iShares ESG Aware MSCI USAESGUETF
13F holders, Q1 2026 (March 31)816holders −20
37new positions
50sold out
2famous investors
$140.71avg. 13F price*
At the end of Q1 2026, 816 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, down 20 from Q4 2025. 37 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.4B) and Northern Trust Corp. ($726.4M). 2 famous investors held it, including 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $17.8M |
| Exits | 50 | $45.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,592,254 shares bought and 9,448,505 shares sold, net −6,856,251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 816 holders
| Bank of America Corp. | 0.14% | Add +3.5% | 13,803,021 | $2.0B |
| JPMorgan Chase & Co. | 0.09% | Reduce -2.7% | 10,007,080 | $1.4B |
| Northern Trust Corp. | 0.10% | Reduce -0.4% | 5,136,786 | $726.4M |
| TIAA Wealth Investment Management LLC | 5.14% | — | 4,900,171 | $673.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +0.8% | 4,046,469 | $572.3M |
| Betterment LLC | 1.08% | Add +3.0% | 4,041,916 | $571.6M |
| Acorns Advisers, LLC | 2.79% | Add +3.4% | 2,652,397 | $375.1M |
| Wealthfront Advisers LLC | 0.82% | Add +2.1% | 2,646,197 | $374.2M |
| BlackRock, Inc. | 0.01% | Add +12.1% | 2,356,917 | $333.3M |
| Envestnet Asset Management Inc. | 0.08% | Add +8.4% | 2,098,636 | $296.8M |
| Morgan Stanley | 0.02% | Reduce -31.8% | 1,782,800 | $252.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.71% | — | 1,308,152 | $185.0M |
| Wells Fargo & Company | 0.04% | Reduce -37.3% | 1,293,522 | $182.9M |
| LPL Financial LLC | 0.04% | Add +1.8% | 1,183,376 | $167.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +4.5% | 1,073,357 | $151.8M |
| Fiduciary Trust Co | 1.17% | Add +2.8% | 697,197 | $98.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 521,795 | $73.8M |
| Empower Advisory Group, LLC | 0.18% | Reduce -33.9% | 503,648 | $71.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -1.8% | 369,661 | $52.3M |
| Ally Invest Advisors Inc. | 3.31% | Add +3.8% | 348,203 | $49.2M |
| Composition Wealth, LLC | 0.67% | Add +10.1% | 344,533 | $48.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.4% | 342,392 | $48.4M |
| Clearstead Advisors, LLC | 0.44% | Add +12916.0% | 337,896 | $47.8M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -0.8% | 330,863 | $46.8M |
| HighTower Advisors, LLC | 0.05% | Add +6.1% | 325,209 | $46.0M |
| Creative Planning | 0.03% | Add +1.2% | 313,427 | $44.3M |
| Citigroup Inc. | 0.03% | Reduce -34.5% | 302,011 | $42.7M |
| UBS Group AG | 0.01% | Add +1.8% | 299,510 | $42.4M |
| Cetera Investment Advisers | 0.04% | Add +0.1% | 276,082 | $39.0M |
| FMR LLC | 0.00% | Add +18.0% | 275,852 | $39.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +0.1% | 270,189 | $38.2M |
| Cwm, LLC | 0.10% | Reduce -5.0% | 263,832 | $37.3M |
| IMPACTfolio, LLC | 15.71% | Reduce -9.6% | 261,453 | $37.0M |
| Alliancebernstein L.P. | 0.01% | Add +39.8% | 243,482 | $36.3M |
| Alesco Advisors, LLC, An ESL Co | 0.87% | Reduce -2.9% | 241,553 | $34.2M |
| Brookstone Capital Management | 0.39% | Add +7.9% | 241,479 | $34.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +24.9% | 239,938 | $33.9M |
| Mission Wealth Management, LP | 0.66% | Reduce -1.3% | 222,363 | $31.4M |
| Park Avenue Securities LLC | 0.23% | Reduce -0.1% | 205,632 | $29.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.2% | 197,413 | $27.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -8.6% | 192,355 | $27.4M |
| Ashton Thomas Private Wealth, LLC | 0.62% | Reduce -0.7% | 186,049 | $26.3M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +50.9% | 177,705 | $25.1M |
| Joel Isaacson & Co., LLC | 0.83% | Add +0.2% | 176,960 | $25.0M |
| Keybank National Association | 0.09% | Reduce -27.0% | 165,014 | $23.3M |
| MML Investors Services, LLC | 0.06% | Reduce -11.6% | 161,406 | $22.8M |
| Rock Creek Group LLC | 2.31% | No change | 161,100 | $22.8M |
| Sand Hill Global Advisors, LLC | 0.75% | Add +1.5% | 157,309 | $22.2M |
| Affinity Capital Advisors, LLC | 2.96% | Reduce -0.8% | 149,450 | $21.1M |
| Corient Private Wealth LP | 0.03% | Add +8.6% | 144,193 | $20.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -29.1% | 143,191 | $20.3M |
| Erickson Financial Group, LLC | 12.09% | Add +2.0% | 136,408 | $19.3M |
| Flputnam Investment Management Co. | 0.27% | Add +1.3% | 128,256 | $18.1M |
| AlTi Global, Inc. | 0.38% | Add +4.3% | 123,498 | $17.5M |
| Choreo, LLC | 0.21% | Reduce -2.5% | 120,997 | $17.1M |
| Integrated Wealth Concepts LLC | 0.14% | Add +32.2% | 120,902 | $17.1M |
| Mariner, LLC | 0.02% | Reduce -3.8% | 118,126 | $16.7M |
| Cerity Partners LLC | 0.02% | Add +21.8% | 116,599 | $16.5M |
| Janney Montgomery Scott LLC | 0.04% | Add +0.4% | 105,744 | $15.0M |
| NewEdge Advisors, LLC | 0.05% | Reduce -10.7% | 104,455 | $14.8M |
| Sharkey, Howes & Javer | 1.94% | Reduce -5.4% | 101,743 | $14.4M |
| One Wealth Advisors, LLC | 1.79% | Reduce -4.3% | 101,423 | $14.3M |
| Harbour Investments, Inc. | 0.21% | Add +3.1% | 96,995 | $13.7M |
| Facet Wealth, Inc. | 0.22% | Add +25.8% | 90,738 | $12.8M |
| Van Hulzen Asset Management, LLC | 0.95% | Reduce -0.1% | 89,844 | $12.7M |
| Bank of Montreal | 0.01% | Add +84.8% | 85,842 | $12.1M |
| Blue Edge Capital, LLC | 1.60% | Reduce -7.0% | 84,923 | $12.0M |
| Client 1ST Advisory Group, LLC | 3.65% | Reduce -1.9% | 84,819 | $12.0M |
| Sei Investments Co. | 0.01% | Reduce -1.1% | 83,821 | $11.9M |
| Staley Capital Advisers Inc. | 0.48% | No change | 80,000 | $11.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +15.9% | 79,173 | $11.2M |
| Apella Capital, LLC | 0.16% | Reduce -9.8% | 71,834 | $11.1M |
| Relyea Zuckerberg Hanson LLC | 1.11% | Add +0.3% | 78,418 | $11.1M |
| Plancorp, LLC | 0.30% | Reduce -0.9% | 72,386 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | Add +78.8% | 74,909 | $10.6M |
| Keebeck Wealth Management | 1.16% | Reduce -2.0% | 73,206 | $10.4M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -0.7% | 70,640 | $10.0M |
| Laurel Wealth Planning LLC | 5.24% | Reduce -2.8% | 70,306 | $9.9M |
| Wealth Architects, LLC | 0.88% | Add +6.1% | 69,836 | $9.9M |
| Clarity Asset Management, Inc. | 4.88% | Reduce -18.5% | 68,154 | $9.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -3.8% | 67,800 | $9.6M |
| NorthRock Partners, LLC | 0.15% | Reduce -1.5% | 67,679 | $9.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Add +7.7% | 67,280 | $9.5M |
| Fisher Asset Management | 0.00% | Add +0.9% | 64,963 | $9.2M |
| One Capital Management, LLC | 0.25% | Add +58.5% | 64,783 | $9.2M |
| Prudent Man Advisors, LLC | 2.75% | Reduce -8.7% | 64,770 | $9.2M |
| Strategic Blueprint, LLC | 0.53% | Reduce -1.1% | 64,556 | $9.1M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -2.9% | 64,438 | $9.1M |
| Klaas Financial Asset Advisors, LLC | 1.20% | Add +0.7% | 61,618 | $8.7M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -7.4% | 61,372 | $8.7M |
