Vanguard ESG US Stock ETFESGVETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 522 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 26 from Q2 2024. 42 opened new positions and 16 sold out. The largest holders were Vanguard Group Inc. ($279.9M), Visa Foundation ($175.0M) and Creative Planning ($125.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard ESG US Stock ETF
- CUSIP
- 921910733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $30.0M |
| Exits | 16 | $9.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,720,952 shares bought and 4,535,764 shares sold, net −2,814,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| Vanguard Group Inc. | 0.01% | Reduce -59.1% | 2,753,130 | $279.9M |
| Visa Foundation | 74.08% | No change | 1,721,275 | $175.0M |
| Creative Planning | 0.12% | Add +4.6% | 1,230,874 | $125.1M |
| Wealthfront Advisers LLC | 0.37% | Add +9.2% | 1,181,274 | $120.1M |
| Morgan Stanley | 0.01% | Reduce -1.3% | 821,613 | $83.5M |
| Leo Wealth, LLC | 6.34% | Add +1.0% | 682,919 | $69.4M |
| Verde Capital Management | 16.76% | Reduce -3.0% | 549,824 | $55.9M |
| IMPACTfolio, LLC | 24.00% | Add +1.4% | 457,426 | $46.5M |
| Bank of America Corp. | 0.00% | Reduce -19.8% | 454,740 | $46.2M |
| Angeles Investment Advisors, LLC | 2.29% | Add +2.0% | 441,396 | $44.9M |
| Betterment LLC | 0.10% | Add +12.8% | 422,517 | $42.9M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 420,711 | $42.8M |
| Platt Investment Counsel, LLC | 37.10% | Add +1.2% | 411,198 | $41.8M |
| Partners Capital Investment Group, LLP | 0.64% | Add +22.4% | 392,796 | $39.9M |
| Baird Financial Group, Inc. | 0.08% | Add +12.6% | 385,801 | $39.2M |
| McClarren Financial Advisors, Inc. | 4.86% | Add +960.6% | 32,783 | $38.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.9% | 357,484 | $36.4M |
| Facet Wealth, Inc. | 1.03% | Add +3.4% | 358,106 | $36.3M |
| SCS Capital Management LLC | 0.68% | Add +17.3% | 330,442 | $33.6M |
| Crewe Advisors LLC | 3.67% | Add +0.1% | 311,066 | $31.6M |
| UBS Group AG | 0.01% | Reduce -2.0% | 281,462 | $28.6M |
| Mather Group, Llc. | 0.35% | Reduce -0.7% | 265,888 | $27.0M |
| Raymond James & Associates | 0.02% | Add +3.1% | 265,140 | $27.0M |
| Olde Wealth Management, LLC | 9.22% | Reduce -2.0% | 252,975 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.4% | 244,063 | $24.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +5.0% | 227,524 | $23.1M |
| LPL Financial LLC | 0.01% | Add +1.8% | 218,478 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 217,442 | $22.1M |
| Cerity Partners LLC | 0.05% | Reduce -5.4% | 214,106 | $21.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.9% | 212,682 | $21.6M |
| Garde Capital, Inc. | 1.42% | Add +6.6% | 212,570 | $21.6M |
| Rwa Wealth Partners, LLC | 0.26% | Add +2019.5% | 208,222 | $21.2M |
| Cedar Wealth Management, LLC | 6.53% | Add +0.0% | 207,042 | $21.0M |
| Hanson & Doremus Investment Management | 3.34% | Reduce -0.1% | 206,859 | $21.0M |
| Orgel Wealth Management, LLC | 0.52% | Reduce -2.0% | 205,692 | $20.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.6% | 187,684 | $19.1M |
| Bank of Montreal | 0.01% | Reduce -5.3% | 187,649 | $19.0M |
| Caprock Group, LLC | 0.68% | Reduce -2.3% | 183,222 | $18.6M |
| Franklin Resources Inc. | 0.01% | Add +55.1% | 171,970 | $17.8M |
| Clarity Asset Management, Inc. | 12.00% | Add +1.1% | 169,896 | $17.3M |
| Mill Creek Capital Advisors, LLC | 0.41% | Reduce -3.8% | 168,811 | $17.2M |
| Financial Connections Group, Inc. | 8.13% | Add +7.9% | 162,712 | $16.5M |
| Diversified Portfolios, Inc. | 1.51% | Reduce -3.0% | 142,260 | $14.5M |
| One Day In July LLC | 1.61% | Reduce -0.3% | 140,674 | $14.3M |
| SageView Advisory Group, LLC | 0.71% | Reduce -14.6% | 137,322 | $14.0M |
| Dohj, LLC | 3.24% | Add +2.2% | 138,445 | $13.9M |
| Lake Street Advisors Group, LLC | 0.62% | Add +3.7% | 131,345 | $13.4M |
| Human Investing LLC | 2.40% | Add +3.1% | 130,744 | $13.3M |
| Regatta Capital Group, LLC | 2.58% | Add +5.2% | 130,708 | $13.3M |
| LifeGuide Financial Advisors, LLC | 5.55% | Add +9.6% | 127,982 | $13.0M |
| Gemmer Asset Management LLC | 1.30% | Add +11.7% | 127,888 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +11.1% | 123,262 | $12.5M |
| Skyline Advisors, Inc. | 5.05% | Reduce -1.7% | 120,677 | $12.3M |
| BNP Paribas Financial Markets | 0.01% | Add +173823.2% | 120,007 | $12.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.6% | 112,675 | $11.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +39.7% | 109,800 | $11.2M |
