iShares ESG Optimized MSCI USUSAETF
13F holders, Q4 2025 (December 31)535holders +36
36new positions
18sold out
$139.01avg. 13F price*
At the end of Q4 2025, 535 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 36 from Q3 2025. 36 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($225.2M), PNC Financial Services Group, Inc. ($152.7M) and Morgan Stanley ($141.0M).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 464288802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $19.5M |
| Exits | 18 | $14.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,219,983 shares bought and 517,115 shares sold, net +702,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 535 holders
| Bank of America Corp. | 0.02% | Add +12.1% | 1,616,069 | $225.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +3.0% | 1,095,774 | $152.7M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 1,011,602 | $141.0M |
| Royal Bank of Canada | 0.02% | Add +17.2% | 633,422 | $88.3M |
| Raymond James Financial Inc. | 0.03% | Add +237.0% | 606,469 | $84.5M |
| Spinnaker Trust | 4.37% | Reduce -0.5% | 585,818 | $81.6M |
| M&T Bank Corp | 0.23% | Reduce -0.3% | 520,920 | $72.6M |
| IMA Advisory Services, Inc. | 6.89% | Reduce -0.6% | 514,454 | $71.7M |
| BlackRock, Inc. | 0.00% | Add +0.2% | 501,158 | $69.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.9% | 484,077 | $67.5M |
| Acorns Advisers, LLC | 0.46% | Add +0.5% | 438,708 | $61.1M |
| Mission Wealth Management, LP | 1.17% | Reduce -1.8% | 411,005 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 408,695 | $56.9M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 378,889 | $52.8M |
| UBS Group AG | 0.01% | Reduce -16.9% | 375,764 | $52.4M |
| LPL Financial LLC | 0.01% | Add +4.6% | 308,016 | $42.9M |
| Mercer Global Advisors Inc. | 0.07% | Add +2.6% | 305,852 | $42.6M |
| Shira Ridge Wealth Management | 16.21% | Add +1.7% | 289,514 | $40.3M |
| Betterment LLC | 0.08% | Reduce -2.9% | 287,687 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.7% | 236,382 | $32.9M |
| Baird Financial Group, Inc. | 0.04% | Add +1.6% | 184,773 | $25.7M |
| Mariner, LLC | 0.03% | Add +5.7% | 180,072 | $25.1M |
| HM Payson & Co. | 0.35% | Add +9.6% | 177,572 | $24.7M |
| Truist Financial Corp. | 0.02% | Reduce -20.8% | 133,587 | $18.6M |
| Fund Evaluation Group, LLC | 0.59% | Reduce -1.8% | 127,716 | $17.8M |
| Stewardship Advisors, LLC | 3.61% | Add +28.1% | 112,068 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -31.0% | 111,724 | $15.6M |
| World Investment Advisors | 0.23% | Reduce -1.1% | 100,874 | $14.1M |
| Farrow Financial, Inc. | 7.85% | Reduce -0.3% | 98,007 | $13.7M |
| Cetera Investment Advisers | 0.01% | Add +2.6% | 96,203 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.1% | 93,161 | $13.2M |
| Quent Capital, LLC | 0.92% | Reduce -1.6% | 91,685 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.5% | 83,737 | $11.7M |
| US Bancorp \de | 0.01% | Reduce -2.5% | 76,754 | $10.7M |
| Charter Oak Capital Management, LLC | 0.77% | Reduce -2.6% | 71,996 | $10.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 66,182 | $9.2M |
| eCIO, Inc. | 4.28% | Reduce -0.3% | 66,030 | $9.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 63,410 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +0.3% | 59,318 | $8.3M |
| Regions Financial Corp. | 0.05% | Reduce -2.7% | 57,611 | $8.0M |
| Keybank National Association | 0.03% | Add +1.0% | 54,325 | $7.6M |
| Bank of Montreal | 0.00% | Add +7.8% | 53,547 | $7.5M |
| Advisory Services Network, LLC | 0.10% | Add +5.9% | 52,297 | $7.3M |
| Corundum Group, Inc. | 2.39% | Reduce -18.9% | 51,082 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +6.8% | 50,732 | $7.1M |
| Accredited Investors Inc. | 0.38% | Reduce -10.5% | 50,696 | $7.1M |
| Creative Planning | 0.00% | Add +21.1% | 48,304 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 48,181 | $6.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.5% | 46,409 | $6.5M |
| Destination Wealth Management | 0.16% | Add +1.7% | 44,350 | $6.2M |
| MML Investors Services, LLC | 0.01% | Add +0.1% | 43,867 | $6.1M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.8% | 42,691 | $5.9M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $5.9M |
| Aspiriant, LLC | 0.17% | Add +511.6% | 42,007 | $5.9M |
| Hilltop Wealth Advisors, LLC | 2.94% | Reduce -2.2% | 41,964 | $5.8M |
| Captrust Financial Advisors | 0.01% | Add +268.8% | 40,269 | $5.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.8% | 39,240 | $5.5M |
| Roof Eidam Maycock Peralta, LLC | 1.24% | Reduce -7.0% | 39,164 | $5.5M |