| Ferguson Wellman Capital Management, Inc. | 0.12% | Add +1.3% | 61,049 | $8.6M |
| Focus Partners Wealth | 0.01% | Reduce -0.1% | 60,509 | $8.6M |
| Schroder Investment Management Group | 0.01% | Reduce -4.9% | 61,615 | $8.5M |
| Parallel Advisors, LLC | 0.15% | Add +10.0% | 58,616 | $8.3M |
| &partners | 0.04% | Add +15.2% | 56,755 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.1% | 57,322 | $8.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +6.6% | 56,208 | $8.0M |
| Modera Wealth Management, LLC | 0.10% | Reduce -1.2% | 56,516 | $8.0M |
| Cypress Wealth Services, LLC | 1.13% | Reduce -2.7% | 56,353 | $8.0M |
| UMB Bank, n.a. | 0.11% | Add +42.2% | 55,336 | $7.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -1.6% | 55,111 | $7.8M |
| Retirement Income Solutions, Inc. | 1.32% | Add +0.4% | 54,534 | $7.7M |
| Captrust Financial Advisors | 0.01% | Add +5.4% | 53,838 | $7.6M |
| Assetmark, Inc. | 0.02% | Add +3.9% | 53,836 | $7.6M |
| Advisory Services Network, LLC | 0.10% | Reduce -1.3% | 53,491 | $7.6M |
| CFS Investment Advisory Services, LLC | 0.52% | Reduce -2.4% | 48,638 | $7.5M |
| Decker Retirement Planning Inc. | 3.25% | Add +12.6% | 50,748 | $7.2M |
| Merit Financial Group, LLC | 0.05% | Add +10.5% | 49,522 | $7.0M |
| Truist Financial Corp. | 0.01% | Reduce -73.5% | 48,357 | $6.8M |
| Atlas Legacy Advisors, LLC | 1.24% | Add +1.9% | 48,044 | $6.8M |
| Birchwood Financial Partners, Inc. | 6.49% | Reduce -1.0% | 47,593 | $6.7M |
| Private Advisor Group, LLC | 0.03% | Add +8.2% | 43,888 | $6.2M |
| Midwest Financial Partners Investments, Inc. | 3.19% | Add +5.9% | 42,544 | $6.0M |
| Yukon Wealth Management, Inc. | 3.55% | Reduce -0.2% | 42,100 | $6.0M |
| Summit Wealth Group, LLC | 1.31% | Reduce -2.9% | 40,269 | $5.7M |
| Spinnaker Trust | 0.31% | Reduce -1.7% | 40,122 | $5.7M |
| Halbert Hargrove Global Advisors, LLC | 0.28% | Add +0.0% | 40,008 | $5.7M |
| McKinley Carter Wealth Services, Inc. | 0.33% | Add +20.4% | 39,930 | $5.6M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -2.7% | 39,813 | $5.6M |
| Mutual Advisors, LLC | 0.12% | Reduce -0.3% | 39,488 | $5.6M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -0.9% | 39,037 | $5.5M |
| Avise Financial Cooperative, Inc. | 4.55% | Add +10.9% | 38,610 | $5.5M |
| Horst & Graben Wealth Management LLC | 0.71% | Reduce -1.5% | 33,213 | $5.2M |
| Balanced Rock Investment Advisors LLC | 3.57% | Add +1.4% | 35,991 | $5.1M |
| Banco Santander, S.A. | 0.04% | Add +14.8% | 35,598 | $5.0M |
| Physician Wealth Advisors, Inc. | 0.70% | Add +5.7% | 35,584 | $5.0M |
| Acadian Asset Management LLC | 0.01% | Add +6.9% | 35,248 | $5.0M |
| Mascoma Wealth Management LLC | 1.03% | Add +7.9% | 35,077 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -6.5% | 34,485 | $4.9M |
| Maia Wealth LLC | 0.80% | Reduce -4.8% | 33,547 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | New | 33,023 | $4.7M |
| Planning Alternatives Ltd. | 0.59% | Reduce -9.0% | 32,560 | $4.6M |
| Archer Investment Management, LLC | 1.93% | Add +401.2% | 32,494 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -0.4% | 31,594 | $4.5M |
| National Philanthropic Trust | 0.05% | Reduce -2.6% | 31,160 | $4.4M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +1.1% | 30,637 | $4.3M |
| Goodwin Investment Advisory | 5.16% | Reduce -0.4% | 30,637 | $4.3M |
| Keystone Wealth Services, LLC | 0.92% | Reduce -0.7% | 30,558 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -14.8% | 30,170 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.7% | 29,722 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 28,983 | $4.1M |
| GeoWealth Management, LLC | 0.15% | Add +2.0% | 28,804 | $4.1M |
| Brown Advisory Inc. | 0.01% | Add +43.8% | 28,490 | $4.0M |
| RFG Advisory, LLC | 0.07% | Reduce -0.1% | 28,071 | $4.0M |
| HRT Financial LP | 0.01% | Add +20.7% | 27,454 | $3.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +5.8% | 27,431 | $3.9M |
| Weil Company, Inc. | 0.87% | Add +19.4% | 27,268 | $3.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.2% | 25,476 | $3.8M |
| True Blue Financial, LLC | 2.96% | Add +4.1% | 26,558 | $3.8M |
| Balance Wealth Partners LLC | 1.15% | Reduce -1.4% | 26,107 | $3.7M |
| WealthPlan Investment Management, LLC | 0.20% | Add +0.1% | 25,775 | $3.6M |
| Moment Partners, LLC | 0.63% | Reduce -0.4% | 24,857 | $3.5M |
| Jordan Park Group LLC | 0.19% | Add +2.6% | 24,728 | $3.5M |
| Foster Group, Inc. | 0.10% | Reduce -2.3% | 24,680 | $3.5M |
| Elevation Wealth Partners, LLC | 1.25% | Add +0.3% | 24,619 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -4.0% | 24,122 | $3.4M |
| Partners Capital Investment Group, LLP | 0.13% | Add +0.3% | 24,069 | $3.4M |
| FLC Capital Advisors | 0.61% | Reduce -0.4% | 23,969 | $3.4M |
| Savant Capital, LLC | 0.02% | Reduce -4.9% | 23,689 | $3.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.4% | 23,579 | $3.3M |
| WT Wealth Management | 0.99% | Reduce -10.8% | 23,515 | $3.3M |
| Opes Wealth Management LLC | 0.56% | Add +0.3% | 23,326 | $3.3M |
| Diversify Wealth Management, LLC | 0.06% | Add +283.5% | 21,228 | $3.3M |
| Sofi Wealth, LLC | 0.16% | Add +24.5% | 23,132 | $3.3M |
| MA Private Wealth | 0.55% | Reduce -0.4% | 23,102 | $3.3M |
| Wedbush Securities Inc. | 0.10% | Reduce -0.6% | 23,073 | $3.3M |
| Ieq Capital, LLC | 0.01% | Reduce -1.6% | 22,741 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -59.2% | 22,561 | $3.2M |
| Gilbert Capital Group, Inc. | 2.46% | Reduce -6.8% | 22,519 | $3.2M |
| Integris Wealth Management, LLC | 0.73% | Reduce -4.5% | 22,386 | $3.2M |
| Davis Wealth Advisors, LLC | 2.63% | Add +1.4% | 22,383 | $3.2M |
| SigFig Wealth Management, LLC | 0.09% | Add +0.6% | 22,286 | $3.2M |
| Garde Capital, Inc. | 0.19% | Add +0.3% | 22,090 | $3.1M |
| Regions Financial Corp. | 0.02% | Reduce -4.9% | 21,912 | $3.1M |
| Blue Trust, Inc. | 0.04% | Reduce -5.3% | 21,616 | $3.1M |
| KPP Advisory Services LLC | 0.44% | New | 21,367 | $3.0M |
| PFG Investments, LLC | 0.14% | Add +0.4% | 21,196 | $3.0M |
| Pure Financial Advisors, LLC | 0.04% | Add +38.2% | 21,051 | $3.0M |
| Lifelong Wealth Advisors, Inc. | 0.79% | Reduce -0.1% | 21,047 | $3.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.8% | 20,461 | $2.9M |
| Compound Planning, Inc. | 0.09% | Add +21.4% | 20,375 | $2.9M |
| Pioneer Wealth Management Group | 0.81% | Add +7.1% | 20,338 | $2.9M |
| HF Advisory Group, LLC | 0.97% | Reduce -1.5% | 20,055 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.5% | 19,872 | $2.8M |
| XTX Topco Ltd | 0.05% | Add +720.3% | 19,662 | $2.8M |
| Integrity Advisory Solutions, LLC | 0.37% | Reduce -1.3% | 19,566 | $2.8M |
| Journey Strategic Wealth LLC | 0.07% | Reduce -2.1% | 19,372 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | No change | 19,250 | $2.7M |
| Leo Wealth, LLC | 0.19% | Add +2.7% | 18,870 | $2.7M |
| Independent Advisor Alliance | 0.03% | Add +321.8% | 18,753 | $2.7M |
| Brooklyn FI, LLC | 0.56% | Reduce -0.8% | 18,687 | $2.6M |
