Vanguard ESG US Stock ETFESGVETF
13F holders, Q1 2026 (March 31)679holders −11
32new positions
41sold out
1famous investor
$112.09avg. 13F price*
At the end of Q1 2026, 679 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, down 11 from Q4 2025. 32 opened new positions and 41 sold out. The largest holders were Vanguard Advisers Inc. ($415.4M), Wealthfront Advisers LLC ($201.0M) and Morgan Stanley ($188.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard ESG US Stock ETF
- CUSIP
- 921910733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $9.0M |
| Exits | 41 | $19.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,321,880 shares bought and 1,034,182 shares sold, net +287,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 679 holders
| Vanguard Advisers Inc. | 1.63% | — | 3,700,074 | $415.4M |
| Wealthfront Advisers LLC | 0.44% | Add +13.6% | 1,790,108 | $201.0M |
| Morgan Stanley | 0.01% | Reduce -0.0% | 1,680,325 | $188.7M |
| Creative Planning | 0.11% | Add +8.4% | 1,457,828 | $163.7M |
| Visa Foundation | 100.00% | No change | 1,172,735 | $131.7M |
| Leo Wealth, LLC | 5.65% | Reduce -0.2% | 692,530 | $77.8M |
| Raymond James Financial Inc. | 0.02% | Add +0.5% | 664,581 | $74.6M |
| Verde Capital Management | 14.58% | Reduce -0.2% | 607,144 | $68.2M |
| Betterment LLC | 0.13% | Add +13.4% | 605,053 | $67.9M |
| Bank of America Corp. | 0.00% | Add +2.2% | 577,767 | $64.9M |
| Stanich Group LLC | 45.15% | Add +3.8% | 527,621 | $59.2M |
| IMPACTfolio, LLC | 23.84% | Reduce -2.1% | 499,729 | $56.1M |
| Royal Bank of Canada | 0.01% | Add +0.7% | 459,249 | $51.6M |
| Apella Capital, LLC | 0.77% | Add +69.2% | 413,715 | $51.6M |
| Baird Financial Group, Inc. | 0.08% | Add +3.6% | 428,716 | $48.1M |
| SCS Capital Management LLC | 0.46% | Reduce -0.6% | 390,533 | $43.8M |
| Crewe Advisors LLC | 3.49% | Add +13.1% | 364,577 | $40.9M |
| Facet Wealth, Inc. | 0.70% | Reduce -3.7% | 359,353 | $40.3M |
| Platt Investment Counsel, LLC | 30.01% | Reduce -13.6% | 347,214 | $39.0M |
| Sellwood Investment Partners LLC | 14.84% | Add +3.5% | 335,411 | $37.7M |
| Mather Group, Llc. | 0.33% | Add +2.0% | 290,397 | $32.6M |
| IMA Advisory Services, Inc. | 2.99% | Reduce -0.0% | 272,951 | $30.6M |
| LPL Financial LLC | 0.01% | Add +1.0% | 260,516 | $29.2M |
| Jones Financial Companies LLLP | 0.01% | Add +16.0% | 265,787 | $29.0M |
| UBS Group AG | 0.01% | Reduce -3.2% | 257,097 | $28.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.7% | 255,105 | $28.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.9% | 246,655 | $27.7M |
| Franklin Resources Inc. | 0.01% | Reduce -0.7% | 243,177 | $27.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.3% | 240,775 | $27.0M |
| Garde Capital, Inc. | 1.60% | Add +2.6% | 237,746 | $26.7M |
| Hanson & Doremus Investment Management | 2.94% | Add +5.3% | 227,855 | $25.6M |
| Cerity Partners LLC | 0.04% | Reduce -0.3% | 227,103 | $25.5M |
| Cambridge Associates LLC /Ma/ | 0.38% | Add +6.3% | 212,729 | $23.9M |
| Cedar Wealth Management, LLC | 6.61% | Reduce -0.1% | 202,272 | $22.7M |
| Bank of Montreal | 0.01% | Add +0.4% | 190,194 | $21.4M |
| Angeles Investment Advisors, LLC | 1.41% | Add +8.0% | 186,640 | $21.0M |
| Olde Wealth Management, LLC | 6.58% | Reduce -0.3% | 185,257 | $20.8M |
| Gemmer Asset Management LLC | 1.63% | Add +3.3% | 183,625 | $20.6M |
| Mariner, LLC | 0.02% | Add +19.4% | 178,322 | $20.0M |
| Mill Creek Capital Advisors, LLC | 0.40% | Add +6.3% | 173,348 | $19.5M |
| HUB Investment Partners, LLC | 0.47% | Add +0.2% | 171,091 | $19.2M |
| Financial Connections Group, Inc. | 6.50% | Reduce -4.6% | 166,585 | $18.7M |
| Rwa Wealth Partners, LLC | 0.20% | Add +4.7% | 163,900 | $18.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.0% | 163,408 | $18.3M |
| Regatta Capital Group, LLC | 2.73% | Add +5.5% | 160,397 | $18.0M |
| LifeGuide Financial Advisors, LLC | 5.59% | Add +5.3% | 155,652 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.3% | 153,339 | $17.2M |
| Human Investing LLC | 2.48% | Add +3.8% | 151,472 | $17.0M |
| Silver Oak Wealth Advisors Services, LLC | 10.80% | Add +0.3% | 148,097 | $16.6M |
| Orgel Wealth Management, LLC | 0.33% | Add +8.0% | 138,135 | $15.5M |
| Focus Partners Wealth | 0.02% | Add +3.5% | 136,319 | $15.4M |
| Caprock Group, LLC | 0.37% | Reduce -10.9% | 135,900 | $15.3M |
| Diversified Portfolios, Inc. | 1.20% | Add +3.9% | 130,513 | $14.7M |
| Harpswell Capital Advisors, LLC | 10.75% | Add +2.4% | 128,550 | $14.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +35.3% | 123,311 | $13.8M |
| Composition Wealth, LLC | 0.19% | Reduce -1.7% | 120,791 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.3% | 114,352 | $12.8M |
| One Day In July LLC | 1.00% | Add +5.9% | 111,749 | $12.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.3% | 106,695 | $12.0M |
| SageView Advisory Group, LLC | 0.41% | Add +0.6% | 98,955 | $11.1M |
| Farrell Financial LLC | 6.62% | Reduce -1.2% | 98,723 | $11.1M |
| Cresset Asset Management, LLC | 0.05% | Add +0.8% | 92,957 | $10.4M |
| Prime Buchholz LLC | 5.44% | Reduce -46.6% | 92,675 | $10.4M |
| Sanchez Levi Garrett | 6.40% | — | 90,921 | $10.2M |
| AMG National Trust Bank | 0.21% | Add +6.3% | 87,266 | $9.8M |
| CIBC Bancorp USA Inc. | 0.01% | — | 86,626 | $9.7M |
| Blair William & Co. | 0.03% | Add +3.7% | 83,124 | $9.3M |
| Pathstone Holdings, LLC | 0.04% | No change | 81,227 | $9.1M |
| Boston Standard Wealth Management, LLC | 1.47% | Add +0.1% | 79,172 | $9.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.5% | 78,747 | $8.8M |
| Twin Focus Capital Partners, LLC | 0.99% | Reduce -5.3% | 77,095 | $8.7M |
| Wells Fargo & Company | 0.00% | Reduce -9.1% | 74,580 | $8.4M |
| St Germain D J Co. Inc. | 0.32% | Add +2.5% | 71,250 | $8.0M |
