Vanguard ESG US Stock ETFESGVETF
13F holders, Q3 2025 (September 30)642holders +19
47new positions
23sold out
3famous investors
$118.32avg. 13F price*
At the end of Q3 2025, 642 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 19 from Q2 2025. 47 opened new positions and 23 sold out. The largest holders were Vanguard Group Inc. ($412.2M), Morgan Stanley ($199.4M) and Wealthfront Advisers LLC ($177.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard ESG US Stock ETF
- CUSIP
- 921910733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $57.7M |
| Exits | 23 | $13.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,523,937 shares bought and 1,145,795 shares sold, net +378,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 642 holders
| Vanguard Group Inc. | 0.01% | Add +5.1% | 3,480,658 | $412.2M |
| Morgan Stanley | 0.01% | Add +0.5% | 1,683,727 | $199.4M |
| Wealthfront Advisers LLC | 0.42% | Reduce -1.6% | 1,497,736 | $177.4M |
| Creative Planning | 0.11% | Reduce -3.5% | 1,231,498 | $145.9M |
| Visa Foundation | 100.00% | No change | 1,172,735 | $138.9M |
| Bank of America Corp. | 0.01% | Add +8.4% | 615,911 | $72.9M |
| Verde Capital Management | 16.01% | Add +5.0% | 609,936 | $72.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.3% | 602,528 | $71.4M |
| Betterment LLC | 0.12% | Reduce -4.3% | 533,633 | $63.2M |
| IMPACTfolio, LLC | 25.60% | Add +1.1% | 501,046 | $59.3M |
| Stanich Group LLC | 35.78% | Add +0.8% | 493,435 | $58.4M |
| Royal Bank of Canada | 0.01% | Add +4.1% | 459,645 | $54.4M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.1% | 414,067 | $49.0M |
| SCS Capital Management LLC | 0.52% | Add +0.0% | 405,662 | $48.0M |
| Platt Investment Counsel, LLC | 37.43% | Add +4.4% | 401,203 | $47.5M |
| Leo Wealth, LLC | 5.79% | Reduce -44.4% | 377,107 | $44.7M |
| Facet Wealth, Inc. | 0.88% | Add +0.8% | 357,738 | $42.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.3% | 355,284 | $42.1M |
| Sellwood Investment Partners LLC | 15.41% | Reduce -2.2% | 326,962 | $38.7M |
| Crewe Advisors LLC | 3.64% | Reduce -0.2% | 322,429 | $38.2M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 284,275 | $33.7M |
| IMA Advisory Services, Inc. | 3.27% | New | 274,075 | $32.5M |
| Mather Group, Llc. | 0.32% | Add +0.0% | 267,801 | $31.7M |
| UBS Group AG | 0.01% | Reduce -1.4% | 260,832 | $30.9M |
| LPL Financial LLC | 0.01% | Add +3.9% | 251,418 | $29.8M |
| Arax Advisory Partners | 0.43% | Add +158684.9% | 168,312 | $29.7M |
| Franklin Resources Inc. | 0.01% | Reduce -3.1% | 250,559 | $29.7M |
| Garde Capital, Inc. | 1.44% | Reduce -2.9% | 241,322 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.2% | 226,976 | $26.9M |
| Cerity Partners LLC | 0.04% | Reduce -4.7% | 220,415 | $26.1M |
| Hanson & Doremus Investment Management | 3.23% | Reduce -2.1% | 216,603 | $25.7M |
| Jones Financial Companies LLLP | 0.02% | Add +13.9% | 208,262 | $24.5M |
| Cedar Wealth Management, LLC | 7.35% | No change | 202,551 | $24.0M |
| Olde Wealth Management, LLC | 6.95% | — | 186,241 | $22.5M |
| Clarity Asset Management, Inc. | 12.30% | Reduce -0.4% | 185,162 | $21.9M |
| Prime Buchholz LLC | 11.75% | Reduce -10.4% | 180,439 | $21.4M |
| Financial Connections Group, Inc. | 8.25% | Add +3.3% | 178,571 | $21.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +12.7% | 175,023 | $20.7M |
| Ashford Advisors, LLC | 4.51% | Add +354.5% | 172,248 | $20.4M |
| Rwa Wealth Partners, LLC | 0.23% | Reduce -0.3% | 170,688 | $20.2M |
| Bank of Montreal | 0.01% | Reduce -3.0% | 170,544 | $20.2M |
| Two Sigma Investments, LP | 0.03% | Reduce -11.5% | 166,797 | $19.8M |
| Gemmer Asset Management LLC | 1.56% | Add +5.1% | 163,760 | $19.4M |
| Mill Creek Capital Advisors, LLC | 0.40% | Reduce -6.5% | 163,116 | $19.3M |
| HighTower Advisors, LLC | 0.02% | Add +3.1% | 160,288 | $19.0M |
| Caprock Group, LLC | 0.45% | — | 159,002 | $18.2M |
| Regatta Capital Group, LLC | 2.80% | Add +1.4% | 149,520 | $17.7M |
| Silver Oak Wealth Advisors Services, LLC | 11.63% | Add +0.1% | 149,059 | $17.7M |
| Human Investing LLC | 2.53% | Reduce -3.4% | 144,857 | $17.2M |
| LifeGuide Financial Advisors, LLC | 5.79% | Reduce -0.1% | 143,610 | $15.7M |
| Harpswell Capital Advisors, LLC | 14.93% | — | 132,151 | $15.7M |
| Orgel Wealth Management, LLC | 0.35% | Reduce -0.1% | 127,893 | $15.1M |
| Diversified Portfolios, Inc. | 1.33% | Reduce -8.2% | 127,193 | $15.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.3% | 124,585 | $14.8M |
| Mariner, LLC | 0.02% | Reduce -0.3% | 121,698 | $14.4M |
| Composition Wealth, LLC | 0.22% | Add +0.5% | 121,600 | $14.4M |
| Focus Partners Wealth | 0.02% | Add +1.5% | 118,394 | $14.0M |
| One Day In July LLC | 1.16% | Reduce -3.8% | 115,640 | $13.7M |
| HUB Investment Partners, LLC | 0.47% | Add +146.2% | 107,223 | $12.7M |
| Apella Capital, LLC | 0.27% | Add +2.5% | 104,807 | $12.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.2% | 100,427 | $11.9M |
| SageView Advisory Group, LLC | 0.40% | Add +0.2% | 98,177 | $11.6M |
| Evoke Wealth, LLC | 0.23% | Reduce -21.4% | 92,972 | $11.0M |
| Cresset Asset Management, LLC | 0.05% | Add +2.7% | 90,985 | $10.8M |
| Farrell Financial LLC | 6.72% | Add +1.2% | 90,508 | $10.7M |
| Angeles Investment Advisors, LLC | 0.70% | Reduce -61.2% | 90,192 | $10.7M |
| Pathstone Holdings, LLC | 0.04% | Reduce -22.7% | 88,401 | $10.5M |
| AMG National Trust Bank | 0.25% | Add +5.0% | 86,267 | $10.2M |
