Vanguard ESG US Stock ETFESGVETF
13F holders, Q4 2025 (December 31)690holders +48
53new positions
23sold out
3famous investors
$120.69avg. 13F price*
At the end of Q4 2025, 690 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 48 from Q3 2025. 53 opened new positions and 23 sold out. The largest holders were Vanguard Group Inc. ($436.3M), Morgan Stanley ($203.3M) and Wealthfront Advisers LLC ($190.6M). 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard ESG US Stock ETF
- CUSIP
- 921910733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $30.5M |
| Exits | 23 | $27.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,989,523 shares bought and 894,658 shares sold, net +1,094,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 690 holders
| Vanguard Group Inc. | 0.01% | Add +3.6% | 3,606,850 | $436.3M |
| Morgan Stanley | 0.01% | Reduce -0.2% | 1,680,712 | $203.3M |
| Wealthfront Advisers LLC | 0.43% | Add +5.2% | 1,575,578 | $190.6M |
| Creative Planning | 0.12% | Add +9.2% | 1,344,445 | $162.6M |
| Visa Foundation | 100.00% | No change | 1,172,735 | $141.9M |
| Leo Wealth, LLC | 6.09% | Add +84.1% | 694,165 | $84.0M |
| Raymond James Financial Inc. | 0.02% | Add +9.8% | 661,586 | $80.0M |
| Verde Capital Management | 15.70% | Reduce -0.3% | 608,409 | $73.6M |
| Bank of America Corp. | 0.01% | Reduce -8.2% | 565,397 | $68.4M |
| Betterment LLC | 0.12% | Add +0.0% | 533,681 | $64.6M |
| IMPACTfolio, LLC | 25.94% | Add +1.9% | 510,685 | $61.8M |
| Stanich Group LLC | 46.35% | Add +3.0% | 508,123 | $61.5M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 456,056 | $55.2M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.1% | 413,780 | $50.1M |
| Platt Investment Counsel, LLC | 35.93% | Add +0.2% | 401,994 | $48.6M |
| SCS Capital Management LLC | 0.50% | Reduce -3.2% | 392,849 | $47.5M |
| Facet Wealth, Inc. | 0.81% | Add +4.3% | 373,168 | $45.8M |
| Sellwood Investment Partners LLC | 15.31% | Reduce -0.9% | 324,119 | $39.2M |
| Crewe Advisors LLC | 3.45% | Reduce -0.0% | 322,408 | $39.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -14.4% | 303,999 | $36.8M |
| Mather Group, Llc. | 0.35% | Add +6.3% | 284,556 | $34.4M |
| IMA Advisory Services, Inc. | 3.17% | Reduce -0.4% | 272,981 | $33.0M |
| UBS Group AG | 0.01% | Add +1.8% | 265,511 | $32.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.7% | 259,467 | $31.4M |
| LPL Financial LLC | 0.01% | Add +2.6% | 257,916 | $31.2M |
| Franklin Resources Inc. | 0.01% | Reduce -2.3% | 244,778 | $29.6M |
| Apella Capital, LLC | 0.58% | Add +133.4% | 244,585 | $29.6M |
| Garde Capital, Inc. | 1.66% | Reduce -4.0% | 231,708 | $28.0M |
| Jones Financial Companies LLLP | 0.02% | Add +10.0% | 229,043 | $27.7M |
| Cerity Partners LLC | 0.04% | Add +3.3% | 227,682 | $27.5M |
| Hanson & Doremus Investment Management | 3.15% | Reduce -0.1% | 216,416 | $26.2M |
| Cedar Wealth Management, LLC | 7.32% | Reduce -0.1% | 202,365 | $24.5M |
| Cambridge Associates LLC /Ma/ | 0.40% | Add +217.7% | 200,115 | $24.2M |
| Bank of Montreal | 0.01% | Add +11.1% | 189,501 | $22.9M |
| Olde Wealth Management, LLC | 6.91% | Reduce -0.2% | 185,828 | $22.5M |
| Clarity Asset Management, Inc. | 12.33% | Reduce -0.0% | 185,143 | $22.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -19.2% | 183,356 | $22.2M |
| Gemmer Asset Management LLC | 1.66% | Add +8.6% | 177,806 | $21.5M |
| Financial Connections Group, Inc. | 7.26% | Reduce -2.2% | 174,698 | $21.1M |
| HighTower Advisors, LLC | 0.02% | Add +8.5% | 173,859 | $21.0M |
| Prime Buchholz LLC | 12.46% | Reduce -3.9% | 173,448 | $21.0M |
| Angeles Investment Advisors, LLC | 1.40% | Add +91.7% | 172,875 | $20.9M |
| HUB Investment Partners, LLC | 0.56% | Add +59.3% | 170,810 | $20.7M |
| Ashford Advisors, LLC | 4.51% | Reduce -1.2% | 170,243 | $20.6M |
| Mill Creek Capital Advisors, LLC | 0.40% | No change | 163,116 | $19.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -9.4% | 158,634 | $19.2M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -8.3% | 156,505 | $18.9M |
| Caprock Group, LLC | 0.39% | Reduce -4.0% | 152,565 | $18.5M |
| Regatta Capital Group, LLC | 2.78% | Add +1.7% | 152,065 | $18.4M |
| Mariner, LLC | 0.02% | Add +22.7% | 149,338 | $18.1M |
| LifeGuide Financial Advisors, LLC | 5.94% | Add +2.9% | 147,811 | $17.9M |
| Silver Oak Wealth Advisors Services, LLC | 11.52% | Reduce -1.0% | 147,614 | $17.9M |
| Human Investing LLC | 2.49% | Add +0.7% | 145,903 | $17.6M |
| Focus Partners Wealth | 0.02% | Add +11.3% | 131,769 | $15.9M |
| Orgel Wealth Management, LLC | 0.34% | Reduce 0.0% | 127,889 | $15.5M |
| Diversified Portfolios, Inc. | 1.26% | Reduce -1.3% | 125,605 | $15.2M |
| Harpswell Capital Advisors, LLC | 12.04% | Reduce -5.0% | 125,550 | $15.2M |
| Composition Wealth, LLC | 0.21% | Add +1.1% | 122,917 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -10.3% | 111,768 | $13.5M |
| One Day In July LLC | 1.05% | Reduce -8.8% | 105,527 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.9% | 103,303 | $12.5M |
| Farrell Financial LLC | 7.13% | Add +10.4% | 99,921 | $12.1M |
| SageView Advisory Group, LLC | 0.40% | Add +0.2% | 98,416 | $11.9M |
| Cresset Asset Management, LLC | 0.05% | Add +1.4% | 92,219 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +15.9% | 91,143 | $11.0M |
| AMG National Trust Bank | 0.23% | Reduce -4.8% | 82,086 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +16.9% | 82,068 | $9.9M |
| Twin Focus Capital Partners, LLC | 1.13% | Add +9.8% | 81,388 | $9.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -8.1% | 81,227 | $9.8M |
| Blair William & Co. | 0.03% | Add +8.0% | 80,158 | $9.7M |
| Boston Standard Wealth Management, LLC | 1.58% | Reduce -2.5% | 79,125 | $9.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.4% | 76,863 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 73,732 | $8.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.5% | 71,554 | $8.7M |
