Vanguard ESG US Stock ETFESGVETF
13F holders, Q2 2025 (June 30)623holders +36
62new positions
26sold out
1famous investor
$109.21avg. 13F price*
At the end of Q2 2025, 623 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 36 from Q1 2025. 62 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($363.2M), Morgan Stanley ($183.6M) and Wealthfront Advisers LLC ($166.9M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $48.7M |
| Exits | 26 | $59.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,972,813 shares bought and 1,810,941 shares sold, net +161,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| Vanguard Group Inc. | 0.01% | Add +3.0% | 3,312,420 | $363.2M |
| Morgan Stanley | 0.01% | Add +0.0% | 1,674,924 | $183.6M |
| Wealthfront Advisers LLC | 0.43% | Add +1.3% | 1,521,923 | $166.9M |
| Creative Planning | 0.12% | Add +1.8% | 1,276,648 | $140.0M |
| Visa Foundation | 100.00% | Reduce -13.5% | 1,172,735 | $128.6M |
| Leo Wealth, LLC | 5.79% | Add +78.8% | 678,646 | $74.5M |
| Raymond James Financial Inc. | 0.02% | Add +22.0% | 616,894 | $67.6M |
| Verde Capital Management | 15.71% | Add +3.9% | 580,684 | $63.7M |
| Bank of America Corp. | 0.01% | Reduce -0.5% | 568,075 | $62.3M |
| Betterment LLC | 0.13% | Add +9.6% | 557,611 | $61.1M |
| IMPACTfolio, LLC | 25.76% | Add +5.7% | 495,602 | $54.3M |
| Stanich Group LLC | 48.49% | Reduce -9.8% | 489,308 | $54.1M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 441,594 | $48.4M |
| Baird Financial Group, Inc. | 0.08% | Add +7.5% | 414,349 | $45.4M |
| SCS Capital Management LLC | 0.49% | Add +6.0% | 405,655 | $44.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +54.4% | 395,864 | $43.4M |
| Platt Investment Counsel, LLC | 40.03% | Reduce -2.5% | 384,193 | $42.1M |
| Facet Wealth, Inc. | 0.90% | Add +2.0% | 355,005 | $39.7M |
| Sellwood Investment Partners LLC | 17.51% | Reduce -1.1% | 334,170 | $36.6M |
| Crewe Advisors LLC | 5.01% | Add +0.3% | 322,980 | $35.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.0% | 271,127 | $29.7M |
| Mather Group, Llc. | 0.31% | Add +8.5% | 267,797 | $29.4M |
| UBS Group AG | 0.01% | Reduce -4.9% | 264,625 | $29.0M |
| Franklin Resources Inc. | 0.01% | Reduce -1.9% | 258,665 | $28.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 255,449 | $28.0M |
| Garde Capital, Inc. | 1.46% | Add +7.1% | 248,534 | $27.2M |
| LPL Financial LLC | 0.01% | Add +3.3% | 242,068 | $26.5M |
| Angeles Investment Advisors, LLC | 1.44% | Reduce -37.7% | 232,599 | $25.5M |
| Cerity Partners LLC | 0.05% | Reduce -0.3% | 231,340 | $25.4M |
| Hanson & Doremus Investment Management | 3.24% | Add +1.2% | 221,254 | $24.3M |
| Cedar Wealth Management, LLC | 7.52% | No change | 202,551 | $22.2M |
| Prime Buchholz LLC | 7.05% | Add +71.0% | 201,393 | $22.1M |
| Two Sigma Investments, LP | 0.04% | New | 188,497 | $20.7M |
| Clarity Asset Management, Inc. | 12.16% | Reduce -5.2% | 185,830 | $20.4M |
| Jones Financial Companies LLLP | 0.02% | Add +12.0% | 182,763 | $19.9M |
| Bank of Montreal | 0.01% | Reduce -3.5% | 175,843 | $19.3M |
| Mill Creek Capital Advisors, LLC | 0.42% | Reduce -3.4% | 174,401 | $19.1M |
| Financial Connections Group, Inc. | 7.82% | Add +3.8% | 172,838 | $18.9M |
| Rwa Wealth Partners, LLC | 0.23% | Reduce -12.2% | 171,192 | $18.8M |
| Gemmer Asset Management LLC | 1.52% | Add +7.0% | 155,837 | $17.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.7% | 155,419 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -20.6% | 155,239 | $17.0M |
| Human Investing LLC | 2.60% | Add +2.3% | 150,010 | $16.5M |
| Silver Oak Wealth Advisors Services, LLC | 11.76% | Reduce -15.9% | 148,866 | $16.3M |
| Regatta Capital Group, LLC | 2.77% | Add +4.1% | 147,407 | $16.2M |
| LifeGuide Financial Advisors, LLC | 5.81% | Reduce -2.7% | 143,686 | $15.8M |
| Diversified Portfolios, Inc. | 1.45% | Add +0.8% | 138,595 | $15.2M |
| Orgel Wealth Management, LLC | 0.34% | Reduce -7.1% | 127,969 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.1% | 124,200 | $13.6M |
| Mariner, LLC | 0.02% | Add +13.4% | 122,129 | $13.4M |
| Composition Wealth, LLC | 0.22% | Add +788.5% | 121,002 | $13.3M |
| One Day In July LLC | 1.19% | Reduce -11.1% | 120,247 | $13.2M |
| Evoke Wealth, LLC | 0.30% | Add +2.5% | 118,307 | $13.0M |
| Focus Partners Wealth | 0.03% | Add +3.5% | 116,598 | $12.8M |
| Apella Capital, LLC | 0.30% | Add +2.5% | 102,206 | $11.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.5% | 101,648 | $11.1M |
| SageView Advisory Group, LLC | 0.42% | Reduce -29.0% | 97,944 | $11.1M |
| Farrell Financial LLC | 6.58% | Add +0.4% | 89,403 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | Add +28.4% | 114,367 | $9.8M |
| Cresset Asset Management, LLC | 0.05% | Add +0.8% | 88,612 | $9.7M |
| AMG National Trust Bank | 0.24% | Reduce -0.0% | 82,124 | $9.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +34.1% | 81,187 | $8.9M |
| Westfuller Advisors, LLC | 4.75% | Reduce -23.6% | 75,938 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 75,068 | $8.2M |
| Twin Focus Capital Partners, LLC | 1.14% | Reduce -16.0% | 74,092 | $8.1M |
| Boston Standard Wealth Management, LLC | 1.39% | Add +6.9% | 70,374 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +12.5% | 69,312 | $7.6M |
