Vanguard ESG US Stock ETFESGVETF
13F holders, Q2 2026 (June 30)720holders +41
74new positions
27sold out
3famous investors
$131.78avg. 13F price*
At the end of Q2 2026, 720 institutions reported holding Vanguard ESG US Stock ETF (ESGV) in their 13F filings, up 41 from Q1 2026. 74 opened new positions and 27 sold out. The largest holders were Vanguard Advisers Inc. ($508.1M), Wealthfront Advisers LLC ($240.6M) and Morgan Stanley ($227.7M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Vanguard ESG US Stock ETF
- CUSIP
- 921910733
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $64.8M |
| Exits | 27 | $9.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,135,395 shares bought and 920,175 shares sold, net +1,215,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 720 holders
| Vanguard Advisers Inc. | 1.73% | Add +3.8% | 3,842,055 | $508.1M |
| Wealthfront Advisers LLC | 0.46% | Add +1.6% | 1,819,118 | $240.6M |
| Morgan Stanley | 0.01% | Add +2.5% | 1,721,745 | $227.7M |
| Creative Planning | 0.11% | Add +0.5% | 1,465,297 | $193.8M |
| Visa Foundation | 93.46% | Reduce -6.4% | 1,097,235 | $145.1M |
| Raymond James Financial Inc. | 0.02% | Add +0.5% | 667,954 | $88.3M |
| Betterment LLC | 0.13% | Reduce -1.5% | 596,067 | $78.8M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 573,327 | $75.8M |
| Stanich Group LLC | 45.91% | Add +4.5% | 551,409 | $72.9M |
| IMPACTfolio, LLC | 24.87% | Reduce -0.1% | 499,439 | $66.0M |
| Royal Bank of Canada | 0.01% | Add +6.1% | 487,150 | $64.4M |
| Baird Financial Group, Inc. | 0.08% | Add +3.2% | 442,529 | $58.5M |
| Apella Capital, LLC | 0.78% | Add +0.4% | 415,255 | $54.9M |
| SCS Capital Management LLC | 0.49% | Add +0.2% | 391,185 | $51.7M |
| Crewe Advisors LLC | 3.49% | Add +0.0% | 364,656 | $48.2M |
| IMA Advisory Services, Inc. | 2.90% | Add +28.0% | 349,458 | $46.2M |
| Platt Investment Counsel, LLC | 30.91% | Add +0.5% | 348,831 | $46.1M |
| Facet Wealth, Inc. | 0.66% | Reduce -3.3% | 347,433 | $45.9M |
| Mather Group, Llc. | 0.37% | Add +10.8% | 321,873 | $42.6M |
| Sellwood Investment Partners LLC | 14.66% | Reduce -6.3% | 314,328 | $41.6M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 7.39% | — | 289,370 | $38.3M |
| Jones Financial Companies LLLP | 0.01% | Add +9.4% | 290,727 | $37.5M |
| LPL Financial LLC | 0.01% | Add +5.2% | 273,953 | $36.2M |
| Verde Capital Management | 6.58% | Reduce -55.7% | 268,931 | $35.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.3% | 249,827 | $33.0M |
| Franklin Resources Inc. | 0.01% | Add +1.5% | 246,817 | $32.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.9% | 245,103 | $32.3M |
| Garde Capital, Inc. | 1.39% | Reduce -1.2% | 234,927 | $31.1M |
| Angeles Investment Advisors, LLC | 1.83% | Add +23.7% | 230,836 | $30.5M |
| UBS Group AG | 0.00% | Reduce -10.4% | 230,304 | $30.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.4% | 230,220 | $30.4M |
| Hanson & Doremus Investment Management | 3.06% | Reduce -0.1% | 227,643 | $30.1M |
| Cerity Partners LLC | 0.04% | Reduce -0.7% | 225,455 | $29.8M |
| United Capital Financial Advisors, LLC | 0.15% | Add +223.5% | 205,816 | $27.3M |
| Mariner, LLC | 0.03% | Add +13.9% | 203,100 | $26.9M |
| Cedar Wealth Management, LLC | 6.87% | Reduce -0.0% | 202,193 | $26.7M |