| Boston Standard Wealth Management, LLC | 1.62% | Add +15.3% | 81,171 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +14.8% | 78,612 | $9.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.5% | 75,076 | $8.9M |
| Blair William & Co. | 0.02% | Add +88.8% | 74,251 | $8.8M |
| Twin Focus Capital Partners, LLC | 1.12% | Add +0.0% | 74,097 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 73,784 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +5.9% | 73,375 | $8.5M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 70,188 | $8.3M |
| BSW Wealth Partners | 0.95% | Reduce -7.4% | 64,081 | $7.6M |
| Cambridge Associates LLC /Ma/ | 0.14% | Add +106.1% | 62,992 | $7.5M |
| Relyea Zuckerberg Hanson LLC | 0.77% | Reduce -5.6% | 61,919 | $7.3M |
| St Germain D J Co. Inc. | 0.29% | Add +1.4% | 60,604 | $7.2M |
| New Covenant Trust Company, N.A. | 6.54% | Reduce -3.4% | 59,268 | $7.0M |
| Libra Wealth LLC | 2.01% | Reduce -0.5% | 56,561 | $6.7M |
| Apexium Financial, LP | 0.32% | Reduce -1.0% | 56,326 | $6.7M |
| Eq LLC | 2.23% | Reduce -6.5% | 55,508 | $6.6M |
| Charter Oak Capital Management, LLC | 0.51% | Add +1.6% | 55,257 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +6.0% | 54,734 | $6.5M |
| Raffa Wealth Management, LLC | 1.16% | Reduce -1.4% | 54,490 | $6.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.1% | 53,309 | $6.3M |
| D.A. Davidson & Co. | 0.04% | Reduce -6.3% | 49,425 | $5.9M |
| Westfuller Advisors, LLC | 2.58% | Reduce -37.0% | 47,850 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 45,839 | $5.4M |
| Brandywine Oak Private Wealth LLC | 0.47% | Reduce -4.1% | 45,190 | $5.4M |
| Atlas Legacy Advisors, LLC | 1.03% | Reduce -7.1% | 45,112 | $5.3M |
| Atlantic Private Wealth, LLC | 3.26% | Reduce -0.2% | 42,591 | $5.0M |
| White Lighthouse Investment Management Inc. | 0.76% | Reduce -3.0% | 41,922 | $5.0M |
| Freestone Capital Holdings, LLC | 0.14% | Reduce -4.2% | 39,788 | $4.7M |
| First Hawaiian Bank | 0.60% | Reduce -1.2% | 39,774 | $4.7M |
| Soundwatch Capital LLC | 0.73% | New | 38,594 | $4.6M |
| Gould Asset Management LLC | 0.84% | Add +2.4% | 38,280 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Add +2.1% | 37,877 | $4.5M |
| Trademark Financial Management, LLC | 2.60% | Reduce -1.0% | 37,764 | $4.5M |
| Stonehearth Capital Management, LLC | 1.70% | Reduce -0.3% | 37,115 | $4.4M |
| US Bancorp \de | 0.01% | Add +29.9% | 36,691 | $4.3M |
| Palisades Hudson Asset Management, L.P. | 1.57% | Add +8.8% | 36,476 | $4.3M |
| Parallel Advisors, LLC | 0.08% | Reduce -29.7% | 36,449 | $4.3M |
| Paragon Capital Management Ltd | 0.81% | Add +2.8% | 36,117 | $4.3M |
| Retirement Capital Strategies | 1.64% | Add +13.7% | 36,014 | $4.3M |
| Sageworth Trust Co | 0.20% | Reduce -0.9% | 35,577 | $4.2M |
| PFG Investments, LLC | 0.22% | Add +3.4% | 35,069 | $4.2M |
| Brooklyn FI, LLC | 0.93% | Add +15.1% | 35,030 | $4.1M |
| McClarren Financial Advisors, Inc. | 2.48% | Reduce -18.5% | 29,225 | $4.1M |
| First Horizon Corp. | 0.19% | — | 34,065 | $4.0M |
| Lido Advisors, LLC | 0.02% | Add +0.8% | 33,533 | $4.0M |
| Well Done, LLC | 0.67% | Add +0.3% | 33,353 | $4.0M |
| Koshinski Asset Management, Inc. | 0.27% | No change | 32,005 | $3.8M |
| New England Private Wealth Advisors LLC | 0.48% | Add +858.2% | 31,017 | $3.7M |
| Harbour Investments, Inc. | 0.08% | Add +8.3% | 30,312 | $3.6M |
| Ballentine Partners, LLC | 0.05% | No change | 30,309 | $3.6M |
| Choreo, LLC | 0.05% | Add +0.2% | 29,550 | $3.5M |
| Modera Wealth Management, LLC | 0.04% | Add +8.7% | 29,120 | $3.4M |
| Haverford Trust Co | 0.03% | Add +2.5% | 28,863 | $3.4M |
| Whittier Trust Co. | 0.04% | Reduce -4.1% | 28,606 | $3.4M |
| Valmark Advisers, Inc. | 0.04% | Add +1.2% | 28,488 | $3.4M |
| Mallini Complete Financial Planning LLC | 2.96% | Reduce -3.6% | 28,303 | $3.4M |
| Patriot Investment Management Group, Inc. | 0.22% | Reduce -44.2% | 28,083 | $3.3M |
| Topel & Distasi Wealth Management, LLC | 1.63% | Reduce -0.6% | 27,938 | $3.3M |
| Affinity Capital Advisors, LLC | 0.51% | Reduce -1.9% | 27,638 | $3.3M |
| Mission Wealth Management, LP | 0.06% | Add +0.8% | 26,717 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.0% | 26,346 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +315.7% | 25,833 | $3.1M |
| Fiduciary Trust Co | 0.03% | Reduce -1.1% | 25,557 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 25,136 | $3.0M |
| Fund Evaluation Group, LLC | 0.11% | No change | 24,720 | $2.9M |
| Sapient Capital LLC | 0.04% | Reduce -13.7% | 24,549 | $2.9M |
| Davis R M Inc. | 0.05% | Add +0.5% | 24,409 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -28.1% | 24,206 | $2.9M |
| Renaissance Technologies | 0.00% | New | 24,200 | $2.9M |
| Atmos Advisory, LLC | 1.75% | Reduce -2.9% | 24,196 | $2.9M |
| Strategic Point Investment Advisors, LLC | 0.41% | Add +0.3% | 24,160 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +10.3% | 24,091 | $2.9M |
| Wealth Group Ltd | 0.66% | Reduce -8.0% | 23,960 | $2.8M |
| FMR LLC | 0.00% | Add +37.8% | 23,147 | $2.7M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 22,980 | $2.7M |
| Marshall Financial Group Inc. | 0.72% | Add +1.4% | 22,241 | $2.6M |
| CGN Advisors LLC | 0.22% | Add +18.7% | 22,202 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 21,688 | $2.6M |
| Fingerlakes Wealth Management, Inc. | 1.67% | Add +0.9% | 21,596 | $2.6M |
| Laurel Wealth Planning LLC | 1.35% | Reduce -18.8% | 21,590 | $2.6M |
| Mayport, LLC | 0.55% | Reduce -5.4% | 21,572 | $2.6M |
