iShares ESG Aware MSCI USAESGUETF
13F holders, Q2 2026 (June 30)867holders +51
80new positions
30sold out
5famous investors
$163.22avg. 13F price*
At the end of Q2 2026, 867 institutions reported holding iShares ESG Aware MSCI USA (ESGU) in their 13F filings, up 51 from Q1 2026. 80 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($2.2B), JPMorgan Chase & Co. ($1.9B) and Northern Trust Corp. ($914.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares ESG Aware MSCI USA
- CUSIP
- 46435G425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $50.7M |
| Exits | 30 | $10.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,486,696 shares bought and 1,417,435 shares sold, net +3,069,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 867 holders
| Bank of America Corp. | 0.14% | Reduce -1.0% | 13,667,632 | $2.2B |
| JPMorgan Chase & Co. | 0.11% | Add +17.5% | 11,759,389 | $1.9B |
| Northern Trust Corp. | 0.11% | Add +8.8% | 5,586,428 | $914.3M |
| TIAA Wealth Investment Management LLC | 5.10% | Reduce -4.1% | 4,697,103 | $763.5M |
| Betterment LLC | 1.12% | Add +0.4% | 4,058,596 | $664.3M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -3.3% | 3,914,328 | $640.7M |
| Wealthfront Advisers LLC | 0.86% | Add +3.9% | 2,748,033 | $449.8M |
| Morgan Stanley | 0.02% | Add +50.2% | 2,678,106 | $438.3M |
| Acorns Advisers, LLC | 2.82% | Reduce -0.2% | 2,646,512 | $433.2M |
| BlackRock, Inc. | 0.01% | Reduce -0.6% | 2,343,264 | $383.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.6% | 2,064,131 | $337.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.75% | Add +2.2% | 1,336,785 | $218.8M |
| LPL Financial LLC | 0.05% | Add +9.2% | 1,291,785 | $211.4M |
| Wells Fargo & Company | 0.04% | Reduce -1.1% | 1,279,895 | $209.5M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -0.3% | 1,070,042 | $175.1M |
| Fiduciary Trust Co | 1.26% | Add +1.6% | 708,529 | $116.0M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 16.43% | — | 519,600 | $85.0M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 514,461 | $84.2M |
| Empower Advisory Group, LLC | 0.20% | Add +1.3% | 510,183 | $83.5M |
| Composition Wealth, LLC | 0.73% | Add +10.4% | 380,376 | $62.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -1.8% | 362,915 | $59.4M |
| Ally Invest Advisors Inc. | 3.46% | Add +0.7% | 350,467 | $57.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.6% | 340,370 | $55.7M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -0.7% | 328,566 | $53.8M |
| Creative Planning | 0.03% | Add +1.3% | 317,597 | $52.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +16.5% | 314,851 | $51.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -3.9% | 312,666 | $51.2M |
| UBS Group AG | 0.01% | Add +1.6% | 304,149 | $49.8M |
| Alliancebernstein L.P. | 0.02% | Add +40.5% | 342,065 | $48.4M |
| FMR LLC | 0.00% | Add +1.9% | 281,229 | $46.0M |
| Cetera Investment Advisers | 0.04% | Add +0.2% | 276,693 | $45.3M |
| Citigroup Inc. | 0.02% | Reduce -9.4% | 273,754 | $44.8M |
| Brookstone Capital Management | 0.44% | Add +10.9% | 267,702 | $43.8M |
| IMPACTfolio, LLC | 16.02% | Reduce -0.6% | 259,848 | $42.5M |
| Alesco Advisors, LLC, An ESL Co | 0.90% | Reduce -0.2% | 241,166 | $39.5M |
| Mission Wealth Management, LP | 0.47% | Add +4.4% | 232,232 | $38.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +6.7% | 205,158 | $33.8M |
| Park Avenue Securities LLC | 0.21% | Reduce -2.0% | 201,434 | $33.0M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 199,418 | $32.6M |
| Osaic Holdings, Inc. | 0.04% | Add +37.0% | 196,199 | $32.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -19.1% | 194,181 | $31.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +3.9% | 184,713 | $30.2M |
| Bank of Montreal | 0.01% | Add +115.1% | 184,616 | $30.2M |
| MML Investors Services, LLC | 0.06% | Add +13.9% | 183,780 | $30.1M |
| Ashton Thomas Private Wealth, LLC | 0.62% | Reduce -1.7% | 182,890 | $29.9M |
| Joel Isaacson & Co., LLC | 0.85% | Add +1.1% | 178,905 | $29.3M |
| Rock Creek Group LLC | 2.65% | No change | 161,100 | $26.4M |
| Sand Hill Global Advisors, LLC | 0.76% | Reduce -1.5% | 154,912 | $25.4M |
| Keybank National Association | 0.08% | Reduce -7.1% | 153,263 | $25.1M |
| Affinity Capital Advisors, LLC | 2.99% | Reduce -1.9% | 146,606 | $24.2M |
| Clearstead Advisors, LLC | 0.23% | Reduce -56.4% | 147,226 | $24.1M |
| Erickson Financial Group, LLC | 12.05% | Add +0.7% | 137,404 | $22.5M |
| Flputnam Investment Management Co. | 0.26% | Add +3.0% | 132,064 | $21.6M |
| Integrated Wealth Concepts LLC | 0.14% | Add +7.1% | 129,466 | $21.2M |
| NewEdge Advisors, LLC | 0.06% | Add +21.7% | 127,139 | $20.8M |
| Cerity Partners LLC | 0.03% | Add +8.6% | 126,597 | $20.7M |
| AlTi Global, Inc. | 0.42% | Reduce -0.3% | 123,135 | $20.2M |
| Choreo, LLC | 0.21% | Reduce -3.7% | 116,519 | $19.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.8% | 104,841 | $17.2M |
| Harbour Investments, Inc. | 0.23% | Add +5.8% | 102,610 | $16.8M |
| One Wealth Advisors, LLC | 1.83% | Reduce -0.1% | 101,285 | $16.6M |
| Sharkey, Howes & Javer | 1.96% | Reduce -2.5% | 99,194 | $16.2M |
| Mariner, LLC | 0.02% | Reduce -17.9% | 96,975 | $15.9M |
| Facet Wealth, Inc. | 0.20% | Reduce -7.1% | 84,286 | $13.8M |
| Blue Edge Capital, LLC | 1.65% | Reduce -1.2% | 83,906 | $13.7M |
| Client 1ST Advisory Group, LLC | 3.63% | Reduce -2.7% | 82,557 | $13.5M |
| Sei Investments Co. | 0.01% | Reduce -3.7% | 80,721 | $13.2M |
| Staley Capital Advisers Inc. | 0.51% | No change | 80,000 | $13.1M |
| Van Hulzen Asset Management, LLC | 0.93% | Reduce -11.2% | 79,800 | $13.1M |
| Relyea Zuckerberg Hanson LLC | 1.07% | Add +0.3% | 78,634 | $12.9M |
| Apella Capital, LLC | 0.16% | Reduce -1.4% | 70,792 | $11.6M |
| Laurel Wealth Planning LLC | 5.12% | Add +0.5% | 70,642 | $11.6M |
| Plancorp, LLC | 0.28% | Reduce -3.9% | 69,531 | $11.4M |
| Wealth Architects, LLC | 0.90% | Reduce -0.1% | 69,767 | $11.4M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -2.0% | 69,207 | $11.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -12.8% | 69,012 | $11.3M |
| Fisher Asset Management | 0.00% | Add +4.5% | 67,897 | $11.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +0.1% | 67,340 | $11.0M |
| NorthRock Partners, LLC | 0.16% | Reduce -2.9% | 65,741 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +14.4% | 65,598 | $10.7M |
| Ferguson Wellman Capital Management, Inc. | 0.13% | Add +3.1% | 62,952 | $10.3M |
| Strategic Blueprint, LLC | 0.51% | Reduce -3.6% | 62,223 | $10.2M |
| &partners | 0.04% | Add +9.8% | 62,304 | $10.2M |
| Schroder Investment Management Group | 0.01% | No change | 61,615 | $10.0M |
| Klaas Financial Asset Advisors, LLC | 1.25% | Reduce -0.8% | 61,121 | $10.0M |
| Parallel Advisors, LLC | 0.15% | Add +3.2% | 60,483 | $9.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -6.6% | 60,173 | $9.9M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.5% | 59,809 | $9.8M |
| Clarity Asset Management, Inc. | 4.78% | Reduce -12.5% | 59,611 | $9.8M |
| Decker Retirement Planning Inc. | 3.27% | Add +15.4% | 58,583 | $9.6M |
| Prudent Man Advisors, LLC | 2.19% | Reduce -10.0% | 58,312 | $9.5M |
| Keebeck Wealth Management | 0.93% | Reduce -20.5% | 58,228 | $9.5M |
| Focus Partners Wealth | 0.01% | Reduce -4.2% | 57,996 | $9.5M |
| Modera Wealth Management, LLC | 0.10% | Add +1.9% | 57,618 | $9.4M |