| BSW Wealth Partners | 1.04% | Add +23.3% | 69,182 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +8.5% | 68,510 | $7.5M |
| Wells Fargo & Company | 0.00% | Reduce -13.3% | 67,798 | $7.4M |
| Relyea Zuckerberg Hanson LLC | 0.84% | Reduce -3.8% | 65,602 | $7.2M |
| New Covenant Trust Company, N.A. | 5.97% | Reduce -0.0% | 61,377 | $6.7M |
| St Germain D J Co. Inc. | 0.28% | Add +0.9% | 59,739 | $6.5M |
| Eq LLC | 2.53% | Reduce -14.1% | 59,374 | $6.5M |
| Apexium Financial, LP | 0.33% | Reduce -3.9% | 56,872 | $6.2M |
| Libra Wealth LLC | 2.04% | Reduce -5.2% | 56,836 | $6.2M |
| Raffa Wealth Management, LLC | 1.21% | Add +4.0% | 55,280 | $6.1M |
| Charter Oak Capital Management, LLC | 0.50% | Add +1.7% | 54,393 | $6.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.6% | 53,357 | $5.9M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.0% | 52,748 | $5.8M |
| Parallel Advisors, LLC | 0.11% | Reduce -4.4% | 51,841 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -13.2% | 51,621 | $5.7M |
| Patriot Investment Management Group, Inc. | 0.38% | Add +4.4% | 50,298 | $5.5M |
| Atlas Legacy Advisors, LLC | 1.17% | Add +0.8% | 48,559 | $5.3M |
| Stephens Consulting, LLC | 1.26% | Reduce -2.3% | 48,151 | $5.3M |
| Brandywine Oak Private Wealth LLC | 0.48% | Reduce -3.9% | 47,128 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +55.2% | 46,542 | $5.1M |
| Elios Financial Group Inc. | 2.27% | Reduce -0.1% | 45,591 | $5.0M |
| HUB Investment Partners, LLC | 0.17% | New | 43,559 | $4.8M |
| White Lighthouse Investment Management Inc. | 0.77% | Add +2.9% | 43,242 | $4.7M |
| Atlantic Private Wealth, LLC | 3.14% | Add +0.0% | 42,693 | $4.7M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -7.2% | 41,544 | $4.6M |
| First Hawaiian Bank | 0.60% | Add +31.0% | 40,250 | $4.4M |
| Blair William & Co. | 0.01% | Reduce -33.4% | 39,321 | $4.3M |
| Trademark Financial Management, LLC | 2.56% | Add +6.4% | 38,148 | $4.2M |
| Ashford Advisors, LLC | 0.96% | No change | 37,901 | $4.2M |
| Gould Asset Management LLC | 0.80% | Reduce -0.3% | 37,397 | $4.1M |
| Stonehearth Capital Management, LLC | 1.69% | Add +5.3% | 37,229 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.3% | 37,079 | $4.1M |
| Sageworth Trust Co | 0.22% | Add +5.1% | 35,914 | $3.9M |
| McClarren Financial Advisors, Inc. | 2.56% | Add +16.4% | 35,868 | $3.9M |
| Paragon Capital Management Ltd | 0.71% | Add +9.6% | 35,131 | $3.9M |
| First Horizon Advisors, Inc. | 0.10% | No change | 34,065 | $3.7M |
| PFG Investments, LLC | 0.22% | Add +29.0% | 33,918 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -3.5% | 33,688 | $3.7M |
| Palisades Hudson Asset Management, L.P. | 1.44% | Add +0.2% | 33,512 | $3.7M |
| Lido Advisors, LLC | 0.02% | Add +3.6% | 33,268 | $3.6M |
| Well Done, LLC | 0.68% | Reduce -0.2% | 33,255 | $3.6M |
| Koshinski Asset Management, Inc. | 0.27% | New | 32,005 | $3.5M |
| Retirement Capital Strategies | 1.38% | Reduce -64.0% | 31,683 | $3.5M |
| Cambridge Associates LLC /Ma/ | 0.07% | Reduce -76.0% | 30,566 | $3.4M |
| Brooklyn FI, LLC | 0.86% | Add +13.3% | 30,444 | $3.3M |
| Ballentine Partners, LLC | 0.05% | No change | 30,309 | $3.3M |
| Whittier Trust Co. | 0.04% | No change | 29,817 | $3.3M |
| Choreo, LLC | 0.05% | Reduce -0.3% | 29,494 | $3.2M |
| Mallini Complete Financial Planning LLC | 4.65% | Add +8.6% | 29,353 | $3.2M |
| Sapient Capital LLC | 0.06% | No change | 28,449 | $3.1M |
| US Bancorp \de | 0.00% | Add +364.6% | 28,240 | $3.1M |
| Affinity Capital Advisors, LLC | 0.53% | Reduce -2.3% | 28,183 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Add +73.8% | 28,156 | $3.1M |
| Haverford Trust Co | 0.03% | Reduce -2.1% | 28,144 | $3.1M |
| Topel & Distasi Wealth Management, LLC | 1.61% | Add +3.4% | 28,096 | $3.1M |
| Harbour Investments, Inc. | 0.08% | Add +28.6% | 27,977 | $3.1M |
| My Personal CFO, LLC | 1.37% | Add +0.0% | 27,557 | $3.0M |
| Modera Wealth Management, LLC | 0.04% | Add +7.8% | 26,796 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.5% | 26,348 | $2.9M |
| Laurel Wealth Planning LLC | 1.66% | Add +162.6% | 26,600 | $2.9M |
| Mission Wealth Management, LP | 0.06% | Add +55.0% | 26,491 | $2.9M |
| Wealth Group Ltd | 0.73% | Reduce -7.6% | 26,031 | $2.9M |
| Fiduciary Trust Co | 0.03% | Reduce -15.9% | 25,830 | $2.8M |
| Atmos Advisory, LLC | 1.74% | Reduce -38.8% | 24,929 | $2.7M |
| Fund Evaluation Group, LLC | 0.10% | New | 24,720 | $2.7M |
| Davis R M Inc. | 0.05% | Add +7.7% | 24,280 | $2.7M |
| Strategic Point Investment Advisors, LLC | 0.41% | Add +45.4% | 24,080 | $2.6M |
| Martin Worley Group | 1.25% | Reduce -16.4% | 23,234 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 22,980 | $2.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -7.6% | 22,823 | $2.5M |
| Mayport, LLC | 0.60% | Add +0.4% | 22,802 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +1.9% | 22,104 | $2.4M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +0.1% | 22,033 | $2.4M |
| Marshall Financial Group Inc. | 0.72% | Add +3.7% | 21,926 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +35.5% | 21,852 | $2.4M |
| Armbruster Capital Management, Inc. | 0.43% | Add +5.1% | 21,489 | $2.4M |
| Fingerlakes Wealth Management, Inc. | 1.75% | Reduce -1.1% | 21,403 | $2.3M |