| Olde Wealth Management, LLC | 7.23% | Add +4.1% | 192,912 | $25.5M |
| Bank of Montreal | 0.01% | Add +0.9% | 191,841 | $25.4M |
| Gemmer Asset Management LLC | 1.63% | Reduce -0.1% | 183,341 | $24.2M |
| Soundwatch Capital LLC | 2.66% | Add +364.0% | 181,428 | $24.0M |
| HUB Investment Partners, LLC | 0.42% | Add +0.1% | 171,322 | $22.7M |
| CIBC Bancorp USA Inc. | 0.03% | Add +96.7% | 170,359 | $22.5M |
| HighTower Advisors, LLC | 0.02% | Add +1.3% | 165,545 | $21.9M |
| Dundas Partners LLP | 1.58% | New | 164,888 | $21.8M |
| Rwa Wealth Partners, LLC | 0.21% | Add +0.3% | 164,394 | $21.7M |
| Regatta Capital Group, LLC | 2.91% | Add +2.1% | 163,717 | $21.6M |
| LifeGuide Financial Advisors, LLC | 6.09% | Add +3.9% | 161,663 | $21.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.8% | 149,053 | $19.7M |
| Human Investing LLC | 2.55% | Reduce -2.0% | 148,493 | $19.6M |
| Silver Oak Wealth Advisors Services, LLC | 11.49% | Reduce -2.0% | 145,129 | $19.2M |
| Orgel Wealth Management, LLC | 0.36% | Add +3.7% | 143,189 | $18.9M |
| Caprock Group, LLC | 0.35% | Add +3.0% | 139,946 | $18.5M |
| Prime Buchholz LLC | 6.47% | Add +46.3% | 135,621 | $17.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +8.8% | 134,191 | $17.7M |
| Focus Partners Wealth | 0.02% | Reduce -2.0% | 133,546 | $17.7M |
| Harpswell Capital Advisors, LLC | 10.99% | Add +0.7% | 129,450 | $17.1M |
| Diversified Portfolios, Inc. | 1.17% | Reduce -6.9% | 121,505 | $16.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +49.3% | 117,575 | $15.5M |
| Composition Wealth, LLC | 0.18% | Reduce -2.9% | 117,352 | $15.5M |
| One Day In July LLC | 1.04% | Add +1.1% | 112,962 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -5.6% | 107,988 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.2% | 106,893 | $14.1M |
| Tiaa Trust, National Association | 0.83% | Add +236982.2% | 106,687 | $14.1M |
| Bailard, Inc. | 0.28% | Add +627.3% | 102,967 | $13.6M |
| Cambridge Associates LLC /Ma/ | 0.19% | Reduce -52.3% | 101,457 | $13.4M |
| SageView Advisory Group, LLC | 0.43% | Add +1.1% | 100,084 | $13.2M |
| Farrell Financial LLC | 7.01% | Reduce -0.7% | 98,026 | $13.0M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.0% | 92,937 | $12.3M |
| Sanchez Levi Garrett | 6.61% | Add +1.3% | 92,130 | $12.2M |
| Blair William & Co. | 0.03% | Add +9.7% | 91,218 | $12.1M |
| Pathstone Holdings, LLC | 0.03% | Add +3.2% | 83,825 | $11.1M |
| AMG National Trust Bank | 0.23% | Reduce -4.3% | 83,470 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +11.1% | 82,860 | $11.0M |
| Boston Standard Wealth Management, LLC | 1.54% | Add +1.0% | 79,946 | $10.6M |
| Twin Focus Capital Partners, LLC | 1.04% | Add +0.0% | 77,100 | $10.2M |
| V-Square Quantitative Management LLC | 0.97% | New | 77,000 | $10.2M |
| MAI Capital Management | 0.04% | Add +716.3% | 76,485 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Add +12.8% | 73,515 | $9.7M |
| St Germain D J Co. Inc. | 0.34% | Add +1.2% | 72,105 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 67,590 | $8.9M |
| Relyea Zuckerberg Hanson LLC | 0.73% | Reduce -3.7% | 66,573 | $8.8M |
| AlTi Global, Inc. | 0.18% | Add +805.4% | 64,129 | $8.5M |
| Northern Trust Corp. | 0.00% | Add +217.4% | 63,463 | $8.4M |