| St Germain D J Co. Inc. | 0.33% | Add +14.7% | 69,497 | $8.4M |
| Relyea Zuckerberg Hanson LLC | 0.85% | Add +12.2% | 69,459 | $8.4M |
| Evoke Wealth, LLC | 0.16% | Reduce -28.3% | 66,654 | $8.1M |
| New Covenant Trust Company, N.A. | 7.23% | Add +11.7% | 66,228 | $8.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +771.4% | 63,449 | $7.7M |
| BSW Wealth Partners | 0.87% | Reduce -6.2% | 60,102 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +9.6% | 59,994 | $7.3M |
| Pearl Planning LLC | 4.21% | — | 56,960 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +5.1% | 56,039 | $6.8M |
| Neuberger Berman Group LLC | 0.01% | Add +199.4% | 55,927 | $6.8M |
| Raffa Wealth Management, LLC | 1.02% | Add +0.2% | 54,583 | $6.6M |
| Eq LLC | 1.89% | Reduce -2.6% | 54,078 | $6.5M |
| Libra Wealth LLC | 1.80% | Reduce -6.1% | 53,132 | $6.4M |
| Charter Oak Capital Management, LLC | 0.49% | Reduce -4.1% | 52,977 | $6.4M |
| D.A. Davidson & Co. | 0.04% | Reduce -2.5% | 48,186 | $5.8M |
| Westfuller Advisors, LLC | 2.35% | Add +0.4% | 48,023 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Add +3.5% | 47,462 | $5.7M |
| Atlas Legacy Advisors, LLC | 1.00% | Add +4.6% | 47,207 | $5.7M |
| US Bancorp \de | 0.01% | Add +28.1% | 46,998 | $5.7M |
| Pennington Partners & Co., LLC | 2.21% | New | 45,676 | $5.5M |
| Brandywine Oak Private Wealth LLC | 0.46% | Add +0.3% | 45,308 | $5.5M |
| White Lighthouse Investment Management Inc. | 0.76% | Add +8.0% | 45,293 | $5.5M |
| Paragon Capital Management Ltd | 1.10% | Add +23.9% | 44,739 | $5.4M |
| Axxcess Wealth Management, LLC | 0.09% | New | 43,413 | $5.3M |
| Atlantic Private Wealth, LLC | 3.28% | Reduce -0.4% | 42,427 | $5.1M |
| Palisades Hudson Asset Management, L.P. | 1.93% | Add +12.8% | 41,139 | $5.0M |
| First Hawaiian Bank | 0.64% | No change | 39,774 | $4.8M |
| Freestone Capital Holdings, LLC | 0.14% | Reduce -1.1% | 39,369 | $4.8M |
| Soundwatch Capital LLC | 0.72% | Add +0.0% | 38,609 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +950.4% | 37,592 | $4.5M |
| Gould Asset Management LLC | 0.81% | Reduce -1.9% | 37,565 | $4.5M |
| Banco Santander, S.A. | 0.03% | New | 37,300 | $4.5M |
| PFG Investments, LLC | 0.21% | Add +5.2% | 36,896 | $4.5M |
| Stonehearth Capital Management, LLC | 1.62% | Reduce -2.2% | 36,285 | $4.4M |
| Sageworth Trust Co | 0.18% | No change | 35,577 | $4.3M |
| Brooklyn FI, LLC | 0.92% | Add +1.5% | 35,562 | $4.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +180.3% | 35,279 | $4.3M |
| New England Private Wealth Advisors LLC | 0.52% | Add +11.0% | 34,423 | $4.2M |
| Parallel Advisors, LLC | 0.08% | Reduce -5.7% | 34,386 | $4.2M |
| McClarren Financial Advisors, Inc. | 2.47% | Reduce -70.9% | 8,515 | $4.1M |
| First Horizon Corp. | 0.18% | Reduce -0.4% | 33,939 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +40.0% | 33,877 | $4.1M |
| Lido Advisors, LLC | 0.02% | Add +0.0% | 33,535 | $4.0M |
| Retirement Capital Strategies | 1.47% | Reduce -8.9% | 32,790 | $4.0M |
| Mission Wealth Management, LP | 0.08% | Add +22.5% | 32,732 | $4.0M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +42.4% | 32,713 | $4.0M |
| Harbour Investments, Inc. | 0.08% | Add +6.8% | 32,361 | $3.9M |
| Well Done, LLC | 0.58% | Reduce -3.1% | 32,318 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -15.0% | 32,197 | $3.9M |
| Koshinski Asset Management, Inc. | 0.25% | Reduce -0.8% | 31,735 | $3.8M |
| NewEdge Advisors, LLC | 0.01% | Add +21.0% | 31,256 | $3.8M |
| Trademark Financial Management, LLC | 2.02% | Reduce -19.5% | 30,398 | $3.7M |
| Ballentine Partners, LLC | 0.05% | No change | 30,309 | $3.7M |
| Choreo, LLC | 0.05% | Reduce -0.3% | 29,450 | $3.6M |
| Modera Wealth Management, LLC | 0.04% | Reduce -0.2% | 29,060 | $3.5M |
| Whittier Trust Co. | 0.04% | No change | 28,606 | $3.5M |
| Haverford Trust Co | 0.03% | Add +0.3% | 28,963 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.1% | 28,467 | $3.4M |
| Patriot Investment Management Group, Inc. | 0.21% | Reduce -0.4% | 27,959 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 27,148 | $3.3M |
| Mallini Complete Financial Planning LLC | 2.95% | Reduce -3.0% | 27,448 | $3.3M |
| Affinity Capital Advisors, LLC | 0.46% | Reduce -1.6% | 27,201 | $3.3M |
| Topel & Distasi Wealth Management, LLC | 1.58% | Reduce -4.3% | 26,734 | $3.2M |
| Hamrick Investment Counsel, llc | 2.34% | — | 25,972 | $3.1M |
| Fiduciary Trust Co | 0.03% | Reduce -2.4% | 24,945 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | — | 24,739 | $3.0M |
| Sapient Capital LLC | 0.04% | No change | 24,549 | $3.0M |
| Davis R M Inc. | 0.05% | Add +0.9% | 24,634 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.2% | 24,588 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 24,567 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +21.2% | 24,371 | $2.9M |
| Strategic Point Investment Advisors, LLC | 0.40% | No change | 24,160 | $2.9M |
| Wealth Group Ltd | 0.65% | Add +0.8% | 24,146 | $2.9M |
| Atmos Advisory, LLC | 1.69% | Reduce -0.6% | 24,053 | $2.9M |
| CGN Advisors LLC | 0.23% | Add +6.2% | 23,569 | $2.9M |
| FMR LLC | 0.00% | Add +0.1% | 23,162 | $2.8M |
| Armbruster Capital Management, Inc. | 0.45% | Add +5.1% | 22,393 | $2.7M |
| Fingerlakes Wealth Management, Inc. | 1.68% | Add +1.4% | 21,898 | $2.6M |
| Davis Wealth Advisors, LLC | 2.11% | Add +2.8% | 20,925 | $2.5M |
| Proffitt & Goodson Inc. | 0.35% | Reduce -0.9% | 20,886 | $2.5M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.9% | 20,809 | $2.5M |
| Mayport, LLC | 0.50% | Reduce -5.8% | 20,328 | $2.5M |
| Meritage Portfolio Management | 0.16% | Add +7.8% | 20,283 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -7.8% | 19,997 | $2.4M |