| Cascade Financial Partners, LLC | 0.27% | No change | 18,500 | $2.6M |
| First Horizon Corp. | 0.11% | Reduce -3.0% | 18,491 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -6.4% | 18,462 | $2.6M |
| Ridgeline Wealth, LLC | 1.86% | Reduce -28.8% | 18,366 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 18,270 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Reduce -7.8% | 18,206 | $2.6M |
| Icon Wealth Advisors, LLC | 0.17% | Add +0.2% | 16,607 | $2.6M |
| AE Wealth Management LLC | 0.01% | Add +19.5% | 17,986 | $2.5M |
| CGN Advisors LLC | 0.20% | Reduce -1.7% | 17,962 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +0.1% | 17,797 | $2.5M |
| Forthright Family Wealth Advisory LLC | 1.67% | New | 21,696 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.6% | 17,634 | $2.5M |
| Higgins & Schmidt Wealth Strategies LLC | 1.13% | Add +0.7% | 17,569 | $2.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.40% | No change | 17,518 | $2.5M |
| Diversified Trust Co. | 0.05% | No change | 17,301 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.62% | Reduce -0.4% | 17,287 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -63.3% | 17,240 | $2.4M |
| White Lighthouse Investment Management Inc. | 0.34% | Add +0.3% | 17,193 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +16.6% | 17,081 | $2.4M |
| MAI Capital Management | 0.01% | Reduce -3.0% | 17,049 | $2.4M |
| Coldstream Capital Management Inc. | 0.03% | No change | 16,819 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.1% | 16,540 | $2.4M |
| ONE Advisory Partners, LLC | 0.72% | Reduce -3.8% | 16,475 | $2.3M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.73% | Add +7.8% | 16,331 | $2.3M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -1.8% | 16,185 | $2.3M |
| Perennial Investment Advisors, LLC | 0.18% | Add +1.1% | 15,993 | $2.3M |
| Regal Investment Advisors LLC | 0.13% | Reduce -0.9% | 15,784 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +22.8% | 15,655 | $2.2M |
| Madrid Wealth Management, LLC | 1.64% | Reduce -1.0% | 15,402 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +1.9% | 15,316 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -4.6% | 15,267 | $2.2M |
| Arkadios Wealth Advisors | 0.04% | Add +11.2% | 14,956 | $2.1M |
| Macroview Investment Management LLC | 1.47% | Add +0.1% | 14,932 | $2.1M |
| Beacon Financial Group | 0.21% | Add +1.3% | 14,821 | $2.1M |
| Tiaa Trust, National Association | 0.13% | Reduce -99.8% | 14,794 | $2.1M |
| Mayflower Financial Advisors, LLC | 0.25% | Reduce -0.5% | 14,778 | $2.1M |
| SYM FINANCIAL Corp | 0.21% | Reduce -1.9% | 14,726 | $2.1M |
| 1ST Source Bank | 0.11% | Reduce -2.6% | 14,470 | $2.0M |
| Vision Capital Management, Inc. | 0.26% | Reduce -1.6% | 14,404 | $2.0M |
| Nepc LLC | 0.04% | No change | 13,905 | $2.0M |
| Boulder Wealth Advisors, LLC | 0.77% | Reduce -61.2% | 13,661 | $1.9M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -0.3% | 13,570 | $1.9M |
| GFS Advisors, LLC | 0.12% | No change | 13,500 | $1.9M |
| RHS Financial, LLC | 0.90% | Reduce -0.5% | 13,415 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -0.4% | 13,221 | $1.9M |
| BlueStem Wealth Partners, LLC | 0.21% | Add +1.0% | 13,149 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.0% | 12,984 | $1.8M |
| Grey Ledge Advisors, LLC | 0.41% | Reduce -3.6% | 12,884 | $1.8M |
| Morling Financial Advisors, LLC | 0.56% | Add +2.1% | 12,789 | $1.8M |
| Cranbrook Wealth Management, LLC | 0.37% | Add +1.9% | 12,728 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 12,727 | $1.8M |
| Mendel Capital Management LLC | 0.90% | — | 12,649 | $1.8M |
| Wit, LLC | 0.03% | No change | 12,474 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.6% | 11,324 | $1.8M |
| Strategic Point Investment Advisors, LLC | 0.25% | Reduce -3.1% | 12,295 | $1.7M |
| World Investment Advisors | 0.03% | Add +0.5% | 12,275 | $1.7M |
| Simplicity Wealth,LLC | 0.10% | Reduce -6.7% | 12,201 | $1.7M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +15.6% | 11,947 | $1.7M |
| Contango Wealth Management LLC | 1.97% | Add +25.7% | 11,912 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -6.2% | 11,764 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.51% | Reduce -0.9% | 11,666 | $1.6M |
| Ipsen Advisor Group LLC | 1.14% | Reduce -1.9% | 11,529 | $1.6M |
| Ramiah Investment Group | 1.42% | Reduce -6.8% | 11,526 | $1.6M |
| Sage Mountain Advisors LLC | 0.11% | No change | 11,476 | $1.6M |
| GenTrust, LLC | 0.07% | Reduce -13.6% | 11,323 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +95.2% | 11,320 | $1.6M |
| Charter Oak Capital Management, LLC | 0.12% | No change | 11,108 | $1.6M |
| Gateway Wealth Partners, LLC | 0.06% | Add +206.0% | 10,973 | $1.6M |
| Scott Capital Advisors, LLC | 0.31% | Add +0.2% | 10,494 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +0.5% | 10,933 | $1.5M |
| Bogart Wealth, LLC | 0.06% | Reduce -22.6% | 10,773 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -10.1% | 10,710 | $1.5M |
| GC Wealth Management RIA, LLC | 0.06% | Add +7.2% | 10,660 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.8% | 10,656 | $1.5M |
| RCS Financial Planning, LLC | 0.78% | Reduce -1.2% | 10,641 | $1.5M |
| RTD Financial Advisors, Inc. | 0.18% | Add +7.0% | 10,543 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 10,531 | $1.5M |
| Headlands Technologies LLC | 0.17% | Add +3.0% | 10,513 | $1.5M |
| AQR Capital Management | 0.00% | Reduce -5.5% | 10,474 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +29.8% | 10,391 | $1.5M |
| Smartleaf Asset Management LLC | 0.05% | Reduce -13.3% | 10,649 | $1.5M |
| Gould Asset Management LLC | 0.25% | Reduce -1.1% | 10,341 | $1.5M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -0.9% | 10,300 | $1.5M |
| OLIO Financial Planning | 0.40% | Add +2.0% | 10,282 | $1.5M |
| Vise Technologies, Inc. | 0.03% | No change | 9,726 | $1.4M |
| Bluespring Wealth Management, LLC | 0.12% | Add +0.8% | 10,195 | $1.4M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -2.2% | 10,070 | $1.4M |
| Montecito Bank & Trust | 0.23% | Reduce -21.5% | 9,969 | $1.4M |
| Bessemer Group Inc. | 0.00% | Reduce -16.9% | 9,884 | $1.4M |
| WNY Asset Management, LLC | 0.14% | — | 9,880 | $1.4M |
| Founders Financial Securities LLC | 0.08% | Add +4.1% | 9,438 | $1.4M |
| Kickstand Ventures, Llc. | 0.29% | Reduce -0.2% | 9,843 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +27.7% | 10,050 | $1.4M |
| Shared Vision Wealth Group LLC | 0.56% | Reduce -1.3% | 9,784 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +831.2% | 9,638 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Reduce -1.1% | 9,551 | $1.4M |
| Wealthgarden F.S. LLC | 0.92% | Add +0.6% | 9,558 | $1.4M |
| West Wealth Group, LLC | 0.26% | Reduce -6.5% | 9,468 | $1.3M |
| CWC Advisors, LLC. | 0.64% | No change | 9,446 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | Add +1.6% | 9,426 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -5.4% | 9,352 | $1.3M |
