iShares ESG Optimized MSCI USUSAETF
13F holders, Q2 2026 (June 30)534holders +15
44new positions
21sold out
2famous investors
$154.09avg. 13F price*
At the end of Q2 2026, 534 institutions reported holding iShares ESG Optimized MSCI U (SUSA) in their 13F filings, up 15 from Q1 2026. 44 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($222.3M), Morgan Stanley ($182.1M) and PNC Financial Services Group, Inc. ($163.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $26.5M |
| Exits | 21 | $6.7M |
All 13F filers, Q1 2026 → Q2 2026: 674,495 shares bought and 404,190 shares sold, net +270,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 534 holders
| Bank of America Corp. | 0.01% | Reduce -1.4% | 1,440,521 | $222.3M |
| Morgan Stanley | 0.01% | Add +18.1% | 1,180,021 | $182.1M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.7% | 1,057,780 | $163.2M |
| Royal Bank of Canada | 0.02% | Reduce -2.7% | 669,168 | $103.3M |
| Spinnaker Trust | 4.24% | Reduce -1.2% | 565,699 | $87.3M |
| M&T Bank Corp | 0.25% | Reduce -2.1% | 563,054 | $86.9M |
| IMA Advisory Services, Inc. | 5.07% | Add +0.3% | 524,325 | $80.9M |
| Mercer Global Advisors Inc. | 0.10% | Add +27.1% | 505,698 | $78.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 482,294 | $74.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.8% | 479,718 | $74.0M |
| Acorns Advisers, LLC | 0.45% | Add +0.1% | 451,365 | $69.6M |
| Mission Wealth Management, LP | 0.84% | Add +5.5% | 434,837 | $67.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 390,877 | $60.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 381,259 | $58.4M |
| UBS Group AG | 0.01% | Reduce -4.0% | 336,349 | $51.9M |
| Shira Ridge Wealth Management | 15.51% | Reduce -1.0% | 288,096 | $44.5M |
| LPL Financial LLC | 0.01% | Reduce -8.6% | 280,854 | $43.3M |
| Betterment LLC | 0.07% | Reduce -3.1% | 270,917 | $41.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.6% | 230,321 | $35.5M |
| Baird Financial Group, Inc. | 0.04% | Add +4.2% | 192,575 | $29.7M |
| Mariner, LLC | 0.03% | Add +3.1% | 189,670 | $29.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.8% | 178,987 | $27.6M |
| Truist Financial Corp. | 0.02% | Add +1.0% | 131,445 | $20.3M |
| HM Payson & Co. | 0.26% | Reduce -22.2% | 128,070 | $19.8M |
| Stewardship Advisors, LLC | 4.02% | Add +6.4% | 125,349 | $19.3M |
| Cetera Investment Advisers | 0.01% | Reduce -1.7% | 95,352 | $14.7M |
| Farrow Financial, Inc. | 7.64% | Reduce -4.9% | 92,788 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.6% | 90,668 | $14.0M |
| Quent Capital, LLC | 0.86% | Reduce -1.6% | 90,467 | $14.0M |
| US Bancorp \de | 0.01% | Add +0.7% | 83,066 | $12.8M |
| World Investment Advisors | 0.21% | No change | 94,823 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.4% | 78,893 | $12.3M |
| Creative Planning | 0.01% | Add +1.9% | 76,050 | $11.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.7% | 72,894 | $11.2M |
| Fund Evaluation Group, LLC | 0.30% | Add +1.4% | 70,915 | $10.9M |
| Northern Trust Corp. | 0.00% | No change | 63,410 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.1% | 60,537 | $9.3M |
| eCIO, Inc. | 2.60% | Reduce -9.1% | 60,027 | $9.3M |
| Bank of Montreal | 0.00% | Add +3.0% | 55,905 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +79.2% | 54,403 | $8.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.0% | 53,342 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +14.0% | 52,635 | $8.1M |
| Accredited Investors Inc. | 0.35% | Reduce -1.3% | 52,268 | $8.1M |
| Keybank National Association | 0.03% | Reduce -3.5% | 51,561 | $8.0M |
| Advisory Services Network, LLC | 0.09% | Add +1.7% | 51,394 | $7.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.5% | 49,249 | $7.6M |
| Regions Financial Corp. | 0.04% | Reduce -15.9% | 48,155 | $7.4M |
| Corundum Group, Inc. | 2.19% | Reduce -4.4% | 47,936 | $7.4M |
| Destination Wealth Management | 0.17% | Add +5.6% | 47,522 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.6% | 46,081 | $7.1M |
| Captrust Financial Advisors | 0.01% | Add +0.8% | 44,767 | $6.9M |
| MML Investors Services, LLC | 0.01% | Add +19.7% | 43,611 | $6.7M |
| Jones Financial Companies LLLP | 0.00% | Add +15.3% | 43,704 | $6.6M |
| Glenview Trust Co | 0.09% | No change | 42,500 | $6.6M |
| Aspiriant, LLC | 0.15% | Reduce -3.6% | 40,507 | $6.3M |
| Hilltop Wealth Advisors, LLC | 3.09% | Reduce -4.1% | 39,993 | $6.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.1% | 39,892 | $6.2M |
| Pathstone Holdings, LLC | 0.02% | Add +24.7% | 39,580 | $6.1M |