| Summit Wealth Group, LLC | 0.56% | No change | 19,815 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 19,672 | $2.4M |
| NewEdge Wealth, LLC | 0.03% | No change | 19,620 | $2.4M |
| Wedmont Private Capital | 0.08% | Add +4.0% | 19,159 | $2.3M |
| Laurel Wealth Planning LLC | 1.30% | Reduce -10.3% | 19,376 | $2.3M |
| Webster Bank, N. A. | 0.21% | No change | 18,904 | $2.3M |
| West Financial Advisors, LLC | 0.38% | Reduce -1.6% | 18,718 | $2.3M |
| Equitable Trust Co. | 0.10% | No change | 18,528 | $2.2M |
| Glenview Trust Co | 0.03% | Add +0.2% | 18,452 | $2.2M |
| Bell Investment Advisors, Inc | 0.34% | Reduce -0.3% | 17,974 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.11% | Reduce -0.2% | 17,898 | $2.2M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 17,563 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -7.6% | 17,820 | $2.2M |
| Addison Advisors LLC | 0.47% | Reduce -14.4% | 17,477 | $2.1M |
| Arjuna Capital | 0.51% | Add +5.6% | 17,355 | $2.1M |
| Tortoise Investment Management, LLC | 0.18% | Add +15.5% | 16,898 | $2.0M |
| Farnam Financial LLC | 1.52% | Reduce -2.0% | 16,721 | $2.0M |
| Northland Capital Management LLC | 1.12% | Reduce -10.6% | 16,517 | $2.0M |
| Skyline Advisors, Inc. | 0.67% | Reduce -0.8% | 16,510 | $2.0M |
| Thayer Partners, LLC / MA | 0.96% | — | 16,321 | $2.0M |
| WealthCollab, LLC | 0.80% | Reduce -8.3% | 16,253 | $2.0M |
| Everett Harris & Co. | 0.02% | No change | 16,000 | $1.9M |
| Johnson Bixby & Associates, LLC | 0.24% | Reduce -2.5% | 15,936 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +10.5% | 15,657 | $1.9M |
| UMB Bank, n.a. | 0.03% | No change | 15,562 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 15,424 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 15,370 | $1.9M |
| Wealth Analytics Partners, LLC | 0.72% | — | 15,079 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +40.8% | 15,060 | $1.8M |
| M&T Bank Corp | 0.01% | No change | 14,967 | $1.8M |
| Wingate Wealth Advisors, Inc. | 0.98% | Add +0.2% | 14,515 | $1.8M |
| Smithfield Trust Co | 0.08% | Reduce -0.8% | 14,392 | $1.7M |
| Burkett Asset Management Ltd | 1.74% | — | 14,250 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.3% | 14,126 | $1.7M |
| Values Added Financial LLC | 0.72% | Add +1.0% | 14,109 | $1.7M |
| Vermillion & White Wealth Management Group, LLC | 0.91% | Reduce -2.0% | 13,807 | $1.7M |
| Weil Company, Inc. | 0.38% | Reduce -2.4% | 13,742 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.30% | Reduce -11.8% | 13,733 | $1.7M |
| Selective Wealth Management, Inc. | 0.51% | Reduce -3.3% | 13,498 | $1.6M |
| Silver Oak Advisory Group, Inc. | 0.74% | Add +0.5% | 13,484 | $1.6M |
| Cwm, LLC | 0.00% | Add +104.4% | 13,325 | $1.6M |
| Rock Point Advisors, LLC | 0.40% | No change | 13,200 | $1.6M |
| Napier Financial, LLC | 0.40% | — | 13,130 | $1.6M |
| Scott Capital Advisors, LLC | 0.35% | Add +8.0% | 13,108 | $1.6M |
| Shepherd Financial Partners LLC | 0.14% | No change | 12,933 | $1.6M |
| Joel Isaacson & Co., LLC | 0.05% | Add +14.0% | 12,824 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.2% | 12,726 | $1.5M |
| Bailard, Inc. | 0.03% | Add +2.2% | 12,636 | $1.5M |
| Towerpoint Wealth, LLC | 0.60% | Add +97.5% | 12,602 | $1.5M |
| Fifth Third Wealth Advisors LLC | 0.05% | No change | 12,580 | $1.5M |
| Compound Planning, Inc. | 0.04% | Reduce -7.5% | 12,578 | $1.5M |
| Marino, Stram & Associates LLC | 0.27% | Reduce -5.2% | 12,460 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | New | 12,440 | $1.5M |
| Pine Harbor Wealth Management, LLC | 0.46% | No change | 12,387 | $1.5M |
| Beacon Financial Planning, Inc. | 0.71% | Add +0.3% | 12,219 | $1.5M |
| Ervin Investment Management, LLC | 0.80% | Reduce -0.5% | 11,871 | $1.4M |
| GenTrust, LLC | 0.06% | Add +0.1% | 11,796 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.1% | 11,451 | $1.4M |
| M Holdings Securities, Inc. | 0.10% | New | 11,334 | $1.4M |
| Novare Capital Management LLC | 0.10% | Reduce -1.7% | 11,281 | $1.4M |
| McLean Asset Management Corp | 0.24% | No change | 11,200 | $1.4M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -6.2% | 11,253 | $1.4M |
| Arbor Investment Advisors, LLC | 0.18% | Add +0.2% | 11,210 | $1.4M |
| Balanced Rock Investment Advisors LLC | 0.96% | Reduce -1.2% | 11,149 | $1.3M |
| Brickley Wealth Management | 0.22% | Reduce -5.5% | 10,870 | $1.3M |
| Larson Financial Group LLC | 0.04% | Reduce -14.4% | 10,838 | $1.3M |
| Chemistry Wealth Management LLC | 0.24% | No change | 10,827 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +207.8% | 10,819 | $1.3M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.09% | Add +10.3% | 10,713 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +11.2% | 10,487 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -10.3% | 10,050 | $1.2M |
| Xena Financial Planning, LLC | 1.42% | — | 9,994 | $1.2M |
| Anb Bank | 0.47% | Reduce -8.3% | 9,850 | $1.2M |
| Townsend Financial Planning, LLC | 1.19% | — | 9,847 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.7% | 9,813 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -38.0% | 9,746 | $1.2M |
| Seeds Investor LLC | 0.23% | No change | 9,735 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +107.6% | 9,654 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -20.4% | 9,550 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.1% | 9,492 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.5% | 9,476 | $1.1M |
| World Investment Advisors | 0.02% | Add +303.6% | 9,444 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 9,436 | $1.1M |
| Central Pacific Bank - Trust Division | 0.14% | Add +7.5% | 9,407 | $1.1M |
| Family CFO Inc | 0.51% | No change | 9,364 | $1.1M |
| My Personal CFO, LLC | 0.47% | New | 9,298 | $1.1M |
