iShares ESG Optimized MSCI USUSAETF
13F holders, Q1 2026 (March 31)519holders −16
19new positions
34sold out
1famous investor
$132.11avg. 13F price*
At the end of Q1 2026, 519 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, down 16 from Q4 2025. 19 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($193.0M), PNC Financial Services Group, Inc. ($140.7M) and Morgan Stanley ($132.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares ESG Optimized MSCI U
- CUSIP
- 464288802
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $4.2M |
| Exits | 34 | $25.7M |
All 13F filers, Q4 2025 → Q1 2026: 416,838 shares bought and 1,206,373 shares sold, net −789,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 519 holders
| Bank of America Corp. | 0.01% | Reduce -9.6% | 1,461,098 | $193.0M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -2.8% | 1,064,924 | $140.7M |
| Morgan Stanley | 0.01% | Reduce -1.2% | 999,244 | $132.0M |
| Royal Bank of Canada | 0.02% | Add +8.6% | 687,964 | $90.9M |
| M&T Bank Corp | 0.25% | Add +10.4% | 575,282 | $76.0M |
| Spinnaker Trust | 4.19% | Reduce -2.3% | 572,548 | $75.6M |
| IMA Advisory Services, Inc. | 6.74% | Add +1.6% | 522,494 | $69.0M |
| Ameriprise Financial Inc. | 0.01% | Add +0.9% | 488,667 | $64.5M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 487,435 | $64.4M |
| Acorns Advisers, LLC | 0.44% | Add +2.8% | 451,156 | $59.6M |
| Mission Wealth Management, LP | 1.14% | Add +0.3% | 412,271 | $54.5M |
| Mercer Global Advisors Inc. | 0.08% | Add +30.1% | 397,779 | $52.5M |
| Wells Fargo & Company | 0.01% | Add +3.5% | 392,073 | $51.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.5% | 394,202 | $50.7M |
| UBS Group AG | 0.01% | Reduce -6.8% | 350,383 | $46.3M |
| LPL Financial LLC | 0.01% | Reduce -0.2% | 307,264 | $40.6M |
| Shira Ridge Wealth Management | 15.21% | Add +0.5% | 290,974 | $38.4M |
| Betterment LLC | 0.07% | Reduce -2.8% | 279,709 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.2% | 243,942 | $32.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -67.3% | 198,443 | $26.2M |
| Baird Financial Group, Inc. | 0.04% | Add +0.1% | 184,874 | $24.4M |
| Mariner, LLC | 0.03% | Add +2.1% | 183,905 | $24.3M |
| HM Payson & Co. | 0.31% | Reduce -7.3% | 164,695 | $21.8M |
| Truist Financial Corp. | 0.02% | Reduce -2.6% | 130,090 | $17.2M |
| Stewardship Advisors, LLC | 3.58% | Add +5.1% | 117,795 | $15.6M |
| Farrow Financial, Inc. | 7.32% | Reduce -0.5% | 97,527 | $12.9M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 96,974 | $12.8M |
| World Investment Advisors | 0.20% | Reduce -6.0% | 94,823 | $12.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.7% | 93,064 | $12.3M |
| Quent Capital, LLC | 0.86% | Add +0.3% | 91,969 | $12.1M |
| HighTower Advisors, LLC | 0.01% | Add +3.3% | 86,469 | $11.4M |
| US Bancorp \de | 0.01% | Add +7.5% | 82,528 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -18.1% | 76,312 | $10.2M |
| Charter Oak Capital Management, LLC | 0.78% | Add +6.1% | 76,374 | $10.1M |
| Creative Planning | 0.01% | Add +54.5% | 74,628 | $9.9M |
| Fund Evaluation Group, LLC | 0.28% | Reduce -45.2% | 69,939 | $9.2M |
| eCIO, Inc. | 3.83% | Reduce 0.0% | 66,029 | $8.7M |
| Northern Trust Corp. | 0.00% | No change | 63,410 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.6% | 63,131 | $8.3M |
| Regions Financial Corp. | 0.05% | Reduce -0.6% | 57,289 | $7.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.3% | 55,559 | $7.3M |
| Bank of Montreal | 0.00% | Add +1.3% | 54,260 | $7.2M |
| Keybank National Association | 0.03% | Reduce -1.7% | 53,404 | $7.1M |
| Accredited Investors Inc. | 0.38% | Add +4.5% | 52,961 | $7.0M |
| Advisory Services Network, LLC | 0.09% | Reduce -3.4% | 50,520 | $6.7M |
| Corundum Group, Inc. | 2.21% | Reduce -1.8% | 50,149 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.5% | 48,516 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.0% | 46,178 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.9% | 45,819 | $6.1M |
| Destination Wealth Management | 0.15% | Add +1.5% | 45,006 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +10.3% | 44,408 | $5.9M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $5.6M |
| Aspiriant, LLC | 0.16% | No change | 42,007 | $5.5M |
| Bear Mountain Capital, Inc. | 1.66% | Add +2.5% | 38,454 | $5.5M |