| Corient Private Wealth LP | 0.01% | Reduce -60.3% | 57,214 | $9.4M |
| Axxcess Wealth Management, LLC | 0.15% | New | 57,114 | $9.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.1% | 56,830 | $9.3M |
| Cypress Wealth Services, LLC | 1.13% | Reduce -0.6% | 56,035 | $9.2M |
| One Capital Management, LLC | 0.26% | No change | 64,783 | $9.2M |
| UMB Bank, n.a. | 0.11% | Reduce -1.2% | 54,672 | $8.9M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -3.7% | 54,113 | $8.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 53,396 | $8.7M |
| Assetmark, Inc. | 0.01% | Reduce -3.0% | 52,234 | $8.5M |
| Merit Financial Group, LLC | 0.05% | Add +4.4% | 51,721 | $8.5M |
| Atlas Legacy Advisors, LLC | 1.22% | Add +5.1% | 50,505 | $8.3M |
| Truist Financial Corp. | 0.01% | Add +1.8% | 49,229 | $8.1M |
| Advisory Services Network, LLC | 0.09% | Reduce -8.9% | 48,735 | $8.0M |
| CFS Investment Advisory Services, LLC | 0.53% | Add +0.2% | 48,723 | $8.0M |
| Birchwood Financial Partners, Inc. | 6.46% | Add +1.4% | 48,250 | $7.9M |
| Retirement Income Solutions, Inc. | 1.33% | No change | 54,534 | $7.7M |
| Yukon Wealth Management, Inc. | 2.15% | Add +8.9% | 45,850 | $7.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -40.1% | 44,872 | $7.3M |
| Aptus Capital Advisors, LLC | 0.05% | Add +11.9% | 44,554 | $7.3M |
| Members Capital Advisors Inc. | 6.24% | — | 44,358 | $7.3M |
| Banco Santander, S.A. | 0.04% | Add +21.5% | 43,263 | $7.1M |
| Midwest Financial Partners Investments, Inc. | 2.88% | Reduce -0.3% | 42,400 | $6.9M |
| Acadian Asset Management LLC | 0.01% | Add +19.5% | 42,126 | $6.9M |
| EP Wealth Advisors, LLC | 0.03% | Add +103.0% | 41,534 | $6.8M |
| McKinley Carter Wealth Services, Inc. | 0.34% | Add +2.1% | 40,778 | $6.7M |
| Summit Wealth Group, LLC | 1.31% | Reduce -2.5% | 39,245 | $6.4M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -0.4% | 38,895 | $6.4M |
| Mutual Advisors, LLC | 0.12% | Reduce -1.6% | 38,855 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.9% | 38,657 | $6.3M |
| Spinnaker Trust | 0.31% | Reduce -3.6% | 38,657 | $6.3M |
| Avise Financial Cooperative, Inc. | 4.48% | Reduce -0.6% | 38,367 | $6.3M |
| Halbert Hargrove Global Advisors, LLC | 0.27% | Reduce -4.6% | 38,183 | $6.2M |
| Physician Wealth Advisors, Inc. | 0.74% | Add +6.1% | 37,743 | $6.2M |
| Mascoma Wealth Management LLC | 1.14% | Add +6.6% | 37,403 | $6.1M |
| Balanced Rock Investment Advisors LLC | 3.67% | Reduce -0.1% | 35,948 | $5.9M |
| GeoWealth Management, LLC | 0.18% | Add +19.6% | 34,457 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.9% | 33,489 | $5.5M |
| Horst & Graben Wealth Management LLC | 0.71% | Add +0.0% | 33,221 | $5.4M |
| Archer Investment Management, LLC | 1.86% | Add +2.1% | 33,187 | $5.4M |
| Brown Advisory Inc. | 0.01% | Add +15.3% | 32,836 | $5.4M |
| Planning Alternatives Ltd. | 0.57% | Add +0.1% | 32,609 | $5.3M |
| Savant Capital, LLC | 0.02% | Add +36.6% | 32,371 | $5.3M |
| Vise Technologies, Inc. | 0.06% | Add +231.3% | 32,222 | $5.3M |
| Maia Wealth LLC | 0.77% | Reduce -4.9% | 31,902 | $5.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -53.5% | 31,500 | $5.2M |
| National Philanthropic Trust | 0.07% | Add +0.2% | 31,224 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.6% | 31,083 | $5.1M |
| Goodwin Investment Advisory | 10.10% | Reduce 0.0% | 30,636 | $5.0M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -0.0% | 30,631 | $5.0M |
| Keystone Wealth Services, LLC | 0.92% | Reduce -0.7% | 30,347 | $5.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.4% | 30,281 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.1% | 29,580 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -9.0% | 28,761 | $4.7M |
| RFG Advisory, LLC | 0.07% | Add +0.2% | 28,118 | $4.6M |
| Colter Lewis Investment Partners LLC | 2.02% | New | 27,794 | $4.5M |
| True Blue Financial, LLC | 1.87% | Add +2.0% | 27,079 | $4.4M |
| HRT Financial LP | 0.01% | Reduce -2.1% | 26,866 | $4.4M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -3.1% | 26,579 | $4.4M |
| Compound Planning, Inc. | 0.11% | Add +29.6% | 26,401 | $4.3M |
| Sofi Wealth, LLC | 0.17% | Add +13.2% | 26,173 | $4.3M |
| WealthPlan Investment Management, LLC | 0.21% | Reduce -0.1% | 25,744 | $4.2M |
| Balance Wealth Partners LLC | 1.12% | Reduce -1.8% | 25,646 | $4.2M |
| Pioneer Wealth Management Group | 1.00% | Add +24.1% | 25,232 | $4.1M |
| Elevation Wealth Partners, LLC | 1.23% | Add +1.6% | 25,008 | $4.1M |
| Weil Company, Inc. | 0.72% | Reduce -8.4% | 24,989 | $4.1M |
| Jordan Park Group LLC | 0.21% | No change | 24,728 | $4.0M |
| Moment Partners, LLC | 0.73% | Reduce -0.9% | 24,625 | $4.0M |
| Davis Wealth Advisors, LLC | 3.12% | Add +9.9% | 24,610 | $4.0M |
| Foster Group, Inc. | 0.11% | Reduce -0.3% | 24,599 | $4.0M |
| HB Wealth Management, LLC | 0.02% | Add +4.0% | 24,534 | $4.0M |
| Partners Capital Investment Group, LLP | 0.14% | Add +0.2% | 24,119 | $3.9M |
| WT Wealth Management | 1.09% | Add +2.0% | 23,990 | $3.9M |
| FLC Capital Advisors | 0.62% | Reduce -3.0% | 23,256 | $3.8M |
| Regions Financial Corp. | 0.02% | Add +6.0% | 23,226 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -9.4% | 23,091 | $3.8M |
| MA Private Wealth | 0.56% | Reduce -0.1% | 23,078 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 23,068 | $3.8M |
| Wedbush Securities Inc. | 0.10% | Reduce -0.6% | 22,938 | $3.8M |
| Ieq Capital, LLC | 0.02% | Add +0.1% | 22,760 | $3.7M |
| Blue Trust, Inc. | 0.04% | Add +5.1% | 22,712 | $3.7M |
| Citadel Advisors | 0.00% | New | 22,696 | $3.7M |
| Gilbert Capital Group, Inc. | 2.56% | Reduce -1.0% | 22,299 | $3.6M |
| Integris Wealth Management, LLC | 0.73% | Reduce -1.9% | 21,972 | $3.6M |
| Garde Capital, Inc. | 0.16% | Reduce -1.1% | 21,854 | $3.6M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -2.3% | 21,765 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.2% | 21,380 | $3.5M |
| Lifelong Wealth Advisors, Inc. | 0.82% | Add +0.9% | 21,241 | $3.5M |
| PFG Investments, LLC | 0.13% | Add +0.2% | 21,235 | $3.5M |
| Brooklyn FI, LLC | 0.63% | Add +11.8% | 20,887 | $3.4M |
| HF Advisory Group, LLC | 1.04% | Add +2.1% | 20,485 | $3.4M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -3.0% | 20,431 | $3.3M |
| KPP Advisory Services LLC | 0.42% | Reduce -6.1% | 20,065 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -1.3% | 19,623 | $3.2M |
| Integrity Advisory Solutions, LLC | 0.33% | Reduce -0.3% | 19,509 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +6.4% | 19,437 | $3.2M |
| Diversify Advisory Services, LLC | 0.05% | New | 19,626 | $3.2M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -7.5% | 19,626 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +0.2% | 19,285 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +12.4% | 19,206 | $3.1M |
| AE Wealth Management LLC | 0.01% | Add +4.3% | 18,769 | $3.1M |
| Arax Advisory Partners | 0.02% | Add +607.1% | 18,695 | $3.1M |
| Focus Financial Network, Inc. | 0.09% | Add +1.8% | 18,529 | $3.0M |
| Cascade Financial Partners, LLC | 0.26% | No change | 18,500 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +0.1% | 18,487 | $3.0M |
| Ridgeline Wealth, LLC | 1.74% | Reduce -0.8% | 18,213 | $3.0M |
| Renaissance Technologies | 0.00% | New | 18,200 | $3.0M |
| Mgo One Seven LLC | 0.05% | Add +2.1% | 18,171 | $3.0M |