| Brown Advisory Inc. | 0.01% | Add +565.5% | 38,289 | $5.3M |
| Bear Mountain Capital, Inc. | 1.72% | Add +0.3% | 37,505 | $5.3M |
| Granite Investment Partners, LLC | 0.30% | New | 36,688 | $5.1M |
| Mgo One Seven LLC | 0.10% | Add +276.8% | 35,471 | $4.9M |
| Brookstone Capital Management | 0.06% | Add +6.1% | 35,108 | $4.9M |
| Olde Wealth Management, LLC | 1.49% | Reduce -0.3% | 34,679 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +17.1% | 34,641 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +11.2% | 33,269 | $4.6M |
| Aprio Wealth Management, LLC | 0.27% | Add +87.7% | 33,207 | $4.6M |
| Tompkins Financial Corp. | 0.36% | Reduce -3.3% | 32,954 | $4.6M |
| Garde Capital, Inc. | 0.27% | Add +1.9% | 32,252 | $4.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +3.5% | 32,162 | $4.5M |
| BigSur Wealth Management LLC | 1.08% | No change | 32,000 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +15.4% | 31,723 | $4.4M |
| Modern Wealth Management, LLC | 0.08% | Add +2.7% | 30,799 | $4.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.09% | Add +12.6% | 30,483 | $4.2M |
| SageView Advisory Group, LLC | 0.14% | Reduce -1.6% | 29,897 | $4.2M |
| Pure Financial Advisors, LLC | 0.06% | Reduce -0.7% | 29,801 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -12.0% | 29,558 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 29,144 | $4.1M |
| Long Run Wealth Advisors, LLC | 0.76% | Reduce -0.0% | 28,940 | $4.0M |
| NorthRock Partners, LLC | 0.06% | Add +47.5% | 26,848 | $3.7M |
| CPC Advisors, LLC | 0.35% | Add +1.0% | 25,063 | $3.5M |
| Focus Partners Wealth | 0.00% | Add +14.3% | 24,701 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.7% | 24,634 | $3.4M |
| Simmons Bank | 0.22% | Reduce -0.8% | 23,930 | $3.3M |
| Relyea Zuckerberg Hanson LLC | 0.34% | Reduce -9.4% | 23,860 | $3.3M |
| VERITY Wealth Advisors | 2.04% | No change | 23,554 | $3.3M |
| Bailard, Inc. | 0.07% | Add +1.6% | 23,439 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -9.3% | 23,055 | $3.2M |
| Financially in Tune, LLC | 3.00% | — | 23,034 | $3.2M |
| Ledyard National Bank | 0.27% | Reduce -1.8% | 22,631 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.1% | 22,516 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -21.5% | 21,860 | $3.0M |
| Shepherd Financial Partners LLC | 0.28% | Reduce -1.6% | 21,455 | $3.0M |
| CGN Advisors LLC | 0.23% | Reduce -0.3% | 21,142 | $2.9M |
| &partners | 0.02% | Reduce -10.7% | 21,095 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Add +0.6% | 20,207 | $2.8M |
| Sax Wealth Advisors, LLC | 0.13% | Add +5.5% | 20,189 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +5.8% | 19,693 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +1.3% | 19,999 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.1% | 19,865 | $2.8M |
| Composition Wealth, LLC | 0.04% | Reduce -3.4% | 19,741 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -5.5% | 19,720 | $2.7M |
| Crestwood Advisors Group, LLC | 0.04% | No change | 19,229 | $2.7M |
| Asset Dedication, LLC | 0.17% | Add +3.1% | 18,820 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.64% | Add +5.0% | 18,466 | $2.6M |
| Blair William & Co. | 0.01% | Reduce -0.7% | 18,464 | $2.6M |
| Commerce Bank | 0.01% | No change | 18,280 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -9.0% | 17,322 | $2.4M |
| Elevation Capital Advisory, LLC | 0.95% | Reduce -66.7% | 16,746 | $2.3M |
| One Wealth Advisors, LLC | 0.28% | Reduce -4.7% | 16,263 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +2.1% | 16,156 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -0.4% | 16,066 | $2.2M |
| Wescott Financial Advisory Group, LLC | 0.19% | Add +7.7% | 15,969 | $2.2M |
| GoalVest Advisory LLC | 0.42% | Add +10.7% | 15,629 | $2.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +4.3% | 15,140 | $2.1M |
| Litman Gregory Wealth Management LLC | 0.15% | Reduce -0.5% | 14,656 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.4% | 14,522 | $2.0M |
| FMR LLC | 0.00% | Add +15.2% | 14,450 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | No change | 14,393 | $2.0M |
| First Pacific Financial | 0.26% | Add +0.1% | 14,075 | $2.0M |
| New Covenant Trust Company, N.A. | 1.77% | Reduce -2.9% | 14,021 | $2.0M |
| 3EDGE Asset Management, LP | 0.10% | Reduce -10.8% | 14,025 | $2.0M |
| Evergreen Capital Management LLC | 0.04% | Reduce -0.3% | 13,974 | $1.9M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.3% | 13,961 | $1.9M |
| Trust Co | 0.18% | Reduce -0.2% | 13,800 | $1.9M |