| Hilltop Wealth Advisors, LLC | 3.30% | Reduce -0.7% | 41,692 | $5.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -6.5% | 39,936 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.5% | 39,041 | $5.2M |
| Roof Eidam Maycock Peralta, LLC | 1.16% | Reduce -2.6% | 38,147 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +14.0% | 37,922 | $4.9M |
| Brookstone Capital Management | 0.06% | Add +4.1% | 36,554 | $4.8M |
| MML Investors Services, LLC | 0.01% | Reduce -16.9% | 36,430 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +1.3% | 35,077 | $4.6M |
| Olde Wealth Management, LLC | 1.45% | Add +0.0% | 34,689 | $4.6M |
| Garde Capital, Inc. | 0.27% | Add +7.5% | 34,665 | $4.6M |
| Mgo One Seven LLC | 0.09% | Reduce -3.1% | 34,381 | $4.5M |
| BigSur Wealth Management LLC | 1.19% | No change | 32,000 | $4.2M |
| Pathstone Holdings, LLC | 0.02% | Add +0.1% | 31,749 | $4.2M |
| Tompkins Financial Corp. | 0.33% | Reduce -4.0% | 31,618 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +182.9% | 30,365 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 29,852 | $3.9M |
| Modern Wealth Management, LLC | 0.07% | Reduce -4.9% | 29,291 | $3.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.08% | Reduce -3.8% | 29,333 | $3.9M |
| SageView Advisory Group, LLC | 0.14% | Reduce -2.0% | 29,288 | $3.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Reduce -9.1% | 29,230 | $3.9M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -5.2% | 28,247 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -4.7% | 28,164 | $3.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.4% | 27,437 | $3.6M |
| NorthRock Partners, LLC | 0.06% | Add +1.5% | 27,246 | $3.6M |
| CPC Advisors, LLC | 0.52% | Reduce -2.4% | 24,475 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.4% | 24,300 | $3.2M |
| Bailard, Inc. | 0.07% | Add +2.2% | 23,947 | $3.2M |
| Relyea Zuckerberg Hanson LLC | 0.32% | No change | 23,860 | $3.2M |
| Ledyard National Bank | 0.27% | Add +4.6% | 23,664 | $3.1M |
| VERITY Wealth Advisors | 2.08% | No change | 23,554 | $3.1M |
| Financially in Tune, LLC | 2.63% | Add +0.5% | 23,152 | $3.1M |
| Simmons Bank | 0.20% | Reduce -6.8% | 22,310 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.9% | 22,274 | $2.9M |
| &partners | 0.01% | Add +1.5% | 21,420 | $2.8M |
| Sax Wealth Advisors, LLC | 0.14% | No change | 20,189 | $2.8M |
| Focus Partners Wealth | 0.00% | Reduce -16.5% | 20,630 | $2.8M |
| CGN Advisors LLC | 0.22% | Reduce -0.1% | 21,128 | $2.8M |
| Shepherd Financial Partners LLC | 0.25% | Reduce -5.3% | 20,325 | $2.7M |
| Composition Wealth, LLC | 0.04% | Add +2.5% | 20,243 | $2.7M |
| HB Wealth Management, LLC | 0.02% | Add +0.1% | 20,226 | $2.7M |
| Crestwood Advisors Group, LLC | 0.04% | Add +3.5% | 19,910 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -0.5% | 19,599 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 19,880 | $2.6M |
| Allworth Financial LP | 0.01% | Add +0.1% | 19,730 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.1% | 19,172 | $2.5M |
| Fingerlakes Wealth Management, Inc. | 1.65% | Add +1.8% | 18,789 | $2.5M |
| Asset Dedication, LLC | 0.17% | Reduce -2.0% | 18,442 | $2.4M |
| Commerce Bank | 0.01% | Add +0.1% | 18,295 | $2.4M |
| Aprio Wealth Management, LLC | 0.13% | Reduce -45.3% | 18,150 | $2.4M |
| Blair William & Co. | 0.01% | Reduce -5.0% | 17,538 | $2.3M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.1% | 15,117 | $2.2M |
| One Wealth Advisors, LLC | 0.27% | Add +0.9% | 16,405 | $2.2M |
| FMR LLC | 0.00% | Add +11.5% | 16,107 | $2.1M |
| GoalVest Advisory LLC | 0.42% | Add +3.0% | 16,096 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.18% | Reduce -0.5% | 15,892 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -7.2% | 14,916 | $2.0M |
| Cwm, LLC | 0.01% | Reduce -15.2% | 14,686 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.8% | 14,401 | $1.9M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | No change | 14,393 | $1.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 14,363 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | Reduce -0.3% | 13,929 | $1.8M |
| 3EDGE Asset Management, LP | 0.09% | Reduce -0.7% | 13,922 | $1.8M |
| M Holdings Securities, Inc. | 0.12% | Reduce -5.8% | 12,220 | $1.8M |
| Trust Co | 0.17% | Reduce -0.5% | 13,736 | $1.8M |
| Gould Asset Management LLC | 0.31% | Add +7.9% | 13,391 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -1.1% | 13,358 | $1.8M |