| Fingerlakes Wealth Management, Inc. | 1.59% | Add +4.3% | 18,034 | $3.0M |
| First Horizon Corp. | 0.11% | Reduce -2.5% | 18,032 | $3.0M |
| CGN Advisors LLC | 0.22% | Add +0.3% | 18,017 | $2.9M |
| MAI Capital Management | 0.01% | Add +4.9% | 17,884 | $2.9M |
| Higgins & Schmidt Wealth Strategies LLC | 1.19% | Add +0.2% | 17,600 | $2.9M |
| White Lighthouse Investment Management Inc. | 0.35% | Add +1.1% | 17,387 | $2.8M |
| Vision Capital Management, Inc. | 0.32% | Add +20.4% | 17,349 | $2.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.43% | Reduce -1.1% | 17,323 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Add +15.1% | 17,219 | $2.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.78% | Add +4.6% | 17,089 | $2.8M |
| Diversified Trust Co. | 0.04% | Reduce -1.9% | 16,966 | $2.8M |
| Perennial Investment Advisors, LLC | 0.18% | Add +5.5% | 16,866 | $2.8M |
| Coldstream Capital Management Inc. | 0.03% | No change | 16,819 | $2.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.5% | 16,792 | $2.7M |
| Icon Wealth Advisors, LLC | 0.16% | Add +0.2% | 16,638 | $2.7M |
| ONE Advisory Partners, LLC | 0.73% | No change | 16,475 | $2.7M |
| Regal Investment Advisors LLC | 0.13% | Reduce -1.1% | 15,604 | $2.6M |
| Madrid Wealth Management, LLC | 1.67% | Add +0.7% | 15,506 | $2.5M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -4.8% | 15,409 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.2% | 15,133 | $2.5M |
| Midwest Trust Co | 0.03% | Add +292.6% | 15,030 | $2.5M |
| Macroview Investment Management LLC | 1.52% | Add +0.0% | 14,938 | $2.4M |
| SYM FINANCIAL Corp | 0.20% | Add +1.2% | 14,901 | $2.4M |
| Beacon Financial Group | 0.22% | Reduce -0.1% | 14,809 | $2.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.5% | 14,737 | $2.4M |
| 1ST Source Bank | 0.11% | Add +0.6% | 14,560 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.6% | 14,464 | $2.4M |
| Mayflower Financial Advisors, LLC | 0.20% | Reduce -5.5% | 13,967 | $2.3M |
| Nepc LLC | 0.04% | No change | 13,905 | $2.3M |
| Tiaa Trust, National Association | 0.13% | Reduce -6.5% | 13,825 | $2.3M |
| Bluespring Wealth Management, LLC | 0.04% | Add +35.3% | 13,795 | $2.3M |
| Boulder Wealth Advisors, LLC | 0.82% | No change | 13,661 | $2.2M |
| BlueStem Wealth Partners, LLC | 0.22% | Add +3.5% | 13,602 | $2.2M |
| Acropolis Investment Management, LLC | 0.09% | Reduce -0.4% | 13,510 | $2.2M |
| AQR Capital Management | 0.00% | Add +28.9% | 13,499 | $2.2M |
| Noble Wealth Partners LLC | 1.92% | — | 13,474 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +34.6% | 13,524 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +0.1% | 13,232 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -25.3% | 13,181 | $2.2M |
| Grey Ledge Advisors, LLC | 0.43% | Add +1.2% | 13,036 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 13,017 | $2.1M |
| RHS Financial, LLC | 0.86% | Reduce -3.1% | 12,998 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.4% | 12,932 | $2.1M |
| Advisory Solutions Group, LLC | 0.72% | — | 12,925 | $2.1M |
| Morling Financial Advisors, LLC | 0.58% | Reduce -0.5% | 12,727 | $2.1M |
| Mendel Capital Management LLC | 0.93% | Add +0.0% | 12,652 | $2.1M |
| Ramiah Investment Group | 1.58% | Add +9.4% | 12,607 | $2.1M |
| Cranbrook Wealth Management, LLC | 0.39% | Reduce -1.0% | 12,598 | $2.1M |
| Wit, LLC | 0.03% | No change | 12,474 | $2.0M |
| Strategic Point Investment Advisors, LLC | 0.26% | Add +0.8% | 12,390 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -2.8% | 12,372 | $2.0M |
| Blair William & Co. | 0.01% | Add +3.2% | 12,143 | $2.0M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +1.0% | 12,070 | $2.0M |
| Oak Barrel Wealth Advisory LLC | 0.87% | — | 12,048 | $2.0M |
| Zenith Solutions, Inc. | 1.76% | — | 11,867 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | — | 11,675 | $1.9M |
| Indivisible Partners | 0.11% | New | 11,588 | $1.9M |
| Ipsen Advisor Group LLC | 1.22% | Add +0.2% | 11,556 | $1.9M |
| Sage Mountain Advisors LLC | 0.12% | No change | 11,476 | $1.9M |
| TD Private Client Wealth LLC | 0.03% | Add +74.7% | 11,466 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Add +2.1% | 11,566 | $1.9M |
| GenTrust, LLC | 0.07% | Add +0.1% | 11,332 | $1.9M |
| Simplicity Wealth,LLC | 0.06% | Reduce -11.2% | 10,833 | $1.8M |
| Bogart Wealth, LLC | 0.06% | Add +0.2% | 10,798 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.0% | 10,765 | $1.8M |
| Sowell Financial Services LLC | 0.06% | Reduce -1.9% | 10,724 | $1.8M |
| Caliber Wealth Management, LLC / KS | 0.17% | Reduce -0.5% | 10,657 | $1.7M |
| Scott Capital Advisors, LLC | 0.27% | Add +1.1% | 10,607 | $1.7M |
| RTD Financial Advisors, Inc. | 0.19% | Add +0.5% | 10,600 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | No change | 10,649 | $1.7M |
| World Investment Advisors | 0.03% | Reduce -1.3% | 12,115 | $1.7M |
| OLIO Financial Planning | 0.42% | Add +1.0% | 10,384 | $1.7M |
| RCS Financial Planning, LLC | 0.80% | Reduce -3.6% | 10,260 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.8% | 10,240 | $1.7M |
| WNY Asset Management, LLC | 0.15% | Add +2.6% | 10,134 | $1.7M |
| GC Wealth Management RIA, LLC | 0.10% | Reduce -5.3% | 10,098 | $1.7M |
| Transcend Capital Advisors, LLC | 0.11% | Add +0.1% | 10,075 | $1.6M |
| Pittenger & Anderson Inc. | 0.06% | Add +6.2% | 10,006 | $1.6M |
| Hoxton Planning & Management, LLC | 0.43% | Add +9.2% | 9,971 | $1.6M |
| Gould Asset Management LLC | 0.25% | Reduce -4.6% | 9,863 | $1.6M |
| Kickstand Ventures, Llc. | 0.29% | No change | 9,843 | $1.6M |
| Bessemer Group Inc. | 0.00% | Reduce -0.5% | 9,834 | $1.6M |
| Shared Vision Wealth Group LLC | 0.55% | Add +0.1% | 9,789 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +243.2% | 9,782 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +0.1% | 9,649 | $1.6M |
| Montecito Bank & Trust | 0.23% | Reduce -4.3% | 9,545 | $1.6M |
| Symmetry Partners, LLC | 0.08% | Add +4.0% | 9,477 | $1.6M |
| CWC Advisors, LLC. | 0.68% | Reduce -0.3% | 9,418 | $1.5M |
| Founders Financial Securities LLC | 0.08% | Reduce -0.5% | 9,395 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.3% | 9,322 | $1.5M |
| West Wealth Group, LLC | 0.25% | Reduce -1.7% | 9,303 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +0.7% | 9,275 | $1.5M |
| Orin Green Financial, LLC | 0.56% | Add +3.4% | 9,260 | $1.5M |
| Compass Ion Advisors, LLC | 0.13% | No change | 9,250 | $1.5M |
| Wealthgarden F.S. LLC | 0.86% | Reduce -3.5% | 9,222 | $1.5M |
| BLB&B Advisors, LLC | 0.06% | Reduce -0.1% | 9,216 | $1.5M |
| Mountain Capital Investment Advisors Inc. | 0.21% | New | 42,927 | $1.5M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -11.3% | 9,141 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -12.1% | 9,133 | $1.5M |
| CENTRAL TRUST Co | 0.03% | Add +6.1% | 9,093 | $1.5M |
| Ethic Inc. | 0.02% | Add +92.5% | 9,068 | $1.5M |
| Tempus Wealth Planning, LLC | 0.29% | Reduce -0.9% | 9,022 | $1.5M |
| Ryan Investment Management, Inc. | 0.66% | Add +93.1% | 8,960 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +33.4% | 8,795 | $1.4M |
| KilterHowling LLC | 0.64% | Reduce -0.6% | 8,753 | $1.4M |
| Advisors Capital Management, LLC | 0.02% | No change | 8,734 | $1.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.14% | Reduce -3.9% | 8,619 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Reduce -10.2% | 8,581 | $1.4M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -1.4% | 8,531 | $1.4M |