| Evercore Wealth Management, LLC | 0.03% | No change | 13,512 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +2081.1% | 13,479 | $1.9M |
| Ellevest, Inc. | 0.26% | Add +0.1% | 13,365 | $1.9M |
| Fsa Wealth Partners, Inc. | 0.66% | Reduce -1.1% | 13,219 | $1.8M |
| Milestone Investment Advisors LLC | 0.44% | Add +1.9% | 13,113 | $1.8M |
| M Holdings Securities, Inc. | 0.13% | New | 12,970 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -33.3% | 12,868 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -21.8% | 12,631 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +5.9% | 12,614 | $1.8M |
| Colorado Capital Management, Inc. | 0.66% | Reduce -4.9% | 12,397 | $1.8M |
| Gould Asset Management LLC | 0.31% | Reduce -5.1% | 12,408 | $1.7M |
| Baker Avenue Asset Management, LP | 0.04% | Add +3.1% | 12,316 | $1.7M |
| Winthrop Advisory Group LLC | 0.15% | Add +0.3% | 12,306 | $1.7M |
| Resonant Capital Advisors, LLC | 0.09% | Reduce -0.4% | 12,073 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 11,817 | $1.6M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -3.8% | 11,775 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.64% | Reduce -7.2% | 11,719 | $1.6M |
| Addison Advisors LLC | 0.36% | Reduce -4.7% | 11,643 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 11,439 | $1.6M |
| Bond & Devick Financial Network, Inc. | 0.44% | Reduce -2.7% | 11,156 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.9% | 10,842 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +7.2% | 10,734 | $1.5M |
| Bluestem Financial Advisors, LLC | 0.57% | No change | 10,507 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +11.8% | 10,258 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.23% | No change | 10,079 | $1.4M |
| Choreo, LLC | 0.02% | No change | 9,971 | $1.4M |
| WHI TRUST Co LLC | 1.07% | — | 10,000 | $1.4M |
| Evolve Private Wealth, LLC | 0.08% | — | 9,986 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +67.5% | 9,845 | $1.4M |
| Members Trust Co | 0.04% | No change | 9,742 | $1.4M |
| Portland Global Advisors LLC | 0.14% | No change | 9,680 | $1.3M |
| Pilgrim Partners Asia Pte Ltd | 0.65% | No change | 9,620 | $1.3M |
| Marino, Stram & Associates LLC | 0.24% | Add +0.3% | 9,472 | $1.3M |
| Berman McAleer LLC | 0.18% | Add +1.0% | 9,339 | $1.3M |
| Lido Advisors, LLC | 0.01% | New | 9,110 | $1.3M |
| DSM Capital Partners LLC | 0.02% | New | 8,775 | $1.2M |
| Evergreen Wealth Partners LLC | 1.03% | — | 8,755 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.2% | 8,717 | $1.2M |
| Ryan Investment Management, Inc. | 0.67% | Reduce -30.3% | 8,710 | $1.2M |
| TFC Financial Management, Inc. | 0.15% | No change | 8,690 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -17.6% | 8,668 | $1.2M |
| Greenup Street Wealth Management LLC | 0.17% | Reduce -1.4% | 8,621 | $1.2M |
| SK Wealth Management, LLC | 0.33% | Add +19.8% | 8,422 | $1.2M |
| Red Crane Wealth Management, LLC | 0.97% | Reduce -5.8% | 8,555 | $1.2M |
| Round Rock Advisors LLC | 0.18% | Reduce -1.0% | 8,527 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | — | 8,514 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -4.1% | 8,508 | $1.2M |
| Prentiss Smith & Co. Inc. | 0.70% | Add +0.1% | 8,384 | $1.2M |
| Haverford Trust Co | 0.01% | No change | 8,380 | $1.2M |
| Destiny Capital Corp | 0.60% | No change | 8,350 | $1.2M |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 8,263 | $1.2M |
| Riverbridge Partners LLC | 0.02% | New | 8,260 | $1.2M |
| Abacus Planning Group, Inc. | 0.15% | Add +0.0% | 8,240 | $1.1M |
| Coastline Trust Co | 0.10% | Reduce -1.4% | 7,877 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -10.4% | 7,823 | $1.1M |
| Moment Partners, LLC | 0.22% | Reduce -0.8% | 7,803 | $1.1M |
| Midwest Trust Co | 0.01% | Add +7.6% | 7,724 | $1.1M |
| Financial Planning Fort Collins, LLC | 0.94% | — | 7,721 | $1.1M |
| Nepc LLC | 0.02% | No change | 7,646 | $1.1M |
| Finley Financial, LLC | 0.49% | No change | 7,610 | $1.1M |
| Traphagen Investment Advisors LLC | 0.09% | Add +0.2% | 7,539 | $1.1M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -0.0% | 7,476 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.0% | 7,280 | $1.0M |
| Citrine Capital LLC | 0.47% | No change | 7,250 | $1.0M |
| Smart Portfolios, LLC | 1.00% | Reduce -0.8% | 7,233 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | No change | 7,176 | $1000K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.4% | 7,169 | $999K |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -1.3% | 7,156 | $997K |