| Proffitt & Goodson Inc. | 0.36% | Add +2.9% | 21,295 | $2.3M |
| Summit Wealth Group, LLC | 0.59% | Add +2.9% | 20,847 | $2.3M |
| Perigon Wealth Management, LLC | 0.05% | Add +22.7% | 20,802 | $2.3M |
| Davis Wealth Advisors, LLC | 2.42% | Add +8.4% | 20,754 | $2.3M |
| NewEdge Wealth, LLC | 0.04% | Reduce -11.0% | 20,034 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 20,228 | $2.2M |
| West Financial Advisors, LLC | 0.38% | Add +2.8% | 20,029 | $2.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +27.8% | 18,950 | $2.1M |
| Webster Bank, N. A. | 0.21% | Reduce -48.5% | 18,904 | $2.1M |
| Bell Investment Advisors, Inc | 0.36% | Reduce -5.2% | 18,897 | $2.1M |
| CGN Advisors LLC | 0.18% | Reduce -20.2% | 18,700 | $2.1M |
| Wedmont Private Capital | 0.09% | Add +10.8% | 18,382 | $2.0M |
| Equitable Trust Co. | 0.10% | Reduce -12.2% | 18,528 | $2.0M |
| Northland Capital Management LLC | 1.25% | Add +21.1% | 18,453 | $2.0M |
| Glenview Trust Co | 0.03% | Add +8.6% | 18,423 | $2.0M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -9.4% | 17,954 | $2.0M |
| Skyline Advisors, Inc. | 0.72% | Reduce -6.8% | 17,876 | $2.0M |
| WealthCollab, LLC | 1.09% | Add +0.0% | 17,715 | $1.9M |
| Addison Advisors LLC | 0.48% | Reduce -0.9% | 17,529 | $1.9M |
| Farnam Financial LLC | 1.71% | Add +56.0% | 17,344 | $1.9M |
| FMR LLC | 0.00% | Add +10.4% | 16,799 | $1.8M |
| Johnson Bixby & Associates, LLC | 0.25% | Reduce -4.3% | 16,540 | $1.8M |
| Everett Harris & Co. | 0.02% | No change | 16,000 | $1.8M |
| M&T Bank Corp | 0.01% | Add +2.0% | 15,728 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.34% | Reduce -9.7% | 15,673 | $1.7M |
| Arjuna Capital | 0.45% | Reduce -3.6% | 15,610 | $1.7M |
| UMB Bank, n.a. | 0.03% | No change | 15,562 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.1% | 15,362 | $1.7M |
| Smithfield Trust Co | 0.08% | Reduce -0.3% | 15,251 | $1.7M |
| Selective Wealth Management, Inc. | 0.61% | Add +22.1% | 14,985 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +54.4% | 15,125 | $1.7M |
| McLean Asset Management Corp | 0.43% | No change | 14,943 | $1.6M |
| Values Added Financial LLC | 0.80% | Reduce -12.5% | 14,979 | $1.6M |
| Wingate Wealth Advisors, Inc. | 1.41% | Add +0.2% | 14,446 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -0.3% | 14,403 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +316.4% | 14,300 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 14,093 | $1.5M |
| Vermillion & White Wealth Management Group, LLC | 1.00% | No change | 14,090 | $1.5M |
| Weil Company, Inc. | 0.41% | New | 14,070 | $1.5M |
| Bell Bank | 0.07% | Reduce -2.2% | 13,664 | $1.5M |
| Silver Oak Advisory Group, Inc. | 0.72% | Add +35.1% | 13,492 | $1.5M |
| Fiduciary Wealth Partners, LLC | 1.37% | New | 13,222 | $1.4M |
| Rock Point Advisors, LLC | 0.41% | No change | 13,200 | $1.4M |
| Marino, Stram & Associates LLC | 0.29% | Reduce -2.8% | 13,150 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.0% | 13,146 | $1.4M |
| Tortoise Investment Management, LLC | 0.14% | Add +0.5% | 13,010 | $1.4M |
| Shepherd Financial Partners LLC | 0.15% | No change | 12,933 | $1.4M |
| AQR Capital Management | 0.00% | Add +10.1% | 12,929 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +2.1% | 12,870 | $1.4M |
| Larson Financial Group LLC | 0.06% | Reduce -1.6% | 12,788 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.06% | New | 12,480 | $1.4M |
| Pine Harbor Wealth Management, LLC | 0.48% | Add +0.0% | 12,387 | $1.4M |
| Bailard, Inc. | 0.03% | Add +11.2% | 12,341 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +7.7% | 12,193 | $1.3M |
| Beacon Financial Planning, Inc. | 0.74% | Add +0.3% | 12,161 | $1.3M |
| Scott Capital Advisors, LLC | 0.36% | Add +7.1% | 11,940 | $1.3M |
| Cahill Financial Advisors Inc. | 0.16% | No change | 11,996 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +11.1% | 11,972 | $1.3M |
| GenTrust, LLC | 0.06% | Reduce -1.0% | 11,767 | $1.3M |
| Ervin Investment Management, LLC | 0.80% | No change | 11,716 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.99% | Reduce -0.0% | 11,544 | $1.3M |
| Brickley Wealth Management | 0.25% | Reduce -2.9% | 11,514 | $1.3M |
| Novare Capital Management LLC | 0.10% | Add +16.1% | 11,355 | $1.2M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.1% | 11,195 | $1.2M |
| Arbor Investment Advisors, LLC | 0.16% | Reduce -13.9% | 11,168 | $1.2M |
| Anb Bank | 0.55% | No change | 11,152 | $1.2M |
| Truepoint, Inc. | 0.03% | Add +5.2% | 11,119 | $1.2M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -4.4% | 10,964 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +2.0% | 10,818 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +4.2% | 10,797 | $1.2M |
| Fortress Financial Solutions, LLC | 1.48% | Add +90.0% | 10,735 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +30.7% | 10,713 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -8.0% | 10,262 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.1% | 9,954 | $1.1M |
| Family CFO Inc | 0.54% | Add +1.5% | 9,817 | $1.1M |
| Seeds Investor LLC | 0.25% | No change | 9,735 | $1.1M |
| First National Corp. /Ma/ | 0.21% | Add +1.9% | 9,694 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.0% | 9,530 | $1.0M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.08% | Add +7.6% | 9,506 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -4.8% | 9,442 | $1.0M |