| McClarren Financial Advisors, Inc. | 0.72% | Add +20.8% | 8,481 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +2.8% | 8,464 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +205.9% | 8,425 | $1.4M |
| Stephens Inc. | 0.02% | No change | 8,400 | $1.4M |
| One Wealth Capital Management, LLC | 0.39% | Add +19.1% | 8,356 | $1.4M |
| Wealth Alliance, LLC | 0.11% | Reduce -6.3% | 8,336 | $1.4M |
| Keystone Financial Services | 0.35% | Add +5.8% | 8,281 | $1.4M |
| Milestone Asset Management Group, LLC | 0.67% | Reduce -0.4% | 8,132 | $1.3M |
| Headlands Technologies LLC | 0.14% | Reduce -22.6% | 8,132 | $1.3M |
| W Advisors, LLC | 0.59% | Reduce -1.1% | 7,957 | $1.3M |
| WBH Advisory Inc. | 0.09% | Add +0.5% | 7,943 | $1.3M |
| Axis Wealth Partners, LLC | 0.62% | Add +0.1% | 7,919 | $1.3M |
| JB Capital LLC | 0.04% | Add +0.6% | 7,914 | $1.3M |
| Aprio Wealth Management, LLC | 0.06% | Add +0.2% | 7,842 | $1.3M |
| Marino, Stram & Associates LLC | 0.20% | Add +0.1% | 7,792 | $1.3M |
| Nottingham Advisors, Inc. | 0.15% | Reduce -3.9% | 7,811 | $1.3M |
| Xena Financial Planning, LLC | 1.21% | Reduce -9.4% | 7,720 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Reduce -48.6% | 7,709 | $1.3M |
| Strategy Asset Managers LLC | 0.19% | Add +2.2% | 7,705 | $1.3M |
| Sovran Advisors, LLC | 0.09% | Reduce -0.0% | 7,652 | $1.2M |
| Crown Wealth Group, LLC | 0.31% | No change | 7,556 | $1.2M |
| AlphaCore Capital LLC | 0.02% | Add +1.4% | 7,522 | $1.2M |
| Bell Investment Advisors, Inc | 0.18% | Add +7.3% | 7,516 | $1.2M |
| Hughes Financial Services, LLC | 0.16% | Add +0.8% | 7,397 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.38% | Reduce -0.3% | 7,281 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Reduce -35.7% | 7,279 | $1.2M |
| Morton Brown Family Wealth, LLC | 0.27% | Reduce -0.5% | 7,250 | $1.2M |
| Keener Financial Planning LLC | 0.42% | Add +3.8% | 7,236 | $1.2M |
| Sentinel Trust Co. Lba | 0.10% | Reduce -3.6% | 7,234 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 7,140 | $1.2M |
| Presilium Private Wealth, LLC | 0.18% | Add +1.2% | 7,083 | $1.2M |
| TSA Wealth Managment LLC | 0.33% | No change | 7,052 | $1.2M |
| Kelsey Financial, LLC | 0.87% | Reduce -2.0% | 7,044 | $1.2M |
| D.A. Davidson & Co. | 0.01% | No change | 6,994 | $1.1M |
| Retirement Capital Strategies | 0.40% | Reduce -3.7% | 6,973 | $1.1M |
| Midwest Heritage Bank, FSB | 0.32% | No change | 6,960 | $1.1M |
| American Capital Advisory, LLC | 0.42% | No change | 6,958 | $1.1M |
| Valley National Advisers Inc. | 0.13% | Add +8.0% | 6,936 | $1.1M |
| Bangor Savings Bank | 0.08% | Add +10.5% | 6,931 | $1.1M |
| Dunhill Financial, LLC | 0.23% | Add +165.8% | 6,914 | $1.1M |
| ERn Financial, LLC | 0.19% | Add +1.1% | 6,910 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +7.0% | 6,760 | $1.1M |
| Chicago Capital, LLC | 0.03% | No change | 6,700 | $1.1M |
| MKT Advisors LLC | 0.34% | No change | 6,638 | $1.1M |
| Vanguard Advisers Inc. | 0.00% | Add +6.2% | 6,651 | $1.1M |
| Fiduciary Counselling Inc. | 2.68% | New | 6,645 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | Reduce -6.9% | 6,639 | $1.1M |
| Financial Partners Group, Inc | 0.11% | Reduce -0.1% | 6,576 | $1.1M |
| M&T Bank Corp | 0.00% | Add +5.2% | 6,548 | $1.1M |
| Live Oak Investment Partners | 0.57% | Add +2.3% | 6,455 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +0.3% | 6,426 | $1.1M |
| Ascent Group, LLC | 0.03% | Add +7.3% | 6,425 | $1.1M |
| Ballentine Partners, LLC | 0.01% | New | 6,351 | $1.0M |
| Great Diamond Partners, LLC | 0.18% | Add +25.2% | 6,309 | $1.0M |
| CI Investments Inc. | 0.00% | Reduce -4.5% | 6,300 | $1.0M |
| Glenmede Trust Co. NA | 0.00% | Add +1388.2% | 6,280 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.37% | No change | 6,277 | $1.0M |
| XML Financial, LLC | 0.07% | Add +5.1% | 6,169 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -10.2% | 6,119 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +8.8% | 6,115 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +0.1% | 6,090 | $997K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -1.0% | 6,033 | $987K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -45.1% | 6,026 | $986K |
| Whittier Trust Co. | 0.01% | Add +162.4% | 5,944 | $981K |
| Silvia McColl Wealth Management, LLC | 0.58% | No change | 5,858 | $959K |
| XY Planning Network, Inc. | 0.12% | Add +4.0% | 5,834 | $955K |
| Cornerstone Financial Group, LLC | 0.59% | Add +0.2% | 5,826 | $954K |
| Ritholtz Wealth Management | 0.01% | New | 5,790 | $948K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.3% | 5,753 | $942K |
| Front Row Advisors LLC | 0.27% | Reduce -1.9% | 5,549 | $938K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -7.7% | 5,718 | $936K |
| Vident Advisory, LLC | 0.01% | No change | 5,710 | $935K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -0.8% | 5,708 | $934K |
| First Trust Advisors LP | 0.00% | No change | 5,630 | $921K |
| Quadrant Private Wealth Management, LLC | 0.20% | Reduce -0.6% | 5,596 | $916K |
| Independent Financial Group, LLC | 0.02% | Reduce -7.5% | 5,590 | $915K |
| Riverwater Partners LLC | 0.27% | Reduce -6.5% | 5,587 | $914K |
| IFG Advisory, LLC | 0.03% | New | 5,585 | $914K |
| Theory Financial LLC | 0.28% | Add +10.5% | 5,505 | $901K |
| Two West Capital Advisors LLC | 0.45% | Add +8.6% | 5,532 | $900K |
| LifePlan Investment Advisors, Inc. | 0.31% | Reduce -4.9% | 5,498 | $900K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -3.4% | 5,494 | $899K |
| Becker Capital Management Inc. | 0.02% | No change | 5,489 | $898K |
| Sutton Place Investors LLC | 0.43% | Reduce -0.3% | 5,477 | $896K |
| Farrell Financial LLC | 0.48% | Reduce -1.3% | 5,471 | $895K |
| IFP Advisors, Inc | 0.02% | Reduce -1.9% | 5,444 | $891K |
| GTS Securities LLC | 0.02% | New | 5,436 | $890K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.6% | 5,428 | $888K |
| Keel Point, LLC | 0.05% | Reduce -25.4% | 5,412 | $886K |
| Weinberger Asset Management, Inc | 0.28% | Add +2.1% | 5,402 | $884K |
| Lido Advisors, LLC | 0.00% | Add +1.6% | 5,314 | $870K |
| Shotwell Rutter Baer Inc | 0.48% | Reduce -1.5% | 5,308 | $869K |
| Jeter Robert S II | 0.83% | Reduce -0.9% | 5,239 | $868K |
| MBE Wealth Management, LLC | 0.30% | Add +1.0% | 5,242 | $858K |
| XTX Topco Ltd | 0.01% | Reduce -73.5% | 5,215 | $854K |
| NewEdge Wealth, LLC | 0.01% | Reduce -5.3% | 5,214 | $853K |
| Rossby Financial, LCC | 0.16% | Add +12.0% | 5,183 | $848K |
| Principal Securities, Inc. | 0.01% | Add +85.8% | 5,181 | $848K |
| Aspiriant, LLC | 0.02% | No change | 5,145 | $842K |
| Private Trust Co. NA | 0.07% | Reduce -7.7% | 5,139 | $841K |
| Detalus Advisors, LLC | 0.16% | Reduce -3.3% | 5,125 | $839K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +32.4% | 5,112 | $837K |
| Navigation Group, LLC | 0.16% | Reduce -0.2% | 5,079 | $831K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 5,048 | $826K |
| Atria Investments, Inc | 0.01% | Reduce -29.1% | 5,038 | $825K |
| Chatterton & Associates Inc. | 0.48% | Add +1.9% | 4,929 | $813K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -2.9% | 4,960 | $812K |
| OMNI 360 Wealth, Inc. | 0.37% | Reduce -4.5% | 4,948 | $810K |