| Relyea Zuckerberg Hanson LLC | 0.78% | Reduce -0.5% | 69,148 | $7.8M |
| New Covenant Trust Company, N.A. | 6.87% | Add +3.5% | 68,571 | $7.7M |
| Evoke Wealth, LLC | 0.14% | Add +0.1% | 66,700 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.9% | 65,169 | $7.3M |
| United Capital Financial Advisors, LLC | 0.04% | Add +0.3% | 63,621 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.4% | 63,865 | $6.9M |
| Bank of New York Mellon Corp | 0.00% | Add +29.6% | 61,496 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 60,627 | $6.8M |
| BSW Wealth Partners | 0.82% | Reduce -0.8% | 59,600 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +5.6% | 59,166 | $6.6M |
| Pearl Planning LLC | 3.52% | Add +2.9% | 58,628 | $6.6M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +56.2% | 51,103 | $6.4M |
| Raffa Wealth Management, LLC | 0.96% | Add +0.1% | 54,642 | $6.1M |
| Libra Wealth LLC | 1.69% | Add +0.7% | 53,524 | $6.0M |
| Paragon Capital Management Ltd | 1.25% | Add +17.6% | 52,609 | $5.9M |
| Charter Oak Capital Management, LLC | 0.46% | Reduce -0.8% | 52,582 | $5.9M |
| Eq LLC | 1.59% | Reduce -6.9% | 50,323 | $5.6M |
| Atlas Legacy Advisors, LLC | 0.98% | Add +0.8% | 47,595 | $5.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.0% | 47,207 | $5.3M |
| US Bancorp \de | 0.01% | Reduce -0.6% | 46,703 | $5.2M |
| Palisades Hudson Asset Management, L.P. | 2.04% | Add +13.4% | 46,652 | $5.2M |
| White Lighthouse Investment Management Inc. | 0.73% | Add +2.9% | 46,625 | $5.2M |
| Brandywine Oak Private Wealth LLC | 0.44% | Add +2.6% | 46,487 | $5.2M |
| Banco Santander, S.A. | 0.04% | Add +16.6% | 43,500 | $4.9M |
| Atlantic Private Wealth, LLC | 3.16% | Add +1.6% | 43,089 | $4.8M |
| Soundwatch Capital LLC | 0.55% | Add +1.3% | 39,098 | $4.4M |
| Corient Private Wealth LP | 0.01% | Add +4.0% | 39,116 | $4.4M |
| Gould Asset Management LLC | 0.76% | Add +3.6% | 38,914 | $4.4M |
| Freestone Capital Holdings, LLC | 0.13% | Reduce -2.3% | 38,453 | $4.3M |
| Sageworth Trust Co | 0.18% | Add +5.7% | 37,613 | $4.2M |
| PFG Investments, LLC | 0.19% | Add +0.2% | 36,984 | $4.2M |
| Harbour Investments, Inc. | 0.06% | Add +13.7% | 36,783 | $4.1M |
| New England Private Wealth Advisors LLC | 0.47% | Add +6.0% | 36,500 | $4.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +1.6% | 35,826 | $4.1M |
| Ashford Advisors, LLC | 0.94% | Reduce -78.9% | 35,896 | $4.0M |
| Stonehearth Capital Management, LLC | 1.58% | Reduce -1.8% | 35,631 | $4.0M |
| Brooklyn FI, LLC | 0.83% | Reduce -0.8% | 35,296 | $4.0M |
| McClarren Financial Advisors, Inc. | 2.28% | Add +303.4% | 34,352 | $3.9M |
| First Horizon Corp. | 0.16% | No change | 33,939 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +4.7% | 33,699 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -2.2% | 33,127 | $3.7M |
| Choreo, LLC | 0.05% | Add +11.5% | 32,844 | $3.7M |
| Lido Advisors, LLC | 0.01% | Reduce -2.2% | 32,790 | $3.7M |
| Retirement Capital Strategies | 1.37% | Reduce -1.5% | 32,300 | $3.6M |
| Well Done, LLC | 0.53% | Reduce -0.2% | 32,249 | $3.6M |
| Koshinski Asset Management, Inc. | 0.22% | Reduce -0.3% | 31,635 | $3.6M |
| Ballentine Partners, LLC | 0.05% | Reduce 0.0% | 30,308 | $3.4M |
| Trademark Financial Management, LLC | 1.66% | Reduce -0.9% | 30,132 | $3.4M |
| Valmark Advisers, Inc. | 0.04% | Add +5.3% | 29,977 | $3.4M |
| Vanguard National Trust Co | 0.21% | — | 29,933 | $3.4M |
| Mallini Complete Financial Planning LLC | 2.85% | Add +7.0% | 29,379 | $3.3M |
| Haverford Trust Co | 0.03% | Add +1.2% | 29,300 | $3.3M |
| Whittier Trust Co. | 0.04% | Reduce -0.1% | 28,585 | $3.3M |
| Modera Wealth Management, LLC | 0.04% | Reduce -3.3% | 28,106 | $3.2M |
| Hamrick Investment Counsel, llc | 1.74% | Add +8.0% | 28,036 | $3.1M |
| Patriot Investment Management Group, Inc. | 0.19% | Reduce -3.3% | 27,043 | $3.0M |
| Affinity Capital Advisors, LLC | 0.42% | Reduce -1.2% | 26,882 | $3.0M |
| Pennington Partners & Co., LLC | 1.00% | Reduce -42.9% | 26,069 | $2.9M |
| Westfuller Advisors, LLC | 1.25% | Reduce -46.1% | 25,860 | $2.9M |
| FMR LLC | 0.00% | Add +9.6% | 25,388 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 25,201 | $2.8M |
| Topel & Distasi Wealth Management, LLC | 1.46% | Reduce -5.8% | 25,198 | $2.8M |
| CGN Advisors LLC | 0.22% | Add +6.7% | 25,152 | $2.8M |
| Wealth Group Ltd | 0.64% | Add +4.0% | 25,119 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.0% | 24,994 | $2.8M |
| Fiduciary Trust Co | 0.03% | Reduce -0.3% | 24,882 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -24.1% | 24,828 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.3% | 24,662 | $2.8M |
| Davis R M Inc. | 0.05% | Reduce -1.9% | 24,177 | $2.7M |
| Strategic Point Investment Advisors, LLC | 0.39% | Reduce -1.9% | 23,710 | $2.7M |
| Fingerlakes Wealth Management, Inc. | 1.69% | Add +3.5% | 22,661 | $2.5M |
| Armbruster Capital Management, Inc. | 0.41% | Add +0.4% | 22,492 | $2.5M |
| Atmos Advisory, LLC | 1.43% | Reduce -6.8% | 22,406 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -18.7% | 22,061 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 22,188 | $2.5M |
| Proffitt & Goodson Inc. | 0.38% | Add +4.7% | 21,867 | $2.5M |
| Davis Wealth Advisors, LLC | 2.01% | Add +3.0% | 21,556 | $2.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.1% | 20,821 | $2.3M |
| Clarity Asset Management, Inc. | 1.17% | Reduce -88.9% | 20,535 | $2.3M |
| Mayport, LLC | 0.42% | No change | 20,328 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +2.6% | 20,186 | $2.3M |
| Northern Trust Corp. | 0.00% | No change | 19,997 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | No change | 19,620 | $2.2M |
| Bell Investment Advisors, Inc | 0.34% | Add +8.6% | 19,524 | $2.2M |