| Pearl Planning LLC | 3.69% | Add +3.4% | 60,619 | $8.0M |
| Cetera Investment Advisers | 0.01% | Reduce -1.0% | 60,047 | $7.9M |
| BSW Wealth Partners | 0.87% | Reduce -0.6% | 59,242 | $7.8M |
| New Covenant Trust Company, N.A. | 5.73% | Reduce -16.2% | 57,492 | $7.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.2% | 56,694 | $7.5M |
| Raffa Wealth Management, LLC | 0.91% | Add +0.2% | 54,759 | $7.2M |
| Banco Santander, S.A. | 0.04% | Add +24.3% | 54,058 | $7.1M |
| Libra Wealth LLC | 1.81% | Reduce -0.1% | 53,482 | $7.1M |
| Paragon Capital Management Ltd | 1.33% | Add +0.2% | 52,721 | $7.0M |
| Bartlett & Co. Wealth Management LLC | 0.08% | No change | 51,103 | $6.8M |
| Palisades Hudson Asset Management, L.P. | 2.35% | Add +9.0% | 50,847 | $6.7M |
| Mission Wealth Management, LP | 0.08% | Add +95.5% | 48,546 | $6.4M |
| Atlas Legacy Advisors, LLC | 0.94% | Add +0.6% | 47,899 | $6.3M |
| Eq LLC | 1.53% | Reduce -6.2% | 47,209 | $6.2M |
| White Lighthouse Investment Management Inc. | 0.78% | Add +0.9% | 47,053 | $6.2M |
| US Bancorp \de | 0.01% | Add +0.3% | 46,828 | $6.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.1% | 46,213 | $6.1M |
| Brandywine Oak Private Wealth LLC | 0.46% | Reduce -2.1% | 45,509 | $6.0M |
| Axxcess Wealth Management, LLC | 0.09% | New | 43,453 | $5.7M |
| Westfuller Advisors, LLC | 2.02% | Add +62.5% | 42,011 | $5.6M |
| Atlantic Private Wealth, LLC | 3.26% | Reduce -6.7% | 40,214 | $5.3M |
| PFG Investments, LLC | 0.20% | Add +6.6% | 39,421 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -0.8% | 38,812 | $5.1M |
| Freestone Capital Holdings, LLC | 0.13% | Add +0.5% | 38,630 | $5.1M |
| Gould Asset Management LLC | 0.80% | Reduce -1.0% | 38,529 | $5.1M |
| Private Advisor Group, LLC | 0.02% | Add +14.2% | 38,470 | $5.1M |
| Sageworth Trust Co | 0.20% | Add +1.1% | 38,034 | $5.0M |
| Harbour Investments, Inc. | 0.07% | Add +3.4% | 38,032 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +13.4% | 37,580 | $5.0M |
| Choreo, LLC | 0.05% | Add +10.5% | 36,284 | $4.8M |
| Ashford Advisors, LLC | 0.98% | No change | 35,896 | $4.7M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -0.9% | 35,516 | $4.7M |
| Brooklyn FI, LLC | 0.86% | No change | 35,296 | $4.7M |
| New England Private Wealth Advisors LLC | 0.44% | Reduce -5.5% | 34,489 | $4.6M |
| Stonehearth Capital Management, LLC | 1.54% | Reduce -3.9% | 34,233 | $4.5M |
| First Horizon Corp. | 0.17% | No change | 33,939 | $4.5M |
| Haverford Trust Co | 0.04% | Add +12.8% | 33,053 | $4.4M |
| Lido Advisors, LLC | 0.02% | Reduce -1.4% | 32,341 | $4.3M |
| Retirement Capital Strategies | 1.48% | Add +0.1% | 32,329 | $4.3M |
| Well Done, LLC | 0.57% | Add +0.0% | 32,251 | $4.3M |
| McClarren Financial Advisors, Inc. | 2.14% | Reduce -8.9% | 31,290 | $4.1M |
| Koshinski Asset Management, Inc. | 0.22% | Reduce -3.4% | 30,555 | $4.0M |
| Citigroup Inc. | 0.00% | Add +70.6% | 30,527 | $4.0M |
| Ballentine Partners, LLC | 0.05% | Add +0.0% | 30,309 | $4.0M |
| Vanguard National Trust Co | 0.22% | No change | 29,933 | $4.0M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.4% | 29,862 | $3.9M |
| Trademark Financial Management, LLC | 1.60% | Reduce -1.8% | 29,581 | $3.9M |
| FMR LLC | 0.00% | Add +15.4% | 29,290 | $3.9M |