| Bear Mountain Capital, Inc. | 1.76% | Add +1.9% | 39,189 | $6.1M |
| Brookstone Capital Management | 0.06% | Add +7.0% | 39,116 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.4% | 38,874 | $6.0M |
| Roof Eidam Maycock Peralta, LLC | 1.14% | Reduce -1.9% | 37,420 | $5.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.11% | Add +24.7% | 36,569 | $5.6M |
| Arax Advisory Partners | 0.04% | New | 35,082 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.9% | 34,751 | $5.4M |
| Olde Wealth Management, LLC | 1.52% | Reduce -0.1% | 34,653 | $5.3M |
| Garde Capital, Inc. | 0.24% | Reduce -0.4% | 34,525 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +24.6% | 34,192 | $5.3M |
| Mgo One Seven LLC | 0.09% | Reduce -1.1% | 33,985 | $5.2M |
| BigSur Wealth Management LLC | 1.19% | No change | 32,000 | $4.9M |
| Tompkins Financial Corp. | 0.33% | Reduce -3.5% | 30,516 | $4.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +3.2% | 30,158 | $4.7M |
| Modern Wealth Management, LLC | 0.05% | Reduce -0.3% | 29,197 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 28,780 | $4.4M |
| Pure Financial Advisors, LLC | 0.06% | Add +1.4% | 28,649 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -0.8% | 27,952 | $4.3M |
| NorthRock Partners, LLC | 0.06% | Reduce -1.2% | 26,909 | $4.2M |
| SageView Advisory Group, LLC | 0.13% | Reduce -13.9% | 25,224 | $3.9M |
| CPC Advisors, LLC | 0.52% | Add +1.3% | 24,789 | $3.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.9% | 24,528 | $3.8M |
| Focus Partners Wealth | 0.00% | Add +18.0% | 24,349 | $3.8M |
| Relyea Zuckerberg Hanson LLC | 0.31% | Reduce -0.6% | 23,724 | $3.7M |
| VERITY Wealth Advisors | 2.17% | Reduce -1.2% | 23,263 | $3.6M |
| Bailard, Inc. | 0.07% | Reduce -4.0% | 23,001 | $3.5M |
| 3EDGE Asset Management, LP | 0.16% | Add +62.4% | 22,615 | $3.5M |
| &partners | 0.01% | Add +5.1% | 22,505 | $3.5M |
| Simmons Bank | 0.20% | No change | 22,310 | $3.4M |
| Ledyard National Bank | 0.27% | Reduce -6.6% | 22,096 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.3% | 21,755 | $3.4M |
| Blair William & Co. | 0.01% | Add +21.6% | 21,329 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +8.9% | 20,872 | $3.2M |
| Citadel Advisors | 0.00% | New | 20,851 | $3.2M |
| CGN Advisors LLC | 0.23% | Reduce -1.6% | 20,793 | $3.2M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +4.0% | 20,387 | $3.1M |
| Shepherd Financial Partners LLC | 0.26% | Add +0.1% | 20,337 | $3.1M |
| Allworth Financial LP | 0.01% | Add +2.0% | 20,133 | $3.1M |
| Fingerlakes Wealth Management, Inc. | 1.67% | Add +7.2% | 20,132 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.7% | 20,081 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 19,884 | $3.1M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.4% | 19,830 | $3.1M |
| Fsa Wealth Partners, Inc. | 0.75% | Add +182.3% | 19,329 | $3.0M |
| Commerce Bank | 0.01% | No change | 18,295 | $2.8M |
| FMR LLC | 0.00% | Add +13.0% | 18,205 | $2.8M |
| Composition Wealth, LLC | 0.03% | Reduce -10.7% | 18,088 | $2.8M |
| Aprio Wealth Management, LLC | 0.14% | Reduce -0.9% | 17,990 | $2.8M |
| Sax Wealth Advisors, LLC | 0.11% | Add +0.3% | 20,245 | $2.7M |
| One Wealth Advisors, LLC | 0.28% | Reduce -0.3% | 16,354 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.19% | Add +0.1% | 15,903 | $2.5M |
| GoalVest Advisory LLC | 0.44% | Reduce -4.1% | 15,440 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +4.5% | 15,054 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -0.8% | 14,790 | $2.3M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -0.7% | 15,012 | $2.3M |
| Asset Dedication, LLC | 0.14% | Reduce -21.9% | 14,400 | $2.2M |
| Basso Capital Management, L.P. | 0.54% | New | 14,234 | $2.2M |
| Evergreen Capital Management LLC | 0.04% | No change | 13,929 | $2.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -3.7% | 13,829 | $2.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.6% | 13,736 | $2.1M |
| Evercore Wealth Management, LLC | 0.03% | No change | 13,358 | $2.1M |
| Winthrop Advisory Group LLC | 0.14% | Add +13.6% | 13,163 | $2.0M |
| Milestone Investment Advisors LLC | 0.44% | Reduce -0.4% | 13,089 | $2.0M |
| Ryan Investment Management, Inc. | 0.91% | Add +161.4% | 12,961 | $2.0M |
| Ellevest, Inc. | 0.23% | Reduce -1.5% | 12,809 | $2.0M |
| First Pacific Financial | 0.23% | Reduce -1.6% | 12,260 | $1.9M |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.0% | 12,184 | $1.9M |
| New Covenant Trust Company, N.A. | 1.41% | Reduce -7.2% | 12,145 | $1.9M |