| Wedmont Private Capital | 0.07% | Reduce -3.1% | 18,566 | $2.2M |
| Laurel Wealth Planning LLC | 1.15% | Add +0.0% | 19,382 | $2.2M |
| Glenview Trust Co | 0.03% | Add +4.6% | 19,297 | $2.2M |
| Summit Wealth Group, LLC | 0.49% | Reduce -3.1% | 19,193 | $2.2M |
| Webster Bank, N. A. | 0.20% | No change | 18,904 | $2.1M |
| West Financial Advisors, LLC | 0.36% | Reduce -0.3% | 18,660 | $2.1M |
| Equitable Trust Co. | 0.10% | No change | 18,528 | $2.1M |
| Citigroup Inc. | 0.00% | Add +186.2% | 17,890 | $2.0M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 17,563 | $2.0M |
| Tortoise Investment Management, LLC | 0.16% | Add +3.7% | 17,526 | $2.0M |
| Arjuna Capital | 0.50% | Add +0.7% | 17,475 | $2.0M |
| Addison Advisors LLC | 0.43% | Reduce -0.2% | 17,442 | $2.0M |
| Parallel Advisors, LLC | 0.04% | Reduce -49.5% | 17,353 | $1.9M |
| Sapient Capital LLC | 0.03% | Reduce -30.4% | 17,094 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -4.5% | 17,094 | $1.9M |
| Thayer Partners, LLC / MA | 0.88% | Add +0.9% | 16,465 | $1.8M |
| Skyline Advisors, Inc. | 0.64% | Reduce -0.6% | 16,418 | $1.8M |
| WealthCollab, LLC | 0.76% | Add +0.8% | 16,380 | $1.8M |
| Northland Capital Management LLC | 1.00% | Reduce -1.0% | 16,349 | $1.8M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +70.0% | 16,234 | $1.8M |
| Everett Harris & Co. | 0.02% | No change | 16,000 | $1.8M |
| Farnam Financial LLC | 1.44% | Reduce -6.6% | 15,619 | $1.8M |
| UMB Bank, n.a. | 0.02% | No change | 15,562 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -72.4% | 15,418 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 15,370 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +1.7% | 15,312 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -3.4% | 15,124 | $1.7M |
| Selective Wealth Management, Inc. | 0.50% | Add +0.7% | 13,594 | $1.7M |
| Wealth Analytics Partners, LLC | 0.69% | Reduce -0.4% | 15,025 | $1.7M |
| Silver Oak Advisory Group, Inc. | 0.73% | Add +11.4% | 15,026 | $1.7M |
| M&T Bank Corp | 0.01% | No change | 14,967 | $1.7M |
| Strategic Financial Planning, Inc. | 0.98% | New | 21,237 | $1.7M |
| Scott Capital Advisors, LLC | 0.34% | Add +7.0% | 14,032 | $1.7M |
| Wingate Wealth Advisors, Inc. | 0.87% | Add +0.3% | 14,553 | $1.6M |
| Smithfield Trust Co | 0.07% | Add +0.7% | 14,491 | $1.6M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -9.3% | 14,452 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.3% | 14,309 | $1.6M |
| Burkett Asset Management Ltd | 1.58% | No change | 14,250 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -20.5% | 14,159 | $1.6M |
| Bailard, Inc. | 0.04% | Add +12.0% | 14,158 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +45.2% | 14,148 | $1.6M |
| Values Added Financial LLC | 0.67% | Add +0.0% | 14,115 | $1.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.27% | Add +1.7% | 13,968 | $1.6M |
| Rock Point Advisors, LLC | 0.42% | Add +4.3% | 13,765 | $1.5M |
| Vermillion & White Wealth Management Group, LLC | 0.89% | Reduce -0.4% | 13,755 | $1.5M |
| Weil Company, Inc. | 0.35% | Add +0.0% | 13,745 | $1.5M |
| Cwm, LLC | 0.00% | Add +1.3% | 13,492 | $1.5M |
| Joel Isaacson & Co., LLC | 0.05% | Add +2.3% | 13,119 | $1.5M |
| M Holdings Securities, Inc. | 0.10% | Add +0.1% | 11,351 | $1.5M |
| Shepherd Financial Partners LLC | 0.14% | No change | 12,933 | $1.5M |
| Ervin Investment Management, LLC | 0.84% | Add +8.1% | 12,828 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Add +1250.3% | 12,706 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.9% | 12,610 | $1.4M |
| McLean Asset Management Corp | 0.25% | Add +12.4% | 12,589 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.05% | No change | 12,580 | $1.4M |
| Towerpoint Wealth, LLC | 0.57% | Reduce -0.5% | 12,543 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 12,386 | $1.4M |
| Pine Harbor Wealth Management, LLC | 0.42% | Reduce -0.1% | 12,372 | $1.4M |
| Marino, Stram & Associates LLC | 0.25% | Reduce -0.8% | 12,362 | $1.4M |
| Napier Financial, LLC | 0.32% | Reduce -6.4% | 12,292 | $1.4M |
| Okabena Investment Services Inc. | 0.27% | Add +61.1% | 12,252 | $1.4M |
| Beacon Financial Planning, Inc. | 0.53% | Add +0.3% | 12,251 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.5% | 12,084 | $1.4M |
| Compound Planning, Inc. | 0.04% | Reduce -6.3% | 11,783 | $1.3M |
| Arbor Investment Advisors, LLC | 0.17% | Add +1.9% | 11,420 | $1.3M |
| Balanced Rock Investment Advisors LLC | 0.90% | Add +2.4% | 11,416 | $1.3M |
| Bell Bank | 0.05% | Add +114.2% | 11,241 | $1.3M |
| Novare Capital Management LLC | 0.10% | Reduce -1.1% | 11,153 | $1.3M |
| Chemistry Wealth Management LLC | 0.21% | No change | 10,827 | $1.2M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.09% | Add +0.8% | 10,803 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -4.0% | 10,803 | $1.2M |
| Seeds Investor LLC | 0.16% | No change | 9,735 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.3% | 10,461 | $1.2M |
| Brickley Wealth Management | 0.20% | Reduce -4.3% | 10,408 | $1.2M |
| Joel Adams & Associates, Inc. | 0.85% | Add +10.2% | 10,202 | $1.1M |
| Penobscot Wealth Management | 0.33% | Add +16.7% | 10,093 | $1.1M |
| Larson Financial Group LLC | 0.04% | Reduce -7.5% | 10,027 | $1.1M |
| Xena Financial Planning, LLC | 1.26% | Reduce -0.4% | 9,950 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.3% | 9,853 | $1.1M |
| Townsend Financial Planning, LLC | 1.07% | No change | 9,847 | $1.1M |
| Bragg Financial Advisors, Inc | 0.03% | Add +3.6% | 9,813 | $1.1M |
| Allworth Financial LP | 0.00% | Add +19.3% | 9,756 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Add +0.4% | 8,379 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.6% | 9,660 | $1.1M |