| Main Street Financial Solutions, LLC | 0.05% | Add +2.8% | 4,905 | $803K |
| D. E. Shaw & Co. | 0.00% | New | 4,882 | $799K |
| Intrua Financial, LLC | 0.07% | Reduce -0.1% | 4,794 | $785K |
| Motive Wealth Advisors | 0.32% | No change | 4,789 | $784K |
| FC Advisory LLC | 0.21% | Add +2.5% | 4,786 | $783K |
| Howard Financial Services, LTD. | 0.08% | Add +0.2% | 4,785 | $783K |
| Belpointe Asset Management LLC | 0.03% | Reduce -26.6% | 4,765 | $780K |
| Two Sigma Securities, LLC | 0.07% | New | 4,755 | $778K |
| Meridian Financial Partners LLC | 0.26% | Add +5.8% | 4,669 | $774K |
| Trilogy Capital Inc. | 0.03% | Reduce -0.1% | 4,705 | $770K |
| Brewster Financial Planning LLC | 0.42% | Reduce -1.4% | 4,678 | $766K |
| Basecamp Wealth Advisors LLC | 0.14% | No change | 4,660 | $763K |
| Fiduciary Financial Group, LLC | 0.09% | Add +0.2% | 4,647 | $761K |
| Forefront Wealth Partners, LLC | 0.23% | Add +72.7% | 4,624 | $757K |
| Eq LLC | 0.18% | Reduce -1.1% | 4,599 | $753K |
| StoneX Group Inc. | 0.03% | New | 4,709 | $752K |
| APS Management Group, Inc. | 0.57% | Add +0.9% | 4,557 | $746K |
| Spire Wealth Management | 0.02% | Reduce -6.6% | 4,552 | $745K |
| Retirement Planning Group, LLC | 0.02% | New | 4,543 | $743K |
| VestGen Advisors, LLC | 0.02% | Add +3.9% | 4,491 | $735K |
| Signaturefd, LLC | 0.01% | Add +0.9% | 4,481 | $733K |
| Cornerstone Planning Group LLC | 0.09% | Add +4.7% | 4,457 | $730K |
| Capasso Planning Partners LLC | 0.36% | Add +0.2% | 4,435 | $726K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.2% | 4,424 | $724K |
| Independent Advisor Alliance | 0.02% | Reduce -76.5% | 4,405 | $721K |
| Greenspring Advisors, LLC | 0.04% | Reduce -0.7% | 4,404 | $721K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -1.4% | 4,318 | $707K |
| WealthCollab, LLC | 0.26% | No change | 4,311 | $706K |
| Asempa Wealth Advisors | 0.53% | Add +0.0% | 4,274 | $700K |
| Brighton Jones LLC | 0.01% | Add +18.3% | 4,251 | $696K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 4,243 | $694K |
| Factor Wealth Management LTD | 0.10% | No change | 4,235 | $693K |
| WealthShield Partners, LLC | 0.11% | Reduce -14.4% | 4,234 | $693K |
| Capital Analysts, LLC | 0.02% | Add +24.1% | 4,212 | $690K |
| Metis Global Partners, LLC | 0.02% | Reduce -32.3% | 4,204 | $688K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.0% | 4,233 | $688K |
| Bison Wealth, LLC | 0.06% | Add +0.1% | 4,168 | $688K |
| GTS Financial, LLC | 0.50% | Reduce -16.6% | 5,064 | $685K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -16.5% | 4,143 | $678K |
| Archford Capital Strategies, LLC | 0.07% | No change | 4,130 | $676K |
| Veridan Wealth LLC | 0.24% | Reduce -4.8% | 4,129 | $676K |
| Legacy Wealth Managment, LLC | 0.28% | Add +1.3% | 4,092 | $670K |
| Valmark Advisers, Inc. | 0.01% | Add +1.2% | 4,083 | $668K |
| Old Peak Finance LLC | 0.32% | No change | 4,040 | $661K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +18.0% | 4,027 | $659K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.1% | 4,005 | $655K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.6% | 4,004 | $655K |
| Osborne Partners Capital Management, LLC | 0.04% | Reduce -3.9% | 3,972 | $650K |
| Single Point Partners, LLC | 0.11% | Add +2.9% | 3,952 | $647K |
| Lantz Financial LLC | 0.12% | Add +2.3% | 3,950 | $646K |
| Diversified Enterprises, LLC | 0.03% | Add +11.2% | 3,944 | $646K |
| Commerce Bank | 0.00% | Reduce -1.9% | 3,941 | $645K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -34.9% | 3,930 | $643K |
| Odyssey Group, LLC | 0.17% | — | 3,916 | $641K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.0% | 3,860 | $632K |
| North Berkeley Wealth Management, LLC | 0.25% | No change | 3,845 | $629K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 3,840 | $628K |
| Ancora Advisors LLC | 0.01% | Reduce -1.0% | 3,824 | $626K |
| Tarbox Family Office, Inc. | 0.09% | Reduce -1.6% | 3,793 | $621K |
| Endeavor Private Wealth, Inc. | 0.15% | Add +82.5% | 3,775 | $618K |
| Venturi Wealth Management, LLC | 0.02% | Add +1.3% | 3,774 | $618K |
| Godfrey Financial Associates, Inc. | 0.47% | Add +1.2% | 3,747 | $613K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -4.8% | 3,746 | $613K |
| Destination Wealth Management | 0.01% | Add +6.2% | 3,745 | $613K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -14.1% | 3,703 | $606K |
| Peak Financial Management, Inc. | 0.14% | Add +1.4% | 3,702 | $606K |
| Financial Gravity Companies, Inc. | 0.10% | — | 3,686 | $603K |
| Libra Wealth LLC | 0.15% | Add +3.1% | 3,653 | $598K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 3,651 | $598K |
| Oregon Pacific Wealth Management, LLC | 0.56% | Reduce -1.3% | 3,634 | $595K |
| Eastern Bank | 0.01% | No change | 3,634 | $595K |
| Sovereign Financial Group, Inc. | 0.09% | Add +13.2% | 3,630 | $594K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -3.1% | 3,612 | $591K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -2.9% | 3,590 | $588K |
| Gen-Wealth Partners Inc | 0.16% | Add +8.7% | 3,578 | $586K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Add +0.2% | 3,569 | $584K |
| Alpha Capital Advisors Inc. | 0.50% | No change | 3,538 | $579K |
| PFG Advisors | 0.03% | Reduce -6.1% | 3,513 | $575K |
| Traveka Wealth, LLC | 0.19% | Add +15.9% | 3,504 | $574K |
| Proactive Wealth Strategies LLC | 0.09% | Add +0.2% | 3,497 | $572K |
| NWF Advisory Services Inc. | 0.05% | Add +5.9% | 3,494 | $572K |
| Napier Financial, LLC | 0.12% | No change | 3,460 | $566K |
| Prosperitas Financial LLC | 0.18% | Add +19.2% | 3,422 | $560K |
| Curtis Wealth Management LLC | 0.47% | Reduce -1.8% | 3,414 | $559K |
| Chris Bulman Inc | 0.20% | New | 3,393 | $555K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -3.9% | 3,386 | $554K |
| Caprock Group, LLC | 0.01% | Reduce -1.3% | 3,384 | $554K |
| Core Wealth Advisors, LLC | 0.41% | No change | 3,366 | $551K |
| Legacy Wealth Partners, LLC | 0.12% | No change | 3,357 | $549K |
| Mather Group, Llc. | 0.00% | Add +1.6% | 3,340 | $547K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 3,339 | $546K |
| JHP Wealth Management, LLC | 0.45% | Add +0.3% | 3,332 | $545K |
| Johnson Investment Counsel Inc. | 0.00% | Add +19.4% | 3,324 | $544K |
| Tanager Wealth Management LLP | 0.05% | No change | 3,319 | $543K |
| RKL Wealth Management LLC | 0.04% | Reduce -3.9% | 3,303 | $541K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.7% | 3,297 | $540K |
| CX Institutional | 0.02% | No change | 3,280 | $537K |
| Emergent Wealth Advisors, LLC | 0.28% | Reduce -9.6% | 3,275 | $536K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 3,257 | $533K |
| J. Mark Nickell & Co. | 0.42% | Reduce -5.3% | 3,246 | $531K |
| Tableaux LLC | 0.22% | No change | 3,235 | $529K |
| Range Advisory, LLC | 0.06% | Add +25.9% | 3,225 | $528K |
| Grey Fox Wealth Advisors, LLC | 0.08% | No change | 3,221 | $527K |
| Kestra Investment Management, LLC | 0.01% | New | 3,193 | $523K |
| PDS Planning, Inc | 0.03% | Add +2.4% | 3,185 | $521K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.21% | No change | 3,184 | $521K |
| Smithfield Trust Co | 0.02% | No change | 3,149 | $516K |
| Precision Wealth Strategies, LLC | 0.16% | Reduce -2.1% | 3,149 | $515K |
| ASL Financial, LLC | 0.36% | No change | 3,137 | $513K |
| Bailard, Inc. | 0.01% | No change | 3,127 | $512K |