| Resonant Capital Advisors, LLC | 0.09% | Add +0.2% | 12,054 | $1.9M |
| Gould Asset Management LLC | 0.29% | Reduce -11.2% | 11,896 | $1.8M |
| Trust Co | 0.17% | Reduce -13.7% | 11,857 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | No change | 11,809 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +23.4% | 11,649 | $1.8M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 11,648 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -19.1% | 11,440 | $1.8M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -6.8% | 11,404 | $1.8M |
| Bluestem Financial Advisors, LLC | 0.59% | No change | 10,861 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.0% | 10,836 | $1.7M |
| Members Trust Co | 0.05% | Add +11.6% | 10,765 | $1.7M |
| Bond & Devick Financial Network, Inc. | 0.40% | Add +1.2% | 10,648 | $1.6M |
| MAI Capital Management | 0.01% | Add +114.3% | 10,587 | $1.6M |
| Hershey Financial Advisers, LLC | 1.17% | New | 10,571 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +99.1% | 10,217 | $1.6M |
| WHI TRUST Co LLC | 1.00% | No change | 10,000 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.56% | Reduce -2.4% | 9,998 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.26% | No change | 9,939 | $1.5M |
| Nepc LLC | 0.03% | No change | 9,903 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -1.3% | 9,844 | $1.5M |
| SK Wealth Management, LLC | 0.34% | Add +10.2% | 9,547 | $1.5M |
| Evolve Private Wealth, LLC | 0.09% | Reduce -1.6% | 9,760 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 9,742 | $1.5M |
| Pilgrim Partners Asia Pte Ltd | 0.65% | No change | 9,620 | $1.5M |
| Colorado Capital Management, Inc. | 0.50% | Reduce -18.3% | 9,395 | $1.5M |
| Portland Global Advisors LLC | 0.14% | Reduce -0.5% | 9,505 | $1.5M |
| Marino, Stram & Associates LLC | 0.23% | Add +0.2% | 9,495 | $1.5M |
| Berman McAleer LLC | 0.17% | Reduce -0.9% | 9,254 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +1.7% | 9,134 | $1.4M |
| Wesbanco Bank Inc. | 0.03% | Reduce -1.7% | 8,624 | $1.3M |
| Red Crane Wealth Management, LLC | 0.97% | Add +0.1% | 8,579 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -32.3% | 8,563 | $1.3M |
| TFC Financial Management, Inc. | 0.15% | Reduce -1.9% | 8,523 | $1.3M |
| Destiny Capital Corp | 0.60% | Reduce -0.0% | 8,312 | $1.3M |
| Abacus Planning Group, Inc. | 0.16% | Add +0.3% | 8,262 | $1.3M |
| Prentiss Smith & Co. Inc. | 0.70% | Reduce -0.7% | 8,220 | $1.3M |
| Haverford Trust Co | 0.01% | No change | 8,180 | $1.3M |
| Round Rock Advisors LLC | 0.16% | Reduce -2.1% | 8,139 | $1.3M |
| Quantinno Capital Management LP | 0.00% | New | 8,121 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | No change | 8,051 | $1.2M |
| Mutual Advisors, LLC | 0.02% | Add +0.2% | 8,008 | $1.2M |
| Financial Planning Fort Collins, LLC | 0.96% | Reduce -1.8% | 7,854 | $1.2M |
| Evergreen Wealth Partners LLC | 0.72% | Reduce -0.9% | 7,809 | $1.2M |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -2.6% | 7,792 | $1.2M |
| Coastline Trust Co | 0.11% | Reduce -2.2% | 7,707 | $1.2M |
| Moment Partners, LLC | 0.21% | Reduce -1.8% | 7,622 | $1.2M |
| Finley Financial, LLC | 0.47% | No change | 7,610 | $1.2M |
| Traphagen Investment Advisors LLC | 0.08% | Add +0.1% | 7,558 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | Add +0.0% | 7,460 | $1.2M |
| Bluespring Wealth Management, LLC | 0.02% | Add +90.8% | 7,455 | $1.2M |
| Midwest Trust Co | 0.01% | Reduce -6.9% | 7,401 | $1.1M |
| Apella Capital, LLC | 0.02% | Reduce -1.3% | 7,271 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.1% | 7,156 | $1.1M |
| Carret Asset Management, LLC | 0.10% | Add +0.2% | 7,082 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +2.2% | 7,028 | $1.1M |
| Curbstone Financial Management Corp | 0.18% | Reduce -2.5% | 6,966 | $1.1M |
| McClarren Financial Advisors, Inc. | 0.55% | Add +0.1% | 6,935 | $1.1M |
| XTX Topco Ltd | 0.01% | New | 6,776 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.3% | 6,447 | $995K |
| Westside Investment Management, Inc. | 0.13% | Reduce -2.7% | 6,373 | $983K |
| MMBG Investment Advisors Co. | 0.08% | No change | 6,365 | $982K |
| Equitable Holdings, Inc. | 0.01% | Add +0.6% | 6,349 | $980K |
| Nautilus Advisors LLC | 0.57% | No change | 6,200 | $966K |
| Connecticut Wealth Management, LLC | 0.04% | Add +45.7% | 6,207 | $958K |
| Hengehold Capital Management LLC | 0.07% | Add +5.0% | 6,098 | $941K |
| Natural Investments, LLC | 0.20% | Add +15.8% | 6,008 | $926K |