| Colorado Capital Management, Inc. | 0.65% | Reduce -7.3% | 11,492 | $1.7M |
| Milestone Investment Advisors LLC | 0.42% | Add +0.3% | 13,147 | $1.7M |
| New Covenant Trust Company, N.A. | 1.54% | Reduce -6.7% | 13,085 | $1.7M |
| Ellevest, Inc. | 0.24% | Reduce -2.7% | 13,005 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -12.4% | 14,145 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.1% | 12,644 | $1.7M |
| First Pacific Financial | 0.21% | Reduce -11.4% | 12,464 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.4% | 12,434 | $1.6M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -0.7% | 12,232 | $1.6M |
| Resonant Capital Advisors, LLC | 0.08% | Reduce -0.4% | 12,030 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.1% | 11,809 | $1.6M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -1.1% | 11,648 | $1.5M |
| Winthrop Advisory Group LLC | 0.13% | Reduce -5.8% | 11,590 | $1.5M |
| Bluestem Financial Advisors, LLC | 0.55% | Add +3.4% | 10,861 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.1% | 10,835 | $1.4M |
| Addison Advisors LLC | 0.32% | Reduce -7.0% | 10,823 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.39% | Reduce -5.7% | 10,519 | $1.4M |
| Bigelow Investment Advisors, LLC | 0.54% | Reduce -12.6% | 10,241 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -2.0% | 10,055 | $1.3M |
| WHI TRUST Co LLC | 1.00% | No change | 10,000 | $1.3M |
| Choreo, LLC | 0.02% | No change | 9,971 | $1.3M |
| SOA Wealth Advisors, LLC. | 0.25% | Reduce -1.4% | 9,939 | $1.3M |
| Evolve Private Wealth, LLC | 0.07% | Reduce -0.7% | 9,920 | $1.3M |
| Nepc LLC | 0.03% | Add +29.5% | 9,903 | $1.3M |
| Members Trust Co | 0.04% | Reduce -1.0% | 9,646 | $1.3M |
| Pilgrim Partners Asia Pte Ltd | 0.54% | No change | 9,620 | $1.3M |
| Portland Global Advisors LLC | 0.13% | Reduce -1.3% | 9,555 | $1.3M |
| Marino, Stram & Associates LLC | 0.22% | Add +0.1% | 9,478 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.9% | 9,442 | $1.2M |
| Berman McAleer LLC | 0.17% | No change | 9,339 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +211.6% | 8,982 | $1.2M |
| SK Wealth Management, LLC | 0.32% | Add +2.8% | 8,661 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Add +3.1% | 8,773 | $1.2M |
| Financial Planning Fort Collins, LLC | 0.91% | Add +3.6% | 8,001 | $1.2M |
| Lido Advisors, LLC | 0.00% | Reduce -4.1% | 8,739 | $1.2M |
| TFC Financial Management, Inc. | 0.14% | No change | 8,690 | $1.1M |
| Red Crane Wealth Management, LLC | 0.93% | Add +0.1% | 8,568 | $1.1M |
| Round Rock Advisors LLC | 0.17% | Reduce -2.5% | 8,314 | $1.1M |
| Destiny Capital Corp | 0.59% | Reduce -0.4% | 8,313 | $1.1M |
| Prentiss Smith & Co. Inc. | 0.63% | Reduce -1.3% | 8,278 | $1.1M |
| Abacus Planning Group, Inc. | 0.15% | Add +0.0% | 8,241 | $1.1M |
| Haverford Trust Co | 0.01% | Reduce -2.4% | 8,180 | $1.1M |
| Greenup Street Wealth Management LLC | 0.15% | Reduce -6.3% | 8,075 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +12.2% | 8,051 | $1.1M |
| Apella Capital, LLC | 0.02% | Add +11.8% | 7,364 | $1.1M |
| Legacy Edge Advisors, LLC | 0.11% | Add +11.8% | 8,004 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -3.3% | 7,989 | $1.1M |
| Midwest Trust Co | 0.01% | Add +2.9% | 7,950 | $1.1M |
| Evergreen Wealth Partners LLC | 0.79% | Reduce -10.0% | 7,879 | $1.0M |
| Coastline Trust Co | 0.10% | No change | 7,877 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +0.1% | 7,835 | $1.0M |
| Moment Partners, LLC | 0.18% | Reduce -0.5% | 7,765 | $1.0M |
| Finley Financial, LLC | 0.47% | No change | 7,610 | $1.0M |
| Traphagen Investment Advisors LLC | 0.08% | Add +0.1% | 7,550 | $997K |
| Smart Portfolios, LLC | 0.99% | Add +3.5% | 7,488 | $989K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -0.2% | 7,459 | $985K |
| Flputnam Investment Management Co. | 0.01% | Add +3.2% | 7,356 | $972K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.4% | 7,308 | $965K |
| Citrine Capital LLC | 0.42% | Add +0.2% | 7,265 | $960K |
| Curbstone Financial Management Corp | 0.18% | No change | 7,146 | $944K |
| Carret Asset Management, LLC | 0.09% | Add +0.2% | 7,069 | $934K |
| McClarren Financial Advisors, Inc. | 0.54% | Add +138.4% | 6,927 | $915K |
| Waverly Advisors, LLC | 0.01% | Reduce -30.2% | 6,876 | $908K |
| Fsa Wealth Partners, Inc. | 0.43% | Reduce -48.2% | 6,847 | $904K |
| Equitable Holdings, Inc. | 0.01% | Add +0.2% | 6,313 | $880K |