| Compass Ion Advisors, LLC | 0.12% | No change | 9,250 | $1.3M |
| BLB&B Advisors, LLC | 0.05% | Add +2.7% | 9,224 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +460.6% | 9,210 | $1.3M |
| Hoxton Planning & Management, LLC | 0.39% | Reduce -40.1% | 9,129 | $1.3M |
| Symmetry Partners, LLC | 0.07% | Reduce -0.9% | 9,109 | $1.3M |
| Tempus Wealth Planning, LLC | 0.30% | Reduce -14.1% | 9,108 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.15% | Reduce -2.4% | 8,972 | $1.3M |
| Orin Green Financial, LLC | 0.52% | Add +12.2% | 8,953 | $1.3M |
| Wealth Alliance, LLC | 0.12% | Add +4.2% | 8,898 | $1.3M |
| KilterHowling LLC | 0.63% | Add +21.3% | 8,809 | $1.2M |
| Advisors Capital Management, LLC | 0.01% | Reduce -0.8% | 8,734 | $1.2M |
| Rehmann Capital Advisory Group | 0.06% | Add +0.8% | 8,656 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Add +4.2% | 8,572 | $1.2M |
| Xena Financial Planning, LLC | 1.36% | Reduce -7.2% | 8,521 | $1.2M |
| Sovran Advisors, LLC | 0.09% | Reduce -4.1% | 7,653 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -3.6% | 8,400 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Add +289.3% | 15,000 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +1.4% | 8,237 | $1.2M |
| Milestone Asset Management Group, LLC | 0.68% | Reduce -6.0% | 8,164 | $1.2M |
| Nottingham Advisors, Inc. | 0.15% | Reduce -0.1% | 8,127 | $1.1M |
| W Advisors, LLC | 0.58% | Reduce -6.4% | 8,042 | $1.1M |
| WBH Advisory Inc. | 0.08% | Reduce -0.0% | 7,905 | $1.1M |
| Axis Wealth Partners, LLC | 0.59% | Add +1.0% | 7,907 | $1.1M |
| JB Capital LLC | 0.04% | Reduce -7.1% | 7,864 | $1.1M |
| NBT Bank, N.A. | 0.07% | Add +946.7% | 7,840 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Reduce -9.4% | 7,829 | $1.1M |
| Keystone Financial Services | 0.32% | Reduce -8.5% | 7,827 | $1.1M |
| Marino, Stram & Associates LLC | 0.20% | Add +0.1% | 7,784 | $1.1M |
| One Wealth Capital Management, LLC | 0.47% | Add +2.4% | 7,013 | $1.1M |
| Crown Wealth Group, LLC | 0.31% | Reduce -5.5% | 7,556 | $1.1M |
| Strategy Asset Managers LLC | 0.17% | Add +2.3% | 7,537 | $1.1M |
| Sentinel Trust Co. Lba | 0.11% | Add +1.2% | 7,502 | $1.1M |
| AlphaCore Capital LLC | 0.02% | Reduce -0.6% | 7,416 | $1.0M |
| Hughes Financial Services, LLC | 0.16% | Add +11.3% | 7,338 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.38% | Reduce -0.9% | 7,302 | $1.0M |
| Morton Brown Family Wealth, LLC | 0.27% | Reduce -4.9% | 7,288 | $1.0M |
| Keel Point, LLC | 0.07% | No change | 7,258 | $1.0M |
| Retirement Capital Strategies | 0.39% | Reduce -3.0% | 7,241 | $1.0M |
| Kelsey Financial, LLC | 0.89% | Add +38.1% | 7,190 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 7,139 | $1.0M |
| Brookwood Investment Group LLC | 0.13% | Reduce -14.7% | 7,132 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +7.7% | 7,102 | $1.0M |
| TSA Wealth Managment LLC | 0.32% | No change | 7,052 | $997K |
| McClarren Financial Advisors, Inc. | 0.59% | Add +90.8% | 7,021 | $993K |
| Bell Investment Advisors, Inc | 0.15% | Add +26.3% | 7,007 | $991K |
| Presilium Private Wealth, LLC | 0.17% | Add +2.7% | 6,996 | $989K |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 6,994 | $989K |
| Keener Financial Planning LLC | 0.41% | Add +1.9% | 6,971 | $985K |
| Midwest Heritage Bank, FSB | 0.32% | Reduce -4.7% | 6,960 | $984K |
| American Capital Advisory, LLC | 0.40% | Reduce -1.6% | 6,958 | $984K |
| ERn Financial, LLC | 0.18% | Reduce -2.2% | 6,832 | $966K |
| US Bancorp \de | 0.00% | Add +45.4% | 6,815 | $964K |
| MKT Advisors LLC | 0.32% | No change | 6,638 | $953K |
| Chicago Capital, LLC | 0.03% | No change | 6,700 | $948K |
| CI Investments Inc. | 0.00% | Add +14.8% | 6,600 | $933K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -15.3% | 6,594 | $933K |
| Financial Partners Group, Inc | 0.11% | Reduce -1.0% | 6,586 | $931K |
| TD Private Client Wealth LLC | 0.02% | Add +38.4% | 6,565 | $928K |
| Belpointe Asset Management LLC | 0.03% | Add +63.3% | 6,494 | $919K |
| Cornerstone Financial Group, LLC | 0.59% | Add +8.6% | 5,814 | $912K |
| Valley National Advisers Inc. | 0.12% | Add +72.3% | 6,425 | $908K |
| Cary Street Partners Investment Advisory LLC | 0.23% | Reduce -19.9% | 6,409 | $906K |
| Prospera Financial Services Inc | 0.01% | Add +2.3% | 6,320 | $894K |
| Live Oak Investment Partners | 0.53% | Reduce -7.9% | 6,308 | $892K |
| Bigelow Investment Advisors, LLC | 0.36% | Reduce -5.5% | 6,277 | $888K |
| Bangor Savings Bank | 0.07% | Add +9.8% | 6,272 | $887K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +273.8% | 6,268 | $886K |
| Vanguard Advisers Inc. | 0.00% | — | 6,261 | $885K |
| M&T Bank Corp | 0.00% | Reduce -7.9% | 6,222 | $880K |
| Metis Global Partners, LLC | 0.02% | Add +13.1% | 6,212 | $879K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -11.4% | 6,195 | $876K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -1.3% | 6,095 | $862K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +0.1% | 6,086 | $861K |
| Independent Financial Group, LLC | 0.02% | Add +7.5% | 6,043 | $855K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 6,035 | $853K |
| Ameraudi Asset Management, Inc. | 0.46% | No change | 6,022 | $852K |
| Jeter Robert S II | 0.85% | — | 5,289 | $849K |
| Ascent Group, LLC | 0.03% | Reduce -0.7% | 5,987 | $847K |
| Riverwater Partners LLC | 0.28% | Add +0.2% | 5,972 | $845K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.3% | 5,951 | $842K |
| XML Financial, LLC | 0.07% | No change | 5,869 | $830K |
| Silvia McColl Wealth Management, LLC | 0.55% | Reduce -0.4% | 5,858 | $828K |
| Destiny Wealth Partners, LLC | 0.09% | Reduce -2.0% | 5,806 | $821K |
| LifePlan Investment Advisors, Inc. | 0.32% | Reduce -6.9% | 5,784 | $818K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.1% | 5,751 | $813K |
| Vident Advisory, LLC | 0.01% | Reduce -10.0% | 5,710 | $808K |
| Aaron Wealth Advisors LLC | 0.05% | Add +0.3% | 5,689 | $805K |
| Front Row Advisors LLC | 0.27% | Reduce -2.3% | 5,657 | $800K |
| XY Planning Network, Inc. | 0.13% | Reduce -11.5% | 5,610 | $799K |
| Quadrant Private Wealth Management, LLC | 0.12% | Reduce -1.8% | 5,632 | $797K |
| First Trust Advisors LP | 0.00% | Reduce -10.2% | 5,630 | $796K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.1% | 5,620 | $795K |
| Talisman Wealth Advisors LLC | 0.64% | Reduce -1.7% | 5,600 | $792K |
| Two West Capital Advisors LLC | 0.42% | Reduce -29.9% | 5,092 | $789K |
| Private Trust Co. NA | 0.07% | Reduce -6.6% | 5,565 | $787K |
| IFP Advisors, Inc | 0.02% | Add +3.3% | 5,549 | $785K |
| Farrell Financial LLC | 0.47% | Reduce -2.5% | 5,541 | $784K |
| NewEdge Wealth, LLC | 0.01% | Add +161.8% | 5,505 | $779K |
| Sutton Place Investors LLC | 0.42% | Reduce -0.1% | 5,494 | $777K |
| Becker Capital Management Inc. | 0.02% | No change | 5,489 | $776K |
