Vanguard ESG US Stock ETFESGVETF
13F holders, Q4 2024 (December 31)591holders +69
50new positions
22sold out
2famous investors
$104.91avg. 13F price*
At the end of Q4 2024, 591 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 69 from Q3 2024. 50 opened new positions and 22 sold out. The largest holders were Vanguard Group Inc. ($321.7M), Visa Foundation ($170.6M) and Wealthfront Advisers LLC ($151.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard ESG US Stock ETF
- CUSIP
- 921910733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $24.0M |
| Exits | 22 | $75.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,960,345 shares bought and 992,526 shares sold, net +967,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 591 holders
| Vanguard Group Inc. | 0.01% | Add +11.4% | 3,066,979 | $321.7M |
| Visa Foundation | 78.34% | Reduce -5.5% | 1,626,275 | $170.6M |
| Wealthfront Advisers LLC | 0.44% | Add +22.3% | 1,444,923 | $151.6M |
| Creative Planning | 0.13% | Add +1.1% | 1,243,747 | $130.5M |
| Morgan Stanley | 0.01% | Add +3.2% | 848,049 | $89.0M |
| Leo Wealth, LLC | 6.52% | Add +1.6% | 693,539 | $72.7M |
| Verde Capital Management | 16.65% | Add +2.3% | 562,572 | $59.0M |
| Stanich Group LLC | 40.27% | — | 513,828 | $53.9M |
| Raymond James Financial Inc. | 0.02% | — | 504,516 | $52.9M |
| Bank of America Corp. | 0.00% | Add +10.3% | 501,757 | $52.6M |
| IMPACTfolio, LLC | 24.80% | Reduce -0.4% | 455,587 | $47.8M |
| Angeles Investment Advisors, LLC | 2.27% | Add +1.8% | 449,341 | $47.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.2% | 419,747 | $44.0M |
| Betterment LLC | 0.10% | Reduce -2.0% | 414,023 | $43.4M |
| Baird Financial Group, Inc. | 0.08% | Add +1.8% | 392,661 | $41.2M |
| Facet Wealth, Inc. | 1.07% | Add +5.1% | 376,423 | $40.5M |
| Platt Investment Counsel, LLC | 37.95% | Reduce -7.8% | 379,168 | $39.8M |
| Partners Capital Investment Group, LLP | 1.04% | Reduce -8.7% | 358,826 | $37.6M |
| SCS Capital Management LLC | 0.72% | Add +1.0% | 333,734 | $35.0M |
| Sellwood Investment Partners LLC | 17.98% | — | 318,867 | $33.4M |
| Crewe Advisors LLC | 4.51% | Add +0.1% | 311,510 | $32.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.7% | 305,047 | $32.0M |
| UBS Group AG | 0.01% | Add +1.4% | 285,451 | $29.9M |
| Mather Group, Llc. | 0.37% | Add +1.4% | 269,713 | $28.3M |
| Essential Planning, LLC. | 0.17% | Add +6188.4% | 253,990 | $26.6M |
| Olde Wealth Management, LLC | 9.41% | Reduce -0.8% | 251,085 | $26.3M |
| Franklin Resources Inc. | 0.01% | Add +40.6% | 241,737 | $25.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.0% | 241,631 | $25.3M |
| LPL Financial LLC | 0.01% | Add +5.8% | 231,149 | $24.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +22.7% | 230,211 | $24.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 223,056 | $23.4M |
| Hanson & Doremus Investment Management | 3.58% | Add +5.5% | 218,287 | $22.9M |
| Garde Capital, Inc. | 1.49% | Add +1.6% | 215,950 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 213,005 | $22.3M |
| Cerity Partners LLC | 0.05% | Reduce -2.0% | 209,736 | $22.0M |
| Cedar Wealth Management, LLC | 7.82% | Reduce -0.4% | 206,205 | $21.6M |
| Orgel Wealth Management, LLC | 0.56% | Reduce -0.5% | 204,775 | $21.5M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -1.7% | 204,612 | $21.5M |
| Two Sigma Investments, LP | 0.05% | Add +106.6% | 192,797 | $20.2M |
| Bank of Montreal | 0.01% | Reduce -1.8% | 184,249 | $19.3M |
| Silver Oak Wealth Advisors Services, LLC | 16.00% | — | 176,371 | $18.5M |
| Mill Creek Capital Advisors, LLC | 0.43% | No change | 168,811 | $17.7M |
| Financial Connections Group, Inc. | 8.40% | Add +2.5% | 166,714 | $17.5M |
| Clarity Asset Management, Inc. | 11.29% | Reduce -2.6% | 165,390 | $17.3M |
| Caprock Group, LLC | 0.50% | Reduce -20.1% | 146,370 | $15.4M |
| LifeGuide Financial Advisors, LLC | 6.54% | Add +13.6% | 145,434 | $15.3M |
| Dohj, LLC | 3.47% | Add +3.3% | 143,009 | $15.0M |
| HighTower Advisors, LLC | 0.02% | Add +67.9% | 142,641 | $15.0M |
| Jones Financial Companies LLLP | 0.01% | Add +15.6% | 142,425 | $14.9M |
| Gemmer Asset Management LLC | 1.46% | Add +10.3% | 141,062 | $14.8M |
| One Day In July LLC | 1.54% | Reduce -0.4% | 140,161 | $14.7M |
| SageView Advisory Group, LLC | 0.62% | Add +0.3% | 137,692 | $14.4M |
| Regatta Capital Group, LLC | 2.75% | Add +3.3% | 135,011 | $14.2M |
| Human Investing LLC | 2.51% | Add +3.1% | 134,856 | $14.1M |
| Diversified Portfolios, Inc. | 1.48% | Reduce -8.8% | 129,751 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.8% | 118,047 | $12.4M |
| Evoke Wealth, LLC | 0.33% | Add +11.2% | 112,025 | $11.8M |
| Focus Partners Wealth | 0.03% | Add +0.5% | 106,896 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.9% | 106,640 | $11.2M |
| Lake Street Advisors Group, LLC | 0.50% | Reduce -21.4% | 103,167 | $10.8M |
| Cary Street Partners Financial LLC | 0.34% | — | 103,431 | $10.3M |
| Apella Capital, LLC | 0.38% | Reduce -3.4% | 95,671 | $10.0M |
| Farrell Financial LLC | 6.78% | Add +6.3% | 90,394 | $9.5M |
| Pathstone Holdings, LLC | 0.04% | Add +5.6% | 89,991 | $9.4M |
| Retirement Capital Strategies | 3.53% | Reduce -3.2% | 88,735 | $9.3M |
| Mariner, LLC | 0.01% | Add +30.6% | 85,337 | $9.0M |
| Cresset Asset Management, LLC | 0.04% | Add +4.7% | 85,005 | $8.9M |
| Cambridge Associates LLC /Ma/ | 0.28% | Add +505.2% | 84,892 | $8.9M |
| AMG National Trust Bank | 0.24% | Add +2.9% | 84,236 | $8.9M |
| Twin Focus Capital Partners, LLC | 1.28% | Add +951.6% | 82,527 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -16.0% | 76,310 | $8.0M |
| Eq LLC | 3.64% | Reduce -1.1% | 73,889 | $7.8M |
| Boston Standard Wealth Management, LLC | 1.35% | New | 66,316 | $7.0M |
| Relyea Zuckerberg Hanson LLC | 0.93% | Add +2.7% | 65,716 | $6.9M |
| New Covenant Trust Company, N.A. | 6.82% | Reduce -1.1% | 65,151 | $6.9M |
| BSW Wealth Partners | 1.00% | Add +1.0% | 65,076 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 60,777 | $6.4M |
| Cetera Investment Advisers | 0.01% | Reduce -5.9% | 60,604 | $6.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -14.7% | 59,837 | $6.3M |
| Libra Wealth LLC | 2.43% | Reduce -3.8% | 59,634 | $6.3M |
| Apexium Financial, LP | 0.38% | Add +1.1% | 59,059 | $6.2M |
| Blair William & Co. | 0.02% | Reduce -0.2% | 59,019 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +18.5% | 58,163 | $6.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.5% | 55,174 | $5.8M |
| Charter Oak Capital Management, LLC | 0.54% | Reduce -0.4% | 54,857 | $5.8M |
| St Germain D J Co. Inc. | 0.26% | Add +9.7% | 53,814 | $5.6M |
| Raffa Wealth Management, LLC | 1.30% | Add +32.8% | 53,129 | $5.6M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.4% | 52,981 | $5.6M |
| Affinity Capital Advisors, LLC | 1.00% | Reduce -9.9% | 50,705 | $5.3M |
| Atlas Legacy Advisors, LLC | 1.25% | — | 49,081 | $5.1M |
| Parallel Advisors, LLC | 0.11% | Reduce -5.2% | 47,903 | $5.0M |
| Stephens Consulting, LLC | 1.24% | Add +5.8% | 47,022 | $4.9M |
| Elios Financial Group Inc. | 2.32% | Add +0.1% | 46,759 | $4.9M |
| Patriot Investment Management Group, Inc. | 0.37% | Add +5.7% | 46,556 | $4.9M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -1.9% | 45,277 | $4.7M |
| Monterey Private Wealth, Inc. | 1.55% | Add +0.3% | 44,936 | $4.7M |
| Brandywine Oak Private Wealth LLC | 0.46% | Reduce -2.2% | 44,868 | $4.7M |
| Atlantic Private Wealth, LLC | 3.37% | Reduce -3.1% | 42,689 | $4.5M |
| White Lighthouse Investment Management Inc. | 0.75% | Reduce -0.4% | 40,479 | $4.2M |
| Toronto Dominion Bank | 0.01% | No change | 39,345 | $4.1M |
| Soundwatch Capital LLC | 0.43% | Reduce -1.0% | 38,859 | $4.1M |
| Ashford Advisors, LLC | 0.92% | No change | 37,901 | $4.0M |
| Gould Asset Management LLC | 0.84% | Add +0.7% | 37,831 | $4.0M |
| Trademark Financial Management, LLC | 3.11% | Add +45.2% | 37,369 | $3.9M |
| Webster Bank, N. A. | 0.41% | No change | 36,729 | $3.9M |
| Merit Financial Group, LLC | 0.07% | Add +9.2% | 35,986 | $3.8M |
| Stonehearth Capital Management, LLC | 1.50% | Reduce -2.7% | 35,571 | $3.7M |
| Atmos Advisory, LLC | 2.57% | Reduce -1.0% | 35,323 | $3.7M |
| Kingsview Wealth Management, LLC | 0.07% | New | 34,602 | $3.6M |
| First Horizon Advisors, Inc. | 0.10% | No change | 34,065 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +58.0% | 33,724 | $3.5M |
| Sageworth Trust Co | 0.22% | Add +2.8% | 33,644 | $3.5M |
| Mallini Complete Financial Planning LLC | 5.94% | — | 33,501 | $3.5M |
| Palisades Hudson Asset Management, L.P. | 1.47% | Add +0.3% | 33,344 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 32,418 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -0.6% | 32,401 | $3.4M |
| Corient Private Wealth LP | 0.01% | Reduce -8.4% | 31,918 | $3.3M |
| Fiduciary Trust Co | 0.04% | No change | 30,746 | $3.2M |
| Well Done, LLC | 0.59% | No change | 31,574 | $3.2M |
| Choreo, LLC | 0.05% | Reduce -9.4% | 30,492 | $3.2M |
| Ballentine Partners, LLC | 0.05% | No change | 30,309 | $3.2M |
| Whittier Trust Co. | 0.04% | Add +0.8% | 29,239 | $3.1M |
| Sapient Capital LLC | 0.06% | No change | 28,449 | $3.0M |
| Wealth Group Ltd | 0.85% | Add +3.6% | 28,171 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +23.1% | 27,995 | $2.9M |
| My Personal CFO, LLC | 1.48% | Add +0.0% | 27,554 | $2.9M |
| Paragon Capital Management Ltd | 0.58% | Add +0.3% | 27,465 | $2.9M |
| M&T Bank Corp | 0.01% | No change | 27,274 | $2.9M |
| Brooklyn FI, LLC | 0.94% | Reduce -0.5% | 26,859 | $2.8M |
| CGN Advisors LLC | 0.26% | Add +5.6% | 25,797 | $2.7M |
| Skyline Advisors, Inc. | 1.05% | Reduce -78.7% | 25,732 | $2.7M |
| Modera Wealth Management, LLC | 0.03% | Add +2.1% | 25,331 | $2.7M |
| Haverford Trust Co | 0.03% | Add +42.8% | 24,685 | $2.6M |
| Addison Advisors LLC | 0.72% | Add +38.0% | 24,669 | $2.6M |
| Topel & Distasi Wealth Management, LLC | 1.11% | Reduce -0.9% | 24,665 | $2.6M |
| Renaissance Technologies | 0.00% | Add +313.6% | 24,400 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.1% | 24,380 | $2.6M |
| Equitable Trust Co. | 0.14% | Reduce -0.9% | 24,126 | $2.5M |
| AlTi Global, Inc. | 0.06% | No change | 22,915 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.03% | No change | 22,930 | $2.4M |
| Martin Worley Group | 1.49% | — | 22,710 | $2.4M |
| Mayport, LLC | 0.70% | Reduce -12.2% | 22,706 | $2.4M |
| Davis R M Inc. | 0.05% | Add +3.5% | 22,366 | $2.3M |
| Fingerlakes Wealth Management, Inc. | 1.88% | Reduce -3.4% | 22,244 | $2.3M |
| PFG Investments, LLC | 0.14% | Add +14.5% | 21,703 | $2.3M |
| Northern Trust Corp. | 0.00% | No change | 21,688 | $2.3M |
| Westfuller Advisors, LLC | 1.44% | Add +0.6% | 21,580 | $2.3M |
| Bell Investment Advisors, Inc | 0.40% | Reduce -3.0% | 20,641 | $2.2M |
| Larson Financial Group LLC | 0.11% | Add +2.0% | 20,488 | $2.1M |
| Armbruster Capital Management, Inc. | 0.43% | Reduce -1.3% | 20,372 | $2.1M |
| Johnson Bixby & Associates, LLC | 0.33% | Add +3.0% | 20,325 | $2.1M |
| Arjuna Capital | 0.57% | Reduce -39.1% | 20,298 | $2.1M |
| Summit Wealth Group, LLC | 0.62% | Reduce -15.8% | 20,257 | $2.1M |
| NewEdge Wealth, LLC | 0.04% | Add +1.4% | 20,227 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.14% | Reduce -5.4% | 20,213 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -2.3% | 20,107 | $2.1M |
| Marshall Financial Group Inc. | 0.63% | Add +5.8% | 19,774 | $2.1M |
| Tradition Wealth Management, LLC | 0.18% | Add +29.9% | 19,754 | $2.1M |
| West Financial Advisors, LLC | 0.39% | Reduce -9.9% | 19,290 | $2.0M |
| Davis Wealth Advisors, LLC | 2.21% | — | 19,174 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +3.1% | 18,430 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.5% | 18,147 | $1.9M |
| WealthCollab, LLC | 1.16% | Add +1.1% | 17,209 | $1.8M |
| Mission Wealth Management, LP | 0.04% | No change | 17,181 | $1.8M |
| Glenview Trust Co | 0.03% | No change | 17,099 | $1.8M |
| Vermillion & White Wealth Management Group, LLC | 1.32% | Add +0.3% | 17,087 | $1.8M |
| Strategic Point Investment Advisors, LLC | 0.28% | Add +2.0% | 16,475 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Add +4.4% | 16,203 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +0.1% | 16,105 | $1.7M |
| Everett Harris & Co. | 0.02% | No change | 16,000 | $1.7M |
| Northland Capital Management LLC | 1.24% | Reduce -9.3% | 15,881 | $1.7M |
| Lido Advisors, LLC | 0.01% | New | 15,722 | $1.6M |
| UMB Bank, n.a. | 0.03% | Reduce -18.9% | 15,562 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 15,501 | $1.6M |
| Smithfield Trust Co | 0.08% | Reduce -2.3% | 15,273 | $1.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.37% | Reduce -6.0% | 15,238 | $1.6M |
| Bell Bank | 0.12% | Add +12.6% | 15,136 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -1.7% | 14,467 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,348 | $1.5M |
| Wingate Wealth Advisors, Inc. | 1.48% | — | 14,373 | $1.5M |
| Values Added Financial LLC | 0.85% | Add +1.6% | 14,062 | $1.5M |
| Marino, Stram & Associates LLC | 0.32% | Reduce -1.3% | 13,687 | $1.4M |
| Composition Wealth, LLC | 0.03% | Reduce -14.1% | 13,618 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +16.8% | 13,013 | $1.4M |
| Arbor Investment Advisors, LLC | 0.19% | Add +0.3% | 12,997 | $1.4M |
| Shepherd Financial Partners LLC | 0.16% | No change | 12,933 | $1.4M |
| US Financial Advisors, LLC | 0.42% | Reduce -2.9% | 12,903 | $1.4M |
| Tortoise Investment Management, LLC | 0.14% | Reduce -0.9% | 12,622 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.6% | 12,596 | $1.3M |
| Pine Harbor Wealth Management, LLC | 0.53% | Reduce -6.2% | 12,532 | $1.3M |
| Proffitt & Goodson Inc. | 0.22% | Reduce -0.5% | 12,420 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -1.6% | 12,318 | $1.3M |
| Brickley Wealth Management | 0.26% | Reduce -2.5% | 12,301 | $1.3M |
| Balanced Rock Investment Advisors LLC | 1.01% | Reduce -5.7% | 12,118 | $1.3M |
| Beacon Financial Planning, Inc. | 0.74% | Add +0.3% | 12,099 | $1.3M |
| Farnam Financial LLC | 1.32% | Reduce -1.1% | 12,030 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Reduce -0.4% | 11,996 | $1.3M |
| GenTrust, LLC | 0.05% | Add +0.1% | 11,866 | $1.2M |
| FMR LLC | 0.00% | Add +14.4% | 11,822 | $1.2M |
| Ervin Investment Management, LLC | 0.79% | No change | 11,716 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -0.8% | 11,587 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -1.7% | 11,462 | $1.2M |
| First Hawaiian Bank | 0.04% | Add +58.3% | 11,357 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.8% | 11,331 | $1.2M |
| Joel Isaacson & Co., LLC | 0.05% | Add +7.5% | 11,152 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -14.0% | 10,763 | $1.1M |
| Anb Bank | 0.49% | — | 10,602 | $1.1M |
| Laurel Wealth Planning LLC | 0.71% | Reduce -7.5% | 10,562 | $1.1M |
| Lindbrook Capital, LLC | 0.10% | Add +4.5% | 10,558 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -4.8% | 10,144 | $1.1M |
| Corrigan Financial, Inc. | 0.24% | New | 10,089 | $1.1M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Reduce -0.8% | 10,034 | $1.1M |
| Main Street Financial Solutions, LLC | 0.10% | Add +12.4% | 10,017 | $1.1M |
| Sfm, LLC | 0.73% | Reduce -1.6% | 9,909 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -45.5% | 9,822 | $1.0M |
| Seeds Investor LLC | 0.29% | No change | 9,735 | $1.0M |
| Bailard, Inc. | 0.03% | Add +1.6% | 9,615 | $1.0M |
| Silver Oak Advisory Group, Inc. | 0.53% | Reduce -2.8% | 9,594 | $1.0M |
| Family CFO Inc | 0.55% | Add +9.3% | 9,566 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -32.4% | 9,524 | $999K |
| First National Corp. /Ma/ | 0.22% | Reduce -0.8% | 9,415 | $988K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -5.9% | 9,365 | $982K |
| Clearview Wealth Advisors LLC | 0.75% | Reduce -4.9% | 9,351 | $981K |
| Cherry Tree Wealth Management, LLC | 0.24% | Reduce -0.7% | 9,256 | $971K |
| Brookstone Capital Management | 0.01% | Reduce -1.5% | 9,233 | $968K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 9,219 | $967K |
| Selective Wealth Management, Inc. | 0.39% | Add +3.8% | 9,281 | $965K |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.2% | 8,977 | $942K |
| Truefg, LLC | 0.30% | Reduce -2.5% | 8,840 | $927K |
| Truepoint, Inc. | 0.02% | No change | 8,656 | $908K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.8% | 8,565 | $898K |
| Novare Capital Management LLC | 0.08% | Reduce -0.6% | 8,545 | $896K |
| Zhang Financial LLC | 0.05% | No change | 8,406 | $882K |
| Glenmede Trust Co. NA | 0.00% | No change | 8,301 | $871K |
| Greenspring Advisors, LLC | 0.19% | No change | 8,198 | $860K |
| Pecaut & Co. | 0.30% | Add +62.1% | 8,145 | $854K |
| Thompson Davis & Co., Inc. | 0.55% | No change | 8,124 | $852K |
| MAI Capital Management | 0.01% | Add +109.4% | 8,123 | $852K |
| Canopy Partners, LLC | 0.33% | Add +2.2% | 8,120 | $852K |
| Symmetry Partners, LLC | 0.12% | Add +25.5% | 8,084 | $848K |
| Presilium Private Wealth, LLC | 0.19% | Add +6.1% | 8,077 | $847K |
| Landaas & Co. /Wi | 0.23% | Add +18.1% | 8,060 | $845K |
| Sanctuary Advisors, LLC | 0.01% | Add +5.7% | 7,767 | $842K |
| CJM Wealth Advisers, Ltd. | 0.28% | No change | 8,008 | $840K |
| Passive Capital Management, LLC. | 0.29% | Add +6.3% | 7,955 | $834K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -31.2% | 7,893 | $828K |
| CM Wealth Advisors LLC | 0.27% | Reduce -0.8% | 7,845 | $823K |
| Financial Counselors Inc. | 0.01% | No change | 7,827 | $821K |
| PFG Advisors | 0.05% | Add +33.6% | 7,736 | $811K |
| Citizens Financial Group Inc. | 0.02% | Reduce -7.7% | 7,729 | $811K |
| Cozad Asset Management Inc. | 0.08% | Reduce -2.4% | 7,729 | $811K |
| Savvy Advisors, Inc. | 0.10% | New | 7,588 | $796K |
| Cherrydale Wealth Management, LLC | 0.31% | Add +11.0% | 7,528 | $790K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 7,465 | $783K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.8% | 7,439 | $780K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +2.3% | 7,351 | $771K |
| Csenge Advisory Group | 0.04% | Add +0.3% | 7,316 | $767K |
| Milestone Investment Advisors LLC | 0.21% | Add +2.3% | 7,290 | $765K |
| Nottingham Advisors, Inc. | 0.10% | No change | 7,250 | $760K |
| Curio Wealth, LLC | 0.41% | — | 7,228 | $758K |
| Atria Investments, Inc | 0.01% | New | 7,180 | $753K |
| Sageworth Trust Co of South Dakota | 0.95% | Reduce -1.5% | 7,158 | $751K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $745K |
| Rossmore Private Capital | 0.09% | No change | 7,047 | $739K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -2.6% | 6,980 | $732K |
| Copperleaf Capital, LLC | 0.46% | No change | 6,960 | $730K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 6,949 | $729K |
| JNBA Financial Advisors | 0.07% | Add +6.6% | 6,857 | $719K |
| Dunhill Financial, LLC | 0.33% | No change | 6,845 | $718K |
| Waverly Advisors, LLC | 0.01% | Reduce -19.1% | 6,839 | $717K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -5.5% | 6,695 | $702K |
| Avantax Planning Partners, Inc. | 0.03% | No change | 6,683 | $701K |
| Compound Planning, Inc. | 0.04% | Add +86.4% | 6,681 | $701K |
| Sage Advisory Services, Ltd.Co. | 0.41% | Reduce -4.0% | 6,625 | $695K |
| FC Advisory LLC | 0.23% | Add +103.1% | 6,590 | $691K |
| Benchmark Wealth Management, LLC | 0.34% | Reduce -4.9% | 6,568 | $689K |
| Northeast Investment Management | 0.03% | Reduce -0.3% | 6,555 | $688K |
| Meritage Portfolio Management | 0.04% | No change | 6,488 | $681K |
| Bremer Bank National Association | 0.13% | No change | 6,482 | $680K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -16.5% | 6,349 | $666K |
| Compass Ion Advisors, LLC | 0.08% | Add +0.1% | 6,337 | $665K |
| Rollins Financial Advisors, LLC | 0.10% | No change | 6,332 | $664K |
| Fortress Financial Solutions, LLC | 0.93% | — | 6,211 | $652K |
| IFG Advisors, LLC | 0.13% | Add +1.8% | 6,208 | $651K |
| Cascade Investment Advisors, Inc. | 0.41% | Reduce -11.6% | 6,142 | $644K |
| ETF Portfolio Partners, Inc. | 0.19% | New | 6,058 | $635K |
| Abacus Planning Group, Inc. | 0.11% | No change | 6,048 | $634K |
| LexAurum Advisors, LLC | 0.13% | Reduce -3.0% | 6,035 | $633K |
| Rockbridge Investment Management, LCC | 0.08% | No change | 5,997 | $629K |
| VSM Wealth Advisory, LLC | 0.22% | — | 5,959 | $625K |
| Golden Road Advisors LLC | 0.47% | No change | 5,946 | $624K |
| KMG Fiduciary Partners, LLC | 0.05% | No change | 5,900 | $619K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.0% | 5,823 | $611K |
| Ameraudi Asset Management, Inc. | 0.34% | No change | 5,793 | $608K |
| FRG Family Wealth Advisors LLC | 0.11% | No change | 5,784 | $607K |
| Integral Investment Advisors, Inc. | 0.20% | Reduce -0.5% | 5,777 | $606K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.05% | Add +38.2% | 5,731 | $601K |
| Destination Wealth Management | 0.02% | Reduce -7.6% | 5,708 | $599K |
| Koshinski Asset Management, Inc. | 0.05% | New | 5,690 | $597K |
| Coston, McIsaac & Partners | 0.18% | Add +2.9% | 5,684 | $595K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 5,654 | $593K |
| Cwm, LLC | 0.00% | Add +0.2% | 5,649 | $593K |
| InTrack Investment Management Inc | 0.41% | Add +18.0% | 5,686 | $591K |
| Wealthspire Advisors, LLC | 0.01% | No change | 5,607 | $588K |
| Equitable Holdings, Inc. | 0.01% | Reduce -24.9% | 5,602 | $588K |
| Appleton Partners Inc. | 0.04% | Reduce -0.5% | 5,525 | $580K |
| Quantum Financial Planning Services, Inc. | 0.32% | — | 5,528 | $580K |
| Firestone Capital Management | 0.14% | Add +0.3% | 5,492 | $576K |
| Sulzberger Capital Advisors, Inc. | 0.63% | — | 5,281 | $554K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 5,234 | $549K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.23% | — | 5,200 | $545K |
| Peirce Capital Management, LLC | 0.28% | No change | 5,149 | $540K |
| Pinnacle Associates Ltd. | 0.01% | Add +9.0% | 5,094 | $534K |
| Mokosak Advisory Group, LLC | 0.16% | Reduce -4.6% | 5,082 | $533K |
| Lodestar Private Asset Management LLC | 0.07% | Add +0.1% | 5,062 | $531K |
| Brighton Jones LLC | 0.02% | Add +2.0% | 5,038 | $528K |
| Ellevest, Inc. | 0.03% | Reduce -6.0% | 5,018 | $526K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.3% | 4,725 | $515K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,890 | $513K |
| RAM Investment Partners, LLC | 0.13% | No change | 4,878 | $512K |
| Citigroup Inc. | 0.00% | Reduce -7.5% | 4,874 | $511K |
| Neuberger Berman Group LLC | 0.00% | New | 4,849 | $509K |
| Albion Financial Group | 0.03% | Add +336.4% | 4,800 | $503K |
| TPG Financial Advisors, LLC | 0.22% | Add +7.9% | 4,787 | $502K |
| Chicago Partners Investment Group LLC | 0.02% | Add +3.1% | 4,754 | $501K |
| PDS Planning, Inc | 0.04% | Add +2.0% | 4,712 | $494K |
| Retirement Planning Group, LLC | 0.02% | Reduce -1.9% | 4,686 | $491K |
| Sterling Wealth Management, Inc. | 0.18% | Add +0.1% | 4,594 | $482K |
| Allworth Financial LP | 0.00% | Add +141.8% | 4,355 | $473K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -38.7% | 4,431 | $465K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | Reduce -7.8% | 4,405 | $462K |
| Market Street Wealth Management Advisors LLC | 0.08% | No change | 4,369 | $458K |
| Cornerstone Financial Group, LLC | 0.45% | — | 4,344 | $456K |
| Geneos Wealth Management Inc. | 0.02% | Add +6.5% | 4,315 | $453K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Add +0.1% | 4,276 | $448K |
| National Bank of Canada | 0.00% | Reduce -68.3% | 4,265 | $447K |
| Better Money Decisions, LLC | 0.31% | Add +0.3% | 4,234 | $444K |
| Level Financial Advisors | 0.16% | Reduce -7.9% | 4,223 | $443K |
| Agf Management Ltd. | 0.00% | Reduce -4.5% | 4,200 | $441K |
| Gordian Advisors LLC | 0.35% | Add +0.1% | 4,188 | $439K |
| Baldwin Wealth Partners LLC | 0.03% | Add +85.3% | 4,148 | $435K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 4,099 | $430K |
| Princeton Global Asset Management LLC | 0.08% | Add +14.4% | 4,093 | $429K |
| Wood Tarver Financial Group, LLC | 0.14% | — | 4,090 | $429K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +0.3% | 3,950 | $429K |
| Sentinel Pension Advisors, LLC | 0.08% | Add +2.6% | 4,088 | $429K |
| Financial Alternatives, Inc | 0.30% | Add +0.1% | 4,016 | $421K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,011 | $421K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +2.2% | 3,988 | $418K |
| TD Waterhouse Canada Inc. | 0.00% | Add +26.0% | 3,906 | $410K |
| Joel Adams & Associates, Inc. | 0.37% | — | 3,904 | $409K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 3,894 | $408K |
| Mutual Advisors, LLC | 0.01% | Add +27.8% | 3,853 | $407K |
| Access Financial Services, Inc. | 0.18% | Add +7.5% | 3,874 | $406K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 3,849 | $404K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -3.6% | 3,839 | $403K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -23.1% | 3,830 | $402K |
| Five Pine Wealth Management | 0.34% | — | 3,805 | $399K |
| Natural Investments, LLC | 0.11% | — | 3,813 | $399K |
| McLean Asset Management Corp | 0.12% | No change | 3,743 | $393K |
| Parsons Capital Management Inc. | 0.02% | Reduce -2.2% | 3,710 | $389K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 3,700 | $388K |
| First National Advisers, LLC | 0.06% | Add +46.8% | 3,610 | $379K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.2% | 3,606 | $378K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +0.3% | 3,586 | $376K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Add +43.8% | 3,530 | $370K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Add +0.1% | 3,526 | $370K |
| OmniStar Financial Group, Inc. | 0.30% | Add +4.3% | 3,501 | $369K |
| Kades & Cheifetz LLC | 0.19% | Add +30.0% | 3,521 | $369K |
| Hemington Wealth Management | 0.09% | Reduce -6.1% | 3,511 | $368K |
| Rice Partnership, LLC | 0.07% | Reduce -5.4% | 3,453 | $362K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 3,427 | $359K |
| Five Oceans Advisors | 0.16% | No change | 3,416 | $358K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 3,378 | $354K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,368 | $353K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -7.8% | 3,364 | $353K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,349 | $351K |
| Quantum Financial Advisors, LLC | 0.05% | New | 3,347 | $351K |
| NCM Capital Management, LLC | 0.16% | New | 3,341 | $350K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $349K |
| Ibex Wealth Advisors | 0.04% | New | 3,293 | $345K |
| Legacy Private Trust Co. | 0.02% | Reduce -9.7% | 3,275 | $344K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.8% | 3,230 | $339K |
| Midwest Capital Advisors, LLC | 0.25% | — | 3,202 | $336K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.3% | 3,198 | $335K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -2.1% | 3,178 | $333K |
| Salus Financial Advisors, LLC | 0.26% | — | 3,165 | $332K |
| Hilltop Holdings Inc. | 0.02% | No change | 3,161 | $332K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Add +1.4% | 3,160 | $331K |
| Towerpoint Wealth, LLC | 0.16% | Add +31.9% | 3,139 | $329K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +10.1% | 3,131 | $328K |
| Wolfstich Capital, LLC | 0.29% | — | 3,097 | $325K |
| Clark Asset Management, LLC | 0.06% | New | 3,090 | $324K |
| MSH Capital Advisors LLC | 0.10% | No change | 3,054 | $320K |
| Focus Financial Network, Inc. | 0.01% | Add +2.3% | 3,022 | $317K |
| Park National Corp. | 0.01% | No change | 3,005 | $315K |
| Momentous Wealth Management, Inc. | 0.26% | — | 2,988 | $313K |
| Continuum Advisory, LLC | 0.04% | Add +0.3% | 2,987 | $313K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.5% | 2,984 | $313K |
| Sonoma Private Wealth LLC | 0.50% | No change | 2,971 | $312K |
| Treynor Bancshares, Inc. | 0.33% | Add +0.2% | 2,968 | $311K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.3% | 2,964 | $311K |
| Medallion Wealth Advisors, LLC | 0.15% | — | 2,938 | $308K |
| Fort Sheridan Advisors LLC | 0.04% | New | 2,921 | $306K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 2,863 | $300K |
| Trillium Asset Management, LLC | 0.01% | Reduce -16.2% | 2,850 | $299K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +28.5% | 2,847 | $299K |
| Bluestem Financial Advisors, LLC | 0.14% | Add +0.1% | 2,840 | $298K |
| Beta Wealth Group, Inc. | 0.13% | Reduce -0.5% | 2,836 | $297K |
| N.E.W. Advisory Services LLC | 0.03% | Add +16.2% | 2,827 | $297K |
| Wealth Management Strategies, Inc. | 0.23% | — | 2,826 | $296K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,822 | $296K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.2% | 2,772 | $291K |
| Capital Management Corp. | 0.05% | No change | 2,745 | $288K |
| Hexagon Capital Partners LLC | 0.05% | Add +0.3% | 2,731 | $286K |
| Waypoint Wealth Partners Inc. | 0.08% | Add +1.9% | 2,725 | $286K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $284K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,680 | $281K |
| Diversified Enterprises, LLC | 0.03% | New | 2,664 | $279K |
| Financial Futures Ltd Liability Co. | 0.16% | Reduce -33.3% | 2,655 | $278K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -5.9% | 2,644 | $277K |
| Mengis Capital Management, Inc. | 0.06% | Reduce -3.0% | 2,643 | $277K |
| Walkner Condon Financial Advisors LLC | 0.06% | No change | 2,620 | $275K |
| Buckingham Capital Management, Inc. | 0.03% | No change | 2,617 | $274K |
| Trek Financial, LLC | 0.02% | No change | 2,598 | $273K |
| Ieq Capital, LLC | 0.00% | No change | 2,592 | $272K |
| Root Financial Partners, LLC | 0.03% | New | 2,591 | $272K |
| Curi Capital, LLC | 0.01% | No change | 2,590 | $272K |
| Bristlecone Advisors, LLC | 0.02% | Add +16.0% | 2,584 | $271K |
| Advisory Services Network, LLC | 0.01% | Add +7.3% | 2,566 | $269K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.2% | 2,563 | $269K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -10.5% | 2,550 | $267K |
| Avior Wealth Management, LLC | 0.01% | Reduce -31.2% | 2,549 | $267K |
| Meridian Financial Partners LLC | 0.14% | New | 2,546 | $267K |
| Wedmont Private Capital | 0.01% | New | 2,553 | $265K |
| Dakota Wealth Management | 0.01% | New | 2,505 | $263K |
| Money Concepts Capital Corp. | 0.02% | New | 2,503 | $263K |
| Argyle Capital Partners, LLC | 0.22% | — | 2,500 | $262K |
| River Street Advisors LLC | 0.13% | New | 2,486 | $261K |
| Townsend Asset Management Corp. /NC/ | 0.10% | Reduce -1.6% | 2,483 | $260K |
| Fsa Wealth Partners, Inc. | 0.06% | New | 2,471 | $259K |
| Quent Capital, LLC | 0.03% | Reduce -0.4% | 2,470 | $259K |
| Everhart Financial Group, Inc. | 0.05% | Reduce -0.3% | 2,440 | $256K |
| Clarius Group, LLC | 0.02% | Add +5.1% | 2,427 | $255K |
| Estate Counselors, LLC | 0.03% | No change | 2,420 | $254K |
| Brio Consultants, LLC | 0.04% | New | 2,418 | $254K |
| Evermay Wealth Management LLC | 0.04% | No change | 2,415 | $253K |
| Cibc World Market Inc. | 0.00% | Add +12.5% | 2,403 | $252K |
| Obermeyer Wealth Partners | 0.01% | Add +6.4% | 2,402 | $252K |
| World Investment Advisors | 0.01% | Reduce -3.8% | 2,390 | $251K |
| Ofc Financial Planning, LLC | 0.26% | — | 2,378 | $249K |
| Round Rock Advisors LLC | 0.05% | No change | 2,355 | $247K |
| Blue Barn Wealth, LLC | 0.13% | No change | 2,347 | $246K |
| Southern Style Financial, Inc. | 0.20% | — | 2,345 | $246K |
| Concord Wealth Partners | 0.04% | Reduce -12.1% | 2,341 | $246K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 2,252 | $236K |
| Keudell/Morrison Wealth Management | 0.06% | Add +0.1% | 2,232 | $234K |
| D. Scott Neal, Inc. | 0.13% | Reduce -6.0% | 2,222 | $233K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,209 | $232K |
| Members Wealth LLC | 0.17% | — | 2,140 | $231K |
| Goepper Burkhardt LLC | 0.09% | Reduce -2.2% | 2,200 | $231K |
| Martel Wealth Advisors LLC | 0.05% | No change | 2,200 | $231K |
| RFG Advisory, LLC | 0.01% | Reduce -84.6% | 2,189 | $230K |
| Parkworth Wealth Management, Inc. | 0.19% | — | 2,183 | $229K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,170 | $228K |
| Post Resch Tallon Group Inc. | 0.22% | — | 2,175 | $228K |
| Nemes Rush Group LLC | 0.03% | New | 2,165 | $227K |
| Flagstar Securities, Inc. | 0.06% | Add +0.3% | 2,158 | $226K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 2,140 | $224K |
| Reliant Wealth Planning | 0.10% | Reduce -11.5% | 2,133 | $224K |
| Lakeridge Wealth Management LLC | 0.11% | No change | 2,062 | $216K |
| Black Diamond Financial, LLC | 0.03% | No change | 2,043 | $214K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 2,019 | $212K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,997 | $209K |
| Ledgewood Wealth Advisors, LLC | 0.13% | Add +0.1% | 1,985 | $208K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 1,981 | $208K |
| Cornerstone Advisory, LLC | 0.02% | New | 1,899 | $207K |
| Global View Capital Management LLC | 0.07% | — | 1,982 | $207K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,975 | $207K |
| Nwam LLC | 0.01% | New | 1,959 | $206K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 1,957 | $205K |
| Level Wealth Management LLC | 0.14% | — | 1,954 | $205K |
| Hurley Capital, LLC | 0.16% | — | 1,931 | $205K |
| LongView Wealth Management | 0.06% | New | 1,932 | $203K |
| Union Savings Bank | 0.10% | Reduce -37.6% | 1,931 | $203K |
| MB Generational Wealth, LLC | 0.15% | New | 1,925 | $202K |
| Cahill Wealth Management, LLC | 0.10% | New | 1,921 | $202K |
| Wimmer Associates 1, LLC | 0.10% | New | 1,915 | $201K |
| Antonelli Financial Advisors, LLC | 0.17% | — | 1,910 | $200K |
| Comerica Bank | 0.00% | No change | 1,906 | $200K |
| Atlas Capital Advisors Inc. | 0.02% | Add +1.2% | 1,772 | $186K |
| Carolina Wealth Advisors, LLC | 0.10% | Reduce -4.0% | 1,698 | $178K |
| Mascoma Wealth Management LLC | 0.04% | Add +0.2% | 1,637 | $172K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,627 | $171K |
| Millstone Evans Group, LLC | 0.11% | — | 1,582 | $166K |
| Morling Financial Advisors, LLC | 0.06% | No change | 1,524 | $160K |
| Brown Brothers Harriman & Co. | 0.00% | Add +48.0% | 1,518 | $159K |
| Graney & King, LLC | 0.12% | — | 1,501 | $157K |
| Eastern Bank | 0.00% | Reduce -3.2% | 1,449 | $152K |
| Covestor Ltd | 0.09% | Reduce -5.9% | 1,340 | $141K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,263 | $132K |
| AE Wealth Management LLC | 0.00% | New | 1,237 | $130K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 1,207 | $127K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 1,173 | $123K |
| Aptus Capital Advisors, LLC | 0.00% | Add +136.0% | 1,154 | $121K |
| Fort Vancouver Investment Management, LLC | 0.10% | No change | 1,142 | $120K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,090 | $114K |
| Abound Wealth Management | 0.03% | Reduce -0.3% | 1,026 | $108K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $99K |
| Winthrop Capital Management, LLC | 0.03% | New | 929 | $98K |
| Rialto Wealth Management, LLC | 0.03% | — | 923 | $97K |
| Newton One Investments LLC | 0.04% | New | 913 | $96K |
| HM Payson & Co. | 0.00% | No change | 901 | $95K |
| Trust Co. of Vermont | 0.00% | No change | 900 | $94K |
| US Bancorp \de | 0.00% | Reduce -3.8% | 880 | $92K |
| Archer Investment Corp | 0.02% | No change | 817 | $86K |
| Trust Co | 0.01% | Add +9.1% | 813 | $85K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 806 | $85K |
| Caldwell Trust Co | 0.01% | No change | 805 | $84K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.3% | 787 | $83K |
| Pittenger & Anderson Inc. | 0.00% | No change | 749 | $79K |
| Richards, Merrill & Peterson, Inc. | 0.04% | — | 738 | $77K |
| Piscataqua Savings Bank | 0.06% | No change | 711 | $75K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $71K |
| Richardson Capital Management LLC | 0.05% | Add +0.3% | 679 | $71K |
| LRI Investments, LLC | 0.01% | New | 621 | $65K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 608 | $64K |
| Private Trust Co. NA | 0.01% | No change | 580 | $61K |
| IFP Advisors, Inc | 0.00% | No change | 542 | $57K |
| Fifth Third Bancorp | 0.00% | Add +9.3% | 538 | $56K |
| Global Retirement Partners, LLC | 0.00% | Add +3.5% | 534 | $56K |
| YANKCOM Partnership | 0.03% | — | 505 | $53K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 502 | $53K |
| Fairway Wealth LLC | 0.02% | Add +0.2% | 472 | $50K |
| Ransom Advisory, Ltd | 0.02% | No change | 450 | $47K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 445 | $47K |
| Pacific Center for Financial Services | 0.01% | Add +0.2% | 437 | $46K |
| Investors Research Corp | 0.01% | Add +108.5% | 419 | $44K |
| Wells Financial Advisors INC | 0.06% | No change | 400 | $42K |
| Chilton Capital Management LLC | 0.00% | No change | 400 | $42K |
| Roble, Belko & Company, Inc | 0.01% | No change | 391 | $41K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $41K |
| Key Financial Inc | 0.01% | New | 365 | $38K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 353 | $37K |
| Acima Private Wealth, LLC | 0.01% | No change | 352 | $37K |
| Phillips Financial Management, LLC | 0.00% | Reduce -32.4% | 347 | $36K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +7.8% | 344 | $36K |
| North Ridge Wealth Advisors, Inc. | 0.02% | New | 322 | $34K |
| Signaturefd, LLC | 0.00% | Add +0.3% | 298 | $31K |
| American Capital Advisory, LLC | 0.02% | Add +1.4% | 298 | $31K |
| AdvisorNet Financial, Inc | 0.00% | No change | 280 | $29K |
| Conquis Financial LLC | 0.03% | — | 267 | $28K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 246 | $26K |
| Kestra Investment Management, LLC | 0.00% | New | 241 | $25K |
| Breakwater Investment Management | 0.01% | No change | 237 | $25K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -11.7% | 234 | $25K |
| Operose Advisors LLC | 0.01% | Add +0.4% | 230 | $24K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.5% | 224 | $23K |
| NFSG Corp | 0.01% | New | 220 | $23K |
| Financial Network Wealth Advisors LLC | 0.04% | No change | 217 | $23K |
| DT Investment Partners, LLC | 0.00% | No change | 215 | $23K |
| Crews Bank & Trust | 0.00% | — | 200 | $21K |
| Navigoe, LLC | 0.02% | — | 200 | $20K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $20K |
| Denver PWM, LLC | 0.01% | Add +0.5% | 188 | $20K |
| Bogart Wealth, LLC | 0.00% | Add +13.9% | 172 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 168 | $18K |
| Birchbrook, Inc. | 0.01% | No change | 150 | $16K |
| Ameriflex Group, Inc. | 0.01% | — | 134 | $14K |
| Crowley Wealth Management, Inc. | 0.01% | — | 136 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 131 | $14K |
| BlackRock, Inc. | 0.00% | New | 130 | $14K |
| Creative Financial Designs Inc. | 0.00% | Reduce -38.4% | 125 | $13K |
| Valued Wealth Advisors LLC | 0.01% | New | 103 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.1% | 97 | $10K |
| Bernard Wealth Management Corp. | 0.00% | — | 74 | $8K |
| Oarsman Capital, Inc. | 0.00% | No change | 70 | $7K |
| Bellwether Advisors, LLC | 0.00% | New | 65 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 62 | $7K |
| Tidemark, LLC | 0.00% | New | 43 | $5K |
| Tower View Wealth Management LLC | 0.00% | No change | 41 | $4K |
| Roxbury Financial LLC | 0.00% | — | 30 | $3K |
| Olistico Wealth, LLC | 0.00% | Add +3.6% | 29 | $3K |
| Transce3nd, LLC | 0.00% | — | 28 | $3K |
| Bfsg, LLC | 0.00% | Reduce -6.7% | 28 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $1K |
| Financial Life Planners | 0.00% | — | 10 | $1K |
| Clark Wealth Partners | 0.00% | — | 9 | $944 |
| Glassman Wealth Services | 0.00% | No change | 4 | $420 |
| Tsfg, LLC | 0.00% | New | 4 | $0 |
"% 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.