| Focus Partners Wealth | 0.03% | Add +190.0% | 106,346 | $10.8M |
| Cary Street Partners Investment Advisory LLC | 0.38% | No change | 103,431 | $10.3M |
| Evoke Wealth, LLC | 0.28% | Add +20.6% | 100,788 | $10.2M |
| Apella Capital, LLC | 0.41% | Reduce -3.5% | 99,073 | $10.0M |
| Two Sigma Investments, LP | 0.02% | New | 93,300 | $9.5M |
| Retirement Capital Strategies | 3.65% | Add +69.7% | 91,678 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +10.7% | 90,805 | $9.2M |
| Farrell Financial LLC | 6.40% | Add +4.5% | 85,006 | $9.1M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.5% | 85,248 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Add +28.0% | 84,964 | $8.6M |
| AMG National Trust Bank | 0.23% | Reduce -4.1% | 81,903 | $8.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.3% | 81,191 | $8.3M |
| Eq LLC | 3.80% | Reduce -0.7% | 74,732 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +29.2% | 70,126 | $7.0M |
| New Covenant Trust Company, N.A. | 6.46% | Reduce -0.2% | 65,876 | $6.7M |
| Mariner, LLC | 0.01% | Add +22.7% | 65,325 | $6.6M |
| BSW Wealth Partners | 0.98% | Add +0.7% | 64,418 | $6.5M |
| Cetera Investment Advisers | 0.01% | Reduce -5.7% | 64,416 | $6.5M |
| Relyea Zuckerberg Hanson LLC | 0.99% | Add +22.1% | 63,964 | $6.5M |
| Libra Wealth LLC | 2.52% | Add +1.9% | 61,986 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 60,272 | $6.1M |
| Blair William & Co. | 0.02% | Add +96.1% | 59,130 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | New | 58,893 | $6.0M |
| Apexium Financial, LP | 0.39% | Reduce -0.5% | 58,418 | $5.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.1% | 57,801 | $5.9M |
| Affinity Capital Advisors, LLC | 1.11% | Reduce -10.6% | 56,260 | $5.7M |
| Charter Oak Capital Management, LLC | 0.52% | Reduce -1.0% | 55,065 | $5.6M |
| D.A. Davidson & Co. | 0.05% | Add +2.6% | 53,722 | $5.5M |
| Parallel Advisors, LLC | 0.12% | Reduce -3.7% | 50,507 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -4.7% | 49,100 | $5.0M |
| St Germain D J Co. Inc. | 0.23% | Reduce -0.7% | 49,041 | $5.0M |
| Elios Financial Group Inc. | 2.19% | — | 46,731 | $4.8M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -8.7% | 46,178 | $4.7M |
| Brandywine Oak Private Wealth LLC | 0.45% | Reduce -0.7% | 45,864 | $4.7M |
| Monterey Private Wealth, Inc. | 1.55% | Add +2.4% | 44,812 | $4.6M |
| Stephens Consulting, LLC | 1.16% | Add +3.5% | 44,461 | $4.5M |
| Patriot Investment Management Group, Inc. | 0.33% | Add +0.1% | 44,064 | $4.5M |
| Atlantic Private Wealth, LLC | 3.39% | Reduce -13.1% | 44,043 | $4.5M |
| White Lighthouse Investment Management Inc. | 0.74% | Add +1.8% | 40,640 | $4.1M |
| Raffa Wealth Management, LLC | 0.98% | Add +178.3% | 40,006 | $4.1M |
| Toronto Dominion Bank | 0.01% | No change | 39,345 | $4.0M |
| Soundwatch Capital LLC | 0.63% | Add +3.9% | 39,253 | $4.0M |
| Ashford Advisors, LLC | 0.90% | No change | 37,901 | $3.9M |
| Gould Asset Management LLC | 0.82% | Add +1.5% | 37,576 | $3.8M |
| Webster Bank, N. A. | 0.40% | No change | 36,729 | $3.7M |
| Stonehearth Capital Management, LLC | 1.48% | Reduce -1.4% | 36,571 | $3.7M |
| Atmos Advisory, LLC | 2.58% | Reduce -3.7% | 35,682 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.4% | 35,058 | $3.6M |
| Corient Private Wealth LP | 0.01% | Add +3.4% | 34,842 | $3.5M |
| First Horizon Advisors, Inc. | 0.10% | No change | 34,065 | $3.5M |
| Citadel Advisors | 0.00% | Add +29.0% | 33,861 | $3.4M |
| Arjuna Capital | 0.88% | Add +60.7% | 33,354 | $3.4M |
| Choreo, LLC | 0.05% | Add +0.6% | 33,671 | $3.4M |
| Palisades Hudson Asset Management, L.P. | 1.43% | Add +0.3% | 33,254 | $3.4M |
| Merit Financial Group, LLC | 0.07% | Reduce -16.6% | 32,961 | $3.4M |
| Sageworth Trust Co | 0.20% | Add +5.6% | 32,714 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +3.2% | 32,583 | $3.3M |
| Well Done, LLC | 0.59% | Add +0.0% | 31,574 | $3.2M |
| Fiduciary Trust Co | 0.04% | No change | 30,746 | $3.1M |
| Ballentine Partners, LLC | 0.05% | Reduce -24.3% | 30,309 | $3.1M |
| Whittier Trust Co. | 0.04% | No change | 29,014 | $2.9M |
| Sapient Capital LLC | 0.06% | Add +66.4% | 28,449 | $2.9M |
| My Personal CFO, LLC | 1.54% | Reduce -0.6% | 27,552 | $2.8M |
| Paragon Capital Management Ltd | 0.55% | Add +4.1% | 27,391 | $2.8M |
| M&T Bank Corp | 0.01% | No change | 27,274 | $2.8M |
| Wealth Group Ltd | 0.80% | Add +8.6% | 27,195 | $2.8M |
