCollab, LLC | 0.26% | No change | 4,311 | $642K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 4,243 | $632K |
| Diversified Enterprises, LLC | 0.04% | Reduce -0.3% | 4,231 | $630K |
| Eq LLC | 0.18% | Add +25.1% | 4,173 | $622K |
| Oppenheimer & Co. Inc. | 0.01% | Add +35.4% | 4,170 | $621K |
| Archford Capital Strategies, LLC | 0.07% | No change | 4,130 | $615K |
| Emergent Wealth Advisors, LLC | 0.34% | Add +0.5% | 4,111 | $612K |
| Osborne Partners Capital Management, LLC | 0.03% | Add +3.4% | 4,082 | $608K |
| Old Peak Finance LLC | 0.37% | — | 4,040 | $602K |
| Midwest Trust Co | 0.01% | Reduce -6.9% | 3,999 | $596K |
| Ancora Advisors LLC | 0.01% | Reduce -0.7% | 3,997 | $595K |
| Valmark Advisers, Inc. | 0.01% | Reduce -67.0% | 3,992 | $595K |
| Belpointe Asset Management LLC | 0.02% | Add +48.7% | 3,976 | $593K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Add +3.1% | 3,972 | $592K |
| Bison Wealth, LLC | 0.07% | Add +25.3% | 4,162 | $587K |
| VestGen Advisors, LLC | 0.03% | Reduce -64.8% | 3,937 | $587K |
| AdvisorNet Financial, Inc | 0.03% | Add +6.6% | 3,899 | $581K |
| Oregon Pacific Wealth Management, LLC | 0.60% | Add +12.9% | 3,875 | $577K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 3,868 | $576K |
| Tarbox Family Office, Inc. | 0.09% | Reduce -65.8% | 3,854 | $574K |
| Savvy Advisors, Inc. | 0.02% | Reduce -17.5% | 3,853 | $574K |
| Summit Financial, LLC | 0.01% | No change | 3,848 | $573K |
| North Berkeley Wealth Management, LLC | 0.34% | No change | 3,845 | $573K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.2% | 3,839 | $572K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.1% | 3,838 | $572K |
| Legacy Wealth Managment, LLC | 0.27% | New | 3,809 | $567K |
| Legacy Edge Advisors, LLC | 0.06% | New | 3,797 | $566K |
| Visionary Wealth Advisors | 0.03% | Add +0.2% | 3,795 | $565K |
| Destination Wealth Management | 0.01% | Add +13.4% | 3,789 | $564K |
| Godfrey Financial Associates, Inc. | 0.49% | — | 3,779 | $563K |
| Eastern Bank | 0.01% | Reduce -18.2% | 3,773 | $562K |
| Golden State Wealth Management, LLC | 0.06% | Add +0.2% | 3,752 | $559K |
| Chatterton & Associates Inc. | 0.48% | — | 3,752 | $559K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -10.0% | 3,751 | $559K |
| Sherman Asset Management, Inc. | 0.47% | Add +1.1% | 3,751 | $559K |
| Lantz Financial LLC | 0.12% | Reduce -3.3% | 3,740 | $557K |
| Rossby Financial, LCC | 0.17% | Reduce -6.4% | 3,733 | $556K |
| Valley National Advisers Inc. | 0.08% | New | 3,729 | $555K |
| Alpha Capital Advisors Inc. | 0.51% | — | 3,660 | $554K |
| Trek Financial, LLC | 0.03% | Add +0.5% | 3,704 | $552K |
| Estate Counselors, LLC | 0.05% | No change | 3,700 | $551K |
| Financial Gravity Asset Management, Inc. | 0.11% | Reduce -21.8% | 3,692 | $550K |
| Peak Financial Management, Inc. | 0.14% | Reduce -1.9% | 3,682 | $549K |
| Magnus Financial Group LLC | 0.04% | Reduce -1.9% | 3,660 | $545K |
| Commerce Bank | 0.00% | Reduce -1.4% | 3,645 | $543K |
| Root Financial Partners, LLC | 0.03% | No change | 3,632 | $541K |
| Baker Avenue Asset Management, LP | 0.01% | Add +3.7% | 3,623 | $540K |
| Basecamp Wealth Advisors LLC | 0.11% | — | 3,600 | $536K |
| Quent Capital, LLC | 0.04% | Reduce -8.8% | 3,589 | $535K |
| Gateway Wealth Partners, LLC | 0.06% | Add +67.5% | 3,586 | $534K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Add +0.3% | 3,552 | $529K |
| Curtis Wealth Management LLC | 0.46% | — | 3,498 | $529K |
| Libra Wealth LLC | 0.15% | No change | 3,544 | $528K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -10.7% | 3,524 | $525K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -77.6% | 3,518 | $524K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.5% | 3,515 | $524K |