| Mallini Complete Financial Planning LLC | 3.05% | Reduce -0.8% | 29,154 | $3.9M |
| Whittier Trust Co. | 0.04% | No change | 28,585 | $3.8M |
| Modera Wealth Management, LLC | 0.04% | Add +0.0% | 28,108 | $3.7M |
| Patriot Investment Management Group, Inc. | 0.21% | Add +0.3% | 27,124 | $3.6M |
| Affinity Capital Advisors, LLC | 0.43% | Reduce -2.7% | 26,153 | $3.5M |
| Hamrick Investment Counsel, llc | 2.29% | Reduce -7.0% | 26,080 | $3.4M |
| Pennington Partners & Co., LLC | 1.10% | No change | 26,069 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Add +2.2% | 25,537 | $3.4M |
| Topel & Distasi Wealth Management, LLC | 1.61% | Add +0.3% | 25,287 | $3.3M |
| Wealth Group Ltd | 0.64% | Add +0.6% | 25,258 | $3.3M |
| Fiduciary Trust Co | 0.04% | Reduce -0.6% | 24,731 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.9% | 24,717 | $3.3M |
| Davis R M Inc. | 0.05% | Add +2.0% | 24,658 | $3.3M |
| Fingerlakes Wealth Management, Inc. | 1.75% | Add +8.7% | 24,636 | $3.3M |
| BlackRock, Inc. | 0.00% | Add +154.5% | 24,217 | $3.2M |
| Strategic Point Investment Advisors, LLC | 0.41% | Add +0.7% | 23,880 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.4% | 23,244 | $3.1M |
| CGN Advisors LLC | 0.22% | Reduce -7.6% | 23,238 | $3.1M |
| Atmos Advisory, LLC | 1.60% | Add +3.0% | 23,083 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -62.7% | 22,929 | $3.0M |
| Armbruster Capital Management, Inc. | 0.44% | Add +0.2% | 22,528 | $3.0M |
| Proffitt & Goodson Inc. | 0.41% | Add +1.8% | 22,268 | $2.9M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.0% | 22,190 | $2.9M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +24.8% | 21,923 | $2.9M |
| Savant Capital, LLC | 0.01% | Add +69.6% | 23,999 | $2.9M |
| Fairlight Advisors | 2.32% | — | 21,520 | $2.8M |
| Davis Wealth Advisors, LLC | 2.20% | Reduce -0.3% | 21,485 | $2.8M |
| Prospera Capital Management, LLC | 0.88% | New | 21,260 | $2.8M |
| Clarity Asset Management, Inc. | 1.38% | Add +3.5% | 21,255 | $2.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.2% | 20,859 | $2.8M |
| XY Planning Network, Inc. | 0.35% | New | 20,812 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.2% | 20,671 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 20,071 | $2.7M |
| Mayport, LLC | 0.41% | Reduce -1.9% | 19,942 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Add +0.5% | 19,723 | $2.6M |
| Bell Investment Advisors, Inc | 0.38% | Add +0.4% | 19,609 | $2.6M |
| Glenview Trust Co | 0.03% | Reduce -1.4% | 19,029 | $2.5M |
| Summit Wealth Group, LLC | 0.51% | Reduce -0.9% | 19,012 | $2.5M |
| Wedmont Private Capital | 0.07% | Add +0.1% | 18,588 | $2.5M |
| West Financial Advisors, LLC | 0.37% | Reduce -1.5% | 18,386 | $2.4M |
| Laurel Wealth Planning LLC | 1.07% | Reduce -5.9% | 18,236 | $2.4M |
| Equitable Trust Co. | 0.10% | Reduce -2.0% | 18,154 | $2.4M |
| Arjuna Capital | 0.54% | Add +3.7% | 18,118 | $2.4M |
| Quantinno Capital Management LP | 0.00% | New | 18,034 | $2.4M |
| Webster Bank, N. A. | 0.21% | Reduce -5.3% | 17,904 | $2.4M |
| Sapient Capital LLC | 0.03% | No change | 17,094 | $2.3M |
| Tortoise Investment Management, LLC | 0.17% | Reduce -2.5% | 17,083 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -0.5% | 17,001 | $2.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -2.4% | 16,946 | $2.2M |