| Westside Investment Management, Inc. | 0.13% | Add +0.1% | 6,551 | $865K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -8.9% | 6,534 | $863K |
| Farther Finance Advisors, LLC | 0.01% | Add +6.7% | 6,450 | $859K |
| MMBG Investment Advisors Co. | 0.08% | No change | 6,365 | $841K |
| Nautilus Advisors LLC | 0.56% | No change | 6,200 | $819K |
| JNBA Financial Advisors | 0.07% | Reduce -9.5% | 6,119 | $808K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -31.0% | 6,017 | $795K |
| Endeavor Private Wealth, Inc. | 0.23% | No change | 6,000 | $793K |
| Capital Investment Counsel, LLC | 0.11% | No change | 6,000 | $793K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -15.5% | 5,940 | $785K |
| Hills Bank & Trust Co | 0.04% | No change | 5,939 | $785K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,918 | $782K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.4% | 5,911 | $781K |
| Well Done, LLC | 0.11% | No change | 5,905 | $780K |
| Rollins Financial Advisors, LLC | 0.12% | No change | 5,878 | $776K |
| Hengehold Capital Management LLC | 0.07% | Reduce -4.7% | 5,806 | $767K |
| Bank of New Hampshire | 0.17% | No change | 5,790 | $765K |
| Brio Consultants, LLC | 0.09% | Add +9.8% | 5,100 | $751K |
| Morris Financial Concepts, Inc. | 0.25% | Add +5.5% | 5,677 | $750K |
| WealthShield Partners, LLC | 0.08% | Reduce -12.7% | 5,590 | $738K |
| Red Reef Advisors LLC | 0.75% | Reduce -0.5% | 5,435 | $718K |
| Silverlake Wealth Management LLC | 0.15% | Reduce -3.6% | 5,421 | $716K |
| Mechanics Bank Trust Department | 0.10% | No change | 5,400 | $713K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.2% | 5,333 | $704K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -1.9% | 5,295 | $700K |
| Fiduciary Financial Advisors | 0.62% | — | 5,288 | $698K |
| Harbour Investments, Inc. | 0.01% | Add +103.9% | 5,258 | $695K |
| Glenmede Trust Co. NA | 0.00% | Reduce -38.4% | 5,242 | $692K |
| Parsons Capital Management Inc. | 0.03% | Reduce -3.4% | 5,241 | $692K |
| McAdam, LLC | 0.03% | Reduce -0.5% | 5,220 | $690K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,203 | $687K |
| Natural Investments, LLC | 0.17% | Reduce -10.7% | 5,188 | $685K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.0% | 5,131 | $678K |
| Savvy Advisors, Inc. | 0.02% | Add +11.7% | 5,105 | $674K |
| Kraft, Davis & Associates, LLC | 0.14% | No change | 4,591 | $670K |
| Fiduciary Trust Co | 0.01% | Reduce -0.2% | 5,054 | $668K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 5,046 | $667K |
| Riverbend Wealth Management, LLC | 0.41% | No change | 5,000 | $661K |
| Agf Management Ltd. | 0.00% | No change | 5,000 | $661K |
| Mather Group, Llc. | 0.01% | Add +0.0% | 4,991 | $659K |
| SCS Capital Management LLC | 0.01% | Reduce -1.9% | 4,984 | $658K |
| Ryan Investment Management, Inc. | 0.37% | Reduce -43.1% | 4,959 | $655K |
| MAI Capital Management | 0.00% | Add +10.6% | 4,941 | $653K |
| LRI Investments, LLC | 0.06% | Add +3.5% | 4,940 | $653K |
| Brighton Jones LLC | 0.01% | New | 4,905 | $648K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 4,878 | $644K |
| TriaGen Wealth Management LLC | 0.18% | Reduce -5.8% | 4,869 | $643K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,816 | $636K |
| ProVise Management Group, LLC | 0.05% | Reduce -0.2% | 4,777 | $631K |
| Facet Wealth, Inc. | 0.01% | Add +45.4% | 4,771 | $630K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -11.0% | 4,763 | $629K |
| Kesler, Norman & Wride, LLC | 0.11% | No change | 4,662 | $616K |
| Peak Financial Management, Inc. | 0.16% | Reduce -0.5% | 4,660 | $616K |
| Common Fund for Nonprofit Organizations | 0.06% | Reduce -1.1% | 4,629 | $611K |
| West Financial Advisors, LLC | 0.10% | Reduce -0.6% | 4,596 | $607K |
| WealthBridge Capital Management, LLC | 0.14% | Add +0.0% | 4,554 | $602K |
| Richmond Investment Services, LLC | 0.10% | No change | 4,522 | $597K |
| CWS Financial Advisors, LLC | 0.15% | Reduce -1.1% | 4,414 | $583K |
| ASL Financial, LLC | 0.46% | Reduce -1.8% | 4,396 | $581K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,386 | $579K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +158.2% | 4,386 | $579K |
| Meridian Financial Advisors, LLC | 0.31% | No change | 4,300 | $568K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.4% | 4,295 | $567K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 4,284 | $566K |