| Armbruster Capital Management, Inc. | 0.43% | Reduce -0.8% | 21,310 | $2.5M |
| Perigon Wealth Management, LLC | 0.05% | Add +1.9% | 21,208 | $2.5M |
| Proffitt & Goodson Inc. | 0.36% | Reduce -1.0% | 21,074 | $2.5M |
| Addison Advisors LLC | 0.56% | Add +16.4% | 20,409 | $2.4M |
| Davis Wealth Advisors, LLC | 2.16% | Reduce -1.9% | 20,356 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 20,112 | $2.4M |
| NewEdge Wealth, LLC | 0.03% | Reduce -2.1% | 19,620 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 19,930 | $2.4M |
| Summit Wealth Group, LLC | 0.57% | Reduce -5.0% | 19,815 | $2.3M |
| Merit Financial Group, LLC | 0.02% | Reduce -15.5% | 19,283 | $2.3M |
| West Financial Advisors, LLC | 0.37% | Reduce -5.0% | 19,030 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 18,958 | $2.2M |
| Webster Bank, N. A. | 0.22% | No change | 18,904 | $2.2M |
| Meritage Portfolio Management | 0.15% | Add +190.6% | 18,808 | $2.2M |
| Neuberger Berman Group LLC | 0.00% | Add +23.5% | 18,682 | $2.2M |
| Equitable Trust Co. | 0.10% | No change | 18,528 | $2.2M |
| Wedmont Private Capital | 0.08% | Add +0.2% | 18,421 | $2.2M |
| Northland Capital Management LLC | 1.28% | Add +0.1% | 18,476 | $2.2M |
| Glenview Trust Co | 0.03% | No change | 18,423 | $2.2M |
| Bell Investment Advisors, Inc | 0.35% | Reduce -4.6% | 18,028 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.12% | Reduce -0.1% | 17,931 | $2.1M |
| WealthCollab, LLC | 0.97% | No change | 17,715 | $2.1M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | Add +24.6% | 17,563 | $2.1M |
| Farnam Financial LLC | 1.57% | Reduce -1.6% | 17,058 | $2.0M |
| Skyline Advisors, Inc. | 0.68% | Reduce -6.9% | 16,639 | $2.0M |
| Arjuna Capital | 0.48% | Add +5.3% | 16,429 | $1.9M |
| Johnson Bixby & Associates, LLC | 0.25% | Reduce -1.1% | 16,353 | $1.9M |
| Everett Harris & Co. | 0.02% | No change | 16,000 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +9.9% | 15,716 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +18.5% | 15,580 | $1.8M |
| UMB Bank, n.a. | 0.03% | No change | 15,562 | $1.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.35% | Reduce -0.7% | 15,562 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -30.2% | 15,370 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.0% | 15,356 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -4.8% | 14,967 | $1.8M |
| Tortoise Investment Management, LLC | 0.15% | Add +12.5% | 14,633 | $1.7M |
| Smithfield Trust Co | 0.08% | Reduce -4.8% | 14,515 | $1.7M |
| Wingate Wealth Advisors, Inc. | 1.19% | Add +0.2% | 14,480 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -1.6% | 14,166 | $1.7M |
| Vermillion & White Wealth Management Group, LLC | 0.95% | No change | 14,090 | $1.7M |
| Weil Company, Inc. | 0.40% | Add +0.0% | 14,073 | $1.7M |
| Selective Wealth Management, Inc. | 0.53% | Reduce -6.9% | 13,955 | $1.7M |
| Values Added Financial LLC | 0.74% | Reduce -6.8% | 13,966 | $1.7M |
| Compound Planning, Inc. | 0.05% | Add +25.9% | 13,592 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.72% | Reduce -0.6% | 13,414 | $1.6M |
| Rock Point Advisors, LLC | 0.41% | No change | 13,200 | $1.6M |
| Marino, Stram & Associates LLC | 0.28% | Reduce -0.0% | 13,149 | $1.6M |
| Shepherd Financial Partners LLC | 0.15% | No change | 12,933 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.1% | 12,883 | $1.5M |
| Larson Financial Group LLC | 0.05% | Reduce -1.0% | 12,661 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +3.2% | 12,588 | $1.5M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +0.8% | 12,580 | $1.5M |
| Pine Harbor Wealth Management, LLC | 0.47% | No change | 12,387 | $1.5M |
| Bailard, Inc. | 0.03% | Add +0.2% | 12,362 | $1.5M |
| Scott Capital Advisors, LLC | 0.33% | Add +1.6% | 12,137 | $1.5M |
| Beacon Financial Planning, Inc. | 0.75% | Add +0.2% | 12,189 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.6% | 12,048 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +10.9% | 11,998 | $1.4M |
| Cahill Financial Advisors Inc. | 0.16% | No change | 11,996 | $1.4M |
| Ervin Investment Management, LLC | 0.81% | Add +1.8% | 11,931 | $1.4M |
| GenTrust, LLC | 0.06% | Add +0.1% | 11,781 | $1.4M |
| Brickley Wealth Management | 0.24% | Reduce -0.1% | 11,506 | $1.4M |
| Novare Capital Management LLC | 0.10% | Add +1.1% | 11,475 | $1.4M |
| McLean Asset Management Corp | 0.28% | Reduce -25.1% | 11,200 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.98% | Reduce -2.2% | 11,288 | $1.3M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.5% | 11,250 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +9.1% | 11,199 | $1.3M |
| Arbor Investment Advisors, LLC | 0.17% | Add +0.1% | 11,185 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.7% | 11,105 | $1.3M |
| Chemistry Wealth Management LLC | 0.25% | New | 10,827 | $1.3M |
| Anb Bank | 0.52% | Reduce -3.7% | 10,741 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +27.4% | 10,699 | $1.3M |
| PFG Advisors | 0.05% | New | 10,196 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -8.9% | 9,983 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.6% | 9,793 | $1.2M |
| Seeds Investor LLC | 0.24% | No change | 9,735 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -24.7% | 9,733 | $1.2M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.09% | Add +2.2% | 9,711 | $1.2M |
| Fortress Financial Solutions, LLC | 1.24% | Reduce -10.2% | 9,642 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.0% | 9,527 | $1.1M |