| Thayer Partners, LLC / MA | 0.90% | Add +0.1% | 16,490 | $2.2M |
| WealthCollab, LLC | 0.78% | No change | 16,380 | $2.2M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.3% | 16,282 | $2.2M |
| Everett Harris & Co. | 0.03% | No change | 16,000 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +3.3% | 15,933 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +50.8% | 15,776 | $2.1M |
| UMB Bank, n.a. | 0.03% | No change | 15,562 | $2.1M |
| Wingate Wealth Advisors, Inc. | 0.90% | Add +6.3% | 15,464 | $2.0M |
| Skyline Advisors, Inc. | 0.64% | Reduce -6.5% | 15,342 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -0.0% | 15,123 | $2.0M |
| Wealth Analytics Partners, LLC | 0.72% | Reduce -0.2% | 14,996 | $2.0M |
| M&T Bank Corp | 0.01% | No change | 14,967 | $2.0M |
| Brown Advisory Inc. | 0.00% | Reduce -3.3% | 14,806 | $2.0M |
| Scott Capital Advisors, LLC | 0.30% | Add +4.1% | 14,606 | $1.9M |
| Silver Oak Advisory Group, Inc. | 0.76% | Reduce -2.8% | 14,599 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.4% | 14,503 | $1.9M |
| Rock Point Advisors, LLC | 0.47% | Add +5.3% | 14,500 | $1.9M |
| Farnam Financial LLC | 1.38% | Reduce -8.4% | 14,308 | $1.9M |
| Burkett Asset Management Ltd | 1.76% | No change | 14,250 | $1.9M |
| Penobscot Wealth Management | 0.50% | Add +39.9% | 14,121 | $1.9M |
| Johnson Bixby & Associates, LLC | 0.21% | Reduce -2.4% | 14,112 | $1.9M |
| Smithfield Trust Co | 0.07% | Reduce -2.6% | 14,109 | $1.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.29% | Add +0.5% | 14,034 | $1.9M |
| Vermillion & White Wealth Management Group, LLC | 0.92% | No change | 13,755 | $1.8M |
| Ervin Investment Management, LLC | 0.98% | Add +6.7% | 13,688 | $1.8M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -12.6% | 13,431 | $1.8M |
| McLean Asset Management Corp | 0.23% | Add +5.7% | 13,302 | $1.8M |
| Joel Isaacson & Co., LLC | 0.05% | Add +0.6% | 13,202 | $1.7M |
| Values Added Financial LLC | 0.63% | Reduce -6.7% | 13,177 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Reduce -6.9% | 13,176 | $1.7M |
| Weil Company, Inc. | 0.30% | Reduce -4.7% | 13,095 | $1.7M |
| Allworth Financial LP | 0.01% | Add +32.9% | 12,961 | $1.7M |
| Shepherd Financial Partners LLC | 0.14% | No change | 12,933 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +2.6% | 12,905 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.2% | 12,756 | $1.7M |
| Northland Capital Management LLC | 0.91% | Reduce -22.0% | 12,753 | $1.7M |
| Marino, Stram & Associates LLC | 0.27% | Add +2.0% | 12,615 | $1.7M |
| Towerpoint Wealth, LLC | 0.58% | Add +0.3% | 12,586 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.1% | 12,464 | $1.6M |
| Napier Financial, LLC | 0.34% | Add +1.2% | 12,437 | $1.6M |
| Compound Planning, Inc. | 0.04% | Add +5.4% | 12,421 | $1.6M |
| Selective Wealth Management, Inc. | 0.43% | Reduce -8.4% | 12,446 | $1.6M |
| Okabena Investment Services Inc. | 0.29% | Add +0.7% | 12,339 | $1.6M |
| Beacon Financial Planning, Inc. | 0.55% | Add +0.2% | 12,277 | $1.6M |
| Pine Harbor Wealth Management, LLC | 0.43% | Reduce -2.5% | 12,062 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +27.8% | 11,997 | $1.6M |
| Natixis Advisors, LLC | 0.00