| Connecticut Wealth Management, LLC | 0.02% | Add +8.6% | 4,260 | $563K |
| Opulen Financial Group LLC | 0.40% | Add +0.2% | 4,255 | $562K |
| Sharper & Granite LLC | 0.19% | Reduce -3.3% | 4,210 | $556K |
| Western Wealth Management, LLC | 0.02% | Add +0.2% | 4,200 | $555K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.2% | 4,181 | $552K |
| Franklin Resources Inc. | 0.00% | Reduce -63.6% | 4,167 | $550K |
| Mill Capital Management, LLC | 0.04% | No change | 4,150 | $548K |
| Ritholtz Wealth Management | 0.01% | No change | 4,096 | $541K |
| Harbor Group, Inc. | 0.08% | Add +9.8% | 4,055 | $536K |
| CIBC Asset Management Inc | 0.00% | No change | 4,010 | $530K |
| Progressive Investment Management Corp | 0.14% | No change | 4,000 | $528K |
| Bradley & Co. Private Wealth Management, LLC | 0.28% | No change | 3,984 | $526K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -10.7% | 3,960 | $523K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -1.0% | 3,908 | $516K |
| Guardsman Private Capital Management, Inc. | 0.40% | No change | 3,906 | $516K |
| North Star Investment Management Corp. | 0.03% | No change | 3,859 | $510K |
| Ulland Investment Advisors, LLC | 0.44% | No change | 3,855 | $509K |
| Heartwood Wealth Advisors LLC | 0.04% | New | 3,830 | $506K |
| Peregrine Asset Advisers, Inc. | 0.14% | Add +0.9% | 3,822 | $505K |
| Bell Bank | 0.02% | New | 3,802 | $502K |
| Portfolio Resources Advisor Group, Inc. | 0.50% | Reduce -0.7% | 3,775 | $499K |
| First Foundation Advisors | 0.02% | No change | 3,773 | $498K |
| Warner Financial, Inc. | 0.17% | Add +0.1% | 3,711 | $490K |
| Asempa Wealth Advisors | 0.42% | No change | 3,660 | $487K |
| Weaver Consulting Group | 0.12% | No change | 3,682 | $486K |
| McGinn Penninger Investment Management, Inc. | 0.31% | Reduce -21.1% | 3,618 | $478K |
| Corepath Wealth Partners LLC | 0.32% | Add +7.3% | 3,461 | $476K |
| Associated Banc-Corp | 0.01% | No change | 3,599 | $475K |
| Diversified Enterprises, LLC | 0.03% | Add +0.5% | 3,573 | $472K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Add +1.1% | 3,550 | $469K |
| Integrated Investment Consultants, LLC | 0.10% | Add +1.0% | 3,549 | $469K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 3,530 | $466K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -27.0% | 3,429 | $453K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.1% | 3,416 | $451K |
| Highview Capital Management LLC | 0.16% | No change | 3,413 | $451K |
| Win Advisors, Inc. | 0.20% | Reduce -1.2% | 3,365 | $445K |
| J. Mark Nickell & Co. | 0.40% | No change | 3,363 | $444K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -1.2% | 3,353 | $443K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,350 | $443K |
| Continuum Advisory, LLC | 0.04% | New | 3,279 | $433K |
| Harbor Investment Advisory, LLC | 0.03% | Add +0.2% | 3,277 | $433K |
| Sound Stewardship, LLC | 0.20% | No change | 3,226 | $426K |
| Global View Capital Management LLC | 0.11% | Add +4.0% | 3,224 | $426K |
| TrustBank | 0.16% | No change | 3,212 | $424K |
| Citizens Financial Group Inc. | 0.01% | Reduce -4.3% | 3,201 | $423K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.6% | 3,197 | $422K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,148 | $416K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.6% | 3,148 | $416K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.2% | 3,142 | $415K |
| Pine Haven Investment Counsel, Inc | 0.30% | Reduce -2.7% | 3,084 | $407K |
| Arkos Global Advisors | 0.05% | Reduce -3.2% | 3,048 | $403K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,760 | $402K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 3,038 | $401K |
| PFG Investments, LLC | 0.02% | Reduce -7.1% | 3,015 | $398K |
| Arrowroot Family Office, LLC | 0.13% | Add +0.1% | 3,006 | $397K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $396K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.8% | 2,998 | $396K |
| BridgePort Financial Solutions, LLC | 0.11% | Reduce -1.9% | 2,983 | $394K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.8% | 2,963 | $391K |
| Zevin Asset Management LLC | 0.05% | Reduce -25.7% | 2,925 | $386K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,884 | $381K |
| Investment Research Partners LLC | 0.15% | No change | 2,880 | $380K |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 2,865 | $378K |
| Savant Capital, LLC | 0.00% | Add +62.9% | 2,843 | $376K |