| First National Corp. /Ma/ | 0.21% | Reduce -2.4% | 9,457 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +1.6% | 9,436 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.1% | 9,429 | $1.1M |
| Family CFO Inc | 0.51% | Reduce -4.6% | 9,364 | $1.1M |
| Joel Adams & Associates, Inc. | 0.86% | Add +0.1% | 9,026 | $1.1M |
| Clearview Wealth Advisors LLC | 0.68% | No change | 8,946 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.1% | 8,786 | $1.0M |
| Central Pacific Bank - Trust Division | 0.13% | No change | 8,751 | $1.0M |
| Landaas & Co. /Wi | 0.23% | No change | 8,710 | $1.0M |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 8,644 | $1.0M |
| Truefg, LLC | 0.28% | Reduce -3.6% | 8,622 | $1.0M |
| Sfm, LLC | 0.59% | Reduce -9.1% | 8,537 | $1.0M |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.2% | 8,422 | $997K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -3.0% | 8,400 | $995K |
| Penobscot Wealth Management | 0.32% | Reduce -0.4% | 8,370 | $991K |
| Passive Capital Management, LLC. | 0.32% | Add +1.9% | 8,318 | $985K |
| Greenspring Advisors, LLC | 0.17% | — | 8,198 | $971K |
| CJM Wealth Advisers, Ltd. | 0.30% | Reduce -5.6% | 8,195 | $971K |
| Citizens Financial Group Inc. | 0.01% | Add +5.1% | 8,142 | $964K |
| Thompson Davis & Co., Inc. | 0.59% | No change | 8,124 | $962K |
| Savvy Advisors, Inc. | 0.04% | Add +0.5% | 8,099 | $959K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 8,024 | $950K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +3.4% | 8,014 | $949K |
| Glenmede Investment Management, LP | 0.00% | Reduce -1.6% | 7,943 | $941K |
| Cherry Tree Wealth Management, LLC | 0.20% | Reduce -3.6% | 7,866 | $932K |
| Midwest Trust Co | 0.01% | No change | 7,827 | $927K |
| Pecaut & Co. | 0.30% | Reduce -1.7% | 7,809 | $925K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -0.4% | 7,733 | $916K |
| Rockbridge Investment Management, LCC | 0.09% | Add +1.5% | 7,705 | $913K |
| Vickerman Investment Advisors, Inc. | 0.18% | New | 7,590 | $899K |
| Cherrydale Wealth Management, LLC | 0.28% | Add +0.2% | 7,585 | $898K |
| CM Wealth Advisors LLC | 0.24% | Reduce -3.8% | 7,547 | $894K |
| Golden Road Advisors LLC | 0.52% | Reduce -1.8% | 7,546 | $894K |
| Cozad Asset Management Inc. | 0.07% | No change | 7,512 | $890K |
| Sageworth Trust Co of South Dakota | 0.83% | Reduce -5.9% | 7,438 | $881K |
| Csenge Advisory Group | 0.04% | Reduce -0.2% | 7,321 | $867K |
| MAI Capital Management | 0.01% | Reduce -0.9% | 7,282 | $863K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.3% | 7,281 | $862K |
| JNBA Financial Advisors | 0.08% | Add +10.2% | 7,279 | $862K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -7.0% | 7,159 | $848K |
| Lodestar Private Asset Management LLC | 0.09% | Add +44.3% | 7,142 | $846K |
| Milestone Investment Advisors LLC | 0.21% | Reduce -0.6% | 7,101 | $841K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -10.7% | 7,119 | $841K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.8% | 7,099 | $841K |
| AlTi Global, Inc. | 0.02% | No change | 7,083 | $839K |
| Rossmore Private Capital | 0.09% | No change | 7,047 | $835K |
| Truepoint, Inc. | 0.02% | Reduce -36.6% | 7,044 | $834K |
| TPG Financial Advisors, LLC | 0.31% | Add +9.7% | 7,035 | $833K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $829K |
| Copperleaf Capital, LLC | 0.39% | No change | 6,951 | $823K |
| Citadel Advisors | 0.00% | New | 6,899 | $817K |
| Brookstone Capital Management | 0.01% | Add +3.1% | 6,885 | $815K |
| Curio Wealth, LLC | 0.33% | No change | 6,797 | $805K |
| Black Diamond Financial, LLC | 0.09% | Add +230.6% | 6,754 | $800K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 6,683 | $792K |
| Fiduciary Wealth Partners, LLC | 0.33% | Reduce -50.0% | 6,611 | $783K |
| Cwm, LLC | 0.00% | Add +65.3% | 6,518 | $772K |
| Sage Advisory Services, Ltd.Co. | 0.40% | Reduce -1.7% | 6,505 | $770K |
| Towerpoint Wealth, LLC | 0.31% | Add +13.2% | 6,381 | $756K |
| One Capital Management, LLC | 0.02% | Add +1.6% | 6,330 | $750K |
| LexAurum Advisors, LLC | 0.10% | Reduce -7.1% | 6,165 | $730K |
| Princeton Global Asset Management LLC | 0.12% | Add +0.1% | 6,125 | $725K |
| Abacus Planning Group, Inc. | 0.10% | Add +1.0% | 6,108 | $723K |
| Coston, McIsaac & Partners | 0.17% | Add +0.8% | 6,060 | $717K |
| ETF Portfolio Partners, Inc. | 0.19% | Reduce -2.8% | 5,977 | $708K |
| IFG Advisors, LLC | 0.12% | Reduce -6.2% | 5,962 | $706K |
| Zevin Asset Management LLC | 0.10% | Add +36.3% | 5,955 | $705K |
| Firestone Capital Management | 0.15% | Add +1.9% | 5,911 | $700K |
| Money Concepts Capital Corp. | 0.04% | No change | 5,902 | $699K |
| KMG Fiduciary Partners, LLC | 0.05% | No change | 5,900 | $699K |
| FRG Family Wealth Advisors LLC | 0.11% | Add +0.8% | 5,879 | $696K |
| Peirce Capital Management, LLC | 0.29% | Add +0.0% | 5,878 | $696K |
| Ameraudi Asset Management, Inc. | 0.41% | No change | 5,793 | $686K |
| Financial Alternatives, Inc | 0.42% | Reduce -5.7% | 5,789 | $686K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +27.3% | 5,766 | $683K |
| Humankind Investments LLC | 0.16% | Reduce -1.8% | 5,748 | $681K |
| Focus Financial Network, Inc. | 0.02% | Add +38.2% | 5,727 | $678K |
| Dakota Wealth Management | 0.01% | Add +88.4% | 5,664 | $671K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -36.5% | 5,648 | $669K |
| Cascade Investment Advisors, Inc. | 0.40% | Reduce -8.1% | 5,642 | $668K |