| Curbstone Financial Management Corp | 0.19% | Reduce -5.8% | 7,146 | $996K |
| Flputnam Investment Management Co. | 0.01% | Add +0.3% | 7,131 | $994K |
| Carret Asset Management, LLC | 0.09% | Add +0.3% | 7,052 | $983K |
| Rehmann Capital Advisory Group | 0.05% | Add +292.7% | 7,033 | $980K |
| McClarren Financial Advisors, Inc. | 0.58% | Reduce -35.6% | 2,906 | $964K |
| JNBA Financial Advisors | 0.08% | Add +0.8% | 6,759 | $942K |
| Apella Capital, LLC | 0.02% | New | 6,590 | $918K |
| Westside Investment Management, Inc. | 0.15% | Add +0.1% | 6,541 | $912K |
| Elevation Point Wealth Partners, LLC | 0.04% | No change | 6,434 | $897K |
| WealthShield Partners, LLC | 0.10% | Reduce -3.7% | 6,400 | $892K |
| MMBG Investment Advisors Co. | 0.07% | New | 6,365 | $887K |
| Equitable Holdings, Inc. | 0.01% | Reduce -20.0% | 6,300 | $878K |
| Comerica Bank | 0.00% | Add +0.1% | 6,292 | $877K |
| Nautilus Advisors LLC | 0.56% | No change | 6,200 | $864K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -22.1% | 11,058 | $856K |
| Hengehold Capital Management LLC | 0.07% | Add +0.8% | 6,094 | $849K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.1% | 6,045 | $842K |
| Endeavor Private Wealth, Inc. | 0.24% | New | 6,000 | $836K |
| Capital Investment Counsel, LLC | 0.12% | No change | 6,000 | $836K |
| Hills Bank & Trust Co | 0.05% | No change | 5,939 | $828K |
| Well Done, LLC | 0.12% | No change | 5,905 | $823K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -1.5% | 5,878 | $819K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.4% | 5,831 | $812K |
| Natural Investments, LLC | 0.20% | New | 5,811 | $809K |
| Bank of New Hampshire | 0.18% | Reduce -3.3% | 5,790 | $807K |
| Silverlake Wealth Management LLC | 0.18% | Add +9.2% | 5,623 | $783K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +16.1% | 5,577 | $777K |
| Red Reef Advisors LLC | 0.77% | — | 5,461 | $761K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.5% | 5,423 | $756K |
| Mechanics Bank Trust Department | 0.10% | Add +2.8% | 5,400 | $752K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +0.0% | 5,399 | $752K |
| Morris Financial Concepts, Inc. | 0.26% | Reduce -1.2% | 5,381 | $750K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 5,353 | $746K |
| McAdam, LLC | 0.03% | Reduce -0.0% | 5,244 | $731K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.9% | 5,203 | $725K |
| Merit Financial Group, LLC | 0.01% | Add +2.7% | 5,194 | $724K |
| TriaGen Wealth Management LLC | 0.19% | No change | 5,169 | $720K |
| Thrivent Financial for Lutherans | 0.00% | Add +52.5% | 5,168 | $720K |
| SCS Capital Management LLC | 0.01% | No change | 5,081 | $708K |
| Fiduciary Trust Co | 0.01% | Add +50.0% | 5,064 | $706K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,029 | $701K |
| Riverbend Wealth Management, LLC | 0.44% | No change | 5,000 | $697K |
| Agf Management Ltd. | 0.00% | Reduce -7.4% | 5,000 | $697K |
| Mather Group, Llc. | 0.01% | Add +0.0% | 4,990 | $695K |
| TruNorth Capital Management, LLC | 0.13% | No change | 4,935 | $688K |
| Marks Group Wealth Management, Inc | 0.07% | No change | 4,878 | $680K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,816 | $671K |
| ProVise Management Group, LLC | 0.05% | Reduce -1.8% | 4,786 | $667K |
| LRI Investments, LLC | 0.05% | Reduce -10.2% | 4,773 | $665K |
| Empower Advisory Group, LLC | 0.00% | Add +88.3% | 4,760 | $663K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.5% | 4,696 | $654K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.0% | 4,692 | $654K |
| Peak Financial Management, Inc. | 0.17% | Reduce -2.3% | 4,685 | $653K |
| Common Fund for Nonprofit Organizations | 0.05% | Add +27.6% | 4,683 | $653K |
| Kraft, Davis & Associates, LLC | 0.15% | Reduce -9.9% | 4,591 | $652K |
| Kesler, Norman & Wride, LLC | 0.11% | No change | 4,662 | $650K |
| Brio Consultants, LLC | 0.08% | Reduce -0.6% | 4,646 | $647K |
| West Financial Advisors, LLC | 0.11% | Reduce -0.7% | 4,622 | $644K |
| McGinn Penninger Investment Management, Inc. | 0.37% | Reduce -23.6% | 4,588 | $639K |
| Savvy Advisors, Inc. | 0.02% | Reduce -0.4% | 4,572 | $637K |
| WealthBridge Capital Management, LLC | 0.14% | No change | 4,553 | $634K |
| Richmond Investment Services, LLC | 0.11% | No change | 4,522 | $630K |
| MAI Capital Management | 0.00% | Reduce -5.8% | 4,467 | $622K |
| CWS Financial Advisors, LLC | 0.17% | Add +0.2% | 4,461 | $622K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -54.9% | 4,457 | $621K |