| Heritage Family Offices, LLP | 0.24% | Reduce -22.9% | 3,475 | $518K |
| 5T Wealth, LLC | 0.21% | Reduce -1.4% | 3,452 | $514K |
| Legacy Wealth Partners, LLC | 0.13% | — | 3,435 | $512K |
| RKL Wealth Management LLC | 0.04% | Add +0.3% | 3,430 | $511K |
| Vision Retirement, LLC | 0.14% | — | 3,403 | $507K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.6% | 3,395 | $506K |
| Capital Analysts, LLC | 0.01% | Reduce -8.7% | 3,384 | $504K |
| Core Wealth Advisors, LLC | 0.40% | — | 3,366 | $501K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.0% | 3,335 | $497K |
| NWF Advisory Services Inc. | 0.05% | Reduce -2.0% | 3,300 | $492K |
| Tanager Wealth Management LLP | 0.05% | No change | 3,298 | $491K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -24.2% | 3,293 | $491K |
| Caprock Group, LLC | 0.01% | Reduce -6.1% | 3,292 | $490K |
| CX Institutional | 0.01% | Add +0.3% | 3,280 | $489K |
| BCU Wealth Advisors, LLC | 0.19% | Add +1.5% | 3,272 | $487K |
| JHP Wealth Management, LLC | 0.47% | — | 3,266 | $487K |
| Tableaux LLC | 0.34% | Reduce -50.0% | 3,235 | $482K |
| Farmers National Bank | 0.11% | Reduce -2.5% | 3,214 | $479K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,192 | $476K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -47.5% | 3,190 | $475K |
| Gen-Wealth Partners Inc | 0.15% | Reduce -18.5% | 3,179 | $474K |
| Invesco Ltd. | 0.00% | Add +64.1% | 3,164 | $471K |
| Andrews Advisory Associates, LLC | 0.25% | — | 3,160 | $471K |
| Smithfield Trust Co | 0.02% | No change | 3,149 | $469K |
| ASL Financial, LLC | 0.37% | — | 3,137 | $467K |
| PDS Planning, Inc | 0.03% | Add +7.0% | 3,134 | $467K |
| Bailard, Inc. | 0.01% | Reduce -3.2% | 3,127 | $466K |
| Mather Group, Llc. | 0.00% | Add +0.1% | 3,077 | $458K |
| Broussard Financial Group LLC | 0.37% | — | 3,076 | $458K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Reduce -17.7% | 3,063 | $456K |
| Payne Capital LLC | 0.46% | No change | 3,052 | $455K |
| Principal Securities, Inc. | 0.01% | Reduce -1.8% | 3,045 | $454K |
| Precision Wealth Strategies, LLC | 0.15% | Add +1.3% | 3,038 | $453K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 3,000 | $447K |
| Verus Capital Partners, LLC | 0.03% | Reduce -41.1% | 2,997 | $446K |
| Financial Management Network Inc. | 0.07% | Add +0.3% | 2,992 | $446K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.6% | 2,991 | $446K |
| Life Line Wealth Management LLC | 0.13% | Reduce -3.4% | 2,964 | $442K |
| Liberty Atlantic Advisors LLC | 0.43% | — | 2,941 | $438K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -21.2% | 2,901 | $432K |
| Northland Securities, Inc. | 0.41% | — | 2,884 | $430K |
| Barnes Wealth Management Group, Inc | 0.23% | No change | 2,877 | $429K |
| Single Point Partners, LLC | 0.08% | Add +3.7% | 2,863 | $427K |
| Finley Financial, LLC | 0.20% | No change | 2,860 | $426K |
| Northwest Capital Management Inc | 1.83% | Reduce -80.8% | 2,832 | $422K |
| W.H. Cornerstone Investments Inc. | 0.25% | Add +0.3% | 2,826 | $421K |
| Fort Point Capital Partners LLC | 0.05% | Add +2.9% | 2,780 | $420K |
| ABLE Financial Group, LLC | 0.08% | Reduce -1.1% | 2,804 | $418K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.7% | 2,799 | $417K |
| Prosperitas Financial LLC | 0.16% | Add +18.6% | 2,786 | $415K |
| Qube Research & Technologies Ltd | 0.00% | Add +247.7% | 2,785 | $415K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -29.6% | 2,784 | $415K |