| Fortress Financial Solutions, LLC | 1.13% | Add +4.7% | 9,614 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +1818.2% | 9,514 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -0.1% | 9,437 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 9,436 | $1.1M |
| GGM Financial LLC | 0.49% | New | 9,429 | $1.1M |
| Central Pacific Bank - Trust Division | 0.14% | No change | 9,407 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -10.4% | 9,391 | $1.1M |
| MAI Capital Management | 0.01% | Add +6.1% | 9,370 | $1.1M |
| Family CFO Inc | 0.47% | No change | 9,364 | $1.1M |
| Anb Bank | 0.42% | Reduce -5.3% | 9,327 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Reduce -7.8% | 9,269 | $1.0M |
| Wealthspire Advisors, LLC | 0.01% | Add +3.8% | 9,253 | $1.0M |
| Greenspring Advisors, LLC | 0.06% | No change | 9,130 | $1.0M |
| PFG Advisors | 0.05% | Reduce -1.4% | 9,041 | $1.0M |
| IFG Advisors, LLC | 0.17% | Add +50.6% | 8,996 | $1.0M |
| Sageworth Trust Co of South Dakota | 0.79% | No change | 8,936 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.3% | 8,920 | $1.0M |
| Sfm, LLC | 0.60% | Add +0.1% | 8,895 | $999K |
| Savvy Advisors, Inc. | 0.03% | Add +2.1% | 8,872 | $996K |
| AQR Capital Management | 0.00% | Reduce -0.9% | 8,856 | $994K |
| Zevin Asset Management LLC | 0.14% | Add +10.9% | 8,834 | $992K |
| Presilium Private Wealth, LLC | 0.17% | Add +4.6% | 8,774 | $985K |
| My Personal CFO, LLC | 0.43% | Reduce -6.5% | 8,696 | $976K |
| Landaas & Co. /Wi | 0.21% | Reduce -1.0% | 8,624 | $968K |
| Truefg, LLC | 0.25% | Reduce -2.3% | 8,424 | $946K |
| Passive Capital Management, LLC. | 0.28% | Reduce -1.4% | 8,402 | $943K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.9% | 8,360 | $939K |
| Sage Advisory Services, Ltd.Co. | 0.51% | Add +27.6% | 8,302 | $932K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.2% | 8,147 | $915K |
| Thompson Davis & Co., Inc. | 0.61% | No change | 8,124 | $912K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.3% | 8,080 | $907K |
| Brooklyn Investment Group | 0.03% | Reduce -11.3% | 7,958 | $893K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.7% | 7,914 | $888K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.0% | 7,907 | $888K |
| CJM Wealth Advisers, Ltd. | 0.27% | No change | 7,863 | $883K |
| Midwest Trust Co | 0.01% | No change | 7,827 | $879K |
| Cherry Tree Wealth Management, LLC | 0.19% | Reduce -0.8% | 7,803 | $876K |
| Tradition Wealth Management, LLC | 0.06% | Add +0.7% | 7,715 | $866K |
| Golden Road Advisors LLC | 0.50% | Add +2.3% | 7,681 | $862K |
| Van Hulzen Asset Management, LLC | 0.06% | Add +105.8% | 7,613 | $855K |
| Rockbridge Investment Management, LCC | 0.08% | Add +0.6% | 7,590 | $852K |
| CM Wealth Advisors LLC | 0.18% | No change | 7,547 | $847K |
| Cherrydale Wealth Management, LLC | 0.26% | Add +0.3% | 7,530 | $845K |
| Cozad Asset Management Inc. | 0.07% | No change | 7,512 | $843K |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.0% | 7,130 | $835K |
| Csenge Advisory Group | 0.04% | Add +0.3% | 7,358 | $826K |
| Pecaut & Co. | 0.27% | Reduce -12.5% | 7,347 | $825K |
| May Hill Capital, LLC | 0.21% | Reduce -12.2% | 7,312 | $821K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $819K |
| Lodestar Private Asset Management LLC | 0.08% | Add +4.4% | 7,250 | $814K |
| Milestone Investment Advisors LLC | 0.20% | Add +2.9% | 7,239 | $813K |
| Dynamic Advisor Solutions LLC | 0.03% | No change | 7,159 | $804K |
| Truepoint, Inc. | 0.02% | Add +0.5% | 7,098 | $797K |
| AlTi Global, Inc. | 0.02% | No change | 7,083 | $795K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.5% | 7,056 | $792K |
| Millstone Evans Group, LLC | 0.47% | Add +47.4% | 7,019 | $788K |
| AAF Wealth Management, LLC | 0.31% | New | 6,797 | $763K |
| Curio Wealth, LLC | 0.26% | No change | 6,797 | $763K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -15.6% | 6,774 | $761K |
| Abacus Planning Group, Inc. | 0.10% | Add +9.8% | 6,711 | $753K |
| Cadia Private Client LLC | 0.61% | Add +0.2% | 6,693 | $751K |
| TPG Financial Advisors, LLC | 0.24% | Reduce -8.4% | 6,669 | $749K |
| Weinberger Asset Management, Inc | 0.28% | Add +98.1% | 6,608 | $742K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 6,584 | $739K |
| Princeton Global Asset Management LLC | 0.12% | Add +6.8% | 6,550 | $735K |
| Symmetry Partners, LLC | 0.04% | Reduce -1.0% | 6,277 | $705K |
| Black Diamond Financial, LLC | 0.07% | Reduce -9.7% | 6,120 | $687K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -4.3% | 6,066 | $681K |
| ETF Portfolio Partners, Inc. | 0.18% | Add +0.8% | 6,022 | $676K |
| GenTrust, LLC | 0.03% | Reduce -49.0% | 6,018 | $676K |
| LexAurum Advisors, LLC | 0.09% | — | 5,965 | $670K |
| Firestone Capital Management | 0.14% | Add +0.3% | 5,930 | $666K |
| Birchwood Financial Partners, Inc. | 0.64% | Add +24.6% | 5,918 | $664K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.6% | 5,914 | $664K |
| Financial Alternatives, Inc | 0.36% | Add +0.3% | 5,912 | $664K |
| KMG Fiduciary Partners, LLC | 0.05% | No change | 5,900 | $662K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -1.3% | 5,885 | $661K |
| Peirce Capital Management, LLC | 0.26% | Add +0.0% | 5,881 | $660K |
| FRG Family Wealth Advisors LLC | 0.11% | No change | 5,879 | $660K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +23.2% | 5,801 | $651K |
| Factor Wealth Management LTD | 0.12% | Add +76.4% | 5,799 | $651K |
| Ameraudi Asset Management, Inc. | 0.35% | No change | 5,793 | $650K |
| Capstone Financial Advisors, Inc. | 0.03% | Add +3.1% | 5,766 | $647K |
| Quantum Financial Planning Services, Inc. | 0.23% | Add +3.2% | 5,754 | $646K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 5,135 | $642K |