| Summit Financial, LLC | 0.01% | No change | 3,106 | $508K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -41.1% | 3,063 | $501K |
| Vision Retirement, LLC | 0.12% | No change | 3,056 | $500K |
| Andrews Advisory Associates, LLC | 0.24% | Reduce -1.6% | 3,016 | $494K |
| Csenge Advisory Group | 0.02% | Reduce -2.9% | 3,012 | $493K |
| Evergreen Capital Management LLC | 0.01% | Add +0.3% | 3,005 | $492K |
| Absolute Capital Management, LLC | 0.12% | Add +81.1% | 2,981 | $488K |
| Verus Capital Partners, LLC | 0.03% | Add +0.1% | 2,980 | $488K |
| Farmers National Bank | 0.10% | Reduce -7.1% | 2,932 | $480K |
| Sherman Asset Management, Inc. | 0.37% | Reduce -1.9% | 2,893 | $473K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -54.0% | 2,884 | $472K |
| Finley Financial, LLC | 0.19% | No change | 2,860 | $468K |
| American Money Management, LLC | 0.07% | Reduce -0.9% | 2,852 | $467K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -7.4% | 2,820 | $462K |
| Barnes Wealth Management Group, Inc | 0.21% | No change | 2,819 | $461K |
| Financial Management Network Inc. | 0.07% | Add +0.2% | 2,829 | $461K |
| W.H. Cornerstone Investments Inc. | 0.26% | Add +0.8% | 2,814 | $461K |
| Bright Futures Wealth Management, LLC. | 0.30% | Add +4.8% | 2,811 | $460K |
| ABLE Financial Group, LLC | 0.08% | No change | 2,804 | $459K |
| NerdWallet Wealth Partners, LLC | 0.16% | Add +16.4% | 2,800 | $458K |
| Quent Capital, LLC | 0.03% | Reduce -21.5% | 2,797 | $458K |
| Valtinson Bruner Financial Planning LLC | 0.11% | No change | 2,795 | $457K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 2,784 | $456K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 2,783 | $455K |
| Fort Point Capital Partners LLC | 0.05% | No change | 2,780 | $455K |
| Barclays PLC | 0.00% | No change | 2,762 | $452K |
| Waldron Private Wealth LLC | 0.02% | No change | 2,755 | $451K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Add +1.7% | 2,721 | $445K |
| Magnus Financial Group LLC | 0.03% | Reduce -5.5% | 2,718 | $445K |
| Spectrum Planning & Advisory Services Inc. | 0.20% | Add +19.8% | 2,701 | $442K |
| Liberty Atlantic Advisors LLC | 0.32% | Reduce -7.7% | 2,685 | $439K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -12.9% | 2,650 | $434K |
| Moller Wealth Partners | 0.08% | Add +49.5% | 2,649 | $434K |
| Heritage Family Offices, LLP | 0.17% | Reduce -13.8% | 2,647 | $433K |
| Pacific Excel Wealth Advisors, Inc. | 0.17% | New | 2,647 | $433K |
| Trek Financial, LLC | 0.02% | Add +14.3% | 2,619 | $429K |
| Broussard Financial Group LLC | 0.34% | Reduce -2.4% | 2,604 | $426K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -17.8% | 2,603 | $426K |
| One Day In July LLC | 0.03% | No change | 2,600 | $426K |
| Milestone Investment Advisors LLC | 0.09% | Add +0.0% | 2,597 | $425K |
| Aureum Wealth Management, LLC | 0.26% | Add +8.8% | 2,556 | $418K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.1% | 2,549 | $417K |
| Seven Post Investment Office LP | 0.12% | No change | 2,532 | $414K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | Reduce -6.5% | 2,507 | $410K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 2,500 | $409K |
| Clean Yield Group | 0.10% | No change | 2,474 | $405K |
| Pallas Capital Advisors LLC | 0.01% | No change | 2,463 | $403K |
| Novare Capital Management LLC | 0.03% | No change | 2,455 | $402K |
| Elevation Wealth Management LLC | 0.30% | Reduce -0.1% | 2,448 | $401K |
| DWR Wealth Management, LLC | 0.30% | Add +3.1% | 2,463 | $400K |
| Wesbanco Bank Inc. | 0.01% | Reduce -3.0% | 2,430 | $398K |
| Argent Trust Co | 0.01% | No change | 2,429 | $398K |
| Oarsman Capital, Inc. | 0.04% | New | 2,426 | $397K |
| Aspen Wealth Strategies, LLC | 0.19% | No change | 2,397 | $392K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +2.1% | 2,391 | $391K |
| Pettinga Financial Advisors LLC | 0.06% | No change | 2,389 | $391K |
| Private Client Services, LLC | 0.10% | Add +0.0% | 2,378 | $389K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.8% | 2,376 | $389K |
| True North Advisors, LLC | 0.04% | New | 2,365 | $387K |
| Baker Tilly Wealth Management, LLC | 0.08% | No change | 2,354 | $385K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -59.6% | 2,346 | $384K |
| BCU Wealth Advisors, LLC | 0.13% | Reduce -28.9% | 2,326 | $381K |
| TritonPoint Partners, LLC | 0.03% | Add +44.4% | 2,314 | $379K |
| Whalerock Point Partners, LLC | 0.07% | No change | 2,306 | $377K |
| CGC Financial Services, LLC | 0.08% | Add +0.4% | 2,297 | $376K |
| Legacy Edge Advisors, LLC | 0.03% | Add +4.6% | 2,294 | $375K |
| Trademark Financial Management, LLC | 0.15% | No change | 2,290 | $375K |
| Bellwether Advisors, LLC | 0.06% | Add +1.8% | 2,288 | $374K |
| Northstar Financial Companies, Inc. | 0.25% | No change | 2,278 | $373K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,270 | $372K |
| Sentinel Advisory Group, LLC | 0.15% | New | 2,270 | $372K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.1% | 2,250 | $368K |
| Rede Wealth, LLC | 0.12% | No change | 2,247 | $368K |
| Merkkuri Wealth Advisors LLC | 0.23% | Reduce -0.6% | 2,246 | $368K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | New | 2,224 | $364K |
| Oxinas Partners, LLC | 0.14% | Reduce -13.7% | 2,219 | $363K |
| 5T Wealth, LLC | 0.13% | No change | 2,214 | $362K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | No change | 2,211 | $362K |
| NBT Bank, N.A. | 0.02% | Reduce -71.8% | 2,211 | $362K |
| Leverty Financial Group, LLC | 0.07% | Add +3.2% | 2,209 | $362K |
| Burling Wealth Partners, LLC | 0.05% | No change | 2,200 | $360K |
| Davis R M Inc. | 0.01% | Add +15.8% | 2,194 | $359K |
| Level Financial Advisors | 0.08% | No change | 2,191 | $359K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -28.6% | 2,141 | $350K |
| Moneco Advisors, LLC | 0.02% | Reduce -0.1% | 2,136 | $350K |
| Semitam Bonam LLC | 0.26% | Reduce -2.8% | 2,134 | $349K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -43.4% | 2,131 | $349K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 2,115 | $346K |
| Wedmont Private Capital | 0.01% | New | 2,086 | $346K |
| Vertex Planning Partners, LLC | 0.05% | No change | 2,107 | $345K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 2,102 | $344K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -0.1% | 2,083 | $341K |
| Martel Wealth Advisors LLC | 0.05% | New | 2,080 | $340K |
| Worth Financial Advisory Group, LLC | 0.14% | New | 2,079 | $340K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +74.0% | 2,058 | $337K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.9% | 2,057 | $337K |
| Nuveen, LLC | 0.00% | New | 2,053 | $336K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -26.1% | 2,033 | $333K |
| Wrapmanager Inc. | 0.10% | Reduce -0.9% | 2,024 | $331K |
| Citizens Financial Group Inc. | 0.00% | Reduce -25.7% | 2,014 | $330K |
| Forum Financial Management, LP | 0.00% | No change | 2,011 | $329K |
| Panoramic Investment Advisors, LLC | 0.16% | Add +4.7% | 2,006 | $328K |
| Seascape Capital Management | 0.08% | Add +8.1% | 1,998 | $327K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -6.6% | 1,977 | $324K |
| Buttonwood Financial Group, LLC | 0.18% | Reduce -2.5% | 1,975 | $323K |
| Note Advisors, LLC | 0.14% | No change | 1,974 | $323K |
| Callan Family Office, LLC | 0.01% | No change | 1,968 | $322K |