| Joel Adams & Associates, Inc. | 0.84% | Add +2.6% | 9,257 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -23.4% | 9,228 | $1.1M |
| Fortress Financial Solutions, LLC | 1.14% | Reduce -4.8% | 9,179 | $1.1M |
| PFG Advisors | 0.05% | Reduce -10.1% | 9,169 | $1.1M |
| Greenspring Advisors, LLC | 0.07% | Add +11.4% | 9,130 | $1.1M |
| Brooklyn Investment Group | 0.05% | New | 8,976 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -8.2% | 8,939 | $1.1M |
| Sageworth Trust Co of South Dakota | 0.88% | Add +20.1% | 8,936 | $1.1M |
| EFG International AG | 0.02% | — | 8,928 | $1.1M |
| Massachusetts Financial Services Co. | 0.00% | Add +120.8% | 8,928 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -53.0% | 8,916 | $1.1M |
| Sfm, LLC | 0.63% | Add +4.1% | 8,889 | $1.1M |
| MAI Capital Management | 0.01% | Add +21.3% | 8,833 | $1.1M |
| Clearview Wealth Advisors LLC | 0.67% | Reduce -2.1% | 8,758 | $1.1M |
| Landaas & Co. /Wi | 0.23% | No change | 8,710 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.1% | 8,694 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | Add +7.3% | 8,686 | $1.1M |
| Penobscot Wealth Management | 0.32% | Add +3.3% | 8,646 | $1.0M |
| Truefg, LLC | 0.28% | Add +0.0% | 8,623 | $1.0M |
| Passive Capital Management, LLC. | 0.32% | Add +2.4% | 8,520 | $1.0M |
| Pecaut & Co. | 0.33% | Add +7.5% | 8,395 | $1.0M |
| Presilium Private Wealth, LLC | 0.19% | Reduce -0.2% | 8,385 | $1.0M |
| May Hill Capital, LLC | 0.27% | Add +84.0% | 8,330 | $1.0M |
| HBK Sorce Advisory LLC | 0.02% | Add +17.2% | 8,342 | $1.0M |
| Allworth Financial LP | 0.00% | Reduce -5.4% | 8,175 | $989K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 8,152 | $986K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.5% | 8,136 | $984K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -3.5% | 8,128 | $983K |
| Thompson Davis & Co., Inc. | 0.59% | No change | 8,124 | $983K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 8,024 | $971K |
| Zevin Asset Management LLC | 0.13% | Add +33.7% | 7,964 | $963K |
| Cherry Tree Wealth Management, LLC | 0.20% | Add +0.1% | 7,870 | $952K |
| CJM Wealth Advisers, Ltd. | 0.28% | Reduce -4.0% | 7,863 | $951K |
| Midwest Trust Co | 0.01% | No change | 7,827 | $947K |
| Equitable Holdings, Inc. | 0.01% | Add +43.3% | 7,749 | $937K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -1.0% | 7,659 | $926K |
| Bokf, NA | 0.01% | New | 7,651 | $925K |
| Okabena Investment Services Inc. | 0.18% | New | 7,605 | $920K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -2.0% | 7,547 | $913K |
| CM Wealth Advisors LLC | 0.21% | No change | 7,547 | $913K |
| Golden Road Advisors LLC | 0.52% | Reduce -0.5% | 7,512 | $909K |
| Cozad Asset Management Inc. | 0.07% | No change | 7,512 | $909K |
| Cherrydale Wealth Management, LLC | 0.28% | Reduce -1.0% | 7,511 | $908K |
| Csenge Advisory Group | 0.04% | Add +0.3% | 7,339 | $888K |
| JNBA Financial Advisors | 0.08% | Add +0.3% | 7,303 | $883K |
| TPG Financial Advisors, LLC | 0.29% | Add +3.5% | 7,281 | $881K |
| Empower Advisory Group, LLC | 0.00% | Add +2.0% | 7,239 | $876K |
| Dynamic Advisor Solutions LLC | 0.03% | No change | 7,159 | $866K |
| AlTi Global, Inc. | 0.02% | No change | 7,083 | $857K |
| Truepoint, Inc. | 0.02% | Add +0.2% | 7,061 | $854K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $853K |
| Milestone Investment Advisors LLC | 0.21% | Reduce -1.0% | 7,033 | $851K |
| Vickerman Investment Advisors, Inc. | 0.17% | Reduce -7.8% | 6,995 | $846K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -2.8% | 6,943 | $840K |
| Curio Wealth, LLC | 0.29% | No change | 6,797 | $832K |
| Black Diamond Financial, LLC | 0.09% | Add +0.3% | 6,774 | $819K |
| InTrack Investment Management Inc | 0.46% | Add +91.3% | 6,725 | $813K |
| Cadia Private Client LLC | 0.64% | — | 6,682 | $808K |
| Fiduciary Wealth Partners, LLC | 0.33% | No change | 6,611 | $800K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -1.5% | 6,584 | $796K |
| Sage Advisory Services, Ltd.Co. | 0.43% | No change | 6,505 | $787K |
| Symmetry Partners, LLC | 0.05% | Add +14.8% | 6,339 | $767K |
| Compass Ion Advisors, LLC | 0.07% | Add +27.7% | 6,336 | $766K |
| Citigroup Inc. | 0.00% | Add +34.9% | 6,250 | $756K |
| Princeton Global Asset Management LLC | 0.12% | Add +0.1% | 6,133 | $742K |
| Abacus Planning Group, Inc. | 0.10% | Add +0.0% | 6,109 | $739K |
| Coston, McIsaac & Partners | 0.17% | Add +0.7% | 6,100 | $737K |
| Brookstone Capital Management | 0.01% | Reduce -12.0% | 6,056 | $733K |
| ETF Portfolio Partners, Inc. | 0.19% | No change | 5,977 | $723K |
| IFG Advisors, LLC | 0.12% | Add +0.2% | 5,975 | $723K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +198.4% | 5,962 | $721K |
| Firestone Capital Management | 0.15% | Add +0.1% | 5,914 | $715K |
| KMG Fiduciary Partners, LLC | 0.05% | No change | 5,900 | $714K |
| Financial Alternatives, Inc | 0.41% | Add +1.8% | 5,893 | $713K |
| Peirce Capital Management, LLC | 0.28% | Add +0.0% | 5,879 | $711K |
| FRG Family Wealth Advisors LLC | 0.11% | No change | 5,879 | $711K |
| Clarius Group, LLC | 0.04% | Add +8.2% | 5,877 | $711K |
| Ameraudi Asset Management, Inc. | 0.39% | No change | 5,793 | $701K |
| Humankind Investments LLC | 0.31% | Reduce -0.3% | 5,728 | $693K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.0% | 5,710 | $691K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.6% | 5,691 | $688K |
| Destination Wealth Management | 0.02% | Add +2.4% | 5,678 | $687K |
| Cascade Investment Advisors, Inc. | 0.40% | No change | 5,642 | $682K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +4.6% | 5,592 | $676K |
| Quantum Financial Planning Services, Inc. | 0.24% | Add +0.3% | 5,574 | $674K |
| Northeast Investment Management | 0.03% | Add +0.1% | 5,486 | $664K |
| Sherman Asset Management, Inc. | 0.56% | Add +70.4% | 5,453 | $660K |