| Brooklyn FI, LLC | 0.97% | Add +2.6% | 26,993 | $2.7M |
| Mayport, LLC | 0.84% | Add +0.0% | 25,849 | $2.6M |
| Trademark Financial Management, LLC | 2.07% | Reduce -1.9% | 25,732 | $2.6M |
| Topel & Distasi Wealth Management, LLC | 1.05% | Add +2.3% | 24,891 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Add +2.3% | 24,812 | $2.5M |
| CGN Advisors LLC | 0.25% | Reduce -2.2% | 24,439 | $2.5M |
| Equitable Trust Co. | 0.16% | Reduce -0.0% | 24,338 | $2.5M |
| Summit Wealth Group, LLC | 0.71% | No change | 24,068 | $2.4M |
| Prio Wealth Limited Partnership | 0.07% | Add +0.6% | 23,600 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.95% | Add +2.4% | 23,037 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +18.2% | 22,930 | $2.3M |
| AlTi Global, Inc. | 0.06% | Reduce -8.4% | 22,915 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +1.9% | 22,734 | $2.3M |
| Northern Trust Corp. | 0.00% | No change | 21,688 | $2.2M |
| Davis R M Inc. | 0.04% | Add +19.8% | 21,618 | $2.2M |
| Westfuller Advisors, LLC | 1.56% | — | 21,444 | $2.2M |
| West Financial Advisors, LLC | 0.42% | Reduce -5.0% | 21,408 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.15% | Reduce -0.3% | 21,373 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +40.6% | 21,349 | $2.2M |
| Bell Investment Advisors, Inc | 0.40% | Reduce -0.5% | 21,286 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.0% | 20,648 | $2.1M |
| Armbruster Capital Management, Inc. | 0.42% | Add +197.4% | 20,632 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -2.5% | 20,582 | $2.1M |
| Larson Financial Group LLC | 0.12% | Reduce -9.4% | 20,078 | $2.0M |
| NewEdge Wealth, LLC | 0.04% | Add +4.8% | 19,952 | $2.0M |
| Johnson Bixby & Associates, LLC | 0.31% | Add +2.0% | 19,737 | $2.0M |
| UMB Bank, n.a. | 0.03% | No change | 19,183 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +18.8% | 18,958 | $1.9M |
| Marshall Financial Group Inc. | 0.57% | Add +6.5% | 18,691 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | New | 18,060 | $1.8M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +100.4% | 18,026 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +29.5% | 17,870 | $1.8M |
| Addison Advisors LLC | 0.50% | Add +2.9% | 17,869 | $1.8M |
| Northland Capital Management LLC | 1.02% | Add +11.1% | 17,503 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -6.8% | 17,292 | $1.8M |
| Mission Wealth Management, LP | 0.04% | Add +2.4% | 17,181 | $1.7M |
| Glenview Trust Co | 0.03% | Reduce -1.8% | 17,099 | $1.7M |
| Vermillion & White Wealth Management Group, LLC | 1.28% | Reduce -2.4% | 17,034 | $1.7M |
| WealthCollab, LLC | 1.14% | Add +4.0% | 17,021 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.37% | Reduce -2.0% | 16,208 | $1.6M |
| Strategic Point Investment Advisors, LLC | 0.27% | No change | 16,150 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.03% | New | 16,087 | $1.6M |
| Everett Harris & Co. | 0.02% | No change | 16,000 | $1.6M |
| Composition Wealth, LLC | 0.04% | Reduce -0.3% | 15,853 | $1.6M |
| Smithfield Trust Co | 0.08% | Add +61.9% | 15,639 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | No change | 15,516 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +7.1% | 15,476 | $1.6M |
| Tradition Wealth Management, LLC | 0.14% | Add +0.2% | 15,213 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +61.7% | 14,721 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.1% | 14,348 | $1.5M |
| RFG Advisory, LLC | 0.04% | Reduce -13.0% | 14,216 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +13.9% | 14,096 | $1.4M |
| Pegasus Partners Ltd. | 0.13% | No change | 14,083 | $1.4M |
| Cambridge Associates LLC /Ma/ | 0.05% | Reduce -2.9% | 14,027 | $1.4M |
| Marino, Stram & Associates LLC | 0.31% | Reduce -0.3% | 13,871 | $1.4M |
| Values Added Financial LLC | 0.89% | No change | 13,839 | $1.4M |
| National Bank of Canada | 0.00% | No change | 13,456 | $1.4M |
| Bell Bank | 0.16% | Reduce -2.8% | 13,438 | $1.4M |
| Pine Harbor Wealth Management, LLC | 0.68% | New | 13,363 | $1.4M |
| US Financial Advisors, LLC | 0.42% | Reduce -17.6% | 13,284 | $1.4M |
| Arbor Investment Advisors, LLC | 0.17% | Add +0.3% | 12,964 | $1.3M |
| Shepherd Financial Partners LLC | 0.16% | No change | 12,933 | $1.3M |
| Balanced Rock Investment Advisors LLC | 1.02% | Reduce -8.6% | 12,849 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.1% | 12,797 | $1.3M |