| Legacy Financial Group LLC | 0.04% | New | 1,968 | $322K |
| Natural Investments, LLC | 0.07% | New | 1,960 | $320K |
| Channel Wealth LLC | 0.07% | Reduce -2.1% | 1,955 | $320K |
| Klingman & Associates, LLC | 0.01% | Add +5.3% | 1,922 | $315K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -3.2% | 1,921 | $314K |
| Drucker Wealth 3.0, LLC | 0.05% | Reduce -16.7% | 1,920 | $314K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.6% | 1,907 | $312K |
| BKM Wealth Management, LLC | 0.11% | No change | 1,900 | $311K |
| Invesco Ltd. | 0.00% | Reduce -40.2% | 1,892 | $310K |
| Kintra Wealth, LLC | 0.02% | Reduce -24.6% | 1,812 | $309K |
| Etesian Wealth Advisors, Inc. | 0.09% | Add +17.4% | 1,883 | $308K |
| Pecaut & Co. | 0.09% | Reduce -1.1% | 1,879 | $308K |
| Polaris Investment Advisors, LLC | 0.20% | Reduce -25.3% | 1,866 | $305K |
| Gallacher Capital Management LLC | 0.17% | No change | 1,866 | $305K |
| Chesapeake Wealth Management | 0.09% | No change | 1,865 | $305K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,862 | $305K |
| Avantra Family Wealth, Inc. | 0.19% | Reduce -0.5% | 1,860 | $304K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -8.0% | 1,858 | $304K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 1,856 | $304K |
| Cadia Private Client LLC | 0.22% | No change | 1,850 | $303K |
| Sage Financial Group Inc. | 0.02% | Reduce -1.3% | 1,850 | $303K |
| Frankly Finances, LLC | 0.24% | New | 1,848 | $302K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 1,842 | $301K |
| Williams Financial, LLC | 0.16% | New | 1,834 | $300K |
| MontVue Capital Management, Inc. | 0.17% | No change | 1,819 | $298K |
| North Star Asset Management Inc. | 0.01% | Reduce -1.1% | 1,819 | $298K |
| Ameraudi Asset Management, Inc. | 0.13% | Reduce -70.2% | 1,793 | $293K |
| Fsa Wealth Partners, Inc. | 0.07% | New | 1,787 | $292K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,787 | $292K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 1,774 | $290K |
| Advisory Alpha, LLC | 0.01% | No change | 1,760 | $288K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -0.2% | 1,755 | $287K |
| Fermata Advisors, LLC | 0.06% | Reduce -5.9% | 1,752 | $287K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 1,740 | $285K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -2.4% | 1,733 | $284K |
| Pearl Planning LLC | 0.13% | No change | 1,732 | $283K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -7.7% | 1,732 | $283K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,712 | $280K |
| Haverford Trust Co | 0.00% | No change | 1,711 | $280K |
| Motco | 0.02% | No change | 1,708 | $280K |
| M3 Advisory Group, LLC | 0.14% | Reduce -0.2% | 1,694 | $277K |
| Francis Financial, Inc. | 0.05% | New | 1,691 | $277K |
| International Assets Investment Management, LLC | 0.02% | Reduce -2.8% | 1,675 | $274K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +7.9% | 1,672 | $274K |
| Kovack Advisors, Inc. | 0.01% | Add +0.4% | 1,649 | $270K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -20.6% | 1,643 | $269K |
| Root Financial Partners, LLC | 0.01% | Add +16.1% | 1,642 | $269K |
| Schwallier Wealth Management LLC | 0.17% | Reduce -4.9% | 1,641 | $269K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -0.6% | 1,631 | $267K |
| Hopwood Nicholas Hunter | 0.07% | Add +0.2% | 1,623 | $266K |
| Fiduciary Alliance LLC | 0.02% | Add +0.2% | 1,623 | $266K |
| TD Capital Management LLC | 0.02% | Add +0.1% | 1,615 | $264K |
| QRG Capital Management, Inc. | 0.00% | Add +3.7% | 1,613 | $264K |
| Fire Capital Management LLC | 0.11% | Add +3.2% | 1,600 | $262K |
| Sage Financial Management Group, Inc. | 0.07% | Add +11.2% | 1,595 | $261K |
| Scarborough Advisors, LLC | 0.03% | Reduce -52.0% | 1,596 | $259K |
| Investors Research Corp | 0.05% | Add +3.6% | 1,565 | $256K |
| Stratos Investment Management, LLC | 0.01% | Add +0.1% | 1,558 | $255K |
| Urban Wealth Management, LLC | 0.22% | Reduce -13.5% | 1,542 | $252K |
| Uptick Partners, LLC | 0.04% | Reduce -15.9% | 1,532 | $251K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -14.2% | 1,530 | $250K |
| Frederick Financial Consultants, LLC | 0.11% | No change | 1,522 | $249K |
| Commonwealth Financial Services, LLC | 0.03% | No change | 1,511 | $247K |
| Liberty Wealth Management LLC | 0.03% | No change | 1,737 | $246K |
| Curry Webb Wealth Management LLC | 0.10% | Add +0.1% | 1,500 | $245K |
| Sigma Planning Corp | 0.01% | No change | 1,496 | $245K |
| Nemes Rush Group LLC | 0.02% | Reduce -40.0% | 1,496 | $245K |
| Vantus Wealth LLC | 0.13% | — | 1,484 | $243K |
| Integrated Advisors Network LLC | 0.01% | Reduce -30.3% | 1,480 | $242K |
| Abundance Wealth Counselors | 0.02% | New | 1,470 | $241K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 1,458 | $239K |
| Security Financial Services, INC. | 0.03% | Reduce -6.6% | 1,453 | $238K |
| Essex LLC | 0.04% | Add +1.0% | 1,449 | $237K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 1,444 | $236K |
| Arcadia Wealth Management, Inc. | 0.11% | No change | 1,441 | $236K |
| Northland Securities, Inc. | 0.14% | Reduce -50.2% | 1,437 | $235K |
| Advisor OS, LLC | 0.02% | Add +0.1% | 1,421 | $233K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,420 | $232K |
| Capital Advantage, Inc. | 0.03% | No change | 1,415 | $232K |
| Cooper Financial Group | 0.02% | Reduce -1.3% | 1,410 | $231K |
| Brand Asset Management Group, Inc. | 0.05% | New | 1,408 | $230K |
| Asset One Wealth Management LLC | 0.02% | New | 1,387 | $230K |
| GGM Financial LLC | 0.09% | Add +0.1% | 1,401 | $229K |
| Greenfield Savings Bank | 0.09% | New | 1,400 | $229K |
| Madison Wealth Partners, Inc | 0.03% | New | 1,375 | $225K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 1,365 | $223K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Reduce -88.3% | 1,368 | $223K |
| Guilbault Capital LLC | 0.22% | New | 1,339 | $219K |
| Novus Advisors, LLC | 0.46% | New | 1,337 | $219K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.2% | 1,336 | $219K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,331 | $218K |
| Rothschild Wealth LLC | 0.02% | New | 1,322 | $216K |
| Cassilly Financial Group LLC | 0.16% | New | 1,319 | $216K |
| SC&H Financial Advisors, Inc. | 0.03% | New | 1,318 | $216K |
| Element Wealth, LLC | 0.08% | New | 1,315 | $215K |
| Integrity Alliance, Llc. | 0.01% | New | 1,306 | $214K |
| Neuberger Berman Group LLC | 0.00% | New | 1,305 | $214K |
| Foguth Wealth Management, LLC. | 0.02% | Reduce -6.5% | 1,310 | $213K |
| D'Orazio & Associates, Inc. | 0.02% | New | 1,298 | $212K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -0.5% | 1,289 | $211K |
| Bernardo Wealth Planning LLC | 0.04% | New | 1,287 | $211K |
| Wealthquest Corp | 0.01% | New | 1,277 | $209K |
| Plum Street Advisors, LLC | 0.07% | New | 1,275 | $209K |
| Rollins Financial Advisors, LLC | 0.03% | New | 1,268 | $208K |
| Arq Wealth Advisors, LLC | 0.03% | New | 1,264 | $207K |
| Coign Capital Advisors LLC | 0.09% | New | 1,249 | $204K |
| Websterrogers Financial Advisors, LLC | 0.05% | New | 1,248 | $204K |
| Bond & Devick Financial Network, Inc. | 0.05% | New | 1,241 | $203K |
| Bank of Hawaii | 0.01% | New | 1,241 | $203K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,225 | $202K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 1,230 | $201K |
| PAX Financial Group, LLC | 0.03% | New | 1,230 | $201K |