| Quantum Financial Planning Services, Inc. | 0.27% | Add +0.2% | 5,560 | $659K |
| Destination Wealth Management | 0.02% | Reduce -2.8% | 5,547 | $657K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -5.3% | 5,546 | $657K |
| Symmetry Partners, LLC | 0.07% | Reduce -16.6% | 5,524 | $654K |
| Northeast Investment Management | 0.03% | Add +0.6% | 5,479 | $649K |
| Clarius Group, LLC | 0.04% | Add +0.1% | 5,431 | $643K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.0% | 5,409 | $641K |
| Bell Bank | 0.03% | Reduce -60.4% | 5,405 | $640K |
| Atria Investments, Inc | 0.01% | New | 5,377 | $637K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +0.7% | 5,344 | $633K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.5% | 5,119 | $627K |
| VSM Wealth Advisory, LLC | 0.19% | Reduce -14.4% | 5,152 | $610K |
| Tiaa Trust, National Association | 0.00% | New | 5,028 | $596K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 5,000 | $592K |
| Brighton Jones LLC | 0.01% | Reduce -24.4% | 4,999 | $592K |
| PDS Planning, Inc | 0.04% | Add +0.1% | 4,979 | $590K |
| Compass Ion Advisors, LLC | 0.06% | Add +10.4% | 4,962 | $588K |
| Ellevest, Inc. | 0.08% | Reduce -1.0% | 4,956 | $587K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.6% | 4,907 | $581K |
| RAM Investment Partners, LLC | 0.11% | No change | 4,878 | $578K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.5% | 4,820 | $571K |
| Sterling Wealth Management, Inc. | 0.17% | Add +0.1% | 4,810 | $570K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.5% | 4,790 | $567K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.1% | 4,751 | $565K |
| Simon Quick Advisors, LLC | 0.03% | No change | 4,700 | $557K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +2.6% | 4,688 | $555K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Add +0.9% | 4,685 | $555K |
| Kestra Advisory Services, LLC | 0.00% | Add +99.1% | 4,650 | $551K |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 4,634 | $549K |
| Keystone Financial Group | 0.04% | Add +8.7% | 4,632 | $549K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -9.4% | 4,578 | $542K |
| May Hill Capital, LLC | 0.16% | Reduce -24.6% | 4,527 | $536K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -5.1% | 4,450 | $527K |
| LRI Investments, LLC | 0.04% | Reduce -1.4% | 4,445 | $526K |
| Appleton Partners Inc. | 0.04% | Reduce -2.2% | 4,432 | $525K |
| National Bank of Canada | 0.00% | No change | 4,409 | $522K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.1% | 4,390 | $520K |
| Gordian Advisors LLC | 0.35% | Add +0.1% | 4,380 | $519K |
| Dunhill Financial, LLC | 0.17% | Reduce -36.2% | 4,371 | $518K |
| Pinnacle Financial Group, LLC / IL | 0.15% | Add +0.1% | 4,287 | $508K |
| Integral Investment Advisors, Inc. | 0.14% | No change | 4,280 | $507K |
| Wood Tarver Financial Group, LLC | 0.15% | Reduce -0.2% | 4,273 | $506K |
| Level Financial Advisors | 0.14% | No change | 4,225 | $500K |
| Zhang Financial LLC | 0.02% | Add +35.4% | 4,082 | $483K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -6.3% | 4,076 | $483K |
| Mokosak Advisory Group, LLC | 0.13% | Reduce -17.6% | 4,061 | $481K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -1.4% | 4,058 | $481K |
| Massachusetts Financial Services Co. | 0.00% | Add +3.1% | 4,044 | $479K |
| Estate Counselors, LLC | 0.04% | Add +64.3% | 3,975 | $471K |
| Fiduciary Financial Group, LLC | 0.07% | Add +12.9% | 3,969 | $470K |
| Advisory Services Network, LLC | 0.01% | Add +0.4% | 3,934 | $466K |
| Aspen Capital Management, LLC | 0.12% | Add +0.2% | 3,933 | $466K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,877 | $462K |
| Access Financial Services, Inc. | 0.17% | No change | 3,874 | $459K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -0.7% | 3,852 | $456K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Add +1.4% | 3,850 | $456K |
| Sulzberger Capital Advisors, Inc. | 0.51% | No change | 3,827 | $453K |
| Corepath Wealth Partners LLC | 0.33% | New | 3,787 | $453K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.1% | 3,804 | $451K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -2.0% | 3,731 | $442K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 3,710 | $439K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 3,700 | $438K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.1% | 3,669 | $435K |
| Northeast Financial Group, Inc. | 0.11% | New | 3,663 | $434K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.3% | 3,622 | $432K |
| NWF Advisory Services Inc. | 0.05% | Add +2.8% | 3,645 | $432K |
| Essential Planning, LLC. | 0.15% | Reduce -0.5% | 3,623 | $429K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +0.2% | 3,611 | $428K |
| Comerica Bank | 0.00% | No change | 3,606 | $427K |
| Five Pine Wealth Management | 0.29% | Reduce -3.5% | 3,593 | $426K |
| Corient Private Wealth LP | 0.00% | Add +57.5% | 3,579 | $424K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -28.8% | 3,578 | $424K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -56.5% | 3,515 | $423K |
| Cornerstone Financial Group, LLC | 0.33% | Reduce -9.2% | 3,563 | $422K |
| Endeavor Private Wealth, Inc. | 0.13% | New | 3,555 | $421K |
| Apollon Wealth Management, LLC | 0.01% | No change | 3,541 | $419K |
| MSH Capital Advisors LLC | 0.11% | No change | 3,530 | $418K |
| InTrack Investment Management Inc | 0.25% | Add +3.8% | 3,515 | $416K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 3,505 | $415K |
| Hemington Wealth Management | 0.05% | No change | 3,511 | $415K |