| Avail Investment Partners, LLC | 0.40% | — | 2,831 | $374K |
| Sigma Planning Corp | 0.01% | No change | 2,823 | $373K |
| Financial Planning Hawaii, Inc. | 0.22% | No change | 2,803 | $370K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +34.0% | 2,756 | $364K |
| Wealth Architects, LLC | 0.03% | No change | 2,734 | $361K |
| Consilio Wealth Advisors, LLC | 0.11% | Add +21.5% | 2,732 | $361K |
| Klingman & Associates, LLC | 0.02% | Add +0.9% | 2,719 | $359K |
| Aufman Associates Inc | 0.17% | Add +4.3% | 2,692 | $356K |
| SWP Financial LLC | 0.18% | Add +7.6% | 2,671 | $353K |
| Kelman-Lazarov, Inc. | 0.05% | Reduce -2.1% | 2,630 | $347K |
| Xcelsior Advisor Partners LLC | 0.13% | Add +3.5% | 2,608 | $345K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.1% | 2,601 | $344K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -5.2% | 2,597 | $343K |
| High Probability Advisors, LLC | 0.04% | Add +0.3% | 2,581 | $341K |
| HCR Wealth Advisors | 0.03% | No change | 2,550 | $337K |
| OLIO Financial Planning | 0.09% | No change | 2,547 | $336K |
| Acropolis Investment Management, LLC | 0.01% | No change | 2,540 | $336K |
| Guerra Pan Advisors, LLC | 0.21% | No change | 2,525 | $334K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 2,516 | $332K |
| LGL Partners, LLC | 0.14% | Add +0.2% | 2,511 | $332K |
| Villere St Denis J & Co. LLC | 0.04% | Reduce -16.7% | 2,500 | $330K |
| Catherine Avery Investment Management LLC | 0.15% | No change | 2,493 | $329K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -5.0% | 2,489 | $329K |
| Allodium Investment Consultants, LLC | 0.16% | Add +0.0% | 2,488 | $329K |
| Empower Advisory Group, LLC | 0.00% | Reduce -47.9% | 2,480 | $328K |
| Pacific Center for Financial Services | 0.08% | Reduce -42.4% | 2,453 | $324K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $324K |
| Allstreet Capital Advisors LLC | 0.24% | No change | 2,442 | $323K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 2,389 | $316K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -0.6% | 2,351 | $311K |
| Bar Harbor Wealth Management | 0.02% | Reduce -1.0% | 2,337 | $309K |
| Grove Bank & Trust | 0.03% | No change | 2,328 | $308K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $307K |
| Pittenger & Anderson Inc. | 0.01% | Add +0.9% | 2,315 | $306K |
| Kennebec Savings Bank | 0.27% | No change | 2,307 | $305K |
| Balanced Rock Investment Advisors LLC | 0.21% | Reduce -0.3% | 2,300 | $304K |
| Birchbrook, Inc. | 0.15% | Reduce -36.1% | 2,280 | $301K |
| Signaturefd, LLC | 0.00% | No change | 2,278 | $301K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,242 | $296K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,238 | $296K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.4% | 2,197 | $290K |
| Wealthgarden F.S. LLC | 0.20% | No change | 2,193 | $290K |
| Forza Wealth Management, LLC | 0.10% | No change | 2,192 | $290K |
| VestGen Advisors, LLC | 0.01% | Reduce -12.9% | 1,938 | $290K |
| Brooklyn Investment Group | 0.01% | Add +5.9% | 2,182 | $288K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -2.3% | 2,170 | $287K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $284K |
| Frederick Financial Consultants, LLC | 0.14% | No change | 2,074 | $274K |
| LVZ, Inc. | 0.03% | Reduce -32.2% | 2,068 | $273K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.2% | 2,050 | $271K |
| Perigon Wealth Management, LLC | 0.00% | Add +30.0% | 2,043 | $270K |
| Magnus Financial Group LLC | 0.02% | Reduce -2.7% | 2,027 | $268K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 2,021 | $267K |
| Private Wealth Management Group, LLC | 0.07% | No change | 2,017 | $266K |
| ETF Portfolio Partners, Inc. | 0.07% | Add +4.8% | 2,012 | $266K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 1,897 | $264K |
| WJ Wealth Management, LLC | 0.12% | Reduce -25.9% | 2,000 | $264K |
| Traveka Wealth, LLC | 0.10% | No change | 2,000 | $264K |
| Strategic Financial Concepts, LLC | 0.07% | No change | 2,000 | $264K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 1,993 | $263K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -1.8% | 1,991 | $263K |
| Hoxton Planning & Management, LLC | 0.08% | Add +22.5% | 1,975 | $261K |
| Mason & Associates Inc | 0.05% | No change | 2,020 | $260K |
| IAG Wealth Partners, LLC | 0.03% | No change | 1,964 | $259K |
| January Capital Advisors LLC | 0.35% | — | 1,960 | $259K |