| Valtrion Capital Management, LLC | 0.15% | New | 1,226 | $201K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,215 | $199K |
| Harbor Asset Planning, Inc. | 0.14% | Add +0.1% | 1,157 | $189K |
| Manchester Capital Management LLC | 0.02% | New | 1,140 | $187K |
| Bank of New Hampshire | 0.04% | Reduce -17.1% | 1,095 | $179K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,050 | $172K |
| CVA Family Office, LLC | 0.01% | No change | 1,002 | $164K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 1,000 | $164K |
| Asset Dedication, LLC | 0.01% | No change | 958 | $157K |
| Financial Perspectives, Inc | 0.04% | Add +0.1% | 955 | $156K |
| Larson Financial Group LLC | 0.00% | Add +6.1% | 924 | $151K |
| Abound Wealth Management | 0.03% | Reduce -17.7% | 900 | $147K |
| Balentine LLC | 0.01% | No change | 871 | $143K |
| MCF Advisors LLC | 0.01% | No change | 865 | $142K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 849 | $139K |
| Downshift Financial, LLC | 0.06% | New | 847 | $139K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $137K |
| First Bancorp, Inc | 0.05% | New | 807 | $132K |
| DT Investment Partners, LLC | 0.01% | No change | 782 | $128K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.1% | 760 | $124K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 746 | $122K |
| Continuum Advisory, LLC | 0.01% | New | 742 | $121K |
| Winthrop Capital Management, LLC | 0.03% | No change | 719 | $118K |
| New Republic Capital, LLC | 0.03% | No change | 719 | $118K |
| Financial Consulate, Inc. | 0.01% | No change | 704 | $115K |
| Clearstead Trust, LLC | 0.01% | No change | 659 | $108K |
| Centerpoint Advisors, LLC | 0.03% | Add +3.4% | 642 | $105K |
| Key Financial Inc | 0.02% | No change | 632 | $103K |
| Bravera Wealth | 0.04% | No change | 591 | $97K |
| Center for Financial Planning, Inc. | 0.01% | No change | 588 | $96K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 568 | $93K |
| Blueline Advisors LLC | 0.06% | Reduce -0.2% | 559 | $92K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 550 | $90K |
| Timbuktu Capital Management, LLC | 0.13% | — | 547 | $89K |
| Forum Finance Group S.A. | 0.03% | No change | 660 | $87K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 527 | $86K |
| Creative Financial Designs Inc. | 0.00% | Add +4.0% | 521 | $85K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 510 | $83K |
| Vima LLC | 0.08% | — | 490 | $80K |
| GFS Advisors, LLC | 0.01% | No change | 13,500 | $80K |
| Arlington Trust Co LLC | 0.01% | No change | 480 | $79K |
| GW&K Investment Management, LLC | 0.00% | No change | 469 | $77K |
| Investors Portfolio Services LLC | 0.06% | Add +0.2% | 462 | $76K |
| National Bank of Canada | 0.00% | Add +7.5% | 442 | $72K |
| Addison Advisors LLC | 0.03% | Add +5.3% | 436 | $71K |
| Archer Investment Corp | 0.01% | Add +0.2% | 414 | $68K |
| Flagship Wealth Advisors, LLC | 0.02% | Reduce -22.6% | 411 | $67K |
| Evolution Wealth Management Inc. | 0.04% | Add +41.1% | 405 | $66K |
| EFG International AG | 0.00% | Reduce -3.0% | 382 | $63K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 365 | $60K |
| JNBA Financial Advisors | 0.00% | No change | 354 | $58K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 323 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 282 | $46K |
| United Financial Planning Group LLC | 0.02% | No change | 271 | $44K |
| Buck Wealth Strategies, LLC | 0.00% | New | 254 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -59.0% | 254 | $42K |
| Caitlin John, LLC | 0.02% | No change | 247 | $40K |
| Fortitude Family Office, LLC | 0.01% | No change | 247 | $40K |
| Triumph Capital Management | 0.01% | Add +3.5% | 240 | $39K |
| Kennebec Savings Bank | 0.03% | Add +132.3% | 237 | $39K |
| Kilter Group LLC | 0.01% | Reduce -0.4% | 232 | $38K |
| Bokf, NA | 0.00% | No change | 229 | $37K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 227 | $37K |
| Concord Wealth Partners | 0.00% | New | 222 | $36K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 209 | $34K |
| Highland Investment Advisors LLC | 0.01% | — | 203 | $33K |
| Ameriflex Group, Inc. | 0.01% | No change | 192 | $31K |
| Trust Co | 0.00% | No change | 189 | $31K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 187 | $31K |
| Proffitt & Goodson Inc. | 0.00% | No change | 183 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | New | 168 | $27K |
| Creative Capital Management Investments LLC | 0.01% | No change | 154 | $25K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 153 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.6% | 147 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 141 | $23K |
| Bernard Wealth Management Corp. | 0.01% | No change | 140 | $23K |
| Benson Wealth Management INC | 0.02% | No change | 134 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 133 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 132 | $22K |
| Community Bank, N.A. | 0.00% | No change | 125 | $20K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 123 | $20K |
| JPL Wealth Management, LLC | 0.00% | New | 119 | $19K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -8.3% | 111 | $18K |
| Elevate Wealth Advisory, Inc. | 0.01% | Reduce -37.5% | 110 | $18K |
| Raffa Wealth Management, LLC | 0.00% | No change | 109 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.2% | 86 | $14K |
| Compass Financial Management LLC | 0.00% | — | 70 | $12K |
| United Community Bank | 0.00% | No change | 66 | $11K |
| Wiser Advisor Group LLC | 0.01% | No change | 64 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 62 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $9K |
| Simplex Trading, LLC | 0.00% | New | 55 | $9K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 61 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +20.9% | 52 | $9K |
| Fiduciary Financial Advisors | 0.00% | New | 49 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 48 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 45 | $7K |
| Capitol Family Office, Inc. | 0.01% | Add +2.4% | 42 | $7K |
| Alpine Bank Wealth Management | 0.00% | New | 42 | $7K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | New | 37 | $6K |
| Synergy Investment Management, LLC | 0.00% | Reduce -50.0% | 35 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -3.2% | 30 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $5K |
| Colonial Trust Advisors | 0.00% | New | 27 | $4K |
| Key Capital Management, INC | 0.00% | No change | 24 | $4K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 23 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 20 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 22 | $3K |
| Davis Capital Management | 0.00% | No change | 18 | $3K |
| Glassman Wealth Services | 0.00% | No change | 17 | $3K |
| Robbins Farley | 0.00% | No change | 16 | $3K |
| Hurley Capital, LLC | 0.00% | Add +10.0% | 11 | $2K |
| Financial Life Planners | 0.00% | No change | 7 | $1K |
| Covestor Ltd | 0.00% | Add +50.0% | 9 | $1K |
| Tsfg, LLC | 0.00% | No change | 6 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +20.0% | 6 | $902 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $818 |
| Atwood & Palmer Inc. | 0.00% | No change | 1 | $164 |
| Maseco LLP | 0.00% | No change | 1 | $164 |
"% 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.