| Ibex Wealth Advisors | 0.04% | Add +0.5% | 3,461 | $410K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -7.9% | 3,427 | $406K |
| Five Oceans Advisors | 0.15% | No change | 3,416 | $405K |
| Rice Partnership, LLC | 0.06% | Reduce -1.1% | 3,376 | $400K |
| WNY Asset Management, LLC | 0.04% | New | 3,359 | $398K |
| Quantum Financial Advisors, LLC | 0.05% | No change | 3,357 | $398K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,349 | $397K |
| NCM Capital Management, LLC | 0.15% | No change | 3,341 | $396K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $394K |
| Legacy Capital Wealth Partners, LLC | 0.09% | No change | 3,320 | $393K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 3,270 | $387K |
| Panoramic Capital Partners, LLC | 0.25% | No change | 3,261 | $386K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 3,240 | $384K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -16.1% | 3,228 | $382K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 3,221 | $382K |
| Sherman Asset Management, Inc. | 0.33% | No change | 3,200 | $379K |
| Parcion Private Wealth LLC | 0.02% | No change | 3,192 | $378K |
| Meridian Financial Partners LLC | 0.16% | Reduce -7.6% | 3,137 | $375K |
| Sandy Cove Advisors, LLC | 0.12% | Add +60.3% | 3,163 | $375K |
| Hilltop Holdings Inc. | 0.02% | No change | 3,161 | $374K |
| Parsons Capital Management Inc. | 0.02% | Reduce -12.6% | 3,155 | $374K |
| Legacy Private Trust Co. | 0.02% | Reduce -4.6% | 3,125 | $370K |
| Tribridge Partners Financial LLC | 0.17% | No change | 3,106 | $370K |
| Wolfstich Capital, LLC | 0.75% | No change | 3,097 | $367K |
| Clark Asset Management, LLC | 0.04% | Reduce -0.1% | 3,088 | $366K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -13.4% | 3,079 | $365K |
| Wealth Management Strategies, Inc. | 0.18% | Add +2.3% | 3,073 | $364K |
| &partners | 0.00% | Add +30.5% | 3,071 | $364K |
| Salus Financial Advisors, LLC | 0.22% | Reduce -4.0% | 3,037 | $360K |
| Millstone Evans Group, LLC | 0.23% | Add +17.2% | 3,031 | $359K |
| Cornerstone Wealth Advisors, Inc. | 0.09% | Reduce -12.4% | 3,025 | $358K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.0% | 3,001 | $355K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -32.7% | 2,989 | $354K |
| Trillium Asset Management, LLC | 0.01% | Reduce -17.9% | 2,974 | $352K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -2.6% | 2,876 | $346K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.7% | 2,921 | $346K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +36.6% | 2,911 | $345K |
| Financial Futures Ltd Liability Co. | 0.17% | Add +7.5% | 2,897 | $343K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 2,883 | $341K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -1.3% | 2,858 | $339K |
| Park National Corp. | 0.01% | Reduce -5.0% | 2,856 | $338K |
| Brio Consultants, LLC | 0.05% | Reduce -7.8% | 2,851 | $338K |
| Bluestem Financial Advisors, LLC | 0.13% | Add +0.0% | 2,845 | $337K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,843 | $337K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -0.0% | 2,838 | $336K |
| Antonelli Financial Advisors, LLC | 0.23% | Reduce -4.6% | 2,821 | $334K |
| Everhart Financial Group, Inc. | 0.03% | Add +16.4% | 2,820 | $334K |
| Hurley Capital, LLC | 0.19% | Add +45.9% | 2,819 | $334K |
| Ignite Planners, LLC | 0.05% | Reduce -7.2% | 2,813 | $333K |
| Harbor Asset Planning, Inc. | 0.30% | Add +0.3% | 2,813 | $333K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 2,805 | $332K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.3% | 2,784 | $330K |
| Sowell Financial Services LLC | 0.01% | Reduce -3.0% | 2,779 | $329K |
| Peregrine Asset Advisers, Inc. | 0.10% | Add +1.6% | 2,753 | $326K |
| Nottingham Advisors, Inc. | 0.05% | No change | 2,750 | $326K |
| Capital Management Corp. | 0.05% | Add +0.0% | 2,742 | $325K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $321K |
| Retirement Planning Group, LLC | 0.01% | Add +3.9% | 2,702 | $320K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,684 | $318K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,680 | $317K |
| First Manhattan Co. Llc. | 0.00% | Add +1.5% | 2,680 | $317K |
| Plancorp, LLC | 0.01% | New | 2,679 | $317K |
| Diversified Enterprises, LLC | 0.02% | No change | 2,664 | $316K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,651 | $314K |
| Obermeyer Wealth Partners | 0.01% | No change | 2,635 | $312K |
| Curi Capital, LLC | 0.01% | No change | 2,590 | $307K |
| Cutler Investment Counsel LLC | 0.03% | Add +0.6% | 2,574 | $305K |
| Avior Wealth Management, LLC | 0.01% | Add +0.3% | 2,571 | $305K |
| Bristlecone Advisors, LLC | 0.03% | Reduce -0.8% | 2,544 | $301K |
| Sonoma Private Wealth LLC | 0.35% | Reduce -11.9% | 2,508 | $297K |
| True Link Financial Advisors, LLC | 0.02% | New | 2,504 | $297K |
| Agf Management Ltd. | 0.00% | Reduce -32.4% | 2,500 | $296K |
| Ieq Capital, LLC | 0.00% | Reduce -3.5% | 2,500 | $296K |
| Quent Capital, LLC | 0.02% | Reduce -1.3% | 2,454 | $291K |
| Round Rock Advisors LLC | 0.05% | No change | 2,445 | $290K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,443 | $289K |
| Canopy Partners, LLC | 0.10% | Reduce -1.7% | 2,433 | $288K |
| Liberty Wealth Management LLC | 0.04% | Add +0.3% | 2,430 | $288K |
| MBE Wealth Management, LLC | 0.12% | No change | 2,424 | $287K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,415 | $286K |
| FC Advisory LLC | 0.08% | Add +0.5% | 2,409 | $285K |