| Andrews Advisory Associates, LLC | 0.34% | Add +5.1% | 5,677 | $637K |
| Massachusetts Financial Services Co. | 0.00% | Reduce -64.0% | 3,216 | $633K |
| JNBA Financial Advisors | 0.05% | Reduce -23.0% | 5,624 | $631K |
| Coston, McIsaac & Partners | 0.14% | Reduce -8.1% | 5,608 | $629K |
| Guardsman Private Capital Management, Inc. | 0.49% | Add +174.9% | 5,580 | $626K |
| Northeast Investment Management | 0.03% | Add +1.3% | 5,559 | $624K |
| Vickerman Investment Advisors, Inc. | 0.13% | Reduce -20.8% | 5,538 | $622K |
| Destination Wealth Management | 0.02% | Reduce -3.1% | 5,503 | $618K |
| Gordian Advisors LLC | 0.41% | Add +19.2% | 5,501 | $618K |
| Sherman Asset Management, Inc. | 0.57% | Add +0.5% | 5,478 | $615K |
| Cascade Investment Advisors, Inc. | 0.36% | Reduce -4.3% | 5,398 | $606K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +1.0% | 5,341 | $600K |
| Keystone Financial Group | 0.04% | No change | 5,332 | $599K |
| TD Waterhouse Canada Inc. | 0.00% | Add +28.4% | 5,288 | $597K |
| Confluence Wealth Services, Inc. | 0.02% | Add +9.2% | 5,287 | $594K |
| Brighton Jones LLC | 0.01% | New | 5,275 | $592K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 5,243 | $589K |
| Focus Financial Network, Inc. | 0.02% | Reduce -8.9% | 5,182 | $582K |
| PDS Planning, Inc | 0.04% | Add +5.6% | 5,092 | $572K |
| Appleton Partners Inc. | 0.04% | Reduce -0.1% | 5,052 | $567K |
| Russell Investments Group, Ltd. | 0.00% | Add +4707.6% | 5,048 | $567K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -2.5% | 5,004 | $562K |
| Rossmore Private Capital | 0.05% | No change | 4,998 | $561K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.0% | 4,995 | $561K |
| Albion Financial Group | 0.04% | Add +180.7% | 4,959 | $557K |
| Capital Investment Advisors, LLC | 0.01% | No change | 4,918 | $552K |
| Ellevest, Inc. | 0.08% | Add +0.5% | 4,911 | $551K |
| RAM Investment Partners, LLC | 0.10% | No change | 4,878 | $548K |
| Rockefeller Capital Management L.P. | 0.00% | Add +71.0% | 4,875 | $547K |
| Money Concepts Capital Corp. | 0.03% | No change | 4,839 | $543K |
| Rehmann Capital Advisory Group | 0.03% | Add +40.2% | 4,809 | $540K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 4,782 | $537K |
| First Hawaiian Bank | 0.07% | Reduce -88.0% | 4,755 | $534K |
| Integral Investment Advisors, Inc. | 0.13% | Add +15.4% | 4,696 | $527K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +26.5% | 4,693 | $527K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.12% | Reduce -0.2% | 4,675 | $525K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -3.3% | 4,648 | $522K |
| Pathfinder Wealth Consulting, Inc. | 0.34% | No change | 4,606 | $517K |
| VSM Wealth Advisory, LLC | 0.15% | Add +0.1% | 4,574 | $513K |
| National Bank of Canada | 0.00% | No change | 4,569 | $513K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.8% | 4,545 | $510K |
| Goldenstone Wealth Management LLC | 0.37% | No change | 4,505 | $506K |
| Sonoma Private Wealth LLC | 0.62% | Add +79.5% | 4,502 | $505K |
| LRI Investments, LLC | 0.04% | Add +0.9% | 4,485 | $504K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,450 | $500K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -18.6% | 3,817 | $499K |
| Sterling Wealth Management, Inc. | 0.14% | Reduce -8.1% | 4,429 | $497K |
| Pinnacle Financial Group, LLC / IL | 0.14% | Reduce -1.2% | 4,417 | $496K |
| Aureum Wealth Management, LLC | 0.34% | No change | 4,400 | $494K |
| Corepath Wealth Partners LLC | 0.32% | Add +7.3% | 4,069 | $477K |
| Level Financial Advisors | 0.12% | No change | 4,225 | $474K |
| Acropolis Investment Management, LLC | 0.02% | Add +33.3% | 4,220 | $474K |
| Downshift Financial, LLC | 0.24% | Add +0.3% | 3,778 | $470K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -10.2% | 4,179 | $469K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -9.0% | 4,174 | $469K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.8% | 4,146 | $465K |
| WNY Asset Management, LLC | 0.05% | — | 4,087 | $459K |
| Zhang Financial LLC | 0.02% | No change | 4,082 | $458K |
| Wood Tarver Financial Group, LLC | 0.12% | Reduce -10.3% | 4,002 | $449K |
| Advisory Services Network, LLC | 0.01% | Add +0.6% | 3,991 | $448K |
| Wealth Management Strategies, Inc. | 0.20% | Add +2.6% | 3,975 | $446K |
| Aspen Capital Management, LLC | 0.11% | Add +0.3% | 3,953 | $444K |
| Ally Invest Advisors Inc. | 0.03% | Add +6.2% | 3,940 | $442K |
| NWF Advisory Services Inc. | 0.05% | Add +6.2% | 3,870 | $434K |
| Sulzberger Capital Advisors, Inc. | 0.44% | No change | 3,863 | $434K |
| Mokosak Advisory Group, LLC | 0.11% | Reduce -1.3% | 3,857 | $433K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.3% | 3,854 | $433K |
| Cutler Investment Counsel LLC | 0.04% | Add +2.8% | 3,850 | $432K |
| Integrated Wealth Concepts LLC | 0.00% | Add +51.0% | 3,845 | $432K |
| Access Financial Services, Inc. | 0.15% | Reduce -1.7% | 3,838 | $431K |
| Brio Consultants, LLC | 0.05% | Add +22.5% | 3,378 | $429K |
| BDFS Capital LLC | 0.21% | No change | 3,825 | $429K |
| Cornerstone Financial Group, LLC | 0.27% | Add +0.3% | 3,358 | $424K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -7.6% | 3,713 | $417K |
| Rothschild Wealth LLC | 0.04% | Reduce -18.9% | 3,645 | $409K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +0.3% | 3,628 | $407K |
| Five Pine Wealth Management | 0.25% | Add +0.1% | 3,606 | $405K |
| MSH Capital Advisors LLC | 0.08% | No change | 3,530 | $396K |
| Fiduciary Financial Group, LLC | 0.05% | Add +0.2% | 3,524 | $396K |
| Rice Partnership, LLC | 0.05% | Add +0.8% | 3,519 | $395K |
| Headinvest, LLC | 0.08% | New | 3,488 | $392K |
| Tribridge Partners Financial LLC | 0.16% | No change | 3,444 | $391K |
| Ibex Wealth Advisors | 0.04% | New | 3,475 | $390K |