| Essex Financial Services, Inc. | 0.02% | Add +3.0% | 2,781 | $414K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 2,779 | $414K |
| Venturi Wealth Management, LLC | 0.02% | Add +2.1% | 2,778 | $414K |
| Traveka Wealth, LLC | 0.17% | Reduce -41.4% | 2,763 | $412K |
| Barclays PLC | 0.00% | No change | 2,762 | $411K |
| Freestone Capital Holdings, LLC | 0.01% | Add +10.8% | 2,745 | $409K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +18.2% | 2,745 | $409K |
| Weinberger Asset Management, Inc | 0.15% | New | 2,738 | $408K |
| Csenge Advisory Group | 0.02% | Reduce -5.0% | 2,701 | $402K |
| Debussy Capital Management LP | 0.05% | No change | 2,647 | $394K |
| NerdWallet Wealth Partners, LLC | 0.18% | Add +1.4% | 2,639 | $393K |
| Waldron Private Wealth LLC | 0.02% | No change | 2,623 | $391K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | — | 2,614 | $389K |
| Ethic Inc. | 0.01% | Add +35.7% | 2,612 | $389K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,596 | $387K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -0.6% | 2,595 | $387K |
| American Money Management, LLC | 0.06% | New | 2,584 | $385K |
| Range Advisory, LLC | 0.10% | — | 2,580 | $384K |
| One Day In July LLC | 0.03% | Add +33.2% | 2,565 | $382K |
| Chesapeake Wealth Management | 0.11% | No change | 2,565 | $382K |
| Leverty Financial Group, LLC | 0.09% | No change | 2,552 | $380K |
| Seven Post Investment Office LP | 0.13% | No change | 2,532 | $377K |
| Wesbanco Bank Inc. | 0.01% | Reduce -8.3% | 2,506 | $373K |
| Polaris Investment Advisors, LLC | 0.27% | — | 2,499 | $372K |
| Elevation Wealth Management LLC | 0.35% | — | 2,462 | $367K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | New | 2,439 | $363K |
| Argent Trust Co | 0.01% | No change | 2,429 | $362K |
| CGC Financial Services, LLC | 0.10% | No change | 2,421 | $361K |
| Semitam Bonam LLC | 0.30% | Reduce -5.3% | 2,409 | $359K |
| Squarepoint Ops LLC | 0.00% | Add +13.1% | 2,402 | $358K |
| Aspen Wealth Strategies, LLC | 0.20% | No change | 2,397 | $357K |
| XTX Topco Ltd | 0.01% | New | 2,397 | $357K |
| Pettinga Financial Advisors LLC | 0.07% | No change | 2,389 | $356K |
| Spectrum Planning & Advisory Services Inc. | 0.18% | Add +0.3% | 2,382 | $355K |
| Private Client Services, LLC | 0.11% | Add +0.2% | 2,379 | $354K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 2,373 | $354K |
| Baker Tilly Wealth Management, LLC | 0.09% | No change | 2,354 | $351K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +44.5% | 2,317 | $345K |
| Quantinno Capital Management LP | 0.00% | No change | 2,309 | $344K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $344K |
| Oxinas Partners, LLC | 0.17% | Add +0.1% | 2,304 | $343K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $343K |
| Merkkuri Wealth Advisors LLC | 0.23% | Reduce -0.0% | 2,297 | $342K |
| Bright Futures Wealth Management, LLC. | 0.26% | Add +23.6% | 2,294 | $342K |
| Buttonwood Financial Group, LLC | 0.18% | Reduce -49.4% | 2,254 | $341K |
| Trademark Financial Management, LLC | 0.19% | No change | 2,290 | $341K |
| Northstar Financial Companies, Inc. | 0.27% | No change | 2,278 | $339K |
| Drucker Wealth 3.0, LLC | 0.06% | Add +9.0% | 2,272 | $338K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,270 | $338K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,257 | $336K |
| Bellwether Advisors, LLC | 0.05% | No change | 2,248 | $335K |
| Rede Wealth, LLC | 0.12% | New | 2,247 | $335K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | No change | 2,211 | $329K |
| Kestra Investment Management, LLC | 0.01% | Reduce -12.1% | 2,209 | $329K |
| Burling Wealth Partners, LLC | 0.05% | No change | 2,200 | $328K |