| Goldstein Advisors, LLC | 0.03% | Add +2.6% | 1,959 | $259K |
| Axis Wealth Partners, LLC | 0.14% | Reduce -8.0% | 1,952 | $258K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,916 | $253K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -65.7% | 1,914 | $253K |
| May Hill Capital, LLC | 0.06% | No change | 1,913 | $253K |
| Wood Tarver Financial Group, LLC | 0.07% | Add +0.1% | 1,912 | $252K |
| Creekside Partners | 0.10% | No change | 1,873 | $247K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.7% | 1,870 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.3% | 1,857 | $245K |
| Financial Insights, Inc. | 0.08% | No change | 1,840 | $243K |
| AQR Capital Management | 0.00% | New | 1,803 | $238K |
| Family Manage LLC | 0.03% | Add +6.6% | 1,798 | $238K |
| Refined Wealth Management | 0.15% | Reduce -1.4% | 1,787 | $236K |
| Pathway Financial Advisors LLC | 0.03% | No change | 1,765 | $235K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,774 | $234K |
| Pointe Capital Management LLC | 0.11% | No change | 1,752 | $231K |
| Summit Financial, LLC | 0.00% | Reduce -0.1% | 1,743 | $230K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -6.1% | 1,743 | $230K |
| Eagle Strategies LLC | 0.03% | Add +3.0% | 1,735 | $229K |
| Advisor OS, LLC | 0.02% | Add +1.0% | 1,734 | $229K |
| Harfst & Associates, Inc. | 0.04% | No change | 1,711 | $226K |
| StoneX Group Inc. | 0.01% | New | 1,701 | $225K |
| Argyle Capital Partners, LLC | 0.16% | No change | 1,696 | $224K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,695 | $224K |
| Stanich Group LLC | 0.17% | Add +0.3% | 1,694 | $224K |
| MJP Associates Inc. | 0.03% | Add +0.2% | 1,691 | $223K |
| Parkshore Wealth Management, Inc. | 0.07% | Reduce -0.8% | 1,688 | $223K |
| Evoke Wealth, LLC | 0.00% | No change | 1,685 | $223K |
| LexAurum Advisors, LLC | 0.03% | — | 1,683 | $222K |
| Empowered Funds, LLC | 0.00% | New | 1,680 | $222K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.1% | 1,671 | $221K |
| Boothe Investment Group, Inc. | 0.07% | Reduce -8.0% | 1,626 | $215K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -2.2% | 1,620 | $214K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 1,606 | $212K |
| Boston Family Office LLC | 0.01% | No change | 1,600 | $211K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Add +0.1% | 1,575 | $208K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 1,564 | $207K |
| Harbor Asset Planning, Inc. | 0.17% | Add +0.2% | 1,561 | $206K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -3.1% | 1,551 | $205K |
| Montis Financial, LLC | 0.04% | No change | 1,551 | $205K |
| Maimon Wealth Management LTD. | 0.18% | No change | 1,590 | $204K |
| AlTi Global, Inc. | 0.00% | Reduce -2.8% | 1,544 | $204K |
| SBI Securities Co., Ltd. | 0.01% | Add +2.4% | 1,517 | $200K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 1,343 | $177K |
| Spire Wealth Management | 0.01% | No change | 1,305 | $172K |
| Longview Financial Advisors LLC | 0.09% | No change | 1,304 | $172K |
| Vanguard Advisers Inc. | 0.00% | — | 1,295 | $171K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -2.2% | 1,100 | $145K |
| Hollencrest Capital Management | 0.01% | Add +25.1% | 1,055 | $139K |
| National Bank of Canada | 0.00% | New | 1,025 | $135K |
| Whittier Trust Co. | 0.00% | New | 1,000 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.6% | 1,005 | $133K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,000 | $132K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 978 | $129K |
| Investors Research Corp | 0.02% | Add +12.4% | 918 | $121K |
| GAMMA Investing LLC | 0.01% | Add +20.4% | 884 | $117K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -10.9% | 860 | $114K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $112K |
| Opal Wealth Advisors, LLC | 0.03% | New | 844 | $111K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 832 | $110K |
| Caldwell Trust Co | 0.01% | No change | 800 | $106K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.4% | 780 | $103K |
| Financial Connections Group, Inc. | 0.04% | Reduce -42.7% | 773 | $102K |
| Flagship Wealth Advisors, LLC | 0.04% | Reduce -33.6% | 781 | $99K |
| Crewe Advisors LLC | 0.01% | No change | 744 | $98K |
| Millstone Evans Group, LLC | 0.06% | No change | 731 | $97K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -1.4% | 698 | $92K |
| JDM Financial Group LLC | 0.04% | New | 696 | $92K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $86K |