| Sfm, LLC | 0.66% | Add +2.8% | 9,395 | $1.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 9,291 | $1.0M |
| Dohj, LLC | 0.29% | Reduce -93.1% | 10,578 | $993K |
| Joel Adams & Associates, Inc. | 0.87% | Add +130.9% | 9,014 | $988K |
| Clearview Wealth Advisors LLC | 0.68% | Reduce -0.3% | 8,946 | $981K |
| Truefg, LLC | 0.29% | Reduce -0.4% | 8,941 | $980K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.1% | 8,898 | $976K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.0% | 8,882 | $974K |
| Central Pacific Bank - Trust Division | 0.13% | Add +54.8% | 8,751 | $959K |
| Landaas & Co. /Wi | 0.23% | Reduce -1.0% | 8,710 | $955K |
| CJM Wealth Advisers, Ltd. | 0.32% | No change | 8,680 | $952K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -0.7% | 8,655 | $949K |
| Allworth Financial LP | 0.00% | Reduce -4.0% | 8,649 | $948K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -11.3% | 8,405 | $921K |
| Penobscot Wealth Management | 0.33% | Add +0.9% | 8,400 | $921K |
| Brown Advisory Inc. | 0.00% | Add +36.0% | 8,398 | $921K |
| Cherry Tree Wealth Management, LLC | 0.21% | Reduce -12.3% | 8,157 | $894K |
| Passive Capital Management, LLC. | 0.28% | Reduce -0.4% | 8,161 | $893K |
| Thompson Davis & Co., Inc. | 0.61% | No change | 8,124 | $891K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +25.7% | 8,084 | $886K |
| Glenmede Investment Management, LP | 0.00% | — | 8,075 | $885K |
| Savvy Advisors, Inc. | 0.06% | Add +3.4% | 8,060 | $884K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +7.5% | 8,024 | $880K |
| HBK Sorce Advisory LLC | 0.02% | No change | 7,973 | $874K |
| Pecaut & Co. | 0.29% | Reduce -4.2% | 7,947 | $871K |
| Sageworth Trust Co of South Dakota | 0.94% | Reduce -0.9% | 7,901 | $866K |
| CM Wealth Advisors LLC | 0.25% | No change | 7,845 | $860K |
| Midwest Trust Co | 0.01% | — | 7,827 | $858K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -1.0% | 7,761 | $851K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +192.3% | 7,749 | $850K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 7,749 | $850K |
| Dynamic Advisor Solutions LLC | 0.03% | No change | 7,700 | $844K |
| Golden Road Advisors LLC | 0.56% | Add +2.3% | 7,681 | $842K |
| Rockbridge Investment Management, LCC | 0.09% | Add +28.2% | 7,594 | $833K |
| Cherrydale Wealth Management, LLC | 0.29% | Add +0.3% | 7,567 | $830K |
| United Capital Financial Advisors, LLC | 0.01% | Add +8.3% | 7,526 | $825K |
| Cozad Asset Management Inc. | 0.07% | Reduce -2.8% | 7,512 | $824K |
| MAI Capital Management | 0.01% | Reduce -1.2% | 7,352 | $806K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.3% | 7,231 | $793K |
| Milestone Investment Advisors LLC | 0.20% | Reduce -0.1% | 7,141 | $783K |
| AlTi Global, Inc. | 0.02% | No change | 7,083 | $777K |
| Rossmore Private Capital | 0.09% | No change | 7,047 | $773K |
| Csenge Advisory Group | 0.04% | No change | 7,336 | $764K |
| Copperleaf Capital, LLC | 0.39% | Reduce -0.1% | 6,951 | $762K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $762K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,937 | $761K |
| Dunhill Financial, LLC | 0.22% | No change | 6,849 | $751K |
| Curio Wealth, LLC | 0.33% | Add +169825.0% | 6,797 | $745K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 6,683 | $733K |
| Brookstone Capital Management | 0.01% | Reduce -11.3% | 6,676 | $732K |
| LexAurum Advisors, LLC | 0.12% | Add +6.3% | 6,637 | $728K |
| Symmetry Partners, LLC | 0.09% | Reduce -17.7% | 6,623 | $726K |
| Sage Advisory Services, Ltd.Co. | 0.40% | Reduce -0.1% | 6,620 | $726K |
| Brighton Jones LLC | 0.02% | Add +33.2% | 6,611 | $725K |
| JNBA Financial Advisors | 0.07% | Add +5.3% | 6,605 | $724K |
| Sachem Hill LLC | 0.15% | No change | 6,602 | $724K |
| Benchmark Wealth Management, LLC | 0.32% | No change | 6,568 | $720K |
| Old National Bancorp | 0.01% | New | 6,482 | $711K |
| Meritage Portfolio Management | 0.04% | No change | 6,473 | $710K |
| TPG Financial Advisors, LLC | 0.28% | Reduce -25.4% | 6,412 | $703K |
| IFG Advisors, LLC | 0.12% | Add +0.2% | 6,357 | $697K |
| One Capital Management, LLC | 0.02% | Add +15.9% | 6,230 | $683K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.0% | 6,214 | $681K |
| ETF Portfolio Partners, Inc. | 0.19% | Reduce -0.3% | 6,149 | $674K |
| Cascade Investment Advisors, Inc. | 0.43% | No change | 6,142 | $673K |
| Financial Alternatives, Inc | 0.44% | Add +52.8% | 6,140 | $673K |
| Princeton Global Asset Management LLC | 0.12% | Add +49.1% | 6,116 | $671K |
| Abacus Planning Group, Inc. | 0.10% | No change | 6,048 | $663K |
| VSM Wealth Advisory, LLC | 0.22% | Reduce -0.0% | 6,018 | $660K |
| Coston, McIsaac & Partners | 0.17% | Add +6.7% | 6,009 | $658K |
| May Hill Capital, LLC | 0.22% | No change | 6,000 | $658K |
| Money Concepts Capital Corp. | 0.04% | Add +18.5% | 5,902 | $647K |
| KMG Fiduciary Partners, LLC | 0.05% | No change | 5,900 | $647K |
| Peirce Capital Management, LLC | 0.29% | Add +14.1% | 5,876 | $644K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.1% | 5,858 | $642K |
| Humankind Investments LLC | 0.16% | Add +28.2% | 5,851 | $642K |
| FRG Family Wealth Advisors LLC | 0.11% | No change | 5,834 | $640K |