| Endeavor Private Wealth, Inc. | 0.23% | No change | 6,000 | $926K |
| Capital Investment Counsel, LLC | 0.11% | No change | 6,000 | $926K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.0% | 5,959 | $919K |
| Flputnam Investment Management Co. | 0.01% | Reduce -17.9% | 6,037 | $919K |
| Hills Bank & Trust Co | 0.04% | No change | 5,939 | $916K |
| JNBA Financial Advisors | 0.07% | Reduce -3.1% | 5,930 | $915K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,911 | $912K |
| Well Done, LLC | 0.12% | No change | 5,905 | $911K |
| Global Retirement Partners, LLC | 0.01% | — | 5,897 | $910K |
| Morris Financial Concepts, Inc. | 0.28% | Add +3.1% | 5,854 | $903K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -1.3% | 5,799 | $895K |
| Bank of New Hampshire | 0.19% | No change | 5,790 | $893K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -3.5% | 5,733 | $885K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -14.4% | 5,521 | $852K |
| AQR Capital Management | 0.00% | Add +203.4% | 5,471 | $844K |
| Fiduciary Financial Advisors | 0.09% | Add +3.4% | 5,468 | $844K |
| McAdam, LLC | 0.03% | Add +4.4% | 5,449 | $841K |
| Red Reef Advisors LLC | 0.77% | Add +0.2% | 5,445 | $840K |
| Sigma Planning Corp | 0.02% | Add +92.3% | 5,429 | $838K |
| Mechanics Bank Trust Department | 0.10% | No change | 5,400 | $833K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +0.0% | 5,296 | $817K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 5,261 | $812K |
| Parsons Capital Management Inc. | 0.04% | No change | 5,241 | $809K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.6% | 5,210 | $804K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,203 | $803K |
| Brio Consultants, LLC | 0.09% | Add +0.3% | 5,116 | $789K |
| Savvy Advisors, Inc. | 0.02% | Add +0.1% | 5,110 | $788K |
| Riverbend Wealth Management, LLC | 0.39% | No change | 5,000 | $772K |
| Mather Group, Llc. | 0.01% | Reduce -0.1% | 4,986 | $769K |
| Peak Financial Management, Inc. | 0.18% | Add +6.4% | 4,960 | $765K |
| LRI Investments, LLC | 0.06% | No change | 4,940 | $762K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.6% | 4,914 | $758K |
| SCS Capital Management LLC | 0.01% | Reduce -2.0% | 4,886 | $754K |
| Marks Group Wealth Management, Inc | 0.07% | No change | 4,878 | $753K |
| Silverlake Wealth Management LLC | 0.14% | Reduce -11.1% | 4,819 | $744K |
| ProVise Management Group, LLC | 0.05% | No change | 4,777 | $737K |
| Brighton Jones LLC | 0.01% | Reduce -2.6% | 4,776 | $737K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.0% | 4,764 | $735K |
| Vontobel Holding Ltd. | 0.00% | Reduce -1.4% | 4,747 | $732K |
| TriaGen Wealth Management LLC | 0.18% | Reduce -2.6% | 4,742 | $732K |
| Facet Wealth, Inc. | 0.01% | Reduce -1.0% | 4,722 | $729K |
| Kesler, Norman & Wride, LLC | 0.11% | No change | 4,662 | $719K |
| CWS Financial Advisors, LLC | 0.16% | Add +4.3% | 4,602 | $710K |
| Kraft, Davis & Associates, LLC | 0.15% | No change | 4,591 | $706K |
| West Financial Advisors, LLC | 0.11% | Reduce -0.8% | 4,559 | $703K |
| WealthBridge Capital Management, LLC | 0.14% | No change | 4,554 | $703K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.9% | 4,536 | $700K |
| Greenup Street Wealth Management LLC | 0.08% | Reduce -44.0% | 4,518 | $697K |
| Common Fund for Nonprofit Organizations | 0.06% | Reduce -3.0% | 4,488 | $692K |
| Agf Management Ltd. | 0.00% | Reduce -12.0% | 4,400 | $679K |
| ASL Financial, LLC | 0.48% | No change | 4,396 | $678K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 4,389 | $677K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 4,386 | $677K |
| Talisman Wealth Advisors LLC | 0.50% | New | 4,590 | $675K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.0% | 4,369 | $674K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +2.7% | 4,295 | $658K |
| Opulen Financial Group LLC | 0.41% | Add +0.1% | 4,261 | $658K |
| Trust Co. of Vermont | 0.02% | — | 4,253 | $656K |
| Sharper & Granite LLC | 0.20% | Add +0.9% | 4,247 | $655K |
| Global Assets Advisory, LLC | 0.14% | New | 4,243 | $655K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.8% | 4,168 | $643K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +30.3% | 4,166 | $643K |
| Mill Capital Management, LLC | 0.04% | No change | 4,150 | $640K |
| Ritholtz Wealth Management | 0.01% | No change | 4,096 | $632K |
| Naples Global Advisors, LLC | 0.04% | New | 4,078 | $629K |
| TruNorth Capital Management, LLC | 0.10% | New | 4,066 | $627K |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 4,057 | $626K |