| Tortoise Investment Management, LLC | 0.14% | Reduce -0.8% | 12,738 | $1.3M |
| Brickley Wealth Management | 0.26% | No change | 12,615 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +14.5% | 12,521 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +6.4% | 12,518 | $1.3M |
| Proffitt & Goodson Inc. | 0.21% | Reduce -4.6% | 12,478 | $1.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +22.3% | 12,265 | $1.2M |
| Farnam Financial LLC | 1.36% | — | 12,163 | $1.2M |
| Beacon Financial Planning, Inc. | 0.76% | Add +0.3% | 12,067 | $1.2M |
| Cahill Financial Advisors Inc. | 0.17% | Add +1.4% | 12,039 | $1.2M |
| GenTrust, LLC | 0.06% | Add +0.1% | 11,850 | $1.2M |
| Ervin Investment Management, LLC | 0.76% | Add +0.8% | 11,716 | $1.2M |
| Jefferies Financial Group Inc. | 0.02% | Add +9.4% | 11,676 | $1.2M |
| AQR Capital Management | 0.00% | No change | 11,664 | $1.2M |
| Massachusetts Financial Services Co. | 0.00% | Add +122.9% | 11,468 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -12.6% | 11,422 | $1.2M |
| Laurel Wealth Planning LLC | 0.76% | Reduce -14.6% | 11,415 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +3.3% | 11,140 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.5% | 10,660 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.3% | 10,372 | $1.1M |
| FMR LLC | 0.00% | Add +5.0% | 10,335 | $1.1M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Reduce -1.4% | 10,120 | $1.0M |
| Lindbrook Capital, LLC | 0.09% | No change | 10,105 | $1.0M |
| Sfm, LLC | 0.77% | Add +2.3% | 10,065 | $1.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 9,952 | $1.0M |
| Silver Oak Advisory Group, Inc. | 0.51% | Reduce -0.5% | 9,870 | $1.0M |
| Clearview Wealth Advisors LLC | 0.77% | Reduce -3.9% | 9,833 | $1000K |
| Seeds Investor LLC | 0.37% | No change | 9,735 | $990K |
| First National Corp. /Ma/ | 0.21% | Add +8.9% | 9,496 | $965K |
| Bailard, Inc. | 0.03% | Add +9.5% | 9,459 | $962K |
| Brookstone Capital Management | 0.01% | Add +9.9% | 9,370 | $952K |
| Cherry Tree Wealth Management, LLC | 0.22% | Reduce -0.0% | 9,322 | $948K |
| Empower Advisory Group, LLC | 0.00% | Add +1.2% | 9,287 | $944K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,178 | $933K |
| Truefg, LLC | 0.30% | Reduce -1.5% | 9,065 | $921K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -13.7% | 9,033 | $918K |
| Bragg Financial Advisors, Inc | 0.04% | Add +2.4% | 8,994 | $914K |
| Selective Wealth Management, Inc. | 0.38% | Add +0.5% | 8,943 | $907K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -8.6% | 8,911 | $906K |
| Family CFO Inc | 0.50% | No change | 8,753 | $890K |
| Truepoint, Inc. | 0.02% | Add +0.3% | 8,656 | $880K |
| Novare Capital Management LLC | 0.07% | No change | 8,595 | $874K |
| Waverly Advisors, LLC | 0.02% | Add +0.1% | 8,450 | $859K |
| Zhang Financial LLC | 0.05% | Add +155.7% | 8,406 | $854K |
| Citizens Financial Group Inc. | 0.02% | Add +8.6% | 8,373 | $851K |
| Glenmede Trust Co. NA | 0.00% | New | 8,301 | $844K |
| Greenspring Advisors, LLC | 0.18% | No change | 8,198 | $833K |
| Thompson Davis & Co., Inc. | 0.61% | No change | 8,124 | $826K |
| CJM Wealth Advisers, Ltd. | 0.28% | No change | 8,008 | $814K |
| Canopy Partners, LLC | 0.35% | New | 7,947 | $808K |
| Cozad Asset Management Inc. | 0.08% | No change | 7,922 | $805K |
| CM Wealth Advisors LLC | 0.26% | No change | 7,910 | $804K |
| Twin Focus Capital Partners, LLC | 0.13% | Add +0.1% | 7,848 | $798K |
| Financial Counselors Inc. | 0.01% | No change | 7,827 | $796K |
| Sanctuary Advisors, LLC | 0.00% | Add +17.1% | 7,349 | $780K |
| Presilium Private Wealth, LLC | 0.18% | Add +2.1% | 7,614 | $774K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +8.1% | 7,601 | $773K |
| Passive Capital Management, LLC. | 0.27% | Reduce -2.5% | 7,487 | $761K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 7,465 | $759K |
| Equitable Holdings, Inc. | 0.01% | Add +0.1% | 7,462 | $759K |
| Csenge Advisory Group | 0.04% | New | 7,296 | $748K |
| Sageworth Trust Co of South Dakota | 0.95% | Reduce -0.5% | 7,265 | $738K |
| Nottingham Advisors, Inc. | 0.08% | No change | 7,250 | $737K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +71.8% | 7,227 | $735K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -15.2% | 7,186 | $730K |
| First Hawaiian Bank | 0.02% | Reduce -25.9% | 7,174 | $729K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -4.0% | 7,169 | $729K |
| Milestone Investment Advisors LLC | 0.20% | Reduce -13.1% | 7,124 | $724K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +4.4% | 7,087 | $720K |