| Andrews Advisory Associates, LLC | 0.35% | — | 5,400 | $653K |
| Keystone Financial Group | 0.05% | Add +15.1% | 5,332 | $645K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +81.7% | 5,289 | $640K |
| Tiaa Trust, National Association | 0.00% | Add +5.2% | 5,288 | $640K |
| Bell Bank | 0.03% | Reduce -2.9% | 5,247 | $635K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.2% | 5,127 | $624K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -11.0% | 5,130 | $621K |
| Appleton Partners Inc. | 0.04% | Add +14.1% | 5,057 | $612K |
| Rossmore Private Capital | 0.05% | Reduce -29.1% | 4,998 | $605K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 4,997 | $604K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.9% | 4,918 | $595K |
| Ellevest, Inc. | 0.08% | Reduce -1.4% | 4,887 | $591K |
| RAM Investment Partners, LLC | 0.11% | No change | 4,878 | $590K |
| Confluence Wealth Services, Inc. | 0.02% | Add +1.1% | 4,842 | $586K |
| Money Concepts Capital Corp. | 0.03% | Reduce -18.0% | 4,839 | $585K |
| PDS Planning, Inc | 0.04% | Reduce -3.1% | 4,822 | $583K |
| Sterling Wealth Management, Inc. | 0.17% | Add +0.1% | 4,817 | $583K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +45.2% | 5,088 | $582K |
| Silverlake Wealth Management LLC | 0.13% | New | 4,805 | $581K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.7% | 4,773 | $577K |
| Millstone Evans Group, LLC | 0.34% | Add +57.1% | 4,761 | $576K |
| Birchwood Financial Partners, Inc. | 0.57% | — | 4,751 | $575K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.3% | 4,708 | $570K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -1.3% | 4,690 | $567K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | No change | 4,685 | $567K |
| Physician Wealth Advisors, Inc. | 0.08% | Add +24.8% | 4,655 | $563K |
| Gordian Advisors LLC | 0.37% | Add +5.4% | 4,615 | $558K |
| Pathfinder Wealth Consulting, Inc. | 0.35% | — | 4,606 | $557K |
| McCarter Private Wealth Services LLC | 0.25% | New | 4,600 | $556K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -2.2% | 4,586 | $555K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 4,581 | $554K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -6.8% | 4,574 | $553K |
| National Bank of Canada | 0.00% | Add +3.6% | 4,569 | $553K |
| VSM Wealth Advisory, LLC | 0.17% | Reduce -11.3% | 4,567 | $552K |
| Goldenstone Wealth Management LLC | 0.41% | — | 4,505 | $545K |
| Rothschild Wealth LLC | 0.05% | New | 4,495 | $544K |
| Pinnacle Financial Group, LLC / IL | 0.16% | Add +4.3% | 4,471 | $541K |
| Wood Tarver Financial Group, LLC | 0.15% | Add +4.4% | 4,460 | $539K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,450 | $538K |
| LRI Investments, LLC | 0.04% | No change | 4,445 | $538K |
| Aureum Wealth Management, LLC | 0.49% | — | 4,400 | $532K |
| Dunhill Financial, LLC | 0.17% | No change | 4,371 | $529K |
| Level Financial Advisors | 0.14% | No change | 4,225 | $511K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.3% | 4,120 | $498K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +6.7% | 4,111 | $497K |
| Zhang Financial LLC | 0.02% | No change | 4,082 | $494K |
| Integral Investment Advisors, Inc. | 0.12% | Reduce -4.9% | 4,070 | $492K |
| Atria Investments, Inc | 0.01% | Reduce -24.8% | 4,043 | $489K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -1.4% | 4,017 | $486K |
| Estate Counselors, LLC | 0.04% | No change | 3,975 | $481K |
| Advisory Services Network, LLC | 0.01% | Add +0.8% | 3,966 | $480K |
| Aspen Capital Management, LLC | 0.12% | Add +0.3% | 3,943 | $477K |
| Mokosak Advisory Group, LLC | 0.12% | Reduce -3.8% | 3,907 | $473K |
| Access Financial Services, Inc. | 0.17% | Add +0.8% | 3,904 | $472K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Add +1.2% | 3,895 | $471K |
| Wealth Management Strategies, Inc. | 0.22% | Add +26.0% | 3,873 | $469K |
| Sulzberger Capital Advisors, Inc. | 0.47% | Add +0.9% | 3,863 | $467K |
| Corepath Wealth Partners LLC | 0.31% | Add +0.1% | 3,792 | $467K |
| BDFS Capital LLC | 0.23% | — | 3,825 | $463K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.0% | 3,805 | $460K |
| Renaissance Technologies | 0.00% | Reduce -84.3% | 3,800 | $460K |
| Dakota Wealth Management | 0.01% | Reduce -33.8% | 3,750 | $454K |
| Cutler Investment Counsel LLC | 0.05% | Add +45.5% | 3,746 | $453K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -8.6% | 3,711 | $449K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 3,710 | $449K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 3,700 | $448K |
| Downshift Financial, LLC | 0.27% | — | 3,768 | $445K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.1% | 3,672 | $444K |
| NWF Advisory Services Inc. | 0.05% | No change | 3,645 | $441K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +0.2% | 3,619 | $438K |
| Five Pine Wealth Management | 0.28% | Add +0.3% | 3,602 | $436K |
| Pinnacle Associates Ltd. | 0.01% | No change | 3,578 | $433K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.2% | 3,542 | $428K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.2% | 3,535 | $428K |
| MSH Capital Advisors LLC | 0.09% | No change | 3,530 | $427K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -11.4% | 3,517 | $425K |
| Essential Planning, LLC. | 0.14% | Reduce -3.0% | 3,513 | $425K |
| Rice Partnership, LLC | 0.06% | Add +3.4% | 3,492 | $422K |
| &partners | 0.00% | Add +13.7% | 3,492 | $422K |
| Northeast Financial Group, Inc. | 0.11% | Reduce -5.2% | 3,474 | $420K |
| Tribridge Partners Financial LLC | 0.17% | Add +10.9% | 3,444 | $417K |
| Rehmann Capital Advisory Group | 0.02% | New | 3,431 | $415K |
| Legacy Financial Advisors, Inc. | 0.06% | No change | 3,427 | $415K |
| Five Oceans Advisors | 0.15% | No change | 3,416 | $413K |
| Panoramic Capital Partners, LLC | 0.25% | Add +4.2% | 3,397 | $411K |