| Shotwell Rutter Baer Inc | 0.45% | Reduce -0.2% | 5,387 | $762K |
| Detalus Advisors, LLC | 0.17% | No change | 5,300 | $750K |
| Weinberger Asset Management, Inc | 0.28% | Add +93.3% | 5,293 | $749K |
| GTS Financial, LLC | 0.59% | — | 6,074 | $741K |
| Lido Advisors, LLC | 0.00% | No change | 5,229 | $740K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -37.0% | 5,204 | $736K |
| Kingsview Wealth Management, LLC | 0.01% | Add +12.8% | 5,191 | $734K |
| MBE Wealth Management, LLC | 0.30% | Add +16.0% | 5,188 | $734K |
| OMNI 360 Wealth, Inc. | 0.38% | Reduce -3.3% | 5,183 | $733K |
| Aspiriant, LLC | 0.02% | Reduce -0.0% | 5,145 | $728K |
| Lodestar Private Asset Management LLC | 0.07% | Add +0.1% | 5,108 | $722K |
| Navigation Group, LLC | 0.17% | — | 5,090 | $720K |
| Chatterton & Associates Inc. | 0.50% | Add +28.9% | 4,835 | $714K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,048 | $714K |
| Great Diamond Partners, LLC | 0.14% | Add +7.6% | 5,040 | $713K |
| Theory Financial LLC | 0.25% | Reduce -5.5% | 4,983 | $705K |
| AdvisorNet Financial, Inc | 0.04% | Add +27.3% | 4,963 | $702K |
| Evolve Private Wealth, LLC | 0.04% | No change | 4,961 | $702K |
| WealthShield Partners, LLC | 0.08% | Reduce -19.0% | 4,945 | $699K |
| VestGen Advisors, LLC | 0.02% | Add +9.8% | 4,323 | $695K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.3% | 4,884 | $691K |
| Spire Wealth Management | 0.02% | Reduce -6.6% | 4,873 | $689K |
| Intrua Financial, LLC | 0.07% | Reduce -0.5% | 4,800 | $679K |
| Motive Wealth Advisors | 0.32% | No change | 4,789 | $677K |
| Howard Financial Services, LTD. | 0.08% | Add +0.3% | 4,777 | $676K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.3% | 4,770 | $675K |
| Bison Wealth, LLC | 0.07% | No change | 4,162 | $672K |
| Cornerstone Planning Group LLC | 0.09% | Add +825.4% | 4,257 | $671K |
| Brewster Financial Planning LLC | 0.41% | No change | 4,743 | $671K |
| Ethic Inc. | 0.01% | Add +80.3% | 4,710 | $666K |
| Trilogy Capital Inc. | 0.03% | Reduce -92.5% | 4,710 | $666K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -9.8% | 4,310 | $665K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.6% | 4,696 | $664K |
| FC Advisory LLC | 0.19% | Add +0.8% | 4,671 | $661K |
| Rossby Financial, LCC | 0.14% | Add +23.9% | 4,627 | $659K |
| Basecamp Wealth Advisors LLC | 0.14% | Add +29.4% | 4,660 | $659K |
| Eq LLC | 0.19% | Add +11.4% | 4,648 | $657K |
| Ryan Investment Management, Inc. | 0.37% | Reduce -42.8% | 4,641 | $656K |
| Fiduciary Financial Group, LLC | 0.09% | Add +0.4% | 4,639 | $656K |
| APS Management Group, Inc. | 0.55% | Reduce -5.3% | 4,518 | $639K |
| Meridian Financial Partners LLC | 0.24% | Add +2.3% | 4,414 | $633K |
| Signaturefd, LLC | 0.01% | Add +1.3% | 4,439 | $628K |
| Greenspring Advisors, LLC | 0.04% | No change | 4,436 | $627K |
| Capasso Planning Partners LLC | 0.34% | Reduce -2.2% | 4,425 | $626K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -5.0% | 4,378 | $619K |
| Veridan Wealth LLC | 0.23% | Reduce -2.1% | 4,337 | $613K |
| WealthCollab, LLC | 0.25% | No change | 4,311 | $610K |
| Carnegie Investment Counsel | 0.01% | Add +111.8% | 4,310 | $610K |
| Asempa Wealth Advisors | 0.53% | Reduce -8.1% | 4,273 | $609K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 4,243 | $600K |
| Factor Wealth Management LTD | 0.11% | New | 4,235 | $599K |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.1% | 4,206 | $595K |
| Osborne Partners Capital Management, LLC | 0.03% | Add +1.2% | 4,132 | $584K |
| Archford Capital Strategies, LLC | 0.07% | No change | 4,130 | $584K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -11.8% | 4,232 | $581K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.9% | 4,093 | $579K |
| Old Peak Finance LLC | 0.33% | No change | 4,040 | $571K |
| Legacy Wealth Managment, LLC | 0.28% | Add +6.1% | 4,040 | $571K |
| Valmark Advisers, Inc. | 0.01% | Add +1.1% | 4,035 | $571K |
| Commerce Bank | 0.00% | Add +10.2% | 4,016 | $568K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.0% | 3,982 | $564K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -1.0% | 3,933 | $556K |
| Lantz Financial LLC | 0.11% | Add +3.3% | 3,863 | $546K |
| Ancora Advisors LLC | 0.01% | Reduce -3.4% | 3,863 | $546K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 3,861 | $546K |
| Tarbox Family Office, Inc. | 0.09% | No change | 3,854 | $545K |
| North Berkeley Wealth Management, LLC | 0.29% | No change | 3,845 | $544K |
| Single Point Partners, LLC | 0.11% | Add +34.2% | 3,841 | $543K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 3,839 | $543K |
| Midwest Trust Co | 0.01% | Reduce -4.3% | 3,828 | $541K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +163.7% | 3,412 | $534K |
| Fortis Capital Advisors, LLC | 0.07% | Add +180.6% | 3,766 | $533K |
| PFG Advisors | 0.03% | Reduce -30.5% | 3,743 | $529K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -0.6% | 3,728 | $527K |
| Venturi Wealth Management, LLC | 0.02% | Add +34.0% | 3,724 | $527K |
| Godfrey Financial Associates, Inc. | 0.45% | Reduce -2.0% | 3,703 | $524K |
| Russell Investments Group, Ltd. | 0.00% | Add +143.1% | 3,700 | $523K |
| Financial Gravity Asset Management, Inc. | 0.09% | Reduce -0.1% | 3,690 | $522K |
| Oregon Pacific Wealth Management, LLC | 0.54% | Reduce -5.0% | 3,680 | $520K |
| Peak Financial Management, Inc. | 0.13% | Reduce -0.8% | 3,652 | $516K |
| Eastern Bank | 0.01% | Reduce -3.7% | 3,634 | $514K |
| Emergent Wealth Advisors, LLC | 0.30% | Reduce -11.9% | 3,621 | $512K |
| Brighton Jones LLC | 0.01% | New | 3,593 | $508K |
| Quent Capital, LLC | 0.04% | Reduce -0.7% | 3,565 | $504K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Add +0.3% | 3,561 | $504K |
| Diversified Enterprises, LLC | 0.03% | Reduce -16.2% | 3,546 | $501K |
| Libra Wealth LLC | 0.14% | No change | 3,544 | $501K |
| Alpha Capital Advisors Inc. | 0.48% | Reduce -3.3% | 3,538 | $500K |
| Destination Wealth Management | 0.01% | Reduce -6.9% | 3,526 | $499K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.8% | 3,523 | $498K |
| Proactive Wealth Strategies LLC | 0.09% | Add +100.5% | 3,489 | $494K |
| Curtis Wealth Management LLC | 0.46% | Reduce -0.6% | 3,476 | $492K |
| Napier Financial, LLC | 0.11% | New | 3,460 | $489K |
| RKL Wealth Management LLC | 0.04% | Add +0.2% | 3,438 | $486K |
| Caprock Group, LLC | 0.01% | Add +4.2% | 3,429 | $485K |
| J. Mark Nickell & Co. | 0.44% | Reduce -42.2% | 3,427 | $485K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 3,393 | $479K |
| Core Wealth Advisors, LLC | 0.37% | No change | 3,366 | $476K |
| Legacy Wealth Partners, LLC | 0.12% | Reduce -2.3% | 3,357 | $475K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 3,356 | $475K |
| Scarborough Advisors, LLC | 0.05% | Add +94.3% | 3,324 | $470K |
| JHP Wealth Management, LLC | 0.45% | Add +1.7% | 3,322 | $470K |
| Visionary Wealth Advisors | 0.02% | Reduce -12.5% | 3,320 | $470K |
| Tanager Wealth Management LLP | 0.05% | Add +0.6% | 3,319 | $469K |