| Firestone Capital Management | 0.15% | Add +5.0% | 5,802 | $636K |
| Ameraudi Asset Management, Inc. | 0.33% | No change | 5,793 | $635K |
| Destination Wealth Management | 0.02% | No change | 5,708 | $626K |
| Towerpoint Wealth, LLC | 0.27% | Add +2.2% | 5,639 | $618K |
| Quantum Financial Planning Services, Inc. | 0.29% | Add +0.2% | 5,547 | $608K |
| Equitable Holdings, Inc. | 0.01% | Add +30.3% | 5,519 | $605K |
| Northeast Investment Management | 0.03% | Add +1.4% | 5,447 | $597K |
| Clarius Group, LLC | 0.03% | New | 5,428 | $595K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -7.8% | 5,306 | $582K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.22% | No change | 5,200 | $575K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.8% | 5,215 | $572K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 5,044 | $567K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 5,075 | $556K |
| Geneos Wealth Management Inc. | 0.01% | Add +23.8% | 5,054 | $554K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 5,037 | $552K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.9% | 5,028 | $551K |
| Ellevest, Inc. | 0.09% | Add +0.7% | 5,005 | $549K |
| PDS Planning, Inc | 0.04% | Add +0.4% | 4,976 | $546K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -2.3% | 4,949 | $543K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.0% | 4,945 | $542K |
| Mokosak Advisory Group, LLC | 0.15% | Reduce -1.8% | 4,931 | $541K |
| RAM Investment Partners, LLC | 0.11% | No change | 4,878 | $535K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.0% | 4,748 | $534K |
| Sterling Wealth Management, Inc. | 0.18% | — | 4,803 | $527K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.4% | 4,765 | $522K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -68.1% | 4,753 | $521K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.2% | 4,749 | $521K |
| Simon Quick Advisors, LLC | 0.03% | New | 4,700 | $515K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -4.1% | 4,690 | $514K |
| Citigroup Inc. | 0.00% | Reduce -15.1% | 4,662 | $511K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Add +0.1% | 4,645 | $509K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -31.2% | 4,570 | $501K |
| Appleton Partners Inc. | 0.04% | No change | 4,530 | $497K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -50.8% | 4,530 | $497K |
| LRI Investments, LLC | 0.04% | No change | 4,507 | $494K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -29.3% | 4,493 | $493K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -11.3% | 4,485 | $492K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -2.1% | 4,440 | $487K |
| National Bank of Canada | 0.00% | Add +2.8% | 4,409 | $483K |
| Gordian Advisors LLC | 0.34% | Add +4.5% | 4,378 | $480K |
| Zevin Asset Management LLC | 0.07% | New | 4,369 | $479K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -10.3% | 4,348 | $477K |
| Pinnacle Financial Group, LLC / IL | 0.16% | Add +0.1% | 4,284 | $470K |
| Integral Investment Advisors, Inc. | 0.13% | Add +0.5% | 4,280 | $469K |
| Wood Tarver Financial Group, LLC | 0.14% | Add +3.4% | 4,280 | $469K |
| Keystone Financial Group | 0.04% | New | 4,262 | $467K |
| Mutual Advisors, LLC | 0.01% | Add +13.6% | 4,132 | $466K |
| Level Financial Advisors | 0.14% | Add +0.1% | 4,225 | $463K |
| Better Money Decisions, LLC | 0.28% | Reduce -1.2% | 4,144 | $454K |
| Focus Financial Network, Inc. | 0.02% | Add +0.1% | 4,143 | $454K |
| Ally Invest Advisors Inc. | 0.04% | Add +69.3% | 4,114 | $451K |
| Advisory Services Network, LLC | 0.01% | Add +73.7% | 3,918 | $439K |
| Cwm, LLC | 0.00% | Reduce -33.8% | 3,944 | $432K |
| Cornerstone Financial Group, LLC | 0.37% | Add +0.2% | 3,925 | $430K |
| Aspen Capital Management, LLC | 0.12% | Add +0.3% | 3,924 | $430K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -27.8% | 3,923 | $430K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +15.3% | 3,879 | $425K |
| Access Financial Services, Inc. | 0.16% | No change | 3,874 | $425K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.7% | 3,877 | $425K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,848 | $422K |
| Sulzberger Capital Advisors, Inc. | 0.49% | No change | 3,827 | $420K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +1.5% | 3,808 | $417K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +43.1% | 3,802 | $417K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Add +5.7% | 3,796 | $416K |
| Five Pine Wealth Management | 0.30% | Add +0.2% | 3,723 | $408K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -4.5% | 3,720 | $408K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -3.1% | 3,710 | $407K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 3,700 | $406K |
| Agf Management Ltd. | 0.00% | Reduce -9.8% | 3,700 | $406K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -20.6% | 3,666 | $402K |
| Essential Planning, LLC. | 0.15% | Reduce -1.8% | 3,640 | $399K |
| Trillium Asset Management, LLC | 0.01% | New | 3,624 | $397K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,610 | $396K |
| Comerica Bank | 0.00% | Add +89.2% | 3,606 | $395K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +0.2% | 3,603 | $395K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 3,554 | $390K |