| Level Financial Advisors | 0.09% | No change | 2,191 | $326K |
| Strategic Financial Concepts, LLC | 0.29% | New | 2,155 | $321K |
| Procyon Advisors, LLC | 0.02% | New | 2,148 | $320K |
| Aureum Wealth Management, LLC | 0.29% | — | 2,134 | $318K |
| Total Clarity Wealth Management, Inc. | 0.08% | No change | 2,133 | $318K |
| Moneco Advisors, LLC | 0.03% | Add +1.2% | 2,122 | $316K |
| Vertex Planning Partners, LLC | 0.07% | Add +10.6% | 2,121 | $316K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -5.5% | 2,092 | $314K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,103 | $313K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -22.3% | 2,083 | $310K |
| Worth Financial Advisory Group, LLC | 0.15% | No change | 2,080 | $310K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,055 | $310K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.1% | 2,076 | $309K |
| Founders Financial Alliance, LLC | 0.06% | No change | 2,069 | $308K |
| Wrapmanager Inc. | 0.10% | Reduce -14.5% | 2,064 | $307K |
| Channel Wealth LLC | 0.08% | Add +21.9% | 2,053 | $306K |
| Carnegie Investment Counsel | 0.01% | Add +23.7% | 2,035 | $303K |
| Atticus Wealth Management, LLC | 0.07% | Add +0.3% | 2,015 | $300K |
| Forum Financial Management, LP | 0.00% | Add +14.8% | 2,011 | $300K |
| ArborFi Advisors, LLC | 0.24% | Add +6.2% | 1,997 | $298K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 1,992 | $297K |
| Horizons Wealth Management | 0.20% | No change | 1,991 | $297K |
| Note Advisors, LLC | 0.15% | No change | 1,974 | $295K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -42.7% | 1,977 | $295K |
| Fsa Wealth Partners, Inc. | 0.11% | Reduce -19.1% | 1,976 | $294K |
| QRG Capital Management, Inc. | 0.00% | Add +12.8% | 1,972 | $294K |
| Callan Family Office, LLC | 0.01% | Reduce -1.0% | 1,969 | $293K |
| Endeavor Private Wealth, Inc. | 0.08% | Reduce -44.4% | 1,963 | $292K |
| Pecaut & Co. | 0.09% | Add +32.6% | 1,960 | $292K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 1,957 | $292K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -6.2% | 1,953 | $291K |
| Sage Financial Group Inc. | 0.02% | Reduce -2.5% | 1,950 | $291K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -44.1% | 1,914 | $285K |
| Novare Capital Management LLC | 0.02% | Reduce -9.1% | 1,905 | $284K |
| BKM Wealth Management, LLC | 0.10% | No change | 1,900 | $283K |
| Liberty Wealth Management LLC | 0.04% | Add +6.7% | 1,870 | $279K |
| SageView Advisory Group, LLC | 0.01% | Reduce -16.9% | 1,867 | $278K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,866 | $278K |
| Avantra Family Wealth, Inc. | 0.20% | Add +0.3% | 1,865 | $278K |
| Fermata Advisors, LLC | 0.07% | New | 1,862 | $277K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,862 | $277K |
| North Star Asset Management Inc. | 0.01% | Reduce -3.9% | 1,859 | $277K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -30.4% | 1,859 | $277K |
| Hilltop Holdings Inc. | 0.02% | Reduce -11.6% | 1,853 | $276K |
| Cadia Private Client LLC | 0.22% | — | 1,850 | $276K |
| Seascape Capital Management | 0.08% | No change | 1,848 | $275K |
| Apeiron RIA LLC | 0.06% | Reduce -5.7% | 1,809 | $274K |
| Centaurus Financial, Inc. | 0.01% | Add +1.7% | 1,833 | $273K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $272K |
| Urban Wealth Management, LLC | 0.25% | — | 1,824 | $272K |
| Hopwood Nicholas Hunter | 0.09% | — | 1,820 | $271K |
| MontVue Capital Management, Inc. | 0.18% | Reduce -44.5% | 1,819 | $271K |
| Vantus Wealth LLC | 0.20% | — | 1,816 | $271K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -10.1% | 1,787 | $266K |