| Rossmore Private Capital | 0.09% | No change | 7,047 | $716K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $712K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.0% | 6,999 | $711K |
| Copperleaf Capital, LLC | 0.54% | No change | 6,960 | $707K |
| Cascade Investment Advisors, Inc. | 0.45% | No change | 6,950 | $706K |
| Benchmark Wealth Management, LLC | 0.35% | Add +1.0% | 6,907 | $702K |
| Dunhill Financial, LLC | 0.36% | New | 6,845 | $696K |
| Landaas & Co. /Wi | 0.19% | Add +1.5% | 6,823 | $694K |
| Cherrydale Wealth Management, LLC | 0.28% | Add +0.3% | 6,781 | $689K |
| Avantax Planning Partners, Inc. | 0.02% | Add +12.5% | 6,683 | $679K |
| Northeast Investment Management | 0.03% | Add +0.9% | 6,575 | $668K |
| Sage Advisory Services, Ltd.Co. | 0.19% | No change | 6,904 | $667K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +76.3% | 6,535 | $664K |
| Meritage Portfolio Management | 0.04% | No change | 6,488 | $660K |
| Bremer Bank National Association | 0.12% | No change | 6,482 | $659K |
| Symmetry Partners, LLC | 0.16% | Add +0.8% | 6,441 | $655K |
| JNBA Financial Advisors | 0.07% | Reduce -32.9% | 6,433 | $654K |
| Rollins Financial Advisors, LLC | 0.11% | Reduce -13.9% | 6,332 | $644K |
| Compass Ion Advisors, LLC | 0.08% | Add +0.6% | 6,330 | $643K |
| LexAurum Advisors, LLC | 0.14% | Add +17.6% | 6,222 | $632K |
| Destination Wealth Management | 0.02% | No change | 6,177 | $628K |
| IFG Advisors, LLC | 0.13% | Add +5.6% | 6,098 | $620K |
| Abacus Planning Group, Inc. | 0.11% | Add +17.2% | 6,048 | $615K |
| Rockbridge Investment Management, LCC | 0.08% | Add +5.9% | 5,997 | $610K |
| Golden Road Advisors LLC | 0.47% | No change | 5,946 | $604K |
| KMG Fiduciary Partners, LLC | 0.05% | No change | 5,900 | $600K |
| Renaissance Technologies | 0.00% | Reduce -51.2% | 5,900 | $600K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.4% | 5,884 | $598K |
| Integral Investment Advisors, Inc. | 0.16% | Reduce -2.3% | 5,804 | $590K |
| Ameraudi Asset Management, Inc. | 0.27% | No change | 5,793 | $589K |
| PFG Advisors | 0.04% | Add +14.7% | 5,791 | $589K |
| FRG Family Wealth Advisors LLC | 0.11% | No change | 5,784 | $588K |
| Central Pacific Bank - Trust Division | 0.08% | New | 5,654 | $575K |
| Cwm, LLC | 0.00% | Add +5.4% | 5,640 | $573K |
| Wealthspire Advisors, LLC | 0.01% | No change | 5,607 | $570K |
| Appleton Partners Inc. | 0.04% | Add +3.1% | 5,550 | $564K |
| Coston, McIsaac & Partners | 0.16% | Add +3.7% | 5,522 | $561K |
| Firestone Capital Management | 0.14% | Add +2.8% | 5,474 | $556K |
| Ellevest, Inc. | 0.03% | Reduce -26.8% | 5,336 | $542K |
| Mokosak Advisory Group, LLC | 0.16% | Reduce -5.3% | 5,327 | $541K |
| Citigroup Inc. | 0.00% | Add +50.7% | 5,268 | $535K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.8% | 5,234 | $532K |
| Peirce Capital Management, LLC | 0.26% | Add +2.0% | 5,149 | $523K |
| Raymond James Trust N.A. | 0.01% | No change | 5,121 | $521K |
| Lodestar Private Asset Management LLC | 0.07% | Add +8.2% | 5,059 | $514K |
| Pecaut & Co. | 0.18% | Reduce -8.2% | 5,026 | $511K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -3.1% | 4,980 | $506K |
| Brighton Jones LLC | 0.02% | Reduce -0.9% | 4,940 | $502K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,890 | $497K |
| RAM Investment Partners, LLC | 0.13% | No change | 4,878 | $496K |
| InTrack Investment Management Inc | 0.35% | Add +11.5% | 4,817 | $490K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | Reduce -17.3% | 4,780 | $486K |
| Retirement Planning Group, LLC | 0.03% | New | 4,777 | $486K |
| Confluence Wealth Services, Inc. | 0.04% | Add +0.9% | 4,712 | $479K |
| Hall Kathryn A. | 0.10% | Add +0.3% | 4,698 | $478K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.2% | 4,611 | $471K |
| PDS Planning, Inc | 0.04% | Add +7.9% | 4,621 | $470K |
| Sterling Wealth Management, Inc. | 0.17% | Add +0.1% | 4,587 | $466K |
| Level Financial Advisors | 0.18% | No change | 4,586 | $466K |
| TPG Financial Advisors, LLC | 0.20% | Add +4.2% | 4,437 | $451K |
| Agf Management Ltd. | 0.00% | Add +2.3% | 4,400 | $447K |
| Market Street Wealth Management Advisors LLC | 0.07% | No change | 4,369 | $444K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +0.1% | 4,272 | $434K |
| Better Money Decisions, LLC | 0.30% | Reduce -15.1% | 4,223 | $429K |