| Peregrine Asset Advisers, Inc. | 0.14% | Add +5.7% | 4,039 | $623K |
| CIBC Asset Management Inc | 0.00% | No change | 4,010 | $619K |
| Progressive Investment Management Corp | 0.14% | No change | 4,000 | $617K |
| Bradley & Co. Private Wealth Management, LLC | 0.29% | No change | 3,984 | $615K |
| Meridian Financial Advisors, LLC | 0.29% | Reduce -7.6% | 3,975 | $613K |
| Harbor Group, Inc. | 0.07% | Reduce -2.8% | 3,942 | $608K |
| Guardsman Private Capital Management, Inc. | 0.42% | No change | 3,906 | $603K |
| Vise Technologies, Inc. | 0.01% | New | 3,890 | $600K |
| North Star Investment Management Corp. | 0.03% | No change | 3,859 | $595K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 3,830 | $591K |
| Portfolio Resources Advisor Group, Inc. | 0.50% | Add +0.5% | 3,795 | $586K |
| Sanctuary Advisors, LLC | 0.00% | Add +27.8% | 3,787 | $584K |
| Bell Bank | 0.02% | Reduce -0.9% | 3,766 | $581K |
| Warner Financial, Inc. | 0.17% | Add +0.1% | 3,713 | $573K |
| Weaver Consulting Group | 0.12% | No change | 3,682 | $568K |
| Nwam LLC | 0.03% | New | 3,662 | $565K |
| Asempa Wealth Advisors | 0.43% | No change | 3,660 | $565K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -16.0% | 3,606 | $556K |
| Associated Banc-Corp | 0.01% | Reduce -0.2% | 3,593 | $554K |
| Continuum Advisory, LLC | 0.04% | Add +9.5% | 3,591 | $554K |
| Diversified Enterprises, LLC | 0.03% | Add +0.2% | 3,580 | $552K |
| Integrated Investment Consultants, LLC | 0.11% | No change | 3,549 | $548K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 3,530 | $545K |
| Odyssey Group, LLC | 0.15% | — | 3,511 | $542K |
| First Foundation Advisors | 0.02% | Reduce -7.2% | 3,503 | $541K |
| Fiduciary Trust Co | 0.01% | Reduce -31.7% | 3,450 | $532K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +79.2% | 3,429 | $529K |
| Corepath Wealth Partners LLC | 0.33% | Reduce -0.6% | 3,441 | $529K |
| Highview Capital Management LLC | 0.15% | No change | 3,413 | $527K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +1.0% | 3,388 | $523K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.2% | 3,376 | $521K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.7% | 3,370 | $520K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.8% | 3,325 | $513K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.1% | 3,272 | $505K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -17.9% | 3,251 | $502K |
| Sound Stewardship, LLC | 0.21% | No change | 3,226 | $498K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Reduce -9.7% | 3,205 | $495K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.7% | 3,180 | $491K |
| McGinn Penninger Investment Management, Inc. | 0.30% | Reduce -12.3% | 3,173 | $490K |
| Trillium Asset Management, LLC | 0.01% | No change | 3,148 | $486K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.4% | 3,134 | $484K |
| Pine Haven Investment Counsel, Inc | 0.32% | No change | 3,084 | $476K |
| Jane Street Group, LLC | 0.00% | New | 3,067 | $473K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 3,038 | $469K |
| Arkos Global Advisors | 0.06% | Reduce -0.6% | 3,029 | $467K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 3,017 | $466K |
| Arrowroot Family Office, LLC | 0.13% | No change | 3,006 | $464K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 2,998 | $463K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.4% | 2,987 | $461K |
| TrustBank | 0.16% | Reduce -7.1% | 2,985 | $461K |
| Fusion Family Wealth, LLC | 0.03% | No change | 2,884 | $445K |
| Investment Research Partners LLC | 0.15% | Reduce -0.2% | 2,873 | $443K |
| Bessemer Group Inc. | 0.00% | No change | 2,865 | $442K |
| Savant Capital, LLC | 0.00% | No change | 2,843 | $439K |
| Avail Investment Partners, LLC | 0.34% | No change | 2,831 | $437K |
| Lido Advisors, LLC | 0.00% | Reduce -67.7% | 2,821 | $435K |
| Financial Planning Hawaii, Inc. | 0.23% | No change | 2,803 | $433K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,760 | $426K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 2,756 | $425K |
| Consilio Wealth Advisors, LLC | 0.10% | Add +0.3% | 2,741 | $423K |
| BridgePort Financial Solutions, LLC | 0.11% | Reduce -8.2% | 2,739 | $423K |
| Wealth Architects, LLC | 0.03% | No change | 2,734 | $422K |
| Klingman & Associates, LLC | 0.02% | No change | 2,719 | $420K |
| Aufman Associates Inc | 0.17% | Add +0.1% | 2,694 | $416K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +12.6% | 2,690 | $415K |
| SWP Financial LLC | 0.19% | Add +0.1% | 2,674 | $413K |