| Quantum Financial Advisors, LLC | 0.05% | No change | 3,357 | $406K |
| Cornerstone Financial Group, LLC | 0.28% | Reduce -6.0% | 3,349 | $405K |
| NCM Capital Management, LLC | 0.15% | No change | 3,341 | $404K |
| Weinberger Asset Management, Inc | 0.15% | Add +91.9% | 3,335 | $403K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $403K |
| Legacy Capital Wealth Partners, LLC | 0.09% | No change | 3,320 | $402K |
| Parsons Capital Management Inc. | 0.02% | Add +4.4% | 3,294 | $398K |
| Factor Wealth Management LTD | 0.09% | Add +87.0% | 3,287 | $398K |
| Antonelli Financial Advisors, LLC | 0.26% | Add +15.7% | 3,263 | $395K |
| Engineers Gate Manager LP | 0.00% | New | 3,256 | $394K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 3,229 | $391K |
| Mengis Capital Management, Inc. | 0.07% | Add +34.1% | 3,206 | $388K |
| Parcion Private Wealth LLC | 0.02% | No change | 3,192 | $386K |
| Acropolis Investment Management, LLC | 0.02% | New | 3,165 | $383K |
| Hilltop Holdings Inc. | 0.02% | No change | 3,161 | $382K |
| Principle Wealth Partners LLC | 0.02% | Reduce -5.8% | 3,154 | $382K |
| Legacy Private Trust Co. | 0.02% | No change | 3,125 | $378K |
| Clark Asset Management, LLC | 0.04% | No change | 3,088 | $374K |
| Meridian Financial Partners LLC | 0.15% | Reduce -1.7% | 3,084 | $373K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 3,079 | $372K |
| Financial Futures Ltd Liability Co. | 0.17% | Add +6.3% | 3,079 | $372K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +7.5% | 3,073 | $372K |
| AlphaCore Capital LLC | 0.01% | Add +129.1% | 3,047 | $369K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -7.7% | 3,017 | $365K |
| Sandy Cove Advisors, LLC | 0.11% | Reduce -4.7% | 3,016 | $365K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 2,989 | $362K |
| Cardinal Point Capital Management ULC | 0.02% | Add +36.4% | 2,960 | $358K |
| Continuum Advisory, LLC | 0.04% | Reduce -2.2% | 2,934 | $355K |
| Salus Financial Advisors, LLC | 0.21% | Reduce -4.0% | 2,916 | $353K |
| N.E.W. Advisory Services LLC | 0.03% | Add +166.1% | 2,908 | $352K |
| Cornerstone Wealth Advisors, Inc. | 0.08% | Reduce -4.3% | 2,895 | $350K |
| Wolfstich Capital, LLC | 0.32% | Reduce -6.7% | 2,890 | $350K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 2,883 | $349K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 2,876 | $348K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.7% | 2,850 | $345K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,850 | $345K |
| Ignite Planners, LLC | 0.05% | No change | 2,813 | $342K |
| Hurley Capital, LLC | 0.19% | Add +0.1% | 2,822 | $341K |
| Harbor Asset Planning, Inc. | 0.29% | Add +0.2% | 2,819 | $341K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 2,805 | $339K |
| Obermeyer Wealth Partners | 0.02% | Add +6.3% | 2,800 | $339K |
| Trillium Asset Management, LLC | 0.01% | Reduce -6.7% | 2,774 | $336K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -14.4% | 2,774 | $336K |
| Peregrine Asset Advisers, Inc. | 0.09% | Add +0.6% | 2,770 | $335K |
| Old Peak Finance LLC | 0.21% | — | 2,763 | $334K |
| Brio Consultants, LLC | 0.04% | Reduce -3.3% | 2,758 | $334K |
| Park National Corp. | 0.01% | Reduce -3.5% | 2,756 | $333K |
| Nottingham Advisors, Inc. | 0.05% | No change | 2,750 | $333K |
| Capital Management Corp. | 0.05% | Reduce -0.9% | 2,717 | $329K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $328K |
| Retirement Planning Group, LLC | 0.01% | No change | 2,702 | $327K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,684 | $325K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,680 | $324K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,680 | $324K |
| Plancorp, LLC | 0.01% | No change | 2,679 | $324K |
| AE Wealth Management LLC | 0.00% | Add +59.2% | 2,665 | $322K |
| Diversified Enterprises, LLC | 0.02% | No change | 2,664 | $322K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,651 | $321K |
| Evergreen Wealth Partners LLC | 0.27% | — | 2,613 | $316K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +10.6% | 2,612 | $316K |
| Curi Capital, LLC | 0.01% | No change | 2,590 | $313K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 2,577 | $312K |
| J. Mark Nickell & Co. | 0.29% | — | 2,575 | $311K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.8% | 2,546 | $308K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -10.7% | 2,534 | $306K |
| Sonoma Private Wealth LLC | 0.37% | No change | 2,508 | $303K |
| True Link Financial Advisors, LLC | 0.02% | No change | 2,504 | $303K |
| Ieq Capital, LLC | 0.00% | No change | 2,500 | $302K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,459 | $297K |
| Quent Capital, LLC | 0.02% | No change | 2,454 | $297K |
| Bluestem Financial Advisors, LLC | 0.11% | Reduce -13.8% | 2,452 | $297K |
| Sowell Financial Services LLC | 0.01% | Reduce -11.8% | 2,450 | $296K |
| MBE Wealth Management, LLC | 0.12% | Add +0.9% | 2,446 | $296K |
| Round Rock Advisors LLC | 0.04% | No change | 2,445 | $296K |
| Liberty Wealth Management LLC | 0.04% | Add +0.3% | 2,436 | $295K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,415 | $292K |
| FC Advisory LLC | 0.08% | Add +0.2% | 2,414 | $292K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +0.8% | 2,412 | $292K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -14.7% | 2,407 | $291K |
| KW Wealth Management LLC | 0.44% | Add +9.6% | 2,405 | $291K |
| Cibc World Market Inc. | 0.00% | Add +25.0% | 2,404 | $291K |
| Whitegate Investment Counselors, Inc. | 0.09% | Add +0.1% | 2,369 | $287K |
| Natural Investments, LLC | 0.07% | New | 2,344 | $283K |
| First National Advisers, LLC | 0.04% | Add +12.1% | 2,310 | $279K |
| LongView Wealth Management | 0.07% | No change | 2,268 | $279K |
| Warner Financial, Inc. | 0.10% | Add +2.4% | 2,306 | $279K |
| Agf Management Ltd. | 0.00% | Reduce -8.0% | 2,300 | $278K |