| Gordian Advisors LLC | 0.34% | Add +0.0% | 4,186 | $426K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.03% | Add +10.4% | 4,146 | $421K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.1% | 4,090 | $416K |
| Concentric Wealth Management, LLC | 0.10% | Add +0.3% | 4,062 | $413K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.7% | 4,053 | $412K |
| Essential Planning, LLC. | 0.17% | Reduce -3.2% | 4,039 | $411K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -1.6% | 3,981 | $409K |
| Financial Alternatives, Inc | 0.29% | Reduce -0.6% | 4,014 | $408K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,011 | $408K |
| Sentinel Pension Advisors, LLC | 0.08% | No change | 3,984 | $405K |
| Financial Futures Ltd Liability Co. | 0.23% | Add +86.9% | 3,983 | $405K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -0.3% | 3,940 | $401K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.6% | 4,673 | $397K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 3,901 | $397K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -7.3% | 3,894 | $396K |
| MAI Capital Management | 0.00% | No change | 3,879 | $394K |
| Avantax Advisory Services, Inc. | 0.00% | Add +36.5% | 3,809 | $387K |
| Parsons Capital Management Inc. | 0.02% | Add +1.6% | 3,795 | $386K |
| McLean Asset Management Corp | 0.11% | No change | 3,743 | $379K |
| Avior Wealth Management, LLC | 0.01% | Add +0.3% | 3,703 | $376K |
| Hemington Wealth Management | 0.10% | Reduce -12.4% | 3,740 | $376K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 3,700 | $376K |
| Rice Partnership, LLC | 0.07% | Add +1.2% | 3,651 | $371K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.9% | 3,649 | $371K |
| Legacy Private Trust Co. | 0.02% | Add +10.5% | 3,625 | $368K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.1% | 3,613 | $367K |
| Access Financial Services, Inc. | 0.17% | Reduce -4.3% | 3,604 | $366K |
| Compound Planning, Inc. | 0.02% | Add +7.6% | 3,585 | $364K |
| Princeton Global Asset Management LLC | 0.07% | Add +0.3% | 3,578 | $364K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +0.3% | 3,577 | $364K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Add +0.1% | 3,522 | $358K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 3,419 | $348K |
| Five Oceans Advisors | 0.17% | No change | 3,416 | $347K |
| Trillium Asset Management, LLC | 0.01% | Reduce -27.0% | 3,400 | $346K |
| OmniStar Financial Group, Inc. | 0.26% | Add +6.0% | 3,358 | $344K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | Add +3.2% | 3,378 | $343K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,349 | $340K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $338K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,300 | $335K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 3,246 | $330K |
| FC Advisory LLC | 0.11% | New | 3,244 | $330K |
| Sound View Wealth Advisors Group, LLC | 0.03% | New | 3,203 | $326K |
| Hilltop Holdings Inc. | 0.02% | Add +10.1% | 3,161 | $321K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +17.1% | 3,158 | $321K |
| Stonebridge Financial Planning Group, LLC | 0.15% | No change | 3,115 | $317K |
| Union Savings Bank | 0.15% | No change | 3,097 | $315K |
| Continuum Advisory, LLC | 0.04% | Add +0.3% | 2,979 | $315K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.2% | 3,099 | $311K |
| MSH Capital Advisors LLC | 0.09% | No change | 3,054 | $310K |
| Mutual Advisors, LLC | 0.01% | Reduce -38.1% | 3,016 | $309K |
| Park National Corp. | 0.01% | No change | 3,005 | $305K |
| NWF Advisory Services Inc. | 0.04% | No change | 2,995 | $304K |
| Sonoma Private Wealth LLC | 0.47% | No change | 2,971 | $302K |
| Treynor Bancshares, Inc. | 0.31% | Reduce -2.2% | 2,962 | $301K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.3% | 2,956 | $300K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.8% | 2,953 | $300K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -4.7% | 2,927 | $298K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 2,863 | $291K |
| Beta Wealth Group, Inc. | 0.13% | Add +0.9% | 2,850 | $290K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 2,850 | $290K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +27.0% | 2,843 | $289K |
| Bluestem Financial Advisors, LLC | 0.13% | Reduce -5.0% | 2,838 | $288K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,814 | $286K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.3% | 2,809 | $286K |
| Fisher Asset Management | 0.00% | New | 2,801 | $285K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.3% | 2,767 | $281K |