| OLIO Financial Planning | 0.10% | Add +4.5% | 2,662 | $411K |
| Kelman-Lazarov, Inc. | 0.05% | Add +0.0% | 2,631 | $406K |
| Xcelsior Advisor Partners LLC | 0.05% | No change | 2,608 | $402K |
| Ulland Investment Advisors, LLC | 0.30% | Reduce -32.4% | 2,605 | $402K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.3% | 2,589 | $400K |
| High Probability Advisors, LLC | 0.04% | Add +0.1% | 2,585 | $399K |
| HCR Wealth Advisors | 0.04% | No change | 2,550 | $393K |
| Guerra Pan Advisors, LLC | 0.22% | No change | 2,525 | $390K |
| Dakota Wealth Management | 0.01% | Add +0.1% | 2,519 | $389K |
| LGL Partners, LLC | 0.14% | Add +0.2% | 2,515 | $388K |
| Villere St Denis J & Co. LLC | 0.05% | No change | 2,500 | $386K |
| Catherine Avery Investment Management LLC | 0.17% | No change | 2,493 | $385K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 2,489 | $384K |
| Allodium Investment Consultants, LLC | 0.16% | No change | 2,488 | $384K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,480 | $383K |
| Pacific Center for Financial Services | 0.08% | Add +0.0% | 2,454 | $379K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,451 | $378K |
| Allstreet Capital Advisors LLC | 0.25% | No change | 2,442 | $377K |
| Zevin Asset Management LLC | 0.05% | Reduce -17.4% | 2,416 | $373K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -5.2% | 2,407 | $371K |
| Arkadios Wealth Advisors | 0.01% | Reduce -8.4% | 2,383 | $368K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.2% | 2,355 | $363K |
| Bar Harbor Wealth Management | 0.02% | No change | 2,337 | $361K |
| Grove Bank & Trust | 0.04% | No change | 2,328 | $359K |
| Diversified Trust Co. | 0.01% | No change | 2,323 | $358K |
| Pittenger & Anderson Inc. | 0.01% | No change | 2,315 | $357K |
| Global View Capital Management LLC | 0.07% | Reduce -28.6% | 2,303 | $355K |
| Signaturefd, LLC | 0.00% | No change | 2,278 | $351K |
| Forza Wealth Management, LLC | 0.11% | Add +3.4% | 2,267 | $350K |
| Kennebec Savings Bank | 0.28% | Reduce -2.0% | 2,260 | $349K |
| Balanced Rock Investment Advisors LLC | 0.22% | Reduce -2.0% | 2,255 | $348K |
| Richmond Investment Services, LLC | 0.11% | Reduce -50.2% | 2,253 | $348K |
| Princeton Global Asset Management LLC | 0.05% | No change | 2,242 | $346K |
| Nuveen, LLC | 0.00% | New | 2,217 | $342K |
| Affinity Wealth Management LLC | 0.04% | New | 2,172 | $335K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 2,170 | $335K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,198 | $335K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,198 | $335K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,150 | $332K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.0% | 2,132 | $329K |
| Money Concepts Capital Corp. | 0.02% | New | 2,112 | $326K |
| Frederick Financial Consultants, LLC | 0.14% | No change | 2,074 | $320K |
| LVZ, Inc. | 0.03% | No change | 2,068 | $319K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.2% | 2,054 | $317K |
| Magnus Financial Group LLC | 0.02% | Add +0.1% | 2,030 | $313K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 2,022 | $312K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -1.1% | 2,020 | $312K |
| ETF Portfolio Partners, Inc. | 0.07% | No change | 2,012 | $310K |
| WJ Wealth Management, LLC | 0.12% | No change | 2,000 | $309K |
| Traveka Wealth, LLC | 0.10% | No change | 2,000 | $309K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.3% | 1,998 | $308K |
| LBMC Investment Advisors, LLC | 0.02% | New | 1,994 | $308K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,993 | $308K |
| Birchbrook, Inc. | 0.14% | Reduce -12.7% | 1,991 | $307K |
| Mason & Associates Inc | 0.05% | Reduce -1.9% | 1,982 | $306K |
| Wealthgarden F.S. LLC | 0.17% | Reduce -9.8% | 1,977 | $305K |
| Wood Tarver Financial Group, LLC | 0.07% | Add +3.5% | 1,979 | $305K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 1,975 | $305K |
| Private Wealth Management Group, LLC | 0.07% | Reduce -2.5% | 1,967 | $304K |
| IAG Wealth Partners, LLC | 0.03% | No change | 1,964 | $303K |
| January Capital Advisors LLC | 0.25% | No change | 1,960 | $302K |
| Axis Wealth Partners, LLC | 0.14% | Add +0.1% | 1,955 | $302K |
| Goldstein Advisors, LLC | 0.03% | Reduce -0.2% | 1,955 | $302K |
| Susquehanna International Group, LLP | 0.00% | Add +3.9% | 1,943 | $300K |
| VestGen Advisors, LLC | 0.01% | No change | 1,938 | $299K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,916 | $296K |
| May Hill Capital, LLC | 0.06% | No change | 1,913 | $295K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -81.2% | 1,893 | $292K |