| Townsend Asset Management Corp. /NC/ | 0.10% | Reduce -4.2% | 2,283 | $276K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -18.1% | 2,281 | $276K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 2,252 | $272K |
| DeDora Capital, Inc. | 0.06% | Add +2.3% | 2,221 | $269K |
| Schaeffer Financial LLC | 0.23% | New | 2,203 | $267K |
| Martel Wealth Advisors LLC | 0.05% | No change | 2,200 | $266K |
| Canopy Partners, LLC | 0.09% | Reduce -9.6% | 2,199 | $266K |
| Post Resch Tallon Group Inc. | 0.22% | Add +0.7% | 2,181 | $264K |
| Ackerman Capital Advisors, LLC | 0.05% | No change | 2,178 | $263K |
| Trek Financial, LLC | 0.02% | Reduce -1.1% | 2,152 | $260K |
| Nemes Rush Group LLC | 0.02% | Reduce -0.1% | 2,150 | $260K |
| Reliant Wealth Planning | 0.08% | No change | 2,133 | $258K |
| Goepper Burkhardt LLC | 0.08% | Reduce -4.5% | 2,125 | $257K |
| Norris Perne & French LLP | 0.02% | Add +8.1% | 2,107 | $255K |
| McIlrath & Eck, LLC | 0.02% | Add +18.7% | 2,095 | $253K |
| Investment Advisory Group, LLC | 0.06% | Add +3.2% | 2,085 | $252K |
| HM Payson & Co. | 0.00% | No change | 2,075 | $251K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 2,058 | $249K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.7% | 2,052 | $248K |
| Members Wealth LLC | 0.16% | No change | 2,027 | $248K |
| Guardsman Private Capital Management, Inc. | 0.20% | — | 2,030 | $246K |
| VestGen Advisors, LLC | 0.01% | New | 2,020 | $244K |
| Cornerstone Advisory, LLC | 0.02% | Add +4.4% | 2,017 | $244K |
| Vise Technologies, Inc. | 0.00% | New | 2,012 | $243K |
| Keudell/Morrison Wealth Management | 0.05% | — | 2,010 | $243K |
| Millennium Management | 0.00% | New | 1,995 | $241K |
| Assetmark, Inc. | 0.00% | New | 1,989 | $241K |
| Ledgewood Wealth Advisors, LLC | 0.14% | Add +0.1% | 1,988 | $241K |
| Fiduciary Alliance LLC | 0.02% | Add +0.1% | 1,986 | $240K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -0.8% | 1,981 | $240K |
| Level Wealth Management LLC | 0.12% | Add +0.3% | 1,973 | $239K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 1,957 | $237K |
| Atomic Invest LLC | 0.13% | — | 1,942 | $237K |
| North Star Investment Management Corp. | 0.01% | Reduce -2.1% | 1,954 | $236K |
| DAVENPORT & Co LLC | 0.00% | New | 1,924 | $233K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -11.5% | 1,920 | $232K |
| Nwam LLC | 0.01% | Reduce -17.3% | 1,914 | $232K |
| Root Financial Partners, LLC | 0.01% | No change | 1,909 | $231K |
| Comerica Bank | 0.00% | Reduce -47.1% | 1,906 | $231K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +4.8% | 1,898 | $230K |
| Continuum Wealth Advisors, LLC | 0.09% | No change | 1,876 | $227K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +4.9% | 1,873 | $227K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 1,867 | $226K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -2.0% | 1,845 | $225K |
| Vawter Financial, Ltd. | 0.10% | No change | 1,860 | $225K |
| Nautilus Advisors LLC | 0.15% | Reduce -4.4% | 1,860 | $225K |
| Momentous Wealth Management, Inc. | 0.13% | Reduce -19.1% | 1,840 | $223K |
| Capital Analysts, LLC | 0.01% | New | 1,834 | $222K |
| Ofc Financial Planning, LLC | 0.21% | Reduce -0.9% | 1,816 | $220K |
| Advisors Capital Management, LLC | 0.00% | New | 1,808 | $219K |
| Avaii Wealth Management, LLC | 0.08% | No change | 1,800 | $218K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -16.3% | 1,800 | $218K |
| MB Generational Wealth, LLC | 0.12% | Reduce -6.6% | 1,798 | $217K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -15.8% | 1,794 | $217K |
| Vista Investment Partners Ii, LLC | 0.09% | Reduce -11.8% | 1,774 | $215K |
| Albion Financial Group | 0.01% | New | 1,767 | $214K |
| Keyvantage Wealth, LLC | 0.09% | No change | 1,766 | $214K |
| Equity Wealth Partners, LLC | 0.14% | New | 1,764 | $213K |
| Keystone Wealth Services, LLC | 0.04% | New | 1,742 | $211K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +2.4% | 1,740 | $210K |
| Winter & Associates, Inc. | 0.19% | — | 1,727 | $209K |
| CreativeOne Wealth, LLC | 0.01% | New | 1,715 | $207K |
| Manchester Financial Inc. | 0.04% | New | 1,705 | $206K |
| Brian Low Financial Group, LLC | 0.15% | New | 1,704 | $206K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +25.9% | 1,704 | $206K |
| Jacobsen Capital Management | 0.07% | Add +0.2% | 1,701 | $206K |
| DDD Partners, LLC | 0.01% | No change | 1,690 | $204K |
| Cassilly Financial Group LLC | 0.18% | — | 1,685 | $204K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 1,677 | $203K |
| Partners in Financial Planning | 0.03% | New | 1,655 | $200K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,627 | $197K |
| Trust Co. of Vermont | 0.01% | No change | 1,588 | $192K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,587 | $192K |
| Concord Wealth Partners | 0.02% | No change | 1,562 | $189K |
| Covestor Ltd | 0.09% | Add +0.1% | 1,442 | $175K |
| GAMMA Investing LLC | 0.01% | New | 1,442 | $174K |
| Graney & King, LLC | 0.10% | Reduce -2.3% | 1,412 | $171K |
| Hollencrest Capital Management | 0.01% | No change | 1,388 | $168K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,340 | $162K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +38.1% | 1,305 | $158K |
| Qube Research & Technologies Ltd | 0.00% | Add +27.7% | 1,292 | $156K |
| Eastern Bank | 0.00% | Reduce -8.1% | 1,279 | $155K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,265 | $153K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,207 | $146K |
| Carolina Wealth Advisors, LLC | 0.07% | No change | 1,205 | $146K |
| Red Lighthouse Investment Management, LLC | 0.05% | No change | 1,173 | $142K |
| AdvisorNet Financial, Inc | 0.01% | Add +14.8% | 1,156 | $140K |
| Sound Income Strategies, LLC | 0.01% | Add +9.8% | 1,124 | $137K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,089 | $132K |