| NWF Advisory Services Inc. | 0.05% | Add +7.6% | 3,545 | $389K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.3% | 3,541 | $388K |
| MSH Capital Advisors LLC | 0.11% | Add +7.5% | 3,530 | $387K |
| Fiduciary Financial Group, LLC | 0.07% | Add +0.3% | 3,516 | $385K |
| Hemington Wealth Management | 0.06% | No change | 3,511 | $384K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +11.8% | 3,502 | $384K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Reduce -2.1% | 3,455 | $379K |
| Ibex Wealth Advisors | 0.04% | New | 3,444 | $378K |
| Five Oceans Advisors | 0.16% | No change | 3,416 | $375K |
| Rice Partnership, LLC | 0.07% | Add +1.9% | 3,415 | $374K |
| Meridian Financial Partners LLC | 0.17% | Add +14.5% | 3,396 | $372K |
| InTrack Investment Management Inc | 0.25% | Reduce -38.0% | 3,385 | $371K |
| Quantum Financial Advisors, LLC | 0.05% | No change | 3,357 | $368K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,349 | $367K |
| NCM Capital Management, LLC | 0.15% | No change | 3,341 | $366K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $365K |
| Legacy Capital Wealth Partners, LLC | 0.08% | No change | 3,320 | $364K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.2% | 3,237 | $364K |
| Panoramic Capital Partners, LLC | 0.25% | No change | 3,261 | $362K |
| Legacy Private Trust Co. | 0.02% | No change | 3,275 | $359K |
| RTD Financial Advisors, Inc. | 0.05% | New | 3,270 | $359K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 3,240 | $355K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 3,214 | $352K |
| Sherman Asset Management, Inc. | 0.31% | New | 3,200 | $351K |
| Parcion Private Wealth LLC | 0.03% | No change | 3,192 | $350K |
| Salus Financial Advisors, LLC | 0.23% | No change | 3,165 | $347K |
| Hilltop Holdings Inc. | 0.02% | No change | 3,161 | $347K |
| Tribridge Partners Financial LLC | 0.20% | — | 3,106 | $341K |
| Wolfstich Capital, LLC | 0.74% | No change | 3,097 | $340K |
| Brio Consultants, LLC | 0.05% | Reduce -56.1% | 3,093 | $339K |
| Clark Asset Management, LLC | 0.05% | No change | 3,090 | $339K |
| Ignite Planners, LLC | 0.06% | New | 3,032 | $337K |
| Zhang Financial LLC | 0.02% | Reduce -64.1% | 3,015 | $331K |
| Dakota Wealth Management | 0.01% | Add +20.0% | 3,007 | $330K |
| Park National Corp. | 0.01% | No change | 3,005 | $329K |
| Wealth Management Strategies, Inc. | 0.18% | Add +2.9% | 3,004 | $329K |
| Continuum Advisory, LLC | 0.04% | Add +0.2% | 3,002 | $329K |
| Antonelli Financial Advisors, LLC | 0.23% | Add +3.9% | 2,956 | $324K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 2,952 | $324K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 2,900 | $318K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -2.9% | 2,895 | $317K |
| Blue Zone Wealth Advisors, LLC | 0.08% | New | 2,883 | $316K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.1% | 2,866 | $314K |
| Waypoint Wealth Partners Inc. | 0.08% | No change | 2,854 | $313K |
| OmniStar Financial Group, Inc. | 0.23% | Reduce -18.9% | 2,853 | $313K |
| Sonoma Private Wealth LLC | 0.38% | No change | 2,848 | $312K |
| Bluestem Financial Advisors, LLC | 0.13% | Add +0.1% | 2,844 | $312K |
| Cardiff Park Advisors, LLC | 0.03% | Add +2.0% | 2,839 | $311K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,836 | $311K |
| Harbor Asset Planning, Inc. | 0.29% | — | 2,806 | $308K |
| Stonebridge Financial Planning Group, LLC | 0.13% | Reduce -4.1% | 2,805 | $308K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -61.0% | 2,793 | $306K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -62.1% | 2,750 | $302K |
| Capital Management Corp. | 0.05% | No change | 2,741 | $301K |
| Peregrine Asset Advisers, Inc. | 0.09% | New | 2,709 | $297K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $297K |
| Financial Futures Ltd Liability Co. | 0.16% | Add +3.6% | 2,695 | $295K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,684 | $294K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,680 | $294K |
| Diversified Enterprises, LLC | 0.02% | No change | 2,664 | $292K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,651 | $291K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,640 | $289K |
| Obermeyer Wealth Partners | 0.01% | No change | 2,635 | $289K |
| Retirement Planning Group, LLC | 0.01% | Reduce -40.3% | 2,601 | $285K |
| Ieq Capital, LLC | 0.00% | Reduce -10.3% | 2,592 | $284K |
| Curi Capital, LLC | 0.01% | New | 2,590 | $284K |
| Millstone Evans Group, LLC | 0.19% | No change | 2,586 | $284K |
| Bristlecone Advisors, LLC | 0.02% | Add +0.6% | 2,565 | $281K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 2,562 | $281K |
| Cutler Investment Counsel LLC | 0.03% | Add +3.1% | 2,559 | $281K |
| Advisory Alpha, LLC | 0.01% | New | 2,557 | $280K |
| Natural Investments, LLC | 0.07% | Add +6.2% | 2,541 | $278K |
| Quent Capital, LLC | 0.03% | Reduce -6.7% | 2,486 | $273K |
| Townsend Asset Management Corp. /NC/ | 0.10% | No change | 2,483 | $272K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 2,479 | $272K |
| Canopy Partners, LLC | 0.10% | Reduce -70.1% | 2,474 | $271K |
| Nwam LLC | 0.02% | New | 2,442 | $269K |
| Round Rock Advisors LLC | 0.05% | Add +3.8% | 2,445 | $268K |
| Liberty Wealth Management LLC | 0.04% | Add +12.1% | 2,424 | $266K |