| Arq Wealth Advisors, LLC | 0.07% | No change | 1,776 | $265K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -35.0% | 1,772 | $264K |
| Braun-Bostich & Associates Inc. | 0.16% | Add +3.0% | 1,769 | $264K |
| Cooper Financial Group | 0.03% | Reduce -1.3% | 1,769 | $264K |
| Moller Wealth Partners | 0.06% | Reduce -16.0% | 1,766 | $263K |
| Advisory Alpha, LLC | 0.01% | Reduce -83.0% | 1,762 | $263K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -27.2% | 1,749 | $261K |
| Schwallier Wealth Management LLC | 0.17% | Add +0.3% | 1,721 | $259K |
| Proactive Wealth Strategies LLC | 0.10% | Add +0.3% | 1,740 | $259K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,740 | $259K |
| Pearl Planning LLC | 0.16% | — | 1,732 | $258K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,712 | $255K |
| Haverford Trust Co | 0.00% | No change | 1,711 | $255K |
| Scarborough Advisors, LLC | 0.04% | Add +0.8% | 1,711 | $255K |
| Motco | 0.02% | Add +9.4% | 1,708 | $254K |
| M3 Advisory Group, LLC | 0.15% | Add +0.1% | 1,697 | $253K |
| Nemes Rush Group LLC | 0.02% | Reduce -0.2% | 1,694 | $252K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,677 | $250K |
| Uptick Partners, LLC | 0.05% | New | 1,674 | $249K |
| Kovack Advisors, Inc. | 0.01% | New | 1,671 | $249K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -79.9% | 1,643 | $245K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 1,609 | $240K |
| TritonPoint Partners, LLC | 0.13% | — | 1,603 | $239K |
| Courier Capital LLC | 0.01% | No change | 1,598 | $238K |
| Absolute Capital Management, LLC | 0.09% | New | 1,595 | $238K |
| Sterling Manor Financial, LLC | 0.15% | Reduce -3.9% | 1,593 | $237K |
| Trailhead Planners LLC | 0.23% | — | 1,580 | $235K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 1,579 | $235K |
| Patriot Investment Management Group, Inc. | 0.01% | Reduce -4.6% | 1,575 | $235K |
| Stratos Investment Management, LLC | 0.01% | No change | 1,556 | $232K |
| Security Financial Services, INC. | 0.04% | Reduce -11.7% | 1,556 | $232K |
| Financially in Tune, LLC | 0.22% | — | 1,550 | $231K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 1,537 | $229K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -1.3% | 1,528 | $228K |
| Sigma Planning Corp | 0.01% | Reduce -2.1% | 1,527 | $227K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.9% | 1,522 | $227K |
| Frederick Financial Consultants, LLC | 0.12% | No change | 1,522 | $227K |
| Fire Capital Management LLC | 0.11% | New | 1,519 | $226K |
| Bragg Financial Advisors, Inc | 0.01% | Add +2.0% | 1,518 | $226K |
| Centurion Wealth Management LLC | 0.05% | Add +6.3% | 1,515 | $226K |
| Curry Webb Wealth Management LLC | 0.11% | — | 1,498 | $223K |
| Cherry Creek Investment Advisors, Inc. | 0.09% | Reduce -6.3% | 1,488 | $222K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 1,487 | $222K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,475 | $220K |
| Advyzon Investment Management, LLC | 0.03% | New | 1,446 | $215K |
| Arcadia Wealth Management, Inc. | 0.12% | No change | 1,441 | $215K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -97.1% | 1,435 | $214K |
| Advisor OS, LLC | 0.02% | New | 1,418 | $211K |
| Investors Research Corp | 0.04% | Add +5.6% | 1,418 | $211K |
| Capital Advantage, Inc. | 0.03% | New | 1,415 | $211K |
| Essex LLC | 0.04% | New | 1,410 | $210K |
| Alta Wealth Advisors LLC | 0.07% | New | 1,402 | $209K |
| Foguth Wealth Management, LLC. | 0.03% | — | 1,400 | $209K |
| Sage Financial Management Group, Inc. | 0.06% | No change | 1,399 | $208K |
| GGM Financial LLC | 0.10% | Add +0.2% | 1,396 | $208K |