| NWF Advisory Services Inc. | 0.05% | No change | 3,300 | $467K |
| Gen-Wealth Partners Inc | 0.15% | Add +3.5% | 3,291 | $465K |
| Mather Group, Llc. | 0.00% | Add +6.8% | 3,287 | $465K |
| CX Institutional | 0.01% | No change | 3,280 | $464K |
| BCU Wealth Advisors, LLC | 0.17% | No change | 3,272 | $463K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +2.0% | 3,257 | $461K |
| Tableaux LLC | 0.22% | No change | 3,235 | $457K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,696 | $456K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Add +5.2% | 3,221 | $456K |
| Precision Wealth Strategies, LLC | 0.15% | Add +5.9% | 3,216 | $455K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -2.6% | 3,207 | $454K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.21% | Reduce -71.6% | 3,184 | $450K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -6.7% | 3,168 | $448K |
| Invesco Ltd. | 0.00% | No change | 3,164 | $447K |
| Farmers National Bank | 0.10% | Reduce -1.8% | 3,156 | $446K |
| Smithfield Trust Co | 0.02% | No change | 3,149 | $446K |
| ASL Financial, LLC | 0.35% | No change | 3,137 | $444K |
| Bailard, Inc. | 0.01% | No change | 3,127 | $442K |
| PDS Planning, Inc | 0.03% | Reduce -0.7% | 3,111 | $440K |
| Summit Financial, LLC | 0.01% | Reduce -19.3% | 3,106 | $439K |
| Csenge Advisory Group | 0.02% | Add +14.8% | 3,101 | $439K |
| Heritage Family Offices, LLP | 0.19% | Reduce -11.6% | 3,072 | $434K |
| Andrews Advisory Associates, LLC | 0.23% | Reduce -3.0% | 3,066 | $434K |
| Vision Retirement, LLC | 0.12% | Reduce -10.2% | 3,056 | $432K |
| Freestone Capital Holdings, LLC | 0.01% | Add +10.9% | 3,045 | $431K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.6% | 3,044 | $431K |
| Traveka Wealth, LLC | 0.16% | Add +9.4% | 3,023 | $428K |
| Advyzon Investment Management, LLC | 0.04% | Add +107.5% | 3,000 | $424K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 2,995 | $424K |
| Verus Capital Partners, LLC | 0.03% | Reduce -0.7% | 2,977 | $421K |
| Sherman Asset Management, Inc. | 0.38% | Reduce -21.4% | 2,950 | $417K |
| Financial Management Network Inc. | 0.06% | Reduce -5.6% | 2,824 | $417K |
| Liberty Atlantic Advisors LLC | 0.35% | Reduce -1.1% | 2,910 | $412K |
| Strategic Financial Concepts, LLC | 0.10% | Add +34.0% | 2,888 | $408K |
| Northland Securities, Inc. | 0.39% | No change | 2,884 | $408K |
| American Money Management, LLC | 0.06% | Add +11.4% | 2,879 | $407K |
| Magnus Financial Group LLC | 0.03% | Reduce -21.4% | 2,877 | $407K |
| Prosperitas Financial LLC | 0.15% | Add +3.0% | 2,871 | $406K |
| Finley Financial, LLC | 0.19% | No change | 2,860 | $404K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.1% | 2,850 | $403K |
| Barnes Wealth Management Group, Inc | 0.20% | Reduce -2.0% | 2,819 | $399K |
| ABLE Financial Group, LLC | 0.08% | No change | 2,804 | $397K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -3.6% | 2,795 | $395K |
| W.H. Cornerstone Investments Inc. | 0.25% | Reduce -1.2% | 2,793 | $395K |
| Principal Securities, Inc. | 0.01% | Reduce -8.4% | 2,788 | $394K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,784 | $394K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,784 | $394K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 2,782 | $393K |
| Fort Point Capital Partners LLC | 0.05% | No change | 2,780 | $393K |
| Barclays PLC | 0.00% | No change | 2,762 | $391K |
| Waldron Private Wealth LLC | 0.02% | Add +5.0% | 2,755 | $390K |
| Quantinno Capital Management LP | 0.00% | Add +19.3% | 2,754 | $389K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 2,752 | $389K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.1% | 2,711 | $383K |
| Bright Futures Wealth Management, LLC. | 0.26% | Add +16.9% | 2,682 | $379K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | Add +2.5% | 2,680 | $379K |
| Forefront Wealth Partners, LLC | 0.16% | New | 2,678 | $379K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | Add +9.7% | 2,676 | $378K |
| Broussard Financial Group LLC | 0.30% | Reduce -13.3% | 2,668 | $377K |
| Arax Advisory Partners | 0.01% | Reduce -81.8% | 2,644 | $375K |
| Debussy Capital Management LP | 0.05% | No change | 2,647 | $374K |
| Dunhill Financial, LLC | 0.09% | Add +626.5% | 2,601 | $368K |
| One Day In July LLC | 0.03% | Add +1.4% | 2,600 | $368K |
| Milestone Investment Advisors LLC | 0.09% | Add +0.0% | 2,596 | $367K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -26.9% | 2,577 | $364K |
| Oxinas Partners, LLC | 0.17% | Add +11.6% | 2,570 | $364K |
| Range Advisory, LLC | 0.07% | Reduce -0.7% | 2,561 | $362K |
| Seven Post Investment Office LP | 0.12% | No change | 2,532 | $358K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,506 | $354K |
| Villere St Denis J & Co. LLC | 0.04% | Reduce -16.7% | 2,500 | $354K |
| Polaris Investment Advisors, LLC | 0.26% | No change | 2,499 | $353K |
| Nemes Rush Group LLC | 0.03% | Add +47.1% | 2,492 | $352K |
| Clean Yield Group | 0.10% | New | 2,474 | $350K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -58.6% | 2,463 | $348K |
| Novare Capital Management LLC | 0.03% | Add +28.9% | 2,455 | $347K |
| Elevation Wealth Management LLC | 0.32% | Reduce -0.5% | 2,451 | $347K |
| Argent Trust Co | 0.01% | No change | 2,429 | $344K |
| NerdWallet Wealth Partners, LLC | 0.15% | Reduce -8.8% | 2,406 | $340K |
| Kintra Wealth, LLC | 0.02% | New | 2,402 | $340K |
| Aspen Wealth Strategies, LLC | 0.18% | No change | 2,397 | $339K |
| Pettinga Financial Advisors LLC | 0.06% | No change | 2,389 | $338K |
| Private Client Services, LLC | 0.10% | Reduce -0.1% | 2,377 | $336K |
| Baker Tilly Wealth Management, LLC | 0.08% | No change | 2,354 | $333K |
| Aureum Wealth Management, LLC | 0.23% | Add +10.1% | 2,350 | $332K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +48.7% | 2,342 | $331K |
| GK Wealth Management LLC | 0.29% | New | 2,388 | $328K |
| DWR Wealth Management, LLC | 0.29% | New | 2,388 | $328K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $326K |
| Drucker Wealth 3.0, LLC | 0.06% | Add +1.4% | 2,305 | $326K |
| Whittier Trust Co. | 0.00% | No change | 2,265 | $325K |
| Trek Financial, LLC | 0.02% | Reduce -38.1% | 2,292 | $324K |
| Trademark Financial Management, LLC | 0.16% | No change | 2,290 | $324K |
| CGC Financial Services, LLC | 0.09% | Reduce -5.5% | 2,288 | $324K |
| Northstar Financial Companies, Inc. | 0.26% | No change | 2,278 | $322K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,270 | $321K |
| Merkkuri Wealth Advisors LLC | 0.21% | Reduce -1.6% | 2,259 | $320K |
| Spectrum Planning & Advisory Services Inc. | 0.16% | Reduce -5.3% | 2,255 | $319K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.2% | 2,253 | $319K |
| Bellwether Advisors, LLC | 0.05% | No change | 2,248 | $318K |
| Rede Wealth, LLC | 0.11% | No change | 2,247 | $318K |
| 5T Wealth, LLC | 0.12% | Reduce -35.9% | 2,214 | $313K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | No change | 2,211 | $313K |