| Ameritas Advisory Services, LLC | 0.02% | New | 4,434 | $618K |
| ASL Financial, LLC | 0.48% | — | 4,476 | $613K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,382 | $611K |
| Sharper & Granite LLC | 0.21% | Add +2.5% | 4,352 | $606K |
| First Command Advisory Services, Inc. | 0.00% | Add +4.6% | 4,311 | $601K |
| Meridian Financial Advisors, LLC | 0.33% | No change | 4,300 | $599K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,284 | $597K |
| Opulen Financial Group LLC | 0.43% | Add +1.4% | 4,245 | $592K |
| Western Wealth Management, LLC | 0.03% | Add +9.4% | 4,190 | $584K |
| Trust Co. of Vermont | 0.02% | Add +0.4% | 4,172 | $581K |
| Mill Capital Management, LLC | 0.04% | Add +118.4% | 4,150 | $578K |
| Pacific Center for Financial Services | 0.15% | No change | 4,257 | $578K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.0% | 4,096 | $571K |
| CIBC Asset Management Inc | 0.00% | No change | 4,010 | $559K |
| Progressive Investment Management Corp | 0.13% | No change | 4,000 | $557K |
| Bradley & Co. Private Wealth Management, LLC | 0.30% | No change | 3,984 | $555K |
| Bluespring Wealth Management, LLC | 0.05% | No change | 3,949 | $550K |
| Zevin Asset Management LLC | 0.07% | No change | 3,937 | $549K |
| Connecticut Wealth Management, LLC | 0.02% | Add +27.1% | 3,924 | $547K |
| Guardsman Private Capital Management, Inc. | 0.43% | — | 3,906 | $544K |
| North Star Investment Management Corp. | 0.03% | Reduce -0.3% | 3,859 | $538K |
| Ulland Investment Advisors, LLC | 0.43% | Reduce -0.6% | 3,855 | $537K |
| Portfolio Resources Advisor Group, Inc. | 0.53% | — | 3,800 | $530K |
| Peregrine Asset Advisers, Inc. | 0.15% | No change | 3,787 | $528K |
| First Foundation Advisors | 0.02% | Add +29.9% | 3,773 | $526K |
| Warner Financial, Inc. | 0.18% | Add +0.1% | 3,708 | $517K |
| Harbor Group, Inc. | 0.08% | Add +0.1% | 3,694 | $515K |
| Weaver Consulting Group | 0.13% | No change | 3,682 | $513K |
| Asempa Wealth Advisors | 0.44% | — | 3,660 | $510K |
| Associated Banc-Corp | 0.01% | Add +29.2% | 3,599 | $502K |
| Birchbrook, Inc. | 0.25% | Reduce -1.1% | 3,569 | $497K |
| Diversified Enterprises, LLC | 0.03% | Add +0.3% | 3,554 | $495K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.0% | 3,530 | $492K |
| Integrated Investment Consultants, LLC | 0.10% | Reduce -16.5% | 3,514 | $490K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | No change | 3,513 | $490K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -12.3% | 3,413 | $476K |
| Highview Capital Management LLC | 0.17% | No change | 3,413 | $476K |
| Win Advisors, Inc. | 0.20% | New | 3,405 | $474K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.4% | 3,400 | $474K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -1.8% | 3,393 | $473K |
| J. Mark Nickell & Co. | 0.43% | — | 3,363 | $469K |
| Facet Wealth, Inc. | 0.01% | New | 3,281 | $468K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -6.9% | 3,350 | $467K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,345 | $466K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.6% | 3,315 | $462K |
| Corepath Wealth Partners LLC | 0.31% | Add +0.2% | 3,227 | $459K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 3,270 | $456K |
| PFG Investments, LLC | 0.02% | Reduce -3.3% | 3,246 | $452K |
| Sound Stewardship, LLC | 0.22% | Reduce -4.7% | 3,226 | $449K |
| TrustBank | 0.19% | — | 3,212 | $448K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.0% | 3,177 | $443K |
| Pine Haven Investment Counsel, Inc | 0.31% | Add +0.8% | 3,169 | $442K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.1% | 3,167 | $441K |
| Arkos Global Advisors | 0.06% | Reduce -8.5% | 3,148 | $439K |
| Trillium Asset Management, LLC | 0.01% | Reduce -13.7% | 3,148 | $439K |
| Smartleaf Asset Management LLC | 0.02% | Add +565.0% | 3,099 | $435K |
| Global View Capital Management LLC | 0.08% | Reduce -42.9% | 3,100 | $432K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.3% | 3,054 | $426K |
| LVZ, Inc. | 0.05% | No change | 3,049 | $425K |
| BridgePort Financial Solutions, LLC | 0.11% | Reduce -0.8% | 3,041 | $424K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 3,038 | $423K |
| Arrowroot Family Office, LLC | 0.15% | Add +4.3% | 3,003 | $418K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 3,000 | $418K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $418K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,884 | $402K |
| Fifth Third Bancorp | 0.00% | No change | 2,883 | $402K |
| Investment Research Partners LLC | 0.17% | Reduce -3.9% | 2,880 | $401K |