| Northeast Financial Group, Inc. | 0.10% | No change | 3,474 | $390K |
| Mengis Capital Management, Inc. | 0.07% | Add +8.1% | 3,466 | $389K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -5.8% | 3,459 | $388K |
| Essential Planning, LLC. | 0.12% | Reduce -2.2% | 3,435 | $386K |
| Parsons Capital Management Inc. | 0.02% | Add +4.2% | 3,432 | $385K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -4.1% | 3,430 | $385K |
| Five Oceans Advisors | 0.14% | No change | 3,416 | $384K |
| Panoramic Capital Partners, LLC | 0.23% | No change | 3,397 | $381K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $374K |
| Quantum Financial Advisors, LLC | 0.04% | Reduce -1.0% | 3,323 | $373K |
| Legacy Capital Wealth Partners, LLC | 0.08% | No change | 3,320 | $373K |
| Antonelli Financial Advisors, LLC | 0.26% | Add +1.1% | 3,299 | $370K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 3,238 | $363K |
| Kiley Juergens Wealth Management, LLC | 0.06% | New | 3,226 | $362K |
| EFG International AG | 0.01% | Reduce -64.0% | 3,216 | $361K |
| Meridian Financial Partners LLC | 0.14% | Add +2.5% | 3,162 | $361K |
| Parcion Private Wealth LLC | 0.02% | No change | 3,192 | $358K |
| Peregrine Asset Advisers, Inc. | 0.10% | Add +15.0% | 3,186 | $358K |
| Nemes Rush Group LLC | 0.03% | Add +47.7% | 3,176 | $357K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.7% | 2,856 | $356K |
| Hilltop Holdings Inc. | 0.03% | No change | 3,161 | $355K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +2.7% | 3,155 | $354K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,154 | $354K |
| Financial Futures Ltd Liability Co. | 0.15% | Add +1.7% | 3,131 | $351K |
| Legacy Private Trust Co. | 0.02% | No change | 3,125 | $351K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.5% | 3,100 | $348K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 3,079 | $346K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +27.6% | 3,079 | $346K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -32.9% | 3,068 | $344K |
| AlphaCore Capital LLC | 0.01% | No change | 3,047 | $342K |
| Old Peak Finance LLC | 0.20% | Add +9.5% | 3,025 | $340K |
| Sandy Cove Advisors, LLC | 0.10% | Add +0.1% | 3,020 | $339K |
| RTD Financial Advisors, Inc. | 0.04% | No change | 3,017 | $339K |
| NCM Capital Management, LLC | 0.12% | Reduce -10.2% | 3,000 | $337K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 2,989 | $336K |
| N.E.W. Advisory Services LLC | 0.03% | Add +2.5% | 2,982 | $335K |
| &partners | 0.00% | Reduce -8.6% | 3,192 | $334K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 2,960 | $332K |
| Continuum Advisory, LLC | 0.03% | Add +0.2% | 2,941 | $330K |
| McCarter Private Wealth Services LLC | 0.14% | Reduce -36.2% | 2,935 | $330K |
| Fortis Capital Advisors, LLC | 0.04% | New | 2,935 | $330K |
| Belpointe Asset Management LLC | 0.01% | New | 2,935 | $330K |
| AE Wealth Management LLC | 0.00% | Add +8.9% | 2,902 | $326K |
| Cornerstone Wealth Advisors, Inc. | 0.07% | Add +0.2% | 2,900 | $326K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 2,883 | $324K |
| Fiera Capital Corp | 0.00% | Add +0.3% | 2,857 | $321K |
| Hurley Capital, LLC | 0.17% | Add +0.1% | 2,825 | $317K |
| Ignite Planners, LLC | 0.05% | No change | 2,813 | $316K |
| Plancorp, LLC | 0.01% | No change | 2,679 | $316K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 2,805 | $315K |
| Obermeyer Wealth Partners | 0.01% | No change | 2,800 | $314K |
| Canopy Partners, LLC | 0.11% | Add +27.2% | 2,798 | $314K |
| Retirement Planning Group, LLC | 0.01% | Add +2.2% | 2,762 | $310K |
| Brookstone Capital Management | 0.00% | Reduce -54.5% | 2,757 | $310K |
| Park National Corp. | 0.01% | No change | 2,756 | $309K |
| Nottingham Advisors, Inc. | 0.04% | No change | 2,750 | $309K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -1.1% | 2,742 | $308K |
| Capital Management Corp. | 0.05% | Add +0.1% | 2,719 | $305K |
| Independent Advisor Alliance | 0.00% | New | 2,713 | $305K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $304K |
| First Manhattan Co. Llc. | 0.00% | Add +0.9% | 2,705 | $304K |
| Wolfstich Capital, LLC | 0.27% | Reduce -3.4% | 2,793 | $303K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,692 | $302K |
| Harbor Asset Planning, Inc. | 0.25% | Reduce -4.6% | 2,690 | $302K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,684 | $301K |
| Evergreen Wealth Partners LLC | 0.23% | Add +2.6% | 2,681 | $301K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,680 | $301K |
| Baldwin Wealth Partners LLC | 0.02% | New | 2,678 | $301K |
| Diversified Enterprises, LLC | 0.02% | No change | 2,664 | $299K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -0.2% | 2,646 | $297K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -0.1% | 2,608 | $293K |
| Manchester Financial Inc. | 0.06% | Add +52.2% | 2,595 | $291K |
| Curi Capital, LLC | 0.01% | No change | 2,590 | $291K |
| Avior Wealth Management, LLC | 0.01% | Add +0.3% | 2,584 | $290K |
| J. Mark Nickell & Co. | 0.26% | No change | 2,575 | $289K |
| True Link Financial Advisors, LLC | 0.02% | No change | 2,504 | $281K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +9.7% | 2,502 | $281K |
| Ieq Capital, LLC | 0.00% | No change | 2,500 | $281K |
| Liberty Wealth Management LLC | 0.04% | Add +2.5% | 2,498 | $280K |
| Warner Financial, Inc. | 0.10% | Add +8.2% | 2,495 | $280K |
| Salus Financial Advisors, LLC | 0.16% | Reduce -14.6% | 2,491 | $280K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -1.9% | 2,485 | $279K |
| Trillium Asset Management, LLC | 0.01% | Reduce -10.8% | 2,474 | $278K |
| First National Advisers, LLC | 0.04% | Add +6.5% | 2,460 | $276K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 2,459 | $276K |