| MBE Wealth Management, LLC | 0.12% | Add +0.7% | 2,424 | $266K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -0.5% | 2,422 | $266K |
| Estate Counselors, LLC | 0.03% | Reduce -24.1% | 2,420 | $265K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,415 | $265K |
| FC Advisory LLC | 0.08% | Reduce -64.3% | 2,397 | $263K |
| Mengis Capital Management, Inc. | 0.06% | No change | 2,389 | $262K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 2,368 | $260K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 2,360 | $259K |
| &partners | 0.00% | New | 2,354 | $258K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -7.8% | 2,350 | $258K |
| Concord Asset Management, LLC | 0.04% | New | 2,341 | $257K |
| Concord Wealth Partners | 0.04% | No change | 2,341 | $257K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.2% | 2,336 | $256K |
| Momentous Wealth Management, Inc. | 0.16% | Reduce -19.6% | 2,274 | $249K |
| Corient Private Wealth LP | 0.00% | Reduce -93.3% | 2,272 | $249K |
| Whitegate Investment Counselors, Inc. | 0.08% | New | 2,272 | $249K |
| Root Financial Partners, LLC | 0.02% | Reduce -12.8% | 2,259 | $248K |
| Cibc World Market Inc. | 0.00% | Add +2.3% | 2,259 | $248K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 2,252 | $247K |
| Goepper Burkhardt LLC | 0.09% | No change | 2,225 | $244K |
| Martel Wealth Advisors LLC | 0.04% | No change | 2,200 | $241K |
| Ackerman Capital Advisors, LLC | 0.06% | New | 2,178 | $239K |
| Trek Financial, LLC | 0.02% | Reduce -0.8% | 2,177 | $239K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,170 | $238K |
| Flagstar Securities, Inc. | 0.07% | Add +0.2% | 2,169 | $238K |
| Nemes Rush Group LLC | 0.03% | Reduce -0.4% | 2,163 | $237K |
| Reliant Wealth Planning | 0.09% | No change | 2,133 | $234K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,131 | $234K |
| Vista Investment Partners Ii, LLC | 0.11% | New | 2,121 | $233K |
| D. Scott Neal, Inc. | 0.12% | Add +2.4% | 2,114 | $232K |
| Keudell/Morrison Wealth Management | 0.05% | Add +0.7% | 2,100 | $230K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,018 | $230K |
| Warner Financial, Inc. | 0.09% | New | 2,089 | $229K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 2,057 | $226K |
| Nautilus Advisors LLC | 0.17% | New | 2,053 | $225K |
| Post Resch Tallon Group Inc. | 0.22% | Reduce -5.7% | 2,051 | $225K |
| Black Diamond Financial, LLC | 0.03% | No change | 2,043 | $224K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -3.6% | 1,998 | $219K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,997 | $219K |
| North Star Investment Management Corp. | 0.02% | Add +0.2% | 1,990 | $218K |
| Ledgewood Wealth Advisors, LLC | 0.14% | New | 1,987 | $218K |
| Fiduciary Alliance LLC | 0.02% | New | 1,982 | $217K |
| Sandy Cove Advisors, LLC | 0.08% | New | 1,973 | $216K |
| Level Wealth Management LLC | 0.13% | New | 1,964 | $215K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 1,963 | $215K |
| DeDora Capital, Inc. | 0.06% | New | 1,962 | $215K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 1,957 | $215K |
| Norris Perne & French LLP | 0.01% | New | 1,950 | $214K |
| Hurley Capital, LLC | 0.15% | No change | 1,932 | $212K |
| LongView Wealth Management | 0.06% | New | 1,932 | $212K |
| Cornerstone Advisory, LLC | 0.02% | New | 1,928 | $211K |
| Continuum Wealth Advisors, LLC | 0.10% | New | 1,876 | $206K |
| Factor Wealth Management LTD | 0.06% | New | 1,841 | $202K |
| Rehmann Capital Advisory Group | 0.01% | New | 1,837 | $201K |
| Ofc Financial Planning, LLC | 0.21% | New | 1,832 | $201K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,627 | $178K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,578 | $173K |
| Trust Co. of Vermont | 0.01% | Add +74.3% | 1,569 | $172K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.5% | 1,518 | $166K |
| Covestor Ltd | 0.10% | Add +13.3% | 1,492 | $164K |
| Graney & King, LLC | 0.11% | Reduce -3.9% | 1,444 | $158K |
| Carolina Wealth Advisors, LLC | 0.08% | Reduce -5.7% | 1,418 | $155K |
| Eastern Bank | 0.00% | No change | 1,392 | $153K |
| Hollencrest Capital Management | 0.01% | New | 1,388 | $152K |
| Union Savings Bank | 0.07% | No change | 1,357 | $152K |
| AlphaCore Capital LLC | 0.01% | No change | 1,330 | $146K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,264 | $139K |
| Red Lighthouse Investment Management, LLC | 0.05% | Reduce -25.6% | 1,173 | $129K |
| AE Wealth Management LLC | 0.00% | Add +0.6% | 1,171 | $128K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 1,157 | $127K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -79.7% | 1,098 | $120K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,090 | $120K |
| Abound Wealth Management | 0.03% | Add +0.3% | 1,032 | $113K |
| TruNorth Capital Management, LLC | 0.03% | Reduce -35.8% | 1,031 | $113K |
| AdvisorNet Financial, Inc | 0.01% | Add +125.3% | 1,007 | $110K |
| HM Payson & Co. | 0.00% | Add +10.3% | 994 | $109K |
| Capitol Family Office, Inc. | 0.14% | No change | 990 | $109K |
| Fort Vancouver Investment Management, LLC | 0.07% | No change | 955 | $105K |
| Cary Street Partners Financial LLC | 0.00% | No change | 103,431 | $103K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +11.3% | 939 | $103K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $103K |