| Bessemer Group Inc. | 0.00% | New | 2,867 | $400K |
| Sigma Planning Corp | 0.01% | No change | 2,823 | $393K |
| Financial Planning Hawaii, Inc. | 0.23% | — | 2,803 | $391K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,760 | $385K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.4% | 2,740 | $382K |
| Wealth Architects, LLC | 0.03% | No change | 2,734 | $381K |
| WJ Wealth Management, LLC | 0.16% | No change | 2,700 | $376K |
| Klingman & Associates, LLC | 0.02% | No change | 2,694 | $375K |
| Kelman-Lazarov, Inc. | 0.05% | Add +0.0% | 2,687 | $374K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.1% | 2,619 | $365K |
| Arkadios Wealth Advisors | 0.01% | Add +3.7% | 2,604 | $363K |
| Aufman Associates Inc | 0.18% | Reduce -0.3% | 2,581 | $360K |
| Harbour Investments, Inc. | 0.01% | Add +44.6% | 2,579 | $359K |
| High Probability Advisors, LLC | 0.05% | Add +0.2% | 2,574 | $359K |
| HCR Wealth Advisors | 0.04% | No change | 2,550 | $355K |
| OLIO Financial Planning | 0.10% | Add +11.1% | 2,547 | $355K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,540 | $354K |
| Guerra Pan Advisors, LLC | 0.21% | No change | 2,525 | $352K |
| Earned Wealth Advisors, LLC | 0.02% | No change | 2,525 | $352K |
| Xcelsior Advisor Partners LLC | 0.17% | — | 2,521 | $351K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,512 | $350K |
| LGL Partners, LLC | 0.15% | Add +0.3% | 2,505 | $349K |
| Catherine Avery Investment Management LLC | 0.21% | No change | 2,493 | $347K |
| Allodium Investment Consultants, LLC | 0.18% | Reduce -28.8% | 2,487 | $347K |
| SWP Financial LLC | 0.17% | Reduce -3.9% | 2,482 | $346K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $342K |
| Allstreet Capital Advisors LLC | 0.25% | — | 2,442 | $340K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -0.3% | 2,389 | $333K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.3% | 2,366 | $330K |
| Bar Harbor Wealth Management | 0.02% | Add +0.8% | 2,361 | $329K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $324K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $324K |
| Kennebec Savings Bank | 0.28% | Add +31.0% | 2,307 | $321K |
| Balanced Rock Investment Advisors LLC | 0.23% | Reduce -4.8% | 2,307 | $321K |
| White Lighthouse Investment Management Inc. | 0.04% | No change | 2,304 | $321K |
| Pittenger & Anderson Inc. | 0.01% | Add +18.2% | 2,295 | $320K |
| Signaturefd, LLC | 0.00% | No change | 2,278 | $317K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.6% | 2,274 | $317K |
| Consilio Wealth Advisors, LLC | 0.09% | Add +2.9% | 2,249 | $313K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,242 | $312K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,238 | $312K |
| Wealthgarden F.S. LLC | 0.21% | No change | 2,193 | $312K |
| VestGen Advisors, LLC | 0.01% | Reduce -79.0% | 2,224 | $310K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -11.9% | 2,220 | $309K |
| Forza Wealth Management, LLC | 0.11% | No change | 2,192 | $305K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $300K |
| Axis Wealth Partners, LLC | 0.16% | Add +0.2% | 2,122 | $296K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 2,092 | $292K |
| Magnus Financial Group LLC | 0.02% | Add +0.2% | 2,084 | $290K |
| Brooklyn Investment Group | 0.01% | New | 2,060 | $290K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,076 | $289K |
| Frederick Financial Consultants, LLC | 0.16% | No change | 2,074 | $289K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,056 | $286K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.3% | 2,045 | $285K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.1% | 2,027 | $282K |
| Affinity Wealth Management LLC | 0.04% | No change | 2,026 | $282K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.2% | 2,021 | $282K |
| Mason & Associates Inc | 0.05% | No change | 2,020 | $281K |
| Private Wealth Management Group, LLC | 0.08% | No change | 2,017 | $281K |
| Strategic Financial Concepts, LLC | 0.25% | New | 2,000 | $279K |
| Traveka Wealth, LLC | 0.11% | No change | 2,000 | $279K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,986 | $277K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -3.5% | 1,964 | $274K |
| ETF Portfolio Partners, Inc. | 0.07% | Add +1.8% | 1,919 | $267K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,916 | $267K |
| May Hill Capital, LLC | 0.07% | New | 1,913 | $267K |
| Alliancebernstein L.P. | 0.00% | New | 1,913 | $267K |
| Goldstein Advisors, LLC | 0.03% | Add +21.7% | 1,910 | $266K |
| Wood Tarver Financial Group, LLC | 0.07% | Add +6.9% | 1,910 | $266K |