| Bluestem Financial Advisors, LLC | 0.11% | Add +0.0% | 2,453 | $275K |
| LongView Wealth Management | 0.07% | No change | 2,268 | $275K |
| MBE Wealth Management, LLC | 0.11% | No change | 2,446 | $275K |
| Round Rock Advisors LLC | 0.04% | No change | 2,445 | $275K |
| Winter & Associates, Inc. | 0.24% | Add +39.1% | 2,403 | $274K |
| FC Advisory LLC | 0.08% | Add +0.1% | 2,417 | $271K |
| Quent Capital, LLC | 0.02% | Reduce -1.6% | 2,416 | $271K |
| Evermay Wealth Management LLC | 0.03% | No change | 2,415 | $271K |
| Disciplined Investors, L.L.C. | 0.16% | New | 2,403 | $270K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -0.3% | 2,400 | $269K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.7% | 2,383 | $268K |
| Natural Investments, LLC | 0.06% | No change | 2,344 | $263K |
| VestGen Advisors, LLC | 0.01% | No change | 2,020 | $262K |
| Lanark Financial, Inc. | 0.02% | Add +495.9% | 2,306 | $259K |
| Agf Management Ltd. | 0.00% | No change | 2,300 | $258K |
| Dakota Wealth Management | 0.01% | Reduce -38.7% | 2,299 | $258K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Reduce -41.1% | 2,295 | $258K |
| Marks Group Wealth Management, Inc | 0.02% | New | 2,289 | $257K |
| Townsend Asset Management Corp. /NC/ | 0.09% | No change | 2,283 | $256K |
| Cibc World Market Inc. | 0.00% | Reduce -5.2% | 2,280 | $256K |
| Whitegate Investment Counselors, Inc. | 0.08% | Reduce -4.2% | 2,269 | $255K |
| Trek Financial, LLC | 0.01% | Add +5.0% | 2,259 | $254K |
| Members Wealth LLC | 0.15% | No change | 2,027 | $253K |
| Abacus Wealth Partners, LLC | 0.02% | No change | 2,252 | $253K |
| McIlrath & Eck, LLC | 0.02% | Add +6.3% | 2,228 | $250K |
| DeDora Capital, Inc. | 0.06% | Add +0.1% | 2,224 | $250K |
| Schaeffer Financial LLC | 0.21% | Add +0.3% | 2,209 | $248K |
| Martel Wealth Advisors LLC | 0.04% | No change | 2,200 | $247K |
| Fiduciary Alliance LLC | 0.01% | Add +1.3% | 2,012 | $246K |
| Dunhill Financial, LLC | 0.06% | Reduce -50.0% | 2,187 | $246K |
| Ackerman Capital Advisors, LLC | 0.05% | No change | 2,178 | $245K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -38.4% | 2,178 | $245K |
| Nadler Financial Group, Inc. | 0.02% | New | 2,175 | $244K |
| Vise Technologies, Inc. | 0.00% | No change | 2,012 | $243K |
| Tandem Financial, LLC | 0.08% | New | 2,159 | $242K |
| North Star Investment Management Corp. | 0.01% | Add +10.0% | 2,149 | $241K |
| Reliant Wealth Planning | 0.07% | No change | 2,133 | $239K |
| Investment Advisory Group, LLC | 0.06% | Add +1.0% | 2,105 | $236K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +2.2% | 2,104 | $236K |
| HM Payson & Co. | 0.00% | No change | 2,075 | $233K |
| Equity Wealth Partners, LLC | 0.15% | Add +14.8% | 2,025 | $227K |
| Tritonpoint Wealth, LLC | 0.02% | New | 2,009 | $226K |
| Norris Perne & French LLP | 0.01% | Reduce -4.8% | 2,007 | $225K |
| Ledgewood Wealth Advisors, LLC | 0.13% | Add +0.1% | 1,989 | $223K |
| Kintra Wealth, LLC | 0.02% | New | 1,987 | $223K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,981 | $222K |
| Level Wealth Management LLC | 0.10% | Add +0.3% | 1,978 | $222K |
| Legacy Financial Advisors, Inc. | 0.03% | Reduce -42.6% | 1,968 | $221K |
| Carr Financial Group Corp | 0.06% | New | 1,962 | $220K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 1,867 | $220K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 1,957 | $220K |
| Nwam LLC | 0.01% | Add +2.3% | 1,957 | $220K |
| Fifth Third Bancorp | 0.00% | Add +297.1% | 1,954 | $219K |
| Cornerstone Advisory, LLC | 0.02% | Reduce -4.2% | 1,933 | $217K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,924 | $216K |
| Hollencrest Capital Management | 0.01% | Add +38.3% | 1,920 | $216K |
| Continuum Wealth Advisors, LLC | 0.09% | Add +0.5% | 1,885 | $212K |
| Vawter Financial, Ltd. | 0.09% | No change | 1,860 | $209K |
| Jacobsen Capital Management | 0.07% | Add +8.7% | 1,849 | $208K |
| Momentous Wealth Management, Inc. | 0.12% | No change | 1,840 | $207K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.3% | 1,818 | $204K |
| Ofc Financial Planning, LLC | 0.20% | No change | 1,816 | $204K |
| Coastal Bridge Advisors, LLC | 0.01% | Reduce -3.7% | 1,803 | $202K |
| Avaii Wealth Management, LLC | 0.07% | No change | 1,800 | $202K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.3% | 1,799 | $202K |
| MB Generational Wealth, LLC | 0.11% | No change | 1,798 | $202K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.5% | 1,729 | $194K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,627 | $183K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -22.1% | 1,495 | $168K |
| Covestor Ltd | 0.12% | Add +3.1% | 1,487 | $167K |
| Scarborough Advisors, LLC | 0.02% | New | 1,480 | $166K |
| GAMMA Investing LLC | 0.01% | No change | 1,442 | $162K |
| Graney & King, LLC | 0.09% | No change | 1,412 | $159K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,340 | $150K |
| AdvisorNet Financial, Inc | 0.01% | Add +12.5% | 1,300 | $146K |
| Eastern Bank | 0.00% | No change | 1,279 | $144K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,266 | $142K |
| Carolina Wealth Advisors, LLC | 0.06% | No change | 1,205 | $135K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,124 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,089 | $122K |
| Investors Research Corp | 0.02% | Add +12.8% | 1,077 | $121K |
| Capital Analysts, LLC | 0.00% | Reduce -43.1% | 1,043 | $117K |
| Capitol Family Office, Inc. | 0.14% | No change | 945 | $114K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -43.1% | 970 | $109K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Add +10.3% | 960 | $108K |
| Fort Vancouver Investment Management, LLC | 0.05% | No change | 955 | $107K |
| Gill Capital Partners, LLC | 0.03% | New | 943 | $106K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $105K |