| Capital Management Corp. | 0.05% | No change | 2,745 | $279K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -7.7% | 2,724 | $277K |
| Hexagon Capital Partners LLC | 0.05% | Add +0.3% | 2,724 | $277K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $275K |
| Kades & Cheifetz LLC | 0.16% | Add +0.3% | 2,709 | $275K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -18.3% | 2,680 | $272K |
| Waypoint Wealth Partners Inc. | 0.07% | No change | 2,675 | $272K |
| Concord Wealth Partners | 0.05% | Add +13.1% | 2,664 | $271K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,620 | $266K |
| Buckingham Capital Management, Inc. | 0.03% | Reduce -0.1% | 2,617 | $266K |
| Trek Financial, LLC | 0.02% | New | 2,598 | $264K |
| Ieq Capital, LLC | 0.00% | No change | 2,592 | $263K |
| Curi Capital, LLC | 0.01% | No change | 2,590 | $263K |
| Townsend Asset Management Corp. /NC/ | 0.10% | No change | 2,523 | $256K |
| World Investment Advisors | 0.01% | Add +7.6% | 2,485 | $253K |
| Quent Capital, LLC | 0.03% | No change | 2,480 | $252K |
| First National Advisers, LLC | 0.04% | New | 2,460 | $250K |
| Cornerstone Wealth Advisors, Inc. | 0.07% | Add +0.2% | 2,455 | $250K |
| Everhart Financial Group, Inc. | 0.06% | Reduce -0.2% | 2,448 | $249K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.3% | 2,433 | $247K |
| Estate Counselors, LLC | 0.03% | No change | 2,420 | $246K |
| Evermay Wealth Management LLC | 0.04% | No change | 2,415 | $245K |
| Reliant Wealth Planning | 0.11% | No change | 2,410 | $245K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -55.6% | 2,390 | $243K |
| Towerpoint Wealth, LLC | 0.11% | Reduce -7.6% | 2,379 | $242K |
| D. Scott Neal, Inc. | 0.13% | Reduce -1.1% | 2,363 | $240K |
| Round Rock Advisors LLC | 0.06% | No change | 2,355 | $239K |
| Blue Barn Wealth, LLC | 0.12% | No change | 2,347 | $239K |
| Clarius Group, LLC | 0.02% | Reduce -14.7% | 2,309 | $235K |
| 5th Street Advisors, LLC | 0.11% | Reduce -1.3% | 2,278 | $232K |
| Advisory Services Network, LLC | 0.00% | No change | 2,392 | $231K |
| Madison Park Capital Advisors, LLC | 0.17% | Add +0.1% | 2,257 | $229K |
| Obermeyer Wealth Partners | 0.01% | New | 2,257 | $229K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 2,252 | $229K |
| Goepper Burkhardt LLC | 0.09% | No change | 2,250 | $229K |
| IHT Wealth Management, LLC | 0.01% | New | 2,252 | $228K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 2,238 | $227K |
| Keudell/Morrison Wealth Management | 0.06% | New | 2,230 | $227K |
| Bristlecone Advisors, LLC | 0.02% | No change | 2,227 | $226K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.1% | 2,215 | $225K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +0.3% | 2,197 | $223K |
| Martel Wealth Advisors LLC | 0.05% | No change | 2,200 | $223K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,170 | $221K |
| Flagstar Securities, Inc. | 0.06% | Add +0.3% | 2,152 | $219K |
| Cibc World Market Inc. | 0.00% | New | 2,136 | $217K |
| Lakeridge Wealth Management LLC | 0.12% | New | 2,062 | $210K |
| Black Diamond Financial, LLC | 0.04% | New | 2,043 | $208K |
| First Citizens Bank & Trust Co. | 0.00% | New | 2,019 | $205K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,997 | $203K |
| Ledgewood Wealth Advisors, LLC | 0.14% | New | 1,984 | $202K |
| North Star Investment Management Corp. | 0.01% | Reduce -5.5% | 1,976 | $201K |
| Integrated Advisors Network LLC | 0.01% | New | 1,969 | $200K |
| Comerica Bank | 0.00% | Add +475.8% | 1,906 | $194K |
| Allworth Financial LP | 0.00% | Add +54.6% | 1,801 | $183K |
| Carolina Wealth Advisors, LLC | 0.09% | No change | 1,769 | $180K |
| Atlas Capital Advisors Inc. | 0.03% | Add +0.1% | 1,751 | $178K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -10.8% | 1,634 | $166K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,627 | $165K |
| International Assets Investment Management, LLC | 0.01% | Add +1159.3% | 2,909 | $155K |
| Morling Financial Advisors, LLC | 0.06% | New | 1,524 | $155K |
| Eastern Bank | 0.00% | New | 1,497 | $152K |
| Covestor Ltd | 0.09% | Reduce -4.6% | 1,424 | $145K |
| Ascentis Independent Advisors | 0.02% | New | 1,300 | $132K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,263 | $128K |
| Annapolis Financial Services, LLC | 0.04% | No change | 1,210 | $123K |
| Red Lighthouse Investment Management, LLC | 0.05% | Reduce -25.6% | 1,173 | $119K |