| Burling Wealth Partners, LLC | 0.05% | No change | 2,200 | $311K |
| Semitam Bonam LLC | 0.25% | Reduce -8.8% | 2,196 | $311K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -42.2% | 2,193 | $310K |
| Level Financial Advisors | 0.08% | No change | 2,191 | $310K |
| Leverty Financial Group, LLC | 0.07% | Reduce -16.1% | 2,141 | $303K |
| Moneco Advisors, LLC | 0.02% | Add +0.8% | 2,138 | $302K |
| Integrated Advisors Network LLC | 0.02% | Reduce -91.2% | 2,124 | $300K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -0.8% | 2,116 | $299K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +8.3% | 2,115 | $299K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -0.7% | 2,107 | $298K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +19.1% | 2,084 | $295K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,076 | $294K |
| Founders Financial Alliance, LLC | 0.05% | No change | 2,069 | $293K |
| Endeavor Private Wealth, Inc. | 0.08% | Add +5.3% | 2,068 | $293K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 1,957 | $292K |
| Wrapmanager Inc. | 0.10% | Reduce -1.0% | 2,043 | $289K |
| Buttonwood Financial Group, LLC | 0.18% | Reduce -10.2% | 2,025 | $286K |
| Atticus Wealth Management, LLC | 0.08% | Add +0.3% | 2,020 | $286K |
| Forum Financial Management, LP | 0.00% | No change | 2,011 | $284K |
| Channel Wealth LLC | 0.07% | Reduce -2.7% | 1,997 | $282K |
| Signal Advisors Wealth, LLC | 0.02% | Add +0.4% | 1,985 | $281K |
| Note Advisors, LLC | 0.14% | No change | 1,974 | $279K |
| Callan Family Office, LLC | 0.01% | Reduce -0.1% | 1,968 | $278K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -16.4% | 1,937 | $274K |
| Life Line Wealth Management LLC | 0.12% | Reduce -34.7% | 1,936 | $274K |
| Panoramic Investment Advisors, LLC | 0.15% | New | 1,916 | $271K |
| BKM Wealth Management, LLC | 0.10% | No change | 1,900 | $269K |
| Pecaut & Co. | 0.09% | Reduce -3.1% | 1,900 | $269K |
| Davis R M Inc. | 0.00% | New | 1,894 | $268K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -5.8% | 1,877 | $265K |
| Sage Financial Group Inc. | 0.02% | Reduce -3.9% | 1,875 | $265K |
| Avantra Family Wealth, Inc. | 0.20% | Add +0.2% | 1,869 | $264K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,866 | $264K |
| Chesapeake Wealth Management | 0.08% | Reduce -27.3% | 1,865 | $264K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.2% | 1,863 | $263K |
| Fermata Advisors, LLC | 0.06% | No change | 1,862 | $263K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,862 | $263K |
| Cadia Private Client LLC | 0.21% | No change | 1,850 | $262K |
| Seascape Capital Management | 0.08% | No change | 1,848 | $261K |
| SageView Advisory Group, LLC | 0.01% | Reduce -1.4% | 1,840 | $260K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.1% | 1,839 | $260K |
| Klingman & Associates, LLC | 0.01% | No change | 1,826 | $258K |
| Uptick Partners, LLC | 0.05% | Add +8.8% | 1,822 | $258K |
| MontVue Capital Management, Inc. | 0.18% | No change | 1,819 | $257K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,787 | $253K |
| Bragg Financial Advisors, Inc | 0.01% | Add +17.5% | 1,784 | $252K |
| Urban Wealth Management, LLC | 0.26% | Reduce -2.3% | 1,782 | $252K |
| Braun-Bostich & Associates Inc. | 0.16% | Add +0.4% | 1,776 | $251K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -36.2% | 1,774 | $251K |
| Moller Wealth Partners | 0.05% | Add +0.3% | 1,772 | $251K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.1% | 1,760 | $249K |
| Apeiron RIA LLC | 0.06% | Reduce -2.8% | 1,759 | $249K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -0.7% | 1,759 | $249K |
| Fiduciary Alliance LLC | 0.01% | Add +19.2% | 1,620 | $246K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,740 | $246K |
| Liberty Wealth Management LLC | 0.03% | Reduce -7.1% | 1,737 | $246K |
| International Assets Investment Management, LLC | 0.02% | Reduce -79.0% | 1,724 | $246K |
| Pearl Planning LLC | 0.13% | No change | 1,732 | $245K |
| Schwallier Wealth Management LLC | 0.18% | Add +0.2% | 1,725 | $244K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,712 | $242K |
| Haverford Trust Co | 0.00% | No change | 1,711 | $242K |
| Motco | 0.02% | No change | 1,708 | $242K |
| M3 Advisory Group, LLC | 0.15% | Add +0.1% | 1,698 | $240K |
| Squarepoint Ops LLC | 0.00% | Reduce -30.5% | 1,670 | $236K |
| Kovack Advisors, Inc. | 0.01% | Reduce -1.7% | 1,643 | $233K |
| Absolute Capital Management, LLC | 0.08% | Add +3.2% | 1,646 | $233K |
| Institute for Wealth Management, LLC. | 0.02% | Add +14.4% | 1,641 | $232K |
| Foguth Wealth Management, LLC. | 0.03% | Add +0.1% | 1,401 | $231K |
| Hopwood Nicholas Hunter | 0.07% | Reduce -11.0% | 1,620 | $229K |
| TD Capital Management LLC | 0.02% | Add +0.3% | 1,613 | $228K |
| Etesian Wealth Advisors, Inc. | 0.07% | New | 1,604 | $227K |
| TritonPoint Partners, LLC | 0.08% | No change | 1,603 | $227K |
| Zacks Investment Management | 0.00% | New | 1,596 | $226K |
| Trailhead Planners LLC | 0.21% | No change | 1,580 | $223K |
| Stratos Investment Management, LLC | 0.01% | Add +0.1% | 1,557 | $220K |
| Security Financial Services, INC. | 0.03% | No change | 1,556 | $220K |
| QRG Capital Management, Inc. | 0.00% | Reduce -21.1% | 1,555 | $220K |
| Fire Capital Management LLC | 0.10% | Add +2.1% | 1,551 | $219K |
| Financially in Tune, LLC | 0.19% | No change | 1,550 | $219K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,549 | $219K |
| Frederick Financial Consultants, LLC | 0.11% | No change | 1,522 | $215K |
| Investors Research Corp | 0.04% | Add +6.6% | 1,511 | $214K |
| Commonwealth Financial Services, LLC | 0.03% | Reduce -1.7% | 1,511 | $214K |
| Curry Webb Wealth Management LLC | 0.10% | Add +0.1% | 1,499 | $212K |
| Advus Financial Partners, LLC | 0.05% | Add +9.9% | 1,497 | $212K |
| Sigma Planning Corp | 0.01% | Reduce -2.0% | 1,496 | $212K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,487 | $210K |
| Sterling Manor Financial, LLC | 0.13% | Reduce -7.3% | 1,477 | $209K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,458 | $206K |
| Estate Counselors, LLC | 0.02% | Reduce -60.7% | 1,455 | $206K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | Reduce -8.6% | 1,444 | $204K |
| Arcadia Wealth Management, Inc. | 0.11% | No change | 1,441 | $204K |
| Essex LLC | 0.04% | Add +1.8% | 1,435 | $203K |
| Sage Financial Management Group, Inc. | 0.06% | Add +2.5% | 1,434 | $203K |
| Cooper Financial Group | 0.02% | Reduce -19.3% | 1,428 | $202K |
| Advisor OS, LLC | 0.01% | Add +0.1% | 1,420 | $201K |
| Capital Advantage, Inc. | 0.03% | No change | 1,415 | $200K |
| Root Financial Partners, LLC | 0.01% | Reduce -61.1% | 1,414 | $200K |
| GGM Financial LLC | 0.09% | Add +0.2% | 1,399 | $198K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,399 | $198K |