| OmniStar Financial Group, Inc. | 0.17% | Reduce -15.8% | 2,403 | $285K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +1.4% | 2,393 | $283K |
| Mengis Capital Management, Inc. | 0.06% | Add +0.0% | 2,390 | $283K |
| Townsend Asset Management Corp. /NC/ | 0.10% | Reduce -4.0% | 2,383 | $282K |
| Whitegate Investment Counselors, Inc. | 0.09% | Add +4.1% | 2,366 | $280K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +20.3% | 2,361 | $280K |
| World Investment Advisors | 0.01% | Reduce -1.2% | 2,340 | $277K |
| Nwam LLC | 0.01% | Reduce -5.3% | 2,313 | $274K |
| Momentous Wealth Management, Inc. | 0.17% | No change | 2,274 | $269K |
| LongView Wealth Management | 0.07% | Add +17.4% | 2,268 | $269K |
| Warner Financial, Inc. | 0.10% | Add +7.8% | 2,251 | $267K |
| Abacus Wealth Partners, LLC | 0.04% | No change | 2,252 | $267K |
| Goepper Burkhardt LLC | 0.09% | No change | 2,225 | $264K |
| Martel Wealth Advisors LLC | 0.05% | No change | 2,200 | $261K |
| KW Wealth Management LLC | 0.44% | — | 2,195 | $260K |
| Ackerman Capital Advisors, LLC | 0.05% | No change | 2,178 | $258K |
| Trek Financial, LLC | 0.02% | No change | 2,177 | $258K |
| DeDora Capital, Inc. | 0.06% | Add +10.7% | 2,172 | $257K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,170 | $257K |
| Post Resch Tallon Group Inc. | 0.23% | Add +5.6% | 2,166 | $257K |
| Cardinal Point Capital Management ULC | 0.02% | New | 2,170 | $256K |
| Nemes Rush Group LLC | 0.03% | Reduce -0.5% | 2,153 | $255K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -8.5% | 2,150 | $255K |
| Reliant Wealth Planning | 0.08% | No change | 2,133 | $253K |
| D. Scott Neal, Inc. | 0.12% | Add +0.8% | 2,132 | $253K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,131 | $252K |
| HM Payson & Co. | 0.00% | Add +108.8% | 2,075 | $246K |
| First National Advisers, LLC | 0.03% | New | 2,060 | $244K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.1% | 2,058 | $244K |
| Members Wealth LLC | 0.15% | — | 2,027 | $241K |
| Investment Advisory Group, LLC | 0.07% | New | 2,020 | $239K |
| Vista Investment Partners Ii, LLC | 0.11% | Reduce -5.2% | 2,011 | $238K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,998 | $237K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,997 | $237K |
| North Star Investment Management Corp. | 0.02% | Add +0.3% | 1,995 | $236K |
| Ledgewood Wealth Advisors, LLC | 0.14% | No change | 1,987 | $235K |
| Fiduciary Alliance LLC | 0.02% | Add +0.1% | 1,984 | $235K |
| Level Wealth Management LLC | 0.12% | Add +0.2% | 1,968 | $233K |
| SPC Financial, Inc. | 0.02% | New | 1,955 | $232K |
| Norris Perne & French LLP | 0.02% | No change | 1,950 | $231K |
| Nautilus Advisors LLC | 0.16% | Reduce -5.2% | 1,946 | $230K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -6.7% | 1,882 | $229K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.2% | 1,932 | $229K |
| MB Generational Wealth, LLC | 0.14% | — | 1,925 | $228K |
| Cibc World Market Inc. | 0.00% | Reduce -14.9% | 1,923 | $228K |
| Root Financial Partners, LLC | 0.01% | Reduce -15.5% | 1,909 | $226K |
| Continuum Wealth Advisors, LLC | 0.09% | No change | 1,876 | $222K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 1,867 | $221K |
| Vawter Financial, Ltd. | 0.10% | New | 1,860 | $220K |
| Ofc Financial Planning, LLC | 0.21% | No change | 1,832 | $217K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 1,812 | $215K |
| Avaii Wealth Management, LLC | 0.08% | New | 1,800 | $213K |
| Advisory Alpha, LLC | 0.01% | Reduce -30.5% | 1,776 | $212K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,786 | $212K |
| Keyvantage Wealth, LLC | 0.09% | New | 1,766 | $209K |
| McIlrath & Eck, LLC | 0.02% | New | 1,765 | $209K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,759 | $208K |
| Factor Wealth Management LTD | 0.05% | Reduce -4.5% | 1,758 | $208K |
| Carr Financial Group Corp | 0.06% | New | 1,748 | $207K |
| Weinberger Asset Management, Inc | 0.07% | New | 1,738 | $206K |
| Argyle Capital Partners, LLC | 0.15% | New | 1,709 | $202K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 1,700 | $201K |
| Jacobsen Capital Management | 0.07% | New | 1,697 | $201K |
| DDD Partners, LLC | 0.01% | New | 1,690 | $200K |
| AE Wealth Management LLC | 0.00% | Add +43.0% | 1,674 | $198K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,627 | $193K |
| Trust Co. of Vermont | 0.01% | Add +1.2% | 1,588 | $188K |
| Concord Wealth Partners | 0.03% | Reduce -33.3% | 1,562 | $185K |
| Graney & King, LLC | 0.12% | Add +0.1% | 1,445 | $171K |
| Covestor Ltd | 0.09% | Reduce -3.5% | 1,440 | $171K |
| Eastern Bank | 0.00% | No change | 1,392 | $165K |
| Hollencrest Capital Management | 0.01% | No change | 1,388 | $164K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -14.2% | 1,354 | $160K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -11.7% | 1,340 | $159K |
| AlphaCore Capital LLC | 0.01% | No change | 1,330 | $158K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,265 | $150K |
| Carolina Wealth Advisors, LLC | 0.06% | Reduce -15.0% | 1,205 | $143K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 1,173 | $139K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -0.5% | 1,093 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.9% | 1,089 | $129K |
| Abound Wealth Management | 0.03% | Add +0.2% | 1,034 | $122K |
| Sound Income Strategies, LLC | 0.01% | Add +28.0% | 1,024 | $122K |
