ISHARES TR

Ticker: EVUS CUSIP: 46436E221 Class: ESG AWR MSCI USA

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
ENVESTNET ASSET MANAGEMENT INC3,334,235$106,829
LPL Financial LLC797,952$25,566
Envestnet Portfolio Solutions, Inc.666,388$21,351
JPMORGAN CHASE & CO455,575$14,597
PARK AVENUE SECURITIES LLC331,020$11
Lido Advisors, LLC232,858$7,331
Cetera Investment Advisers216,258$6,929
MML INVESTORS SERVICES, LLC168,348$5,394
CWM, LLC151,103$5
COMMONWEALTH EQUITY SERVICES, LLC107,711$3,451
Janney Montgomery Scott LLC100,268$3
ASSETMARK, INC83,970$2,690
SageView Advisory Group, LLC67,259$2,155
Avise Financial Cooperative, Inc.60,943$1,953
GeoWealth Management, LLC58,198$1,865
One Wealth Advisors, LLC52,004$1,666
UNITED CAPITAL FINANCIAL ADVISORS, LLC51,291$1,643
Perigon Wealth Management, LLC50,725$1,625
OneDigital Investment Advisors LLC43,013$1,378
Sharkey, Howes & Javer42,947$1,376
Bank of New York Mellon Corp41,951$1,344
Cambridge Investment Research Advisors, Inc.41,103$1
Horst & Graben Wealth Management LLC39,270$1,258
GTS SECURITIES LLC38,781$1,243
Thrivent Financial for Lutherans38,651$1
Brinker Capital Investments, LLC36,198$1,160
SigFig Wealth Management, LLC31,057$995
Davis Wealth Advisors, LLC30,042$963
Merit Financial Group, LLC29,845$956
HighTower Advisors, LLC23,237$745
Investor's Fiduciary Advisor Network, LLC22,087$1
Steward Partners Investment Advisory, LLC21,672$694
Buckingham Strategic Partners21,403$686
Austin Private Wealth, LLC19,394$621
SUSQUEHANNA INTERNATIONAL GROUP, LLP18,171$582
RFG Advisory, LLC18,019$577
SAGESPRING WEALTH PARTNERS, LLC17,722$568
Regal Investment Advisors LLC17,602$564
Advisory Services Network, LLC16,841$540
MGO ONE SEVEN LLC15,990$512
Cassaday & Co Wealth Management LLC14,725$472
World Investment Advisors14,181$454
Gerber Kawasaki Wealth & Investment Management14,121$452
ROYAL BANK OF CANADA13,701$439
&PARTNERS13,499$432
ONE WEALTH CAPITAL MANAGEMENT, LLC12,222$392
OSAIC HOLDINGS, INC.11,622$372
Wealth Alliance11,588$371
OpenArc Corporate Advisory, LLC11,424$366
Atria Investments, Inc10,997$352
Farther Finance Advisors, LLC10,449$335
EverSource Wealth Advisors, LLC10,183$326
Lifelong Wealth Advisors, Inc.10,123$324
RCS Financial Planning, LLC10,058$322
THEORY FINANCIAL LLC9,648$320
Snowden Capital Advisors LLC9,574$307
RAYMOND JAMES FINANCIAL INC9,273$297
DIVERSIFY WEALTH MANAGEMENT, LLC8,607$283
Archer Investment Management, LLC8,227$264
Kelsey Financial, LLC8,114$260
Keystone Financial Services8,033$257
EQ LLC7,995$256
Charter Oak Capital Management, LLC7,794$250
WEALTHGARDEN F.S. LLC7,154$238
Concurrent Investment Advisors, LLC7,150$229
Capital Analysts, LLC6,800$0
TRUIST FINANCIAL CORP6,559$210
Oregon Pacific Wealth Management, LLC6,532$209
LifePlan Investment Advisors, Inc.6,527$209
Maia Wealth LLC6,023$201
AE Wealth Management LLC5,294$170
Gen-Wealth Partners Inc4,997$160
Larson Financial Group LLC3,066$98
JFS WEALTH ADVISORS, LLC2,820$90
COMERICA BANK2,604$83
Addison Advisors LLC1,855$59
Scarborough Advisors, LLC1,624$52
BlackRock, Inc.1,527$49
Transamerica Financial Advisors, Inc.1,072$34
Kestra Advisory Services, LLC978$31
PNC Financial Services Group, Inc.928$30
SOA Wealth Advisors, LLC.793$25
BESSEMER GROUP INC784$0
Aptus Capital Advisors, LLC705$23
BANK OF AMERICA CORP /DE/695$22
FMR LLC617$20
CoreCap Advisors, LLC444$14
WealthShield Partners, LLC373$12
FLAGSHIP HARBOR ADVISORS, LLC359$12
Godfrey Financial Associates, Inc.336$11
Physician Wealth Advisors, Inc.328$11
Kilter Group LLC300$10
WELLS FARGO & COMPANY/MN153$5
Sunbelt Securities, Inc.104$3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC101$3
Cornerstone Planning Group LLC101$3
Commonwealth Retirement Investments LLC67$2
Key Capital Management, INC47$2
Total (98 institutions)7,937,077$232,065