| Bank of New Hampshire | 0.04% | No change | 1,320 | $187K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -15.2% | 1,296 | $183K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -4.6% | 1,215 | $172K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +106.8% | 1,183 | $167K |
| Harbor Asset Planning, Inc. | 0.14% | New | 1,156 | $163K |
| Abound Wealth Management | 0.04% | No change | 1,094 | $155K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 1,088 | $154K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,050 | $148K |
| Arkos Global Advisors | 0.02% | New | 1,007 | $142K |
| CVA Family Office, LLC | 0.01% | Add +289.9% | 1,002 | $142K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 1,000 | $141K |
| Asset Dedication, LLC | 0.01% | Reduce -2.4% | 958 | $136K |
| Financial Perspectives, Inc | 0.04% | No change | 954 | $135K |
| Horizons Wealth Management | 0.08% | Reduce -56.1% | 874 | $124K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $123K |
| Balentine LLC | 0.01% | No change | 871 | $123K |
| Larson Financial Group LLC | 0.00% | No change | 871 | $123K |
| MCF Advisors LLC | 0.01% | No change | 865 | $122K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $120K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -8.6% | 809 | $114K |
| DT Investment Partners, LLC | 0.01% | No change | 782 | $111K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 746 | $105K |
| Winthrop Capital Management, LLC | 0.03% | No change | 719 | $102K |
| New Republic Capital, LLC | 0.03% | No change | 719 | $102K |
| Financial Consulate, Inc. | 0.01% | New | 704 | $100K |
| Clearstead Trust, LLC | 0.02% | No change | 659 | $93K |
| Key Financial Inc | 0.02% | No change | 632 | $89K |
| Centerpoint Advisors, LLC | 0.03% | Add +28.3% | 621 | $88K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -96.1% | 620 | $88K |
| Bravera Wealth | 0.04% | No change | 591 | $84K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $83K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 568 | $80K |
| Blueline Advisors LLC | 0.06% | Reduce -0.4% | 560 | $79K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 550 | $78K |
| Forum Finance Group S.A. | 0.04% | — | 660 | $76K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 527 | $75K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $72K |
| Flagship Wealth Advisors, LLC | 0.03% | Add +29.2% | 531 | $72K |
| Creative Financial Designs Inc. | 0.00% | Add +1.8% | 501 | $71K |
| Arlington Trust Co LLC | 0.01% | No change | 480 | $68K |
| GW&K Investment Management, LLC | 0.00% | New | 469 | $66K |
| Investors Portfolio Services LLC | 0.06% | Add +0.2% | 461 | $65K |
| Glenmede Trust Co. NA | 0.00% | No change | 422 | $60K |
| Addison Advisors LLC | 0.01% | No change | 414 | $59K |
| Archer Investment Corp | 0.01% | No change | 413 | $58K |
| Strategic Advisory Partners, LLC | 0.05% | New | 412 | $58K |
| National Bank of Canada | 0.00% | No change | 411 | $58K |
| EFG International AG | 0.00% | New | 394 | $56K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $52K |
| JNBA Financial Advisors | 0.00% | Reduce -61.1% | 354 | $50K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +4.2% | 323 | $46K |
| Wellington Grp LLC | 0.01% | Add +74.7% | 304 | $43K |
| Evolution Wealth Management Inc. | 0.03% | Add +1.8% | 287 | $41K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 282 | $40K |
| United Financial Planning Group LLC | 0.02% | Add +0.4% | 271 | $38K |
| Fortitude Family Office, LLC | 0.01% | No change | 247 | $35K |
| Caitlin John, LLC | 0.02% | No change | 247 | $35K |
| Kilter Group LLC | 0.01% | Reduce -11.7% | 233 | $33K |
| Triumph Capital Management | 0.01% | No change | 232 | $33K |
| Bokf, NA | 0.00% | No change | 229 | $32K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $30K |
| Rice Partnership, LLC | 0.00% | No change | 204 | $29K |
| Ameriflex Group, Inc. | 0.01% | Reduce -29.4% | 192 | $27K |
| Trust Co | 0.00% | No change | 189 | $27K |
| Proffitt & Goodson Inc. | 0.00% | No change | 183 | $26K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 176 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 161 | $23K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 151 | $22K |
| Lanark Financial, Inc. | 0.00% | Reduce -74.0% | 141 | $20K |
| Bernard Wealth Management Corp. | 0.01% | No change | 140 | $20K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -52.0% | 140 | $20K |
| Benson Wealth Management INC | 0.03% | No change | 134 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -2.9% | 133 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 132 | $19K |
| Community Bank, N.A. | 0.00% | No change | 125 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 123 | $17K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 121 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 112 | $16K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.9% | 109 | $15K |
| Kennebec Savings Bank | 0.01% | New | 102 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 101 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 99 | $14K |
| Ascentis Independent Advisors | 0.00% | New | 90 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -80.3% | 76 | $11K |
| Synergy Investment Management, LLC | 0.00% | New | 70 | $10K |
| United Community Bank | 0.00% | No change | 66 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 65 | $9K |
| Wiser Advisor Group LLC | 0.01% | No change | 64 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 62 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $8K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 61 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $7K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 48 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 45 | $6K |
| Capitol Family Office, Inc. | 0.01% | No change | 41 | $6K |
| Hantz Financial Services, Inc. | 0.00% | No change | 43 | $6K |
| Ashton Thomas Securities, LLC | 0.00% | New | 35 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 31 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -77.5% | 29 | $4K |
| Key Capital Management, INC | 0.00% | Reduce -92.3% | 24 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 23 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 22 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $3K |
| Davis Capital Management | 0.00% | Reduce -25.0% | 18 | $3K |
| Glassman Wealth Services | 0.00% | No change | 17 | $2K |
| Robbins Farley | 0.00% | No change | 16 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 14 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 11 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 10 | $1K |
| Financial Life Planners | 0.00% | New | 7 | $1K |
| Covestor Ltd | 0.00% | No change | 6 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 5 | $720 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $707 |
| Atwood & Palmer Inc. | 0.00% | New | 1 | $142 |
| Maseco LLP | 0.00% | No change | 1 | $141 |
"% 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.