| Rialto Wealth Management, LLC | 0.02% | No change | 923 | $104K |
| Cary Street Partners Financial LLC | 0.00% | No change | 103,431 | $103K |
| Abound Wealth Management | 0.02% | Add +9.4% | 875 | $98K |
| Cornerstone Financial Management LLC | 0.09% | No change | 875 | $98K |
| IFP Advisors, Inc | 0.00% | Add +61.4% | 875 | $98K |
| Winthrop Capital Management, LLC | 0.02% | No change | 814 | $91K |
| WFA of San Diego, LLC | 0.07% | Reduce -5.8% | 807 | $91K |
| Caldwell Trust Co | 0.01% | No change | 805 | $90K |
| Golden State Wealth Management, LLC | 0.01% | New | 799 | $90K |
| Trust Co | 0.01% | Reduce -0.3% | 760 | $85K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +0.1% | 728 | $82K |
| Pittenger & Anderson Inc. | 0.00% | Add +118.6% | 717 | $80K |
| Piscataqua Savings Bank | 0.06% | No change | 711 | $80K |
| Richardson Capital Management LLC | 0.04% | Add +0.3% | 687 | $77K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $76K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +4.3% | 603 | $68K |
| Union Savings Bank | 0.03% | No change | 586 | $66K |
| Newton One Investments LLC | 0.02% | Reduce -15.9% | 520 | $58K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.2% | 504 | $57K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 510 | $55K |
| Highline Wealth Partners LLC | 0.01% | Add +5.6% | 491 | $55K |
| Midway Capital Research & Management | 0.05% | New | 487 | $55K |
| Private Trust Co. NA | 0.00% | No change | 482 | $54K |
| Fairway Wealth LLC | 0.01% | Add +0.2% | 478 | $54K |
| Westend Capital Management, LLC | 0.02% | No change | 471 | $53K |
| YANKCOM Partnership | 0.02% | No change | 458 | $51K |
| Pacific Center for Financial Services | 0.01% | Add +0.5% | 443 | $50K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 440 | $49K |
| Smartleaf Asset Management LLC | 0.00% | No change | 454 | $49K |
| Roble, Belko & Company, Inc | 0.01% | No change | 422 | $47K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $43K |
| Avalon Trust Co | 0.00% | Add +50.0% | 375 | $42K |
| Rossby Financial, LCC | 0.01% | Add +36400.0% | 365 | $41K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -16.7% | 355 | $40K |
| Phillips Financial Management, LLC | 0.00% | No change | 347 | $39K |
| Gladwyn Financial Advisors, Inc. | 0.03% | Add +0.3% | 329 | $37K |
| North Ridge Wealth Advisors, Inc. | 0.02% | No change | 322 | $36K |
| Maseco LLP | 0.00% | No change | 314 | $35K |
| Quaker Wealth Management, LLC | 0.01% | No change | 309 | $35K |
| SHP Wealth Management | 0.00% | No change | 307 | $34K |
| American Capital Advisory, LLC | 0.01% | Add +0.7% | 302 | $34K |
| Signaturefd, LLC | 0.00% | No change | 298 | $33K |
| DT Investment Partners, LLC | 0.00% | No change | 288 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -44.9% | 281 | $32K |
| Assetmark, Inc. | 0.00% | Reduce -86.5% | 268 | $30K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 266 | $30K |
| Glassman Wealth Services | 0.00% | No change | 260 | $29K |
| Bogart Wealth, LLC | 0.00% | Add +7.7% | 238 | $27K |
| Operose Advisors LLC | 0.01% | Add +0.4% | 233 | $26K |
| Breakwater Investment Management | 0.01% | No change | 229 | $26K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.4% | 227 | $25K |
| Arax Advisory Partners | 0.00% | Add +82.3% | 226 | $25K |
| NFSG Corp | 0.00% | Add +0.5% | 223 | $25K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 217 | $24K |
| Aviso Financial Inc. | 0.00% | New | 205 | $23K |
| Navigoe, LLC | 0.01% | No change | 200 | $22K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $22K |
| Chilton Capital Management LLC | 0.00% | No change | 190 | $21K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 187 | $21K |
| Nvwm, LLC | 0.00% | New | 166 | $19K |
| Acima Private Wealth, LLC | 0.01% | No change | 158 | $18K |
| Birchbrook, Inc. | 0.01% | No change | 152 | $17K |
| Bfsg, LLC | 0.00% | No change | 148 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 146 | $16K |
| Root Financial Partners, LLC | 0.00% | Reduce -92.6% | 141 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -10.1% | 133 | $15K |
| Archer Investment Corp | 0.00% | Add +0.8% | 126 | $14K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 115 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $13K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 100 | $11K |
| Lodestone Wealth Management LLC | 0.00% | No change | 92 | $10K |
| Bernard Wealth Management Corp. | 0.00% | No change | 80 | $9K |
| Financial Avengers, Inc. | 0.00% | New | 75 | $8K |
| Sage Mountain Advisors LLC | 0.00% | No change | 74 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 61 | $7K |
| Evelyn Partners Asset Management Ltd | 0.00% | New | 56 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 51 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 50 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 49 | $5K |
| Tiaa Trust, National Association | 0.00% | Reduce -99.2% | 45 | $5K |
| Tidemark, LLC | 0.00% | No change | 43 | $5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 42 | $5K |
| Tower View Wealth Management LLC | 0.00% | No change | 42 | $5K |
| Olistico Wealth, LLC | 0.00% | No change | 29 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 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 |
| Financial Life Planners | 0.00% | New | 10 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 6 | $674 |
| Triumph Capital Management | 0.00% | No change | 3 | $337 |
| Kilter Group LLC | 0.00% | Reduce -99.0% | 3 | $337 |
| RMG Wealth Management LLC | 0.00% | New | 1 | $130 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $113 |
| 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.