| Qube Research & Technologies Ltd | 0.00% | Add +76.3% | 1,012 | $120K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,007 | $119K |
| Capitol Family Office, Inc. | 0.14% | No change | 990 | $117K |
| Fort Vancouver Investment Management, LLC | 0.06% | No change | 955 | $113K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.6% | 945 | $112K |
| Archer Investment Corp | 0.03% | Add +10.6% | 942 | $112K |
| Clearstead Advisors, LLC | 0.00% | Add +165.5% | 940 | $111K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $111K |
| Winthrop Capital Management, LLC | 0.03% | No change | 929 | $110K |
| Rialto Wealth Management, LLC | 0.03% | No change | 923 | $109K |
| Cary Street Partners Financial LLC | 0.00% | No change | 103,431 | $103K |
| Investors Research Corp | 0.02% | Add +10.1% | 865 | $102K |
| WFA of San Diego, LLC | 0.07% | Reduce -1.8% | 857 | $102K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 837 | $99K |
| Grey Fox Wealth Advisors, LLC | 0.02% | New | 830 | $98K |
| Caldwell Trust Co | 0.01% | No change | 805 | $95K |
| Trust Co | 0.01% | Add +8.4% | 762 | $90K |
| Piscataqua Savings Bank | 0.07% | No change | 711 | $84K |
| Richardson Capital Management LLC | 0.04% | Add +0.3% | 684 | $81K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $81K |
| Pittenger & Anderson Inc. | 0.00% | No change | 653 | $77K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +80.6% | 641 | $76K |
| Newton One Investments LLC | 0.02% | No change | 617 | $73K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 560 | $66K |
| IFP Advisors, Inc | 0.00% | No change | 542 | $64K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 503 | $60K |
| Fifth Third Bancorp | 0.00% | No change | 492 | $58K |
| Private Trust Co. NA | 0.01% | No change | 482 | $57K |
| Fairway Wealth LLC | 0.02% | Add +0.2% | 475 | $56K |
| Westend Capital Management, LLC | 0.02% | New | 471 | $56K |
| YANKCOM Partnership | 0.02% | No change | 458 | $54K |
| Clean Yield Group | 0.02% | New | 455 | $54K |
| Pacific Center for Financial Services | 0.01% | Add +0.2% | 441 | $52K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 440 | $52K |
| Mascoma Wealth Management LLC | 0.01% | No change | 426 | $50K |
| Roble, Belko & Company, Inc | 0.01% | No change | 422 | $50K |
| Wells Financial Advisors INC | 0.06% | No change | 400 | $47K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $46K |
| Lanark Financial, Inc. | 0.00% | New | 387 | $46K |
| Phillips Financial Management, LLC | 0.00% | No change | 347 | $41K |
| Gladwyn Financial Advisors, Inc. | 0.03% | Add +0.3% | 327 | $39K |
| North Ridge Wealth Advisors, Inc. | 0.02% | Reduce -39.5% | 322 | $38K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -15.8% | 309 | $37K |
| American Capital Advisory, LLC | 0.02% | No change | 300 | $36K |
| Signaturefd, LLC | 0.00% | No change | 298 | $35K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -1.1% | 281 | $33K |
| DT Investment Partners, LLC | 0.00% | Add +5.8% | 276 | $33K |
| Glassman Wealth Services | 0.00% | No change | 260 | $31K |
| Breakwater Investment Management | 0.01% | No change | 237 | $28K |
| Operose Advisors LLC | 0.01% | Add +0.4% | 232 | $27K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.4% | 226 | $27K |
| NFSG Corp | 0.00% | Add +0.5% | 222 | $26K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 217 | $26K |
| Bessemer Group Inc. | 0.00% | No change | 215 | $25K |
| Crews Bank & Trust | 0.00% | No change | 200 | $24K |
| Navigoe, LLC | 0.01% | No change | 200 | $23K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $23K |
| Chilton Capital Management LLC | 0.00% | No change | 190 | $23K |
| Bogart Wealth, LLC | 0.00% | Add +6.8% | 189 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 168 | $20K |
| Acima Private Wealth, LLC | 0.01% | Reduce -55.1% | 158 | $19K |
| Birchbrook, Inc. | 0.01% | No change | 151 | $18K |
| Bfsg, LLC | 0.00% | No change | 148 | $18K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 147 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 146 | $17K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 136 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $15K |
| Russell Investments Group, Ltd. | 0.00% | No change | 105 | $12K |
| Valued Wealth Advisors LLC | 0.01% | No change | 103 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 100 | $12K |
| Bernard Wealth Management Corp. | 0.00% | No change | 80 | $9K |
| Sage Mountain Advisors LLC | 0.00% | No change | 74 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 62 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 59 | $7K |
| Evolution Wealth Management Inc. | 0.01% | New | 50 | $6K |
| Anchor Investment Management, LLC | 0.00% | New | 50 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 49 | $6K |
| Tidemark, LLC | 0.00% | No change | 43 | $5K |
| Tower View Wealth Management LLC | 0.00% | No change | 42 | $5K |
| BlackRock, Inc. | 0.00% | Reduce -76.5% | 40 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $3K |
| Topsail Wealth Management, LLC | 0.00% | New | 20 | $2K |
| 3Chopt Investment Partners, LLC | 0.00% | No change | 14 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $1K |
| North Capital, Inc. | 0.00% | Add +10.0% | 11 | $1K |
| Financial Life Planners | 0.00% | New | 10 | $1K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -98.6% | 6 | $711 |
| Kilter Group LLC | 0.00% | No change | 3 | $356 |
| Rossby Financial, LCC | 0.00% | No change | 1 | $85 |
| 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.