| Cranbrook Wealth Management, LLC | 0.02% | Add +0.1% | 648 | $86K |
| Assetmark, Inc. | 0.00% | Add +5.3% | 635 | $84K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 632 | $83K |
| NBT Bank, N.A. | 0.01% | No change | 600 | $79K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $74K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -81.5% | 574 | $74K |
| Adirondack Trust Co. | 0.02% | Reduce -24.7% | 549 | $73K |
| Clean Yield Group | 0.02% | New | 539 | $71K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 526 | $69K |
| Rossmore Private Capital | 0.01% | No change | 509 | $67K |
| Westend Capital Management, LLC | 0.02% | No change | 503 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +17.9% | 500 | $66K |
| AE Wealth Management LLC | 0.00% | Reduce -96.3% | 492 | $65K |
| CoreCap Advisors, LLC | 0.00% | No change | 478 | $63K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -67.7% | 471 | $62K |
| Private Trust Co. NA | 0.01% | No change | 457 | $60K |
| Dunhill Financial, LLC | 0.01% | Reduce -60.4% | 437 | $58K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $57K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.02% | Add +613.3% | 428 | $57K |
| Front Row Advisors LLC | 0.02% | No change | 423 | $56K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $52K |
| Blue Trust, Inc. | 0.00% | Add +0.3% | 387 | $51K |
| Basepoint Wealth LLC | 0.03% | Add +0.5% | 379 | $50K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -38.2% | 356 | $47K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $46K |
| Hantz Financial Services, Inc. | 0.00% | No change | 347 | $46K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 335 | $44K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 336 | $44K |
| Root Financial Partners, LLC | 0.00% | Add +10.3% | 331 | $44K |
| Align Financial, LLC | 0.02% | Reduce -99.3% | 314 | $41K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -45.0% | 275 | $36K |
| Armor Investment Advisors, LLC | 0.01% | No change | 258 | $34K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 250 | $33K |
| Gill Capital Partners, LLC | 0.01% | New | 246 | $32K |
| CX Institutional | 0.00% | No change | 233 | $31K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.5% | 220 | $29K |
| Collier Financial | 0.02% | Add +0.5% | 197 | $26K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 190 | $25K |
| Financial Life Planners | 0.02% | New | 186 | $25K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 183 | $24K |
| Triumph Capital Management | 0.00% | No change | 166 | $22K |
| Heritage Wealth Advisors | 0.00% | No change | 165 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $20K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 145 | $19K |
| Integrity Financial Corp | 0.01% | Reduce -44.3% | 142 | $19K |
| Hughes Financial Services, LLC | 0.00% | No change | 129 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 120 | $16K |
| American Capital Advisory, LLC | 0.01% | Reduce -8.2% | 112 | $15K |
| International Assets Investment Management, LLC | 0.00% | Add +3.7% | 111 | $15K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $14K |
| Bollard Group LLC | 0.00% | New | 96 | $13K |
| Rossby Financial, LCC | 0.00% | No change | 84 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +26.6% | 81 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 77 | $10K |
| SHP Wealth Management | 0.00% | No change | 74 | $10K |
| Grand Wealth Management, LLC | 0.00% | No change | 74 | $10K |
| Lanark Financial, Inc. | 0.00% | Reduce -85.8% | 61 | $8K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -72.1% | 46 | $6K |
| Angeles Wealth Management, LLC | 0.00% | No change | 40 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 40 | $5K |
| Clarity Asset Management, Inc. | 0.00% | No change | 38 | $5K |
| Lodestone Wealth Management LLC | 0.00% | No change | 33 | $4K |
| PayPay Securities Corp | 0.14% | Add +3.6% | 29 | $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 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -67.7% | 11 | $1K |
| Biltmore Family Office, LLC | 0.00% | No change | 10 | $1K |
| Realta Investment Advisors | 0.00% | New | 4 | $528 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $264 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $122 |
"% 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.