| Creekside Partners | 0.10% | No change | 1,873 | $289K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -40.7% | 1,863 | $288K |
| Pathway Financial Advisors LLC | 0.03% | Add +5.9% | 1,869 | $288K |
| Values Added Financial LLC | 0.10% | New | 1,860 | $287K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.1% | 1,858 | $287K |
| Financial Insights, Inc. | 0.08% | No change | 1,840 | $284K |
| Family Manage LLC | 0.03% | No change | 1,798 | $277K |
| Stanich Group LLC | 0.17% | Add +5.8% | 1,793 | $277K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,774 | $274K |
| Pointe Capital Management LLC | 0.12% | No change | 1,752 | $270K |
| Laurel Oak Wealth Management, LLC | 0.04% | No change | 1,743 | $269K |
| Advisor OS, LLC | 0.02% | Add +0.2% | 1,737 | $268K |
| Eagle Strategies LLC | 0.03% | No change | 1,735 | $268K |
| Harfst & Associates, Inc. | 0.04% | No change | 1,711 | $264K |
| First Manhattan Co. Llc. | 0.00% | Reduce -24.0% | 1,700 | $262K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,695 | $262K |
| MJP Associates Inc. | 0.03% | Add +0.2% | 1,694 | $261K |
| Parkshore Wealth Management, Inc. | 0.07% | No change | 1,688 | $260K |
| LexAurum Advisors, LLC | 0.03% | Reduce -1.7% | 1,654 | $255K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -1.7% | 1,642 | $253K |
| Alliancebernstein L.P. | 0.00% | No change | 1,897 | $251K |
| Boston Family Office LLC | 0.01% | No change | 1,600 | $247K |
| Maimon Wealth Management LTD. | 0.19% | No change | 1,590 | $245K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,575 | $243K |
| Harbour Trust & Investment Management Co | 0.02% | Add +0.6% | 1,574 | $243K |
| Harbor Asset Planning, Inc. | 0.18% | Add +0.2% | 1,564 | $241K |
| Summit Financial, LLC | 0.00% | Reduce -10.6% | 1,558 | $240K |
| Tradewinds, LLC. | 0.05% | New | 4,113 | $240K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 1,551 | $239K |
| Montis Financial, LLC | 0.05% | No change | 1,551 | $239K |
| AlTi Global, Inc. | 0.00% | No change | 1,544 | $238K |
| Sulzberger Capital Advisors, Inc. | 0.23% | New | 1,500 | $231K |
| Bath Savings Trust Co | 0.02% | New | 1,500 | $231K |
| Portland Financial Advisors Inc | 0.42% | New | 1,495 | $231K |
| TriCert Investment Counsel Inc. | 0.02% | — | 1,480 | $228K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -2.5% | 1,479 | $228K |
| Pennsylvania Capital Management Inc. | 0.06% | New | 1,464 | $226K |
| Vericrest Private Wealth | 0.20% | New | 1,447 | $223K |
| Boothe Investment Group, Inc. | 0.07% | Reduce -11.1% | 1,445 | $223K |
| PFG Advisors | 0.01% | New | 1,440 | $222K |
| DDFG, Inc | 0.04% | New | 1,405 | $217K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,405 | $216K |
| White Lighthouse Investment Management Inc. | 0.03% | New | 1,379 | $213K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 1,378 | $213K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 1,606 | $212K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 1,374 | $212K |
| Panoramic Investment Advisors, LLC | 0.10% | New | 1,373 | $212K |
| Everpar Advisors LLC | 0.06% | New | 1,370 | $211K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 1,343 | $207K |
| Vanguard Advisers Inc. | 0.00% | Add +1.0% | 1,308 | $202K |
| Beck Bode, LLC | 0.03% | New | 1,305 | $201K |
| Spire Wealth Management | 0.01% | No change | 1,305 | $201K |
| Boston Trust Walden Corp | 0.00% | New | 1,297 | $200K |
| Longview Financial Advisors LLC | 0.10% | Reduce -4.1% | 1,251 | $193K |
| Flagship Wealth Advisors, LLC | 0.04% | Add +50.7% | 1,177 | $182K |
| National Bank of Canada | 0.00% | Add +9.8% | 1,125 | $174K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.2% | 1,102 | $170K |
| Hollencrest Capital Management | 0.01% | No change | 1,055 | $163K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $155K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,000 | $154K |
| Arcadia Investment Advisors LLC | 0.06% | Add +0.3% | 981 | $151K |
| Investors Research Corp | 0.03% | Add +2.4% | 940 | $145K |
| GAMMA Investing LLC | 0.01% | No change | 884 | $136K |
| Howe & Rusling Inc. | 0.01% | No change | 850 | $131K |
| Evolution Advisers, Inc. | 0.05% | New | 842 | $129K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 832 | $128K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -7.0% | 800 | $123K |
| Caldwell Trust Co | 0.01% | No change | 800 | $123K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 780 | $120K |
| Crewe Advisors LLC | 0.01% | No change | 744 | $115K |