| Fort Vancouver Investment Management, LLC | 0.10% | No change | 1,142 | $116K |
| Albion Financial Group | 0.01% | No change | 1,100 | $112K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | Add +63.9% | 1,090 | $111K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,039 | $106K |
| Abound Wealth Management | 0.03% | Add +0.8% | 1,029 | $105K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,026 | $104K |
| Alpine Bank Wealth Management | 0.02% | — | 1,014 | $103K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $95K |
| WFA of San Diego, LLC | 0.08% | No change | 921 | $94K |
| US Bancorp \de | 0.00% | Add +0.1% | 915 | $93K |
| HM Payson & Co. | 0.00% | No change | 901 | $92K |
| Trust Co. of Vermont | 0.00% | No change | 900 | $91K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 806 | $83K |
| Archer Investment Corp | 0.02% | No change | 817 | $83K |
| Caldwell Trust Co | 0.01% | No change | 805 | $82K |
| Pittenger & Anderson Inc. | 0.00% | No change | 749 | $76K |
| Trust Co | 0.01% | Reduce -4.4% | 745 | $76K |
| Piscataqua Savings Bank | 0.06% | No change | 711 | $72K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $69K |
| Richardson Capital Management LLC | 0.05% | Add +0.3% | 677 | $69K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +6.3% | 608 | $62K |
| Dagco, Inc. | 0.02% | Reduce -0.5% | 581 | $59K |
| Private Trust Co. NA | 0.01% | No change | 580 | $59K |
| IFP Advisors, Inc | 0.00% | Reduce -0.2% | 542 | $55K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 516 | $52K |
| Phillips Financial Management, LLC | 0.00% | New | 513 | $52K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +638.2% | 502 | $51K |
| Fifth Third Bancorp | 0.00% | New | 492 | $50K |
| Aptus Capital Advisors, LLC | 0.00% | Add +294.4% | 489 | $50K |
| Fairway Wealth LLC | 0.02% | New | 471 | $48K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 459 | $47K |
| Ransom Advisory, Ltd | 0.02% | No change | 450 | $46K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 445 | $45K |
| Pacific Center for Financial Services | 0.01% | Add +0.2% | 436 | $44K |
| Wells Financial Advisors INC | 0.05% | No change | 400 | $41K |
| Chilton Capital Management LLC | 0.00% | No change | 400 | $41K |
| Roble, Belko & Company, Inc | 0.01% | No change | 391 | $40K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $39K |
| Carmichael Hill & Associates, Inc. | 0.01% | Add +0.3% | 355 | $36K |
| Acima Private Wealth, LLC | 0.01% | Reduce -27.0% | 352 | $36K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 352 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 319 | $32K |
| Signaturefd, LLC | 0.00% | No change | 297 | $30K |
| American Capital Advisory, LLC | 0.02% | No change | 294 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Add +143.5% | 280 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | Add +13.3% | 265 | $27K |
| New Potomac Partners, LLC | 0.01% | New | 250 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 245 | $25K |
| Breakwater Investment Management | 0.01% | No change | 237 | $24K |
| Operose Advisors LLC | 0.01% | No change | 229 | $23K |
| Toth Financial Advisory Corp. | 0.00% | No change | 223 | $23K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +102.8% | 217 | $22K |
| DT Investment Partners, LLC | 0.00% | No change | 215 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +23.0% | 203 | $21K |
| Investors Research Corp | 0.00% | Add +1727.3% | 201 | $20K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $20K |
| Denver PWM, LLC | 0.01% | Reduce -41.7% | 187 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 168 | $17K |
| Bogart Wealth, LLC | 0.00% | Add +190.4% | 151 | $15K |
| Birchbrook, Inc. | 0.01% | Add +0.7% | 150 | $15K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 113 | $11K |
| Earned Wealth Advisors, LLC | 0.00% | New | 113 | $11K |
| Russell Investments Group, Ltd. | 0.00% | New | 85 | $9K |
| Oarsman Capital, Inc. | 0.00% | New | 70 | $7K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 64 | $7K |
| FSA Wealth Management LLC | 0.00% | — | 62 | $6K |
| Tower View Wealth Management LLC | 0.00% | No change | 41 | $4K |
| Bfsg, LLC | 0.00% | No change | 30 | $3K |
| Olistico Wealth, LLC | 0.00% | No change | 28 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 12 | $1K |
| Glassman Wealth Services | 0.00% | No change | 4 | $407 |
"% of holder's portfolio" is ESGV's weight in each manager's 13F, not the share of Vanguard ESG US Stock ETF the manager owns.