| Creekside Partners | 0.11% | Add +0.1% | 1,873 | $261K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 1,859 | $259K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 1,857 | $259K |
| Financial Insights, Inc. | 0.09% | No change | 1,840 | $256K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -11.8% | 1,832 | $255K |
| Refined Wealth Management | 0.17% | Reduce -1.1% | 1,812 | $252K |
| Pathway Financial Advisors LLC | 0.03% | New | 1,765 | $250K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,774 | $247K |
| Boothe Investment Group, Inc. | 0.09% | No change | 1,767 | $246K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,763 | $246K |
| Pointe Capital Management LLC | 0.12% | No change | 1,752 | $244K |
| Savant Capital, LLC | 0.00% | Reduce -48.0% | 1,745 | $243K |
| Summit Financial, LLC | 0.00% | Add +0.2% | 1,744 | $243K |
| Pachira Investments Inc. | 0.12% | New | 1,742 | $243K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 1,717 | $239K |
| Harfst & Associates, Inc. | 0.04% | Reduce -5.5% | 1,711 | $238K |
| Parkshore Wealth Management, Inc. | 0.09% | Add +0.2% | 1,701 | $237K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,699 | $237K |
| Argyle Capital Partners, LLC | 0.17% | No change | 1,696 | $236K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -0.6% | 1,695 | $236K |
| Stanich Group LLC | 0.18% | Add +0.2% | 1,689 | $235K |
| MJP Associates Inc. | 0.03% | Add +0.2% | 1,688 | $235K |
| Family Manage LLC | 0.03% | No change | 1,686 | $235K |
| Eagle Strategies LLC | 0.03% | Reduce -5.2% | 1,685 | $235K |
| Evoke Wealth, LLC | 0.00% | New | 1,685 | $235K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.2% | 1,669 | $232K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -14.2% | 1,657 | $231K |
| Hoxton Planning & Management, LLC | 0.07% | No change | 1,612 | $225K |
| Retirement Income Solutions, Inc. | 0.04% | Reduce -14.6% | 1,606 | $224K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -6.1% | 1,601 | $223K |
| Boston Family Office LLC | 0.01% | No change | 1,600 | $223K |
| Maimon Wealth Management LTD. | 0.21% | — | 1,590 | $222K |
| Zhang Financial LLC | 0.01% | Reduce -6.4% | 1,588 | $221K |
| AlTi Global, Inc. | 0.00% | No change | 1,588 | $221K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +0.1% | 1,574 | $219K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,572 | $219K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 1,564 | $218K |
| Harbor Asset Planning, Inc. | 0.19% | Add +0.3% | 1,558 | $217K |
| Montis Financial, LLC | 0.04% | No change | 1,551 | $216K |
| Money Concepts Capital Corp. | 0.01% | Reduce -14.2% | 1,507 | $210K |
| Sulzberger Capital Advisors, Inc. | 0.21% | No change | 1,500 | $209K |
| Bath Savings Trust Co | 0.02% | No change | 1,500 | $209K |
| Portland Financial Advisors Inc | 0.44% | Reduce -1.0% | 1,495 | $208K |
| Panoramic Investment Advisors, LLC | 0.11% | Reduce -2.0% | 1,486 | $207K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.1% | 1,482 | $207K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -0.7% | 1,481 | $206K |
| Pennsylvania Capital Management Inc. | 0.06% | New | 1,464 | $204K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -0.1% | 1,459 | $203K |
| Vericrest Private Wealth | 0.18% | — | 1,447 | $202K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.7% | 1,444 | $201K |
| Financial Connections Group, Inc. | 0.06% | No change | 1,350 | $188K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 1,343 | $187K |
| Spire Wealth Management | 0.01% | No change | 1,305 | $182K |
| Longview Financial Advisors LLC | 0.10% | Reduce -2.6% | 1,304 | $182K |
| Flagship Wealth Advisors, LLC | 0.05% | Add +7.0% | 1,177 | $164K |
| Golden State Wealth Management, LLC | 0.02% | Add +758.8% | 1,125 | $157K |
| Dunhill Financial, LLC | 0.05% | Reduce -58.4% | 1,103 | $154K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -12.0% | 1,000 | $139K |
| Arcadia Investment Advisors LLC | 0.06% | Add +0.3% | 978 | $136K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -17.7% | 965 | $134K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $118K |
| Hollencrest Capital Management | 0.00% | No change | 843 | $117K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 832 | $116K |
| Investors Research Corp | 0.02% | Add +13.8% | 817 | $114K |
| Caldwell Trust Co | 0.01% | No change | 800 | $111K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -4.8% | 799 | $111K |
| Crewe Advisors LLC | 0.01% | No change | 744 | $104K |