| Millstone Evans Group, LLC | 0.06% | No change | 731 | $113K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 698 | $108K |
| JDM Financial Group LLC | 0.04% | No change | 696 | $107K |
| Colonial Trust Advisors | 0.01% | No change | 650 | $100K |
| Assetmark, Inc. | 0.00% | Reduce -2.2% | 621 | $96K |
| NBT Bank, N.A. | 0.01% | No change | 600 | $93K |
| Addison Advisors LLC | 0.04% | Reduce -94.6% | 585 | $90K |
| Smartleaf Asset Management LLC | 0.00% | No change | 574 | $88K |
| Valley National Advisers Inc. | 0.01% | No change | 564 | $87K |
| Cranbrook Wealth Management, LLC | 0.02% | Reduce -14.0% | 557 | $86K |
| Adirondack Trust Co. | 0.03% | No change | 549 | $85K |
| Clean Yield Group | 0.02% | No change | 539 | $83K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 518 | $79K |
| Rossmore Private Capital | 0.01% | No change | 509 | $79K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $77K |
| CoreCap Advisors, LLC | 0.00% | No change | 478 | $74K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -0.6% | 468 | $72K |
| AE Wealth Management LLC | 0.00% | Reduce -4.9% | 468 | $72K |
| Private Trust Co. NA | 0.01% | No change | 457 | $71K |
| Front Row Advisors LLC | 0.02% | No change | 423 | $67K |
| St Germain D J Co. Inc. | 0.00% | No change | 431 | $67K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 390 | $60K |
| Blue Trust, Inc. | 0.00% | No change | 387 | $60K |
| Hantz Financial Services, Inc. | 0.00% | Add +10.1% | 382 | $59K |
| Basepoint Wealth LLC | 0.03% | No change | 379 | $59K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 350 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.2% | 350 | $54K |
| Dunhill Financial, LLC | 0.01% | Reduce -21.3% | 344 | $53K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 337 | $52K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -9.3% | 323 | $50K |
| Westend Capital Management, LLC | 0.01% | Reduce -42.4% | 290 | $45K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -4.7% | 262 | $40K |
| Armor Investment Advisors, LLC | 0.01% | No change | 258 | $40K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 250 | $39K |
| Gill Capital Partners, LLC | 0.01% | No change | 246 | $38K |
| Westfuller Advisors, LLC | 0.01% | New | 244 | $38K |
| CX Institutional | 0.00% | No change | 233 | $36K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 220 | $34K |
| Financial Life Planners | 0.02% | No change | 186 | $29K |
| Larson Financial Group LLC | 0.00% | No change | 183 | $28K |
| Triumph Capital Management | 0.00% | No change | 166 | $26K |
| Heritage Wealth Advisors | 0.00% | No change | 165 | $25K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +101.2% | 163 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 150 | $23K |
| Financial Perspectives, Inc | 0.01% | No change | 145 | $22K |
| Chilton Capital Management LLC | 0.00% | No change | 145 | $22K |
| Integrity Financial Corp | 0.01% | No change | 142 | $22K |
| Hughes Financial Services, LLC | 0.00% | No change | 129 | $20K |
| American Capital Advisory, LLC | 0.01% | No change | 112 | $17K |
| International Assets Investment Management, LLC | 0.00% | No change | 111 | $17K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 104 | $16K |
| Bollard Group LLC | 0.00% | No change | 96 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 84 | $13K |
| SHP Wealth Management | 0.00% | Add +1.4% | 75 | $12K |
| Brooklyn FI, LLC | 0.00% | New | 74 | $11K |
| Angeles Wealth Management, LLC | 0.00% | Add +80.0% | 72 | $11K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 69 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 61 | $9K |
| Downshift Financial, LLC | 0.00% | New | 60 | $9K |
| Kroeger Financial Partners | 0.01% | — | 51 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 46 | $7K |
| Collier Financial | 0.00% | Reduce -79.2% | 41 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.5% | 39 | $6K |
| Lodestone Wealth Management LLC | 0.00% | No change | 33 | $5K |
| PayPay Securities Corp | 0.09% | Reduce -13.8% | 25 | $4K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 25 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 15 | $2K |
| Abound Wealth Management | 0.00% | No change | 13 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 10 | $2K |
| Realta Investment Advisors | 0.00% | No change | 4 | $617 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $309 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $143 |
"% 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.