| Novus Advisors, LLC | 0.46% | Reduce -5.2% | 1,395 | $208K |
| Hobart Private Capital, LLC | 0.04% | No change | 1,394 | $208K |
| Valtrion Capital Management, LLC | 0.20% | Reduce -0.4% | 1,373 | $205K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -12.8% | 1,365 | $203K |
| Edgestream Partners, L.P. | 0.01% | New | 1,363 | $203K |
| Advus Financial Partners, LLC | 0.05% | New | 1,362 | $203K |
| Fiduciary Alliance LLC | 0.01% | New | 1,359 | $202K |
| Jackson Wealth Management, LLC | 0.02% | New | 1,359 | $202K |
| Oarsman Capital, Inc. | 0.03% | Reduce -2.7% | 1,352 | $201K |
| Fortis Capital Advisors, LLC | 0.03% | New | 1,342 | $200K |
| Bank of New Hampshire | 0.04% | No change | 1,320 | $197K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,294 | $193K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,274 | $190K |
| Abound Wealth Management | 0.04% | Add +21.6% | 1,094 | $163K |
| Navalign, LLC | 0.04% | New | 1,079 | $161K |
| Fifth Third Bancorp | 0.00% | No change | 1,035 | $154K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 1,000 | $149K |
| Asset Dedication, LLC | 0.01% | No change | 982 | $146K |
| Financial Perspectives, Inc | 0.04% | No change | 954 | $142K |
| JNBA Financial Advisors | 0.01% | New | 910 | $136K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 885 | $132K |
| Balentine LLC | 0.00% | No change | 871 | $130K |
| Larson Financial Group LLC | 0.00% | Reduce -77.1% | 871 | $130K |
| MCF Advisors LLC | 0.01% | New | 865 | $129K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $127K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $126K |
| DT Investment Partners, LLC | 0.01% | New | 782 | $117K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 746 | $111K |
| New Republic Capital, LLC | 0.03% | No change | 719 | $107K |
| Winthrop Capital Management, LLC | 0.02% | No change | 719 | $107K |
| Clearstead Trust, LLC | 0.02% | No change | 659 | $98K |
| Key Financial Inc | 0.02% | Add +10.7% | 632 | $94K |
| Bravera Wealth | 0.04% | — | 591 | $88K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $88K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +43.0% | 572 | $85K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 568 | $85K |
| Blueline Advisors LLC | 0.07% | — | 562 | $84K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 550 | $82K |
| Lanark Financial, Inc. | 0.01% | No change | 542 | $81K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 527 | $79K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $76K |
| Creative Financial Designs Inc. | 0.00% | Reduce -15.6% | 492 | $73K |
| Centerpoint Advisors, LLC | 0.02% | Add +10.8% | 484 | $72K |
| Arlington Trust Co LLC | 0.01% | Reduce -68.4% | 480 | $72K |
| Cornerstone Planning Group LLC | 0.01% | Add +12.5% | 460 | $70K |
| Investors Portfolio Services LLC | 0.06% | — | 460 | $69K |
| Glenmede Trust Co. NA | 0.00% | — | 422 | $63K |
| Addison Advisors LLC | 0.01% | No change | 414 | $62K |
| Archer Investment Corp | 0.01% | No change | 413 | $62K |
| Flagship Wealth Advisors, LLC | 0.02% | Reduce -22.6% | 411 | $61K |
| National Bank of Canada | 0.00% | Reduce -99.9% | 411 | $61K |
| Parkside Financial Bank & Trust | 0.00% | No change | 385 | $57K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $54K |
| Dunhill Financial, LLC | 0.02% | Add +92.5% | 358 | $53K |
| Key Capital Management, INC | 0.05% | — | 313 | $47K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 310 | $46K |
| Johnson Financial Group, Inc. | 0.00% | No change | 292 | $44K |