| Fort Vancouver Investment Management, LLC | 0.06% | No change | 955 | $116K |
| Investors Research Corp | 0.02% | Add +10.4% | 955 | $116K |
| Capitol Family Office, Inc. | 0.14% | Reduce -4.5% | 945 | $114K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 941 | $114K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $113K |
| Rialto Wealth Management, LLC | 0.03% | No change | 923 | $112K |
| Cornerstone Financial Management LLC | 0.10% | — | 875 | $106K |
| Richards, Merrill & Peterson, Inc. | 0.04% | New | 870 | $105K |
| WFA of San Diego, LLC | 0.08% | No change | 857 | $104K |
| Cary Street Partners Financial LLC | 0.00% | No change | 103,431 | $103K |
| Winthrop Capital Management, LLC | 0.02% | Reduce -12.4% | 814 | $98K |
| Caldwell Trust Co | 0.01% | No change | 805 | $97K |
| Abound Wealth Management | 0.02% | Reduce -22.6% | 800 | $97K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.3% | 793 | $96K |
| Trust Co | 0.01% | No change | 762 | $92K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 727 | $88K |
| Piscataqua Savings Bank | 0.06% | No change | 711 | $86K |
| Richardson Capital Management LLC | 0.04% | Add +0.1% | 685 | $83K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $82K |
| Newton One Investments LLC | 0.02% | Add +0.2% | 618 | $75K |
| Union Savings Bank | 0.03% | — | 586 | $71K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +3.2% | 578 | $70K |
| IFP Advisors, Inc | 0.00% | No change | 542 | $66K |
| Hantz Financial Services, Inc. | 0.00% | Add +81.5% | 510 | $62K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 503 | $61K |
| BlackRock, Inc. | 0.00% | Add +1140.0% | 496 | $60K |
| Barclays PLC | 0.00% | New | 493 | $60K |
| Fifth Third Bancorp | 0.00% | No change | 492 | $60K |
| Private Trust Co. NA | 0.01% | No change | 482 | $58K |
| Fairway Wealth LLC | 0.02% | Add +0.4% | 477 | $58K |
| Westend Capital Management, LLC | 0.02% | No change | 471 | $57K |
| Highline Wealth Partners LLC | 0.02% | New | 465 | $56K |
| YANKCOM Partnership | 0.02% | No change | 458 | $55K |
| Smartleaf Asset Management LLC | 0.00% | New | 454 | $55K |
| Clean Yield Group | 0.02% | No change | 455 | $55K |
| Ransom Advisory, Ltd | 0.02% | New | 450 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 440 | $53K |
| Pacific Center for Financial Services | 0.01% | No change | 441 | $52K |
| Mascoma Wealth Management LLC | 0.01% | No change | 426 | $52K |
| Roble, Belko & Company, Inc | 0.01% | No change | 422 | $51K |
| Wells Financial Advisors INC | 0.09% | No change | 400 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $47K |
| Lanark Financial, Inc. | 0.00% | No change | 387 | $47K |
| Phillips Financial Management, LLC | 0.00% | No change | 347 | $42K |
| Gladwyn Financial Advisors, Inc. | 0.03% | Add +0.3% | 328 | $40K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -49.8% | 328 | $40K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 322 | $39K |
| Maseco LLP | 0.00% | New | 314 | $38K |
| Kilter Group LLC | 0.02% | Add +10266.7% | 311 | $38K |
| Quaker Wealth Management, LLC | 0.01% | No change | 309 | $37K |
| SHP Wealth Management | 0.00% | — | 307 | $37K |
| American Capital Advisory, LLC | 0.02% | No change | 300 | $36K |
| Modus Advisors, LLC | 0.01% | New | 300 | $36K |
| Signaturefd, LLC | 0.00% | No change | 298 | $36K |
| DT Investment Partners, LLC | 0.00% | Add +4.3% | 288 | $35K |
| Glassman Wealth Services | 0.00% | No change | 260 | $31K |
| Avalon Trust Co | 0.00% | New | 250 | $30K |
| Operose Advisors LLC | 0.01% | No change | 232 | $28K |
| Breakwater Investment Management | 0.01% | Reduce -3.4% | 229 | $28K |
| Toth Financial Advisory Corp. | 0.00% | No change | 226 | $27K |
| NFSG Corp | 0.00% | No change | 222 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +16.9% | 221 | $27K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 217 | $26K |
| Navigoe, LLC | 0.01% | No change | 200 | $24K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $24K |
| Chilton Capital Management LLC | 0.00% | No change | 190 | $23K |
| Acima Private Wealth, LLC | 0.01% | No change | 158 | $19K |
| Birchbrook, Inc. | 0.01% | Add +0.7% | 152 | $18K |
| Bfsg, LLC | 0.00% | No change | 148 | $18K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 148 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 146 | $18K |
| Archer Investment Corp | 0.00% | Reduce -86.7% | 125 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $15K |
| Arax Advisory Partners | 0.00% | Reduce -99.9% | 124 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 115 | $14K |
| Russell Investments Group, Ltd. | 0.00% | No change | 105 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $12K |
| Lodestone Wealth Management LLC | 0.00% | New | 92 | $11K |
| Bernard Wealth Management Corp. | 0.00% | No change | 80 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 74 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +3.4% | 61 | $7K |
| Atlantic Union Bankshares Corp | 0.00% | New | 51 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 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 |
| Olistico Wealth, LLC | 0.00% | New | 29 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $3K |
| WPG Advisers, LLC | 0.00% | New | 20 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| 3Chopt Investment Partners, LLC | 0.00% | No change | 14 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $1K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 8 | $968 |
| Dogwood Wealth Management LLC | 0.00% | No change | 6 | $726 |
| Triumph Capital Management | 0.00% | New | 3 | $363 |
| Your Advocates Ltd., LLP | 0.00% | New | 1 | $121 |
| Rossby Financial, LCC | 0.00% | No change | 1 | $86 |
| 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.