| GAMMA Investing LLC | 0.01% | New | 734 | $102K |
| Millstone Evans Group, LLC | 0.06% | No change | 731 | $102K |
| Adirondack Trust Co. | 0.03% | No change | 729 | $102K |
| Prestige Wealth Management Group LLC | 0.02% | Add +3.2% | 708 | $99K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 667 | $93K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $91K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 647 | $90K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 632 | $88K |
| Assetmark, Inc. | 0.00% | Add +7.9% | 603 | $84K |
| NBT Bank, N.A. | 0.01% | No change | 600 | $84K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -11.7% | 576 | $80K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $78K |
| Navalign, LLC | 0.02% | New | 518 | $72K |
| Rossmore Private Capital | 0.01% | No change | 509 | $71K |
| Westend Capital Management, LLC | 0.02% | No change | 503 | $70K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 500 | $70K |
| CoreCap Advisors, LLC | 0.00% | No change | 478 | $67K |
| Private Trust Co. NA | 0.01% | No change | 457 | $64K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $60K |
| Lanark Financial, Inc. | 0.00% | Add +4.9% | 430 | $60K |
| Running Point Capital Advisors, LLC | 0.02% | Reduce -13.9% | 426 | $59K |
| Parallel Advisors, LLC | 0.00% | Reduce -14.2% | 424 | $59K |
| Front Row Advisors LLC | 0.02% | No change | 423 | $59K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $54K |
| Blue Trust, Inc. | 0.00% | New | 386 | $54K |
| Basepoint Wealth LLC | 0.03% | New | 377 | $53K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $49K |
| Hantz Financial Services, Inc. | 0.00% | No change | 347 | $48K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 335 | $47K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 335 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 317 | $44K |
| Align Financial, LLC | 0.03% | — | 43,754 | $44K |
| Root Financial Partners, LLC | 0.00% | No change | 300 | $42K |
| Armor Investment Advisors, LLC | 0.01% | New | 258 | $36K |
| Integrity Financial Corp | 0.02% | Add +6.7% | 255 | $36K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 250 | $35K |
| CX Institutional | 0.00% | No change | 233 | $32K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -64.6% | 219 | $31K |
| Collier Financial | 0.02% | No change | 196 | $27K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 190 | $26K |
| Larson Financial Group LLC | 0.00% | No change | 182 | $25K |
| Triumph Capital Management | 0.01% | New | 166 | $23K |
| Heritage Wealth Advisors | 0.00% | No change | 165 | $23K |
| AdvisorNet Financial, Inc | 0.00% | No change | 165 | $23K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $21K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $20K |
| Financial Perspectives, Inc | 0.01% | Add +0.7% | 145 | $20K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 133 | $19K |
| Hughes Financial Services, LLC | 0.00% | No change | 129 | $18K |
| American Capital Advisory, LLC | 0.01% | No change | 122 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 120 | $17K |
| Kingdom Financial Group LLC. | 0.00% | New | 114 | $16K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 114 | $16K |
| International Assets Investment Management, LLC | 0.00% | New | 107 | $15K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -75.0% | 100 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 84 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Add +5.5% | 77 | $11K |
| SHP Wealth Management | 0.00% | — | 74 | $10K |
| Grand Wealth Management, LLC | 0.00% | No change | 74 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +276.5% | 64 | $9K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.00% | No change | 60 | $8K |
| Red Lighthouse Investment Management, LLC | 0.00% | No change | 52 | $7K |
| Angeles Wealth Management, LLC | 0.00% | New | 40 | $6K |
| Clarity Asset Management, Inc. | 0.00% | No change | 38 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.1% | 34 | $5K |
| Lodestone Wealth Management LLC | 0.00% | New | 33 | $5K |
| PayPay Securities Corp | 0.11% | Reduce -12.5% | 28 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $2K |
| Abound Wealth Management | 0.00% | No change | 13 | $2K |
| Biltmore Family Office, LLC | 0.00% | No change | 10 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $279 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -96.0% | 1 | $128 |
"% of holder's portfolio" is SUSA's weight in each manager's 13F, not the share of iShares ESG Optimized MSCI U the manager owns.