| Evolution Wealth Management Inc. | 0.03% | Add +64.9% | 282 | $42K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -33.2% | 282 | $42K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 280 | $42K |
| Ameriflex Group, Inc. | 0.02% | Reduce -49.9% | 272 | $40K |
| United Financial Planning Group LLC | 0.02% | Add +0.4% | 270 | $40K |
| Kilter Group LLC | 0.02% | Add +51.7% | 264 | $39K |
| CVA Family Office, LLC | 0.00% | No change | 257 | $38K |
| Caitlin John, LLC | 0.02% | No change | 247 | $37K |
| Fortitude Family Office, LLC | 0.01% | Reduce -44.0% | 247 | $37K |
| Triumph Capital Management | 0.01% | New | 232 | $35K |
| Bokf, NA | 0.00% | No change | 229 | $34K |
| Concord Wealth Partners | 0.00% | No change | 222 | $33K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $31K |
| Rice Partnership, LLC | 0.00% | No change | 204 | $30K |
| Camelot Portfolios, LLC | 0.02% | New | 329 | $29K |
| Trust Co | 0.00% | No change | 189 | $28K |
| Proffitt & Goodson Inc. | 0.00% | No change | 183 | $27K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $26K |
| Wellington Grp LLC | 0.01% | — | 174 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 168 | $25K |
| Elyxium Wealth, LLC | 0.01% | New | 168 | $25K |
| Sound Income Strategies, LLC | 0.00% | Reduce -92.9% | 161 | $24K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -6.2% | 151 | $23K |
| Bernard Wealth Management Corp. | 0.01% | No change | 140 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 137 | $20K |
| Benson Wealth Management INC | 0.02% | — | 134 | $20K |
| Optima Capital LLC | 0.01% | New | 133 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 132 | $20K |
| GAMMA Investing LLC | 0.00% | Reduce -78.6% | 129 | $19K |
| Community Bank, N.A. | 0.00% | No change | 125 | $19K |
| 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 | $17K |
| Raffa Wealth Management, LLC | 0.00% | No change | 108 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Add +9.8% | 101 | $15K |
| Grand Wealth Management, LLC | 0.01% | No change | 99 | $15K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 77 | $11K |
| United Community Bank | 0.00% | No change | 66 | $10K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 66 | $10K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -35.0% | 65 | $10K |
| Wiser Advisor Group LLC | 0.01% | No change | 64 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 62 | $9K |
| Strategic Wealth Advisors LLC | 0.01% | — | 61 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $9K |
| Atlantic Union Bankshares Corp | 0.00% | New | 48 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 45 | $7K |
| Capitol Family Office, Inc. | 0.01% | Reduce -2.4% | 41 | $6K |
| Hantz Financial Services, Inc. | 0.00% | No change | 43 | $6K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 33 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 31 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $4K |
| Pandora Wealth, Inc. | 0.00% | No change | 26 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -35.9% | 25 | $4K |
| Davis Capital Management | 0.00% | New | 24 | $4K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 23 | $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 | $3K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 11 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 11 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 10 | $2K |
| Covestor Ltd | 0.00% | Reduce -25.0% | 6 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.7% | 5 | $745 |
| Simplex Trading, LLC | 0.00% | New | 2 | $297 |
| Maseco LLP | 0.00% | No change | 1 | $149 |
"% 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.