| Winthrop Capital Management, LLC | 0.03% | No change | 929 | $102K |
| Rialto Wealth Management, LLC | 0.03% | No change | 923 | $101K |
| WFA of San Diego, LLC | 0.07% | — | 873 | $96K |
| Archer Investment Corp | 0.02% | Add +4.3% | 852 | $93K |
| Global Retirement Partners, LLC | 0.00% | — | 836 | $92K |
| Caldwell Trust Co | 0.01% | No change | 805 | $88K |
| Sound Income Strategies, LLC | 0.01% | New | 800 | $88K |
| Investors Research Corp | 0.02% | Add +29.5% | 786 | $86K |
| Parkworth Wealth Management, Inc. | 0.06% | Reduce -67.2% | 718 | $79K |
| Piscataqua Savings Bank | 0.07% | No change | 711 | $78K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -33.3% | 710 | $78K |
| Trust Co | 0.01% | Reduce -7.5% | 703 | $77K |
| Richardson Capital Management LLC | 0.04% | Add +0.3% | 682 | $75K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $75K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -4.4% | 653 | $72K |
| Newton One Investments LLC | 0.02% | Add +0.3% | 617 | $68K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.6% | 574 | $63K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +1.4% | 560 | $61K |
| IFP Advisors, Inc | 0.00% | No change | 542 | $59K |
| North Ridge Wealth Advisors, Inc. | 0.04% | Add +65.2% | 532 | $58K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.6% | 503 | $55K |
| Fifth Third Bancorp | 0.00% | No change | 492 | $54K |
| Private Trust Co. NA | 0.01% | Reduce -16.9% | 482 | $53K |
| Fairway Wealth LLC | 0.02% | Add +0.2% | 474 | $52K |
| YANKCOM Partnership | 0.02% | No change | 458 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -1.1% | 440 | $48K |
| Pacific Center for Financial Services | 0.01% | Add +0.2% | 440 | $48K |
| Dogwood Wealth Management LLC | 0.02% | New | 428 | $47K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -73.9% | 426 | $47K |
| Roble, Belko & Company, Inc | 0.01% | Add +4.2% | 422 | $46K |
| Wells Financial Advisors INC | 0.06% | No change | 400 | $44K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $42K |
| Quaker Wealth Management, LLC | 0.01% | — | 367 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.9% | 355 | $39K |
| Clearstead Advisors, LLC | 0.00% | No change | 354 | $39K |
| Acima Private Wealth, LLC | 0.01% | No change | 352 | $39K |
| Phillips Financial Management, LLC | 0.00% | No change | 347 | $38K |
| Gladwyn Financial Advisors, Inc. | 0.03% | — | 326 | $36K |
| Transce3nd, LLC | 0.01% | New | 303 | $33K |
| American Capital Advisory, LLC | 0.02% | No change | 300 | $33K |
| Signaturefd, LLC | 0.00% | No change | 298 | $33K |
| Brooklyn Investment Group | 0.00% | New | 284 | $31K |
| Hantz Financial Services, Inc. | 0.00% | New | 284 | $31K |
| DT Investment Partners, LLC | 0.00% | Add +24.9% | 261 | $29K |
| Glassman Wealth Services | 0.00% | Add +6400.0% | 260 | $29K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 247 | $27K |
| Keystone Global Partners, LLC | 0.01% | Reduce -11.8% | 246 | $27K |
| Breakwater Investment Management | 0.01% | No change | 237 | $26K |
| Operose Advisors LLC | 0.01% | Add +0.4% | 231 | $25K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.5% | 225 | $25K |
| NFSG Corp | 0.00% | Add +0.5% | 221 | $24K |
| Bessemer Group Inc. | 0.00% | New | 215 | $24K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 217 | $24K |
| Crews Bank & Trust | 0.00% | No change | 200 | $22K |
| Ameritas Advisory Services, LLC | 0.00% | New | 198 | $22K |
| Navigoe, LLC | 0.02% | No change | 200 | $21K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $21K |
| Chilton Capital Management LLC | 0.00% | Reduce -52.5% | 190 | $21K |
| Bogart Wealth, LLC | 0.00% | Add +2.3% | 177 | $19K |
| BlackRock, Inc. | 0.00% | Add +30.8% | 170 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 168 | $18K |
| Birchbrook, Inc. | 0.01% | No change | 151 | $17K |
| Bfsg, LLC | 0.00% | Add +428.6% | 148 | $16K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -95.4% | 147 | $16K |
| Heritage Wealth Advisors | 0.00% | New | 146 | $16K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 136 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $14K |
| GeoWealth Management, LLC | 0.00% | New | 107 | $12K |
| Arax Advisory Partners | 0.00% | No change | 106 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.3% | 105 | $12K |
| Valued Wealth Advisors LLC | 0.01% | No change | 103 | $11K |
| Bernard Wealth Management Corp. | 0.00% | No change | 80 | $9K |
| Sage Mountain Advisors LLC | 0.00% | New | 74 | $8K |
| Bellwether Advisors, LLC | 0.00% | No change | 65 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 62 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 49 | $5K |
| Tidemark, LLC | 0.00% | No change | 43 | $5K |
| Tower View Wealth Management LLC | 0.00% | Add +2.4% | 42 | $5K |
| Olistico Wealth, LLC | 0.00% | Add +3.6% | 29 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $3K |
| 3Chopt Investment Partners, LLC | 0.00% | New | 14 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $1K |
| North Capital, Inc. | 0.00% | No change | 10 | $1K |
| Kilter Group LLC | 0.00% | New | 3 | $329 |
| Rossby Financial, LCC | 0.00% | Reduce -100.0% | 1 | $78 |
| 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.