Vanguard ESG US Stock ETFESGVETF
13F holders, Q1 2025 (March 31)587holders −4
45new positions
44sold out
3famous investors
$97.99avg. 13F price*
At the end of Q1 2025, 587 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, down 4 from Q4 2024. 45 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($314.9M), Morgan Stanley ($164.1M) and Wealthfront Advisers LLC ($147.2M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $36.7M |
| Exits | 44 | $36.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,495,798 shares bought and 1,884,680 shares sold, net +611,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 587 holders
| Vanguard Group Inc. | 0.01% | Add +4.8% | 3,215,327 | $314.9M |
| Morgan Stanley | 0.01% | Add +97.5% | 1,674,834 | $164.1M |
| Wealthfront Advisers LLC | 0.40% | Add +4.0% | 1,502,840 | $147.2M |
| Visa Foundation | 100.00% | Reduce -16.6% | 1,356,275 | $132.8M |
| Creative Planning | 0.12% | Add +0.8% | 1,253,912 | $122.8M |
| Bank of America Corp. | 0.01% | Add +13.8% | 570,811 | $55.9M |
| Verde Capital Management | 15.57% | Reduce -0.7% | 558,899 | $54.7M |
| Stanich Group LLC | 39.31% | Add +5.6% | 542,738 | $53.2M |
| Betterment LLC | 0.12% | Add +22.9% | 508,902 | $49.8M |
| Raymond James Financial Inc. | 0.02% | Add +0.2% | 505,576 | $49.5M |
| IMPACTfolio, LLC | 24.13% | Add +2.9% | 468,714 | $45.9M |
| Partners Capital Investment Group, LLP | 0.73% | Add +22.7% | 440,383 | $43.1M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 426,508 | $41.8M |
| Platt Investment Counsel, LLC | 38.08% | Add +3.9% | 393,972 | $38.6M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.9% | 385,265 | $37.7M |
| SCS Capital Management LLC | 0.48% | Add +14.7% | 382,717 | $37.5M |
| Leo Wealth, LLC | 5.34% | Reduce -45.3% | 379,445 | $37.2M |
| Angeles Investment Advisors, LLC | 1.97% | Reduce -16.9% | 373,446 | $36.6M |
| Facet Wealth, Inc. | 0.89% | Reduce -7.6% | 347,942 | $34.6M |
| Sellwood Investment Partners LLC | 17.28% | Add +6.0% | 337,884 | $33.1M |
| Crewe Advisors LLC | 4.43% | Add +3.3% | 321,907 | $31.5M |
| UBS Group AG | 0.01% | Reduce -2.5% | 278,273 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.2% | 273,827 | $26.8M |
| Franklin Resources Inc. | 0.01% | Add +9.1% | 263,750 | $25.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.4% | 256,476 | $25.1M |
| Olde Wealth Management, LLC | 8.79% | Add +1.2% | 254,139 | $24.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.0% | 253,797 | $24.9M |
| Mather Group, Llc. | 0.28% | Reduce -8.5% | 246,889 | $24.2M |
| LPL Financial LLC | 0.01% | Add +1.4% | 234,277 | $22.9M |
| Garde Capital, Inc. | 1.30% | Add +7.5% | 232,116 | $22.7M |
| Cerity Partners LLC | 0.05% | Add +10.7% | 232,083 | $22.7M |
| Hanson & Doremus Investment Management | 3.13% | Add +0.1% | 218,610 | $21.4M |
| Cedar Wealth Management, LLC | 7.06% | Reduce -1.8% | 202,551 | $19.8M |
| Clarity Asset Management, Inc. | 12.36% | Add +18.5% | 195,970 | $19.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -15.1% | 195,521 | $19.2M |
| Rwa Wealth Partners, LLC | 0.24% | Reduce -4.7% | 195,034 | $19.1M |
| Bank of Montreal | 0.01% | Reduce -1.1% | 182,257 | $17.9M |
| Mill Creek Capital Advisors, LLC | 0.43% | Add +6.9% | 180,526 | $17.7M |
| Silver Oak Wealth Advisors Services, LLC | 15.47% | Add +0.4% | 177,091 | $17.3M |
| Financial Connections Group, Inc. | 7.32% | Reduce -0.1% | 166,539 | $16.3M |
| Jones Financial Companies LLLP | 0.01% | Add +14.6% | 163,143 | $15.9M |
| HighTower Advisors, LLC | 0.02% | Add +10.9% | 158,157 | $15.5M |
| Dohj, LLC | 3.45% | Add +7.7% | 154,012 | $15.1M |
| Caprock Group, LLC | 0.45% | Add +1.9% | 149,192 | $14.6M |
| LifeGuide Financial Advisors, LLC | 5.90% | Add +1.6% | 147,729 | $14.5M |
| Human Investing LLC | 2.53% | Add +8.8% | 146,659 | $14.4M |
| Gemmer Asset Management LLC | 1.42% | Add +3.3% | 145,666 | $14.3M |
| Regatta Capital Group, LLC | 2.69% | Add +4.8% | 141,543 | $13.9M |
| SageView Advisory Group, LLC | 0.58% | Add +0.2% | 137,998 | $13.5M |
| Orgel Wealth Management, LLC | 0.35% | Reduce -32.7% | 137,812 | $13.5M |
| Diversified Portfolios, Inc. | 1.42% | Add +6.0% | 137,503 | $13.5M |
| One Day In July LLC | 1.33% | Reduce -3.5% | 135,328 | $13.3M |
| Cambridge Associates LLC /Ma/ | 0.36% | Add +50.4% | 127,632 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.1% | 120,480 | $11.8M |
| Prime Buchholz LLC | 4.03% | New | 117,758 | $11.5M |
| Evoke Wealth, LLC | 0.30% | Add +3.1% | 115,466 | $11.3M |
| Focus Partners Wealth | 0.03% | Add +5.3% | 112,607 | $11.0M |
| Mariner, LLC | 0.02% | Add +26.2% | 107,729 | $10.6M |
| Cary Street Partners Financial LLC | 0.33% | No change | 103,431 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.2% | 102,188 | $10.0M |
| Westfuller Advisors, LLC | 6.50% | Add +360.8% | 99,434 | $9.7M |
| Apella Capital, LLC | 0.33% | Add +4.2% | 99,674 | $9.5M |
| Pathstone Holdings, LLC | 0.04% | Reduce -1.0% | 89,077 | $8.7M |
| Farrell Financial LLC | 6.35% | Reduce -1.5% | 89,016 | $8.7M |
| Twin Focus Capital Partners, LLC | 1.34% | Add +6.8% | 88,158 | $8.6M |
| Retirement Capital Strategies | 3.37% | Reduce -0.7% | 88,092 | $8.6M |
| Cresset Asset Management, LLC | 0.04% | Add +3.4% | 87,868 | $8.6M |
| AMG National Trust Bank | 0.23% | Reduce -2.5% | 82,140 | $8.0M |
| Wells Fargo & Company | 0.00% | Add +2.5% | 78,234 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.1% | 75,540 | $7.4M |
| Eq LLC | 3.16% | Reduce -6.5% | 69,105 | $6.8M |
| Relyea Zuckerberg Hanson LLC | 0.90% | Add +3.8% | 68,191 | $6.7M |
| Boston Standard Wealth Management, LLC | 1.40% | Reduce -0.7% | 65,843 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +8.6% | 63,152 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +1.4% | 61,628 | $6.0M |
| New Covenant Trust Company, N.A. | 6.32% | Reduce -5.8% | 61,391 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.2% | 60,546 | $5.9M |
| Libra Wealth LLC | 2.20% | Add +0.6% | 59,982 | $5.9M |
| Cetera Investment Advisers | 0.01% | Reduce -1.9% | 59,435 | $5.8M |
| St Germain D J Co. Inc. | 0.27% | Add +10.0% | 59,181 | $5.8M |
| Apexium Financial, LP | 0.35% | Add +0.2% | 59,179 | $5.8M |
| Blair William & Co. | 0.02% | Reduce -0.0% | 59,013 | $5.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.4% | 56,510 | $5.5M |
| BSW Wealth Partners | 0.83% | Reduce -13.8% | 56,106 | $5.5M |
| Parallel Advisors, LLC | 0.12% | Add +13.2% | 54,239 | $5.3M |
| Charter Oak Capital Management, LLC | 0.48% | Reduce -2.5% | 53,481 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +0.5% | 53,262 | $5.2M |
| Raffa Wealth Management, LLC | 1.18% | Add +0.1% | 53,158 | $5.2M |
| Atlas Legacy Advisors, LLC | 1.24% | Reduce -1.9% | 48,166 | $4.9M |
| Stephens Consulting, LLC | 1.21% | Add +4.8% | 49,282 | $4.8M |
| Brandywine Oak Private Wealth LLC | 0.47% | Add +9.3% | 49,037 | $4.8M |
| Patriot Investment Management Group, Inc. | 0.35% | Add +3.5% | 48,182 | $4.7M |
| Elios Financial Group Inc. | 2.20% | Reduce -2.5% | 45,614 | $4.5M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -1.1% | 44,784 | $4.4M |
| Monterey Private Wealth, Inc. | 1.28% | Reduce -1.0% | 44,479 | $4.4M |
| Atlantic Private Wealth, LLC | 3.09% | No change | 42,689 | $4.2M |
| White Lighthouse Investment Management Inc. | 0.74% | Add +3.9% | 42,045 | $4.1M |
| Atmos Advisory, LLC | 2.68% | Add +15.2% | 40,704 | $4.0M |
| Toronto Dominion Bank | 0.01% | Reduce -0.4% | 39,205 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +12.5% | 37,954 | $3.7M |
| Ashford Advisors, LLC | 0.93% | No change | 37,901 | $3.7M |
| Gould Asset Management LLC | 0.76% | Reduce -0.9% | 37,507 | $3.7M |
| Webster Bank, N. A. | 0.40% | No change | 36,729 | $3.6M |
| McClarren Financial Advisors, Inc. | 2.33% | New | 30,803 | $3.5M |
| Trademark Financial Management, LLC | 2.68% | Reduce -4.0% | 35,859 | $3.5M |
| Well Done, LLC | 0.63% | Add +5.5% | 33,308 | $3.5M |
| Stonehearth Capital Management, LLC | 1.43% | Reduce -0.7% | 35,337 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +7.7% | 34,906 | $3.4M |
| Sageworth Trust Co | 0.21% | Add +1.6% | 34,182 | $3.3M |
| First Horizon Advisors, Inc. | 0.09% | No change | 34,065 | $3.3M |
| Corient Private Wealth LP | 0.01% | Add +6.5% | 33,982 | $3.3M |
| Palisades Hudson Asset Management, L.P. | 1.49% | Add +0.3% | 33,432 | $3.3M |
| Lido Advisors, LLC | 0.02% | Add +104.2% | 32,106 | $3.1M |
| Paragon Capital Management Ltd | 0.65% | Add +16.7% | 32,049 | $3.1M |
| First Hawaiian Bank | 0.44% | Add +170.6% | 30,733 | $3.0M |
| Fiduciary Trust Co | 0.04% | Reduce -0.1% | 30,708 | $3.0M |
| Ballentine Partners, LLC | 0.05% | No change | 30,309 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.5% | 29,997 | $2.9M |
| Whittier Trust Co. | 0.04% | Add +2.0% | 29,817 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -3.0% | 29,584 | $2.9M |
| Haverford Trust Co | 0.03% | Add +16.5% | 28,763 | $2.8M |
| Sapient Capital LLC | 0.06% | No change | 28,449 | $2.8M |
| Wealth Group Ltd | 0.81% | Add +0.0% | 28,179 | $2.8M |
| Martin Worley Group | 1.55% | Add +22.4% | 27,786 | $2.7M |
| Affinity Capital Advisors, LLC | 0.54% | Reduce -43.1% | 28,854 | $2.7M |
| My Personal CFO, LLC | 1.36% | Add +0.0% | 27,555 | $2.7M |
| Topel & Distasi Wealth Management, LLC | 1.24% | Add +10.2% | 27,172 | $2.7M |
| Mallini Complete Financial Planning LLC | 2.76% | Reduce -19.3% | 27,031 | $2.6M |
| Brooklyn FI, LLC | 0.81% | No change | 26,859 | $2.6M |
| PFG Investments, LLC | 0.17% | Add +21.2% | 26,298 | $2.6M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.8% | 24,864 | $2.4M |
| Merit Financial Group, LLC | 0.04% | Reduce -31.4% | 24,689 | $2.4M |
| CGN Advisors LLC | 0.22% | Reduce -9.2% | 23,423 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.2% | 22,980 | $2.3M |
| Mayport, LLC | 0.61% | Add +0.0% | 22,710 | $2.2M |
| Davis R M Inc. | 0.04% | Add +0.8% | 22,537 | $2.2M |
| NewEdge Wealth, LLC | 0.04% | Add +11.3% | 22,504 | $2.2M |
| Flow Traders U.S. LLC | 0.09% | New | 22,133 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +36.7% | 22,017 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Add +18.1% | 21,760 | $2.1M |
| Northern Trust Corp. | 0.00% | No change | 21,688 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.80% | Reduce -2.7% | 21,652 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.8% | 21,514 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 21,464 | $2.1M |
| Marshall Financial Group Inc. | 0.65% | Add +6.9% | 21,146 | $2.1M |
| Equitable Trust Co. | 0.11% | Reduce -12.6% | 21,097 | $2.1M |
| Proffitt & Goodson Inc. | 0.33% | Add +66.6% | 20,693 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 20,522 | $2.0M |
| Armbruster Capital Management, Inc. | 0.40% | Add +0.3% | 20,440 | $2.0M |
| Summit Wealth Group, LLC | 0.58% | No change | 20,257 | $2.0M |
| Bell Investment Advisors, Inc | 0.36% | Reduce -3.4% | 19,935 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -1.9% | 19,827 | $1.9M |
| West Financial Advisors, LLC | 0.36% | Add +1.1% | 19,492 | $1.9M |
| Skyline Advisors, Inc. | 0.74% | Reduce -25.4% | 19,191 | $1.9M |
| Davis Wealth Advisors, LLC | 2.12% | Reduce -0.2% | 19,140 | $1.9M |
| WealthCollab, LLC | 1.08% | Add +2.9% | 17,714 | $1.7M |
| Addison Advisors LLC | 0.47% | Reduce -28.3% | 17,684 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.25% | Reduce -15.0% | 17,274 | $1.7M |
| Values Added Financial LLC | 0.93% | Add +21.7% | 17,111 | $1.7M |
| Mission Wealth Management, LP | 0.04% | Reduce -0.6% | 17,085 | $1.7M |
| Glenview Trust Co | 0.03% | Reduce -0.8% | 16,964 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -6.6% | 16,954 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.35% | Add +13.8% | 17,347 | $1.6M |
| Strategic Point Investment Advisors, LLC | 0.27% | Add +0.5% | 16,560 | $1.6M |
| Albion Financial Group | 0.11% | Add +243.7% | 16,499 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +0.0% | 16,204 | $1.6M |
| Arjuna Capital | 0.44% | Reduce -20.3% | 16,188 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +4.0% | 16,127 | $1.6M |
| Everett Harris & Co. | 0.02% | No change | 16,000 | $1.6M |
| Wedmont Private Capital | 0.08% | Add +550.0% | 16,595 | $1.6M |
| UMB Bank, n.a. | 0.03% | No change | 15,562 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -43.5% | 15,412 | $1.5M |
| Smithfield Trust Co | 0.08% | Add +0.2% | 15,301 | $1.5M |
| Northland Capital Management LLC | 1.01% | Reduce -4.0% | 15,243 | $1.5M |
| FMR LLC | 0.00% | Add +28.7% | 15,213 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 14,899 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +164.5% | 14,832 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -0.1% | 14,447 | $1.4M |
| Wingate Wealth Advisors, Inc. | 1.62% | Add +0.3% | 14,411 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +8.3% | 14,093 | $1.4M |
| Vermillion & White Wealth Management Group, LLC | 1.00% | Reduce -17.5% | 14,090 | $1.4M |
| Bell Bank | 0.07% | Reduce -7.7% | 13,971 | $1.4M |
| US Financial Advisors, LLC | 0.39% | Add +5.7% | 13,632 | $1.3M |
| Composition Wealth, LLC | 0.03% | No change | 13,618 | $1.3M |
| Marino, Stram & Associates LLC | 0.29% | Reduce -1.1% | 13,534 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +71.0% | 13,281 | $1.3M |
| McLean Asset Management Corp | 0.43% | Add +299.2% | 14,943 | $1.3M |
| Rock Point Advisors, LLC | 0.40% | New | 13,200 | $1.3M |
| Larson Financial Group LLC | 0.06% | Reduce -36.6% | 12,989 | $1.3M |
| Arbor Investment Advisors, LLC | 0.17% | Reduce -0.2% | 12,974 | $1.3M |
| Tortoise Investment Management, LLC | 0.13% | Add +2.6% | 12,947 | $1.3M |
| Shepherd Financial Partners LLC | 0.15% | No change | 12,933 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,348 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.1% | 12,602 | $1.2M |
| Pine Harbor Wealth Management, LLC | 0.49% | Reduce -1.2% | 12,384 | $1.2M |
| Beacon Financial Planning, Inc. | 0.68% | Add +0.3% | 12,131 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | No change | 11,996 | $1.2M |
| GenTrust, LLC | 0.06% | Add +0.1% | 11,882 | $1.2M |
| Brickley Wealth Management | 0.24% | Reduce -3.6% | 11,861 | $1.2M |
| Selective Wealth Management, Inc. | 0.50% | Add +32.3% | 12,278 | $1.2M |
| AQR Capital Management | 0.00% | Add +2.4% | 11,741 | $1.2M |
| Ervin Investment Management, LLC | 0.77% | No change | 11,716 | $1.1M |
| Balanced Rock Investment Advisors LLC | 0.90% | Reduce -4.7% | 11,547 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -1.0% | 11,471 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -8.1% | 11,317 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.3% | 11,184 | $1.1M |
| Anb Bank | 0.49% | Add +5.2% | 11,152 | $1.1M |
| Scott Capital Advisors, LLC | 0.33% | New | 11,151 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -1.6% | 11,151 | $1.1M |
| Farnam Financial LLC | 1.11% | Reduce -7.6% | 11,117 | $1.1M |
| Bailard, Inc. | 0.03% | Add +15.4% | 11,096 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.1% | 10,772 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +8.0% | 10,604 | $1.0M |
| Truepoint, Inc. | 0.03% | Add +22.1% | 10,573 | $1.0M |
| Lindbrook Capital, LLC | 0.10% | No change | 10,558 | $1.0M |
| Compound Planning, Inc. | 0.05% | Add +55.2% | 10,366 | $1.0M |
| Laurel Wealth Planning LLC | 0.66% | Reduce -4.1% | 10,131 | $992K |
| Silver Oak Advisory Group, Inc. | 0.52% | Add +4.1% | 9,985 | $978K |
| Waverly Advisors, LLC | 0.01% | Add +45.0% | 9,913 | $971K |
| Neuberger Berman Group LLC | 0.00% | Add +102.0% | 9,797 | $960K |
| Novare Capital Management LLC | 0.08% | Add +14.4% | 9,780 | $958K |
| Seeds Investor LLC | 0.27% | No change | 9,735 | $954K |
| Family CFO Inc | 0.52% | Add +1.1% | 9,669 | $947K |
| Glenmede Trust Co. NA | 0.01% | Add +15.2% | 9,560 | $936K |
| Bragg Financial Advisors, Inc | 0.04% | Add +6.2% | 9,534 | $934K |
| First National Corp. /Ma/ | 0.21% | Add +1.0% | 9,513 | $932K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -5.3% | 9,481 | $929K |
| PFG Advisors | 0.05% | Add +22.5% | 9,480 | $929K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 9,350 | $916K |
| Cherry Tree Wealth Management, LLC | 0.22% | Add +0.5% | 9,299 | $911K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 9,292 | $910K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Reduce -8.3% | 9,201 | $901K |
| Sfm, LLC | 0.66% | Reduce -7.8% | 9,140 | $895K |
| Capital Investment Advisors, LLC | 0.02% | New | 8,998 | $881K |
| Truefg, LLC | 0.29% | Add +1.6% | 8,980 | $880K |
| Clearview Wealth Advisors LLC | 0.66% | Reduce -4.0% | 8,974 | $879K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.07% | Add +54.2% | 8,836 | $865K |
| Allworth Financial LP | 0.00% | Add +106.9% | 9,009 | $865K |
| Landaas & Co. /Wi | 0.24% | Add +9.1% | 8,796 | $862K |
| Presilium Private Wealth, LLC | 0.19% | Add +7.9% | 8,712 | $853K |
| CJM Wealth Advisers, Ltd. | 0.30% | Add +8.4% | 8,680 | $850K |
| TPG Financial Advisors, LLC | 0.37% | Add +79.5% | 8,595 | $842K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.6% | 8,460 | $829K |
| Zhang Financial LLC | 0.04% | No change | 8,406 | $823K |
| Penobscot Wealth Management | 0.34% | New | 8,328 | $816K |
| Pecaut & Co. | 0.28% | Add +1.8% | 8,295 | $813K |
| Canopy Partners, LLC | 0.32% | Add +1.9% | 8,276 | $811K |
| Greenspring Advisors, LLC | 0.19% | No change | 8,198 | $803K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +10.2% | 8,198 | $803K |
| Passive Capital Management, LLC. | 0.25% | Add +3.0% | 8,196 | $803K |
| Thompson Davis & Co., Inc. | 0.63% | No change | 8,124 | $796K |
| Symmetry Partners, LLC | 0.11% | Reduce -0.4% | 8,049 | $788K |
| HBK Sorce Advisory LLC | 0.02% | Add +14.2% | 7,973 | $781K |
| Sageworth Trust Co of South Dakota | 0.94% | Add +11.4% | 7,972 | $781K |
| Engineers Gate Manager LP | 0.01% | New | 7,947 | $778K |
| CM Wealth Advisors LLC | 0.25% | No change | 7,845 | $768K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -60.3% | 7,841 | $768K |
| Financial Counselors Inc. | 0.01% | No change | 7,827 | $767K |
| Savvy Advisors, Inc. | 0.08% | Add +2.7% | 7,792 | $763K |
| Curio Wealth, LLC | 0.40% | Reduce -99.9% | 4 | $758K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 7,739 | $758K |
| Cozad Asset Management Inc. | 0.08% | No change | 7,729 | $757K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 7,700 | $754K |
| Cherrydale Wealth Management, LLC | 0.29% | Add +0.3% | 7,548 | $739K |
| Brookstone Capital Management | 0.01% | Reduce -18.4% | 7,531 | $738K |
| Golden Road Advisors LLC | 0.57% | Add +26.3% | 7,512 | $736K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 7,465 | $731K |
| MAI Capital Management | 0.01% | Reduce -8.4% | 7,442 | $729K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.6% | 7,399 | $725K |
| Nottingham Advisors, Inc. | 0.11% | No change | 7,250 | $710K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +150.0% | 7,157 | $701K |
| Milestone Investment Advisors LLC | 0.19% | Reduce -1.9% | 7,149 | $700K |
| AlTi Global, Inc. | 0.02% | Reduce -69.1% | 7,083 | $694K |
| Rossmore Private Capital | 0.09% | No change | 7,047 | $690K |
| Brio Consultants, LLC | 0.11% | Add +191.1% | 7,039 | $689K |
| Copperleaf Capital, LLC | 0.41% | No change | 6,960 | $682K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 6,949 | $681K |
| Csenge Advisory Group | 0.04% | Add +0.3% | 7,336 | $676K |
| Dunhill Financial, LLC | 0.31% | Add +0.1% | 6,849 | $671K |
| FC Advisory LLC | 0.22% | Add +1.9% | 6,716 | $658K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 6,683 | $655K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $652K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -0.8% | 6,643 | $651K |
| Sage Advisory Services, Ltd.Co. | 0.38% | No change | 6,625 | $649K |
| Sachem Hill LLC | 0.13% | New | 6,602 | $647K |
| Benchmark Wealth Management, LLC | 0.31% | No change | 6,568 | $643K |
| Bremer Bank National Association | 0.11% | No change | 6,482 | $635K |
| Meritage Portfolio Management | 0.04% | Reduce -0.2% | 6,473 | $634K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.3% | 6,431 | $630K |
| NewEdge Advisors, LLC | 0.00% | Reduce -77.1% | 6,405 | $627K |
| Compass Ion Advisors, LLC | 0.07% | Add +0.2% | 6,352 | $622K |
| IFG Advisors, LLC | 0.12% | Add +2.2% | 6,346 | $622K |
| JNBA Financial Advisors | 0.06% | Reduce -8.5% | 6,273 | $614K |
| LexAurum Advisors, LLC | 0.12% | Add +3.5% | 6,246 | $612K |
| Brown Advisory Inc. | 0.00% | New | 6,174 | $605K |
| ETF Portfolio Partners, Inc. | 0.18% | Add +1.8% | 6,168 | $604K |
| Cascade Investment Advisors, Inc. | 0.41% | No change | 6,142 | $602K |
| US Bancorp \de | 0.00% | Add +590.8% | 6,079 | $595K |
| Abacus Planning Group, Inc. | 0.10% | No change | 6,048 | $592K |
| VSM Wealth Advisory, LLC | 0.21% | Add +1.0% | 6,020 | $590K |
| May Hill Capital, LLC | 0.22% | New | 6,000 | $588K |
| Cwm, LLC | 0.00% | Add +5.4% | 5,954 | $583K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -1.2% | 5,923 | $580K |
| KMG Fiduciary Partners, LLC | 0.05% | No change | 5,900 | $578K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.5% | 5,850 | $573K |
| FRG Family Wealth Advisors LLC | 0.11% | Add +0.9% | 5,834 | $571K |
| Ameraudi Asset Management, Inc. | 0.32% | No change | 5,793 | $567K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -21.7% | 5,755 | $564K |
| Destination Wealth Management | 0.02% | No change | 5,708 | $559K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 5,654 | $554K |
| Fortress Financial Solutions, LLC | 0.80% | Reduce -9.0% | 5,650 | $553K |
| Pinnacle Associates Ltd. | 0.01% | Add +10.8% | 5,644 | $553K |
| Coston, McIsaac & Partners | 0.16% | Reduce -0.9% | 5,631 | $550K |
| Quantum Financial Planning Services, Inc. | 0.30% | Add +0.1% | 5,534 | $542K |
| Firestone Capital Management | 0.14% | Add +0.6% | 5,524 | $541K |
| Towerpoint Wealth, LLC | 0.27% | Add +75.8% | 5,517 | $540K |
| Citigroup Inc. | 0.00% | Add +12.6% | 5,489 | $538K |
| InTrack Investment Management Inc | 0.49% | Reduce -4.0% | 5,456 | $534K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -31.1% | 5,434 | $532K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -43.1% | 5,422 | $531K |
| N.E.W. Advisory Services LLC | 0.04% | Add +91.4% | 5,411 | $530K |
| One Capital Management, LLC | 0.02% | New | 5,374 | $526K |
| Northeast Investment Management | 0.02% | Reduce -18.0% | 5,374 | $526K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 5,230 | $512K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.22% | No change | 5,200 | $509K |
| Peirce Capital Management, LLC | 0.25% | No change | 5,149 | $504K |
| Chicago Partners Investment Group LLC | 0.02% | Add +6.0% | 5,037 | $498K |
| Lodestar Private Asset Management LLC | 0.06% | Add +0.1% | 5,066 | $496K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +23.4% | 5,057 | $495K |
| Valeo Financial Advisors, LLC | 0.01% | Add +25.6% | 5,037 | $493K |
| Mokosak Advisory Group, LLC | 0.15% | Reduce -1.2% | 5,022 | $492K |
| Avantax Advisory Services, Inc. | 0.00% | Add +29.7% | 4,993 | $489K |
| Money Concepts Capital Corp. | 0.04% | Add +99.0% | 4,982 | $488K |
| Ellevest, Inc. | 0.03% | Reduce -1.0% | 4,968 | $487K |
| Brighton Jones LLC | 0.02% | Reduce -1.5% | 4,964 | $486K |
| PDS Planning, Inc | 0.04% | Add +5.2% | 4,958 | $486K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,890 | $479K |
| RAM Investment Partners, LLC | 0.12% | No change | 4,878 | $478K |
| Millennium Management | 0.00% | New | 4,870 | $477K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.6% | 4,855 | $476K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -23.5% | 4,845 | $475K |
| Bridgewater Advisors Inc. | 0.04% | New | 4,746 | $463K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | Add +5.3% | 4,640 | $454K |
| Aprio Wealth Management, LLC | 0.06% | New | 4,617 | $452K |
| Humankind Investments LLC | 0.12% | New | 4,565 | $447K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.5% | 4,747 | $445K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +13.7% | 4,536 | $444K |
| Appleton Partners Inc. | 0.03% | Reduce -18.0% | 4,530 | $444K |
| LRI Investments, LLC | 0.04% | Add +625.8% | 4,507 | $441K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,365 | $428K |
| Retirement Planning Group, LLC | 0.02% | Reduce -7.0% | 4,360 | $427K |
| National Bank of Canada | 0.00% | Add +0.6% | 4,289 | $420K |
| Pinnacle Financial Group, LLC / IL | 0.15% | Add +0.1% | 4,280 | $419K |
| Integral Investment Advisors, Inc. | 0.13% | Reduce -26.3% | 4,257 | $417K |
| Equitable Holdings, Inc. | 0.00% | Reduce -24.4% | 4,235 | $415K |
| Level Financial Advisors | 0.14% | No change | 4,223 | $414K |
| Better Money Decisions, LLC | 0.27% | Reduce -0.9% | 4,196 | $411K |
| Gordian Advisors LLC | 0.33% | Add +0.0% | 4,189 | $410K |
| Wood Tarver Financial Group, LLC | 0.13% | Add +1.2% | 4,140 | $406K |
| Focus Financial Network, Inc. | 0.02% | Add +37.0% | 4,139 | $405K |
| Cornerstone Financial Group, LLC | 0.36% | Reduce -9.8% | 3,916 | $404K |
| Princeton Global Asset Management LLC | 0.08% | Add +0.2% | 4,101 | $402K |
| Agf Management Ltd. | 0.00% | Reduce -2.4% | 4,100 | $402K |
| Sentinel Pension Advisors, LLC | 0.07% | No change | 4,088 | $400K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -5.4% | 4,083 | $400K |
| Financial Alternatives, Inc | 0.28% | Add +0.1% | 4,018 | $394K |
| Aspen Capital Management, LLC | 0.12% | — | 3,914 | $383K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,906 | $383K |
| Joel Adams & Associates, Inc. | 0.34% | No change | 3,904 | $382K |
| Legacy Financial Advisors, Inc. | 0.06% | No change | 3,894 | $381K |
| Access Financial Services, Inc. | 0.15% | No change | 3,874 | $379K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -7.2% | 3,848 | $377K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 3,830 | $375K |
| Sulzberger Capital Advisors, Inc. | 0.49% | Reduce -27.5% | 3,827 | $375K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -2.3% | 3,751 | $367K |
| Highland Financial Advisors, LLC | 0.13% | New | 3,741 | $366K |
| Five Pine Wealth Management | 0.30% | Reduce -2.4% | 3,714 | $364K |
| Essential Planning, LLC. | 0.15% | Reduce -98.5% | 3,707 | $363K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 3,700 | $362K |
| Parsons Capital Management Inc. | 0.02% | Reduce -2.7% | 3,610 | $354K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,364 | $353K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.6% | 3,636 | $352K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +0.3% | 3,595 | $352K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Add +1.8% | 3,591 | $352K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -18.6% | 3,554 | $348K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.5% | 3,552 | $348K |
| OmniStar Financial Group, Inc. | 0.27% | Add +0.5% | 3,518 | $348K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | No change | 3,530 | $346K |
| Hemington Wealth Management | 0.05% | No change | 3,511 | $343K |
| Savant Capital, LLC | 0.00% | Add +0.2% | 3,434 | $336K |
| Five Oceans Advisors | 0.16% | No change | 3,416 | $335K |
| Quantum Financial Advisors, LLC | 0.05% | Add +0.3% | 3,357 | $329K |
| Rice Partnership, LLC | 0.07% | Reduce -2.9% | 3,352 | $328K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,349 | $328K |
| NCM Capital Management, LLC | 0.15% | No change | 3,341 | $327K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $326K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +6.0% | 3,320 | $325K |
| NWF Advisory Services Inc. | 0.05% | New | 3,295 | $323K |
| Fiduciary Financial Group, LLC | 0.07% | New | 3,504 | $323K |
| MSH Capital Advisors LLC | 0.10% | Add +7.6% | 3,285 | $322K |
| Legacy Private Trust Co. | 0.02% | No change | 3,275 | $321K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | Reduce -4.1% | 3,240 | $317K |
| New England Private Wealth Advisors LLC | 0.05% | Add +9.0% | 3,230 | $316K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 3,206 | $314K |
| Parcion Private Wealth LLC | 0.03% | New | 3,192 | $313K |
| Estate Counselors, LLC | 0.03% | Add +31.8% | 3,190 | $312K |
| Midwest Capital Advisors, LLC | 0.19% | Reduce -0.5% | 3,187 | $312K |
| Salus Financial Advisors, LLC | 0.23% | No change | 3,165 | $310K |
| Hilltop Holdings Inc. | 0.02% | No change | 3,161 | $310K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,131 | $307K |
| Wolfstich Capital, LLC | 0.27% | No change | 3,097 | $303K |
| Clark Asset Management, LLC | 0.05% | No change | 3,090 | $303K |
| Sowell Financial Services LLC | 0.01% | New | 3,020 | $296K |
| Park National Corp. | 0.01% | No change | 3,005 | $294K |
| Continuum Advisory, LLC | 0.04% | Add +0.3% | 2,995 | $293K |
| Medallion Wealth Advisors, LLC | 0.13% | Add +1.5% | 2,981 | $293K |
| Two Sigma Securities, LLC | 0.04% | New | 2,974 | $291K |
| Meridian Financial Partners LLC | 0.15% | Add +16.5% | 2,967 | $291K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -7.1% | 2,952 | $289K |
| Stonebridge Financial Planning Group, LLC | 0.13% | Reduce -7.4% | 2,925 | $287K |
| Wealth Management Strategies, Inc. | 0.19% | Add +3.3% | 2,919 | $286K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -14.0% | 2,895 | $284K |
| Panoramic Capital Partners, LLC | 0.29% | New | 3,261 | $283K |
| Ieq Capital, LLC | 0.00% | Add +11.5% | 2,889 | $283K |
| Waypoint Wealth Partners Inc. | 0.08% | Add +4.7% | 2,854 | $280K |
| Sonoma Private Wealth LLC | 0.39% | Reduce -4.1% | 2,848 | $279K |
| Antonelli Financial Advisors, LLC | 0.22% | Add +49.0% | 2,845 | $279K |
| Bluestem Financial Advisors, LLC | 0.13% | Add +0.1% | 2,842 | $278K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,829 | $277K |
| Momentous Wealth Management, Inc. | 0.20% | Reduce -5.4% | 2,827 | $277K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.4% | 2,783 | $273K |
| Capital Management Corp. | 0.05% | Reduce -0.1% | 2,741 | $268K |
| Hexagon Capital Partners LLC | 0.05% | Add +0.3% | 2,738 | $268K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $265K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -8.1% | 2,684 | $263K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,680 | $263K |
| Prospera Financial Services Inc | 0.01% | New | 2,664 | $261K |
| Quent Capital, LLC | 0.03% | Add +7.9% | 2,665 | $261K |
| Diversified Enterprises, LLC | 0.02% | No change | 2,664 | $261K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.7% | 2,657 | $260K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -17.9% | 2,651 | $260K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.3% | 2,651 | $260K |
| First Manhattan Co. Llc. | 0.00% | New | 2,640 | $259K |
| Obermeyer Wealth Partners | 0.01% | Add +9.7% | 2,635 | $258K |
| Beta Wealth Group, Inc. | 0.09% | Reduce -7.9% | 2,611 | $256K |
| Financial Futures Ltd Liability Co. | 0.14% | Reduce -2.1% | 2,600 | $255K |
| Root Financial Partners, LLC | 0.03% | No change | 2,591 | $254K |
| Millstone Evans Group, LLC | 0.17% | Add +63.5% | 2,586 | $253K |
| Rossby Financial, LCC | 0.11% | New | 2,592 | $251K |
| Avior Wealth Management, LLC | 0.01% | Add +0.3% | 2,556 | $250K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -1.3% | 2,550 | $250K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 2,550 | $250K |
| Dakota Wealth Management | 0.01% | No change | 2,505 | $245K |
| Renaissance Technologies | 0.00% | Reduce -89.8% | 2,500 | $245K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.8% | 2,491 | $244K |
| Townsend Asset Management Corp. /NC/ | 0.09% | No change | 2,483 | $243K |
| Cutler Investment Counsel LLC | 0.03% | New | 2,481 | $243K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -0.3% | 2,433 | $238K |
| Ally Invest Advisors Inc. | 0.02% | New | 2,430 | $238K |
| Jane Street Group, LLC | 0.00% | New | 2,424 | $237K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,415 | $237K |
| MBE Wealth Management, LLC | 0.11% | New | 2,408 | $236K |
| World Investment Advisors | 0.01% | Add +0.0% | 2,391 | $234K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -9.6% | 2,389 | $234K |
| Natural Investments, LLC | 0.07% | Reduce -37.2% | 2,393 | $234K |
| POM Investment Strategies, LLC | 0.27% | New | 2,385 | $234K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +11.4% | 2,385 | $234K |
| Round Rock Advisors LLC | 0.04% | No change | 2,355 | $231K |
| Blue Barn Wealth, LLC | 0.12% | No change | 2,347 | $230K |
| Concord Wealth Partners | 0.04% | No change | 2,341 | $229K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.6% | 2,281 | $223K |
| Advisory Services Network, LLC | 0.00% | Reduce -12.1% | 2,256 | $221K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 2,252 | $221K |
| Goepper Burkhardt LLC | 0.09% | Add +1.1% | 2,225 | $218K |
| Cibc World Market Inc. | 0.00% | Reduce -8.1% | 2,209 | $216K |
| Martel Wealth Advisors LLC | 0.04% | No change | 2,200 | $215K |
| Trek Financial, LLC | 0.02% | Reduce -15.5% | 2,195 | $215K |
| Members Wealth LLC | 0.16% | Add +2.3% | 2,190 | $215K |
| Parkworth Wealth Management, Inc. | 0.17% | Add +0.2% | 2,187 | $214K |
| Nemes Rush Group LLC | 0.03% | Add +0.3% | 2,171 | $213K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,170 | $213K |
| Post Resch Tallon Group Inc. | 0.22% | No change | 2,175 | $212K |
| Flagstar Securities, Inc. | 0.05% | Add +0.3% | 2,164 | $212K |
| Liberty Wealth Management LLC | 0.04% | New | 2,162 | $212K |
| Reliant Wealth Planning | 0.10% | No change | 2,133 | $209K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,131 | $209K |
| Keudell/Morrison Wealth Management | 0.05% | Reduce -6.5% | 2,086 | $204K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 2,072 | $203K |
| D. Scott Neal, Inc. | 0.11% | Reduce -7.1% | 2,065 | $202K |
| Black Diamond Financial, LLC | 0.03% | No change | 2,043 | $200K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,997 | $196K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 1,986 | $195K |
| Hurley Capital, LLC | 0.14% | Add +0.1% | 1,932 | $189K |
| Comerica Bank | 0.00% | No change | 1,906 | $187K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -0.4% | 1,631 | $160K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,627 | $159K |
| TruNorth Capital Management, LLC | 0.04% | New | 1,607 | $157K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.5% | 1,526 | $149K |
| Morling Financial Advisors, LLC | 0.05% | No change | 1,524 | $149K |
| Carolina Wealth Advisors, LLC | 0.08% | Reduce -11.5% | 1,503 | $147K |
| Graney & King, LLC | 0.11% | Add +0.1% | 1,502 | $147K |
| Red Lighthouse Investment Management, LLC | 0.06% | Add +34.4% | 1,576 | $147K |
| Eastern Bank | 0.00% | Reduce -3.9% | 1,392 | $136K |
| Union Savings Bank | 0.07% | Reduce -29.7% | 1,357 | $133K |
| Dagco, Inc. | 0.04% | New | 1,340 | $131K |
| AlphaCore Capital LLC | 0.01% | New | 1,330 | $130K |
| Covestor Ltd | 0.09% | Reduce -1.7% | 1,317 | $129K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,264 | $124K |
| AE Wealth Management LLC | 0.00% | Reduce -5.9% | 1,164 | $114K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,155 | $113K |
| Qube Research & Technologies Ltd | 0.00% | Add +39.3% | 1,096 | $107K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,090 | $107K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -40.0% | 1,064 | $104K |
| Abound Wealth Management | 0.03% | Add +0.3% | 1,029 | $101K |
| Capitol Family Office, Inc. | 0.14% | New | 990 | $97K |
| Fort Vancouver Investment Management, LLC | 0.07% | Reduce -16.4% | 955 | $94K |
| Winthrop Capital Management, LLC | 0.03% | No change | 929 | $91K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $91K |
| Rialto Wealth Management, LLC | 0.03% | No change | 923 | $90K |
| HM Payson & Co. | 0.00% | No change | 901 | $88K |
| Trust Co. of Vermont | 0.00% | No change | 900 | $88K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.7% | 844 | $83K |
| Archer Investment Corp | 0.02% | No change | 817 | $80K |
| Caldwell Trust Co | 0.01% | No change | 805 | $79K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Add +7.5% | 793 | $78K |
| Trust Co | 0.01% | Reduce -6.5% | 760 | $74K |
| Piscataqua Savings Bank | 0.06% | No change | 711 | $70K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -8.8% | 683 | $67K |
| Richardson Capital Management LLC | 0.04% | Add +0.1% | 680 | $67K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $67K |
| Newton One Investments LLC | 0.02% | Reduce -32.6% | 615 | $60K |
| Investors Research Corp | 0.01% | Add +44.9% | 607 | $59K |
| Private Trust Co. NA | 0.01% | No change | 580 | $57K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -9.2% | 552 | $54K |
| IFP Advisors, Inc | 0.00% | No change | 542 | $53K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.4% | 500 | $49K |
| Fifth Third Bancorp | 0.00% | Reduce -8.6% | 492 | $48K |
| Fairway Wealth LLC | 0.02% | Add +0.2% | 473 | $46K |
| YANKCOM Partnership | 0.02% | Reduce -9.3% | 458 | $45K |
| AdvisorNet Financial, Inc | 0.00% | Add +59.6% | 447 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 445 | $44K |
| Pacific Center for Financial Services | 0.01% | Add +0.5% | 439 | $43K |
| Roble, Belko & Company, Inc | 0.01% | Add +3.6% | 405 | $40K |
| Wells Financial Advisors INC | 0.05% | No change | 400 | $39K |
| Chilton Capital Management LLC | 0.00% | No change | 400 | $39K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $38K |
| Key Financial Inc | 0.01% | No change | 365 | $36K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 354 | $35K |
| Acima Private Wealth, LLC | 0.01% | No change | 352 | $34K |
| Phillips Financial Management, LLC | 0.00% | No change | 347 | $34K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 345 | $34K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 322 | $32K |
| American Capital Advisory, LLC | 0.02% | Add +0.7% | 300 | $29K |
| Signaturefd, LLC | 0.00% | No change | 298 | $29K |
| Keystone Global Partners, LLC | 0.02% | — | 279 | $27K |
| Rise Advisors, LLC | 0.01% | No change | 246 | $24K |
| Breakwater Investment Management | 0.01% | No change | 237 | $23K |
| Operose Advisors LLC | 0.01% | No change | 230 | $23K |
| Toth Financial Advisory Corp. | 0.00% | No change | 224 | $22K |
| NFSG Corp | 0.01% | No change | 220 | $22K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 217 | $21K |
| DT Investment Partners, LLC | 0.00% | Reduce -2.8% | 209 | $20K |
| Crews Bank & Trust | 0.00% | No change | 200 | $20K |
| Navigoe, LLC | 0.02% | No change | 200 | $19K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 168 | $18K |
| Bogart Wealth, LLC | 0.00% | Add +0.6% | 173 | $17K |
| Birchbrook, Inc. | 0.01% | Add +0.7% | 151 | $15K |
| Coldstream Capital Management Inc. | 0.00% | New | 144 | $14K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 136 | $13K |
| BlackRock, Inc. | 0.00% | No change | 130 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $12K |
| Arax Advisory Partners | 0.00% | New | 106 | $10K |
| Valued Wealth Advisors LLC | 0.01% | No change | 103 | $10K |
| Russell Investments Group, Ltd. | 0.00% | No change | 97 | $10K |
| Bernard Wealth Management Corp. | 0.00% | Add +8.1% | 80 | $8K |
| Bellwether Advisors, LLC | 0.00% | No change | 65 | $6K |
| FSA Wealth Management LLC | 0.00% | No change | 62 | $6K |
| Tidemark, LLC | 0.00% | No change | 43 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 41 | $4K |
| Olistico Wealth, LLC | 0.00% | Reduce -3.5% | 28 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $1K |
| North Capital, Inc. | 0.00% | — | 10 | $980 |
| Glassman Wealth Services | 0.00% | No change | 4 | $392 |
| Tsfg, LLC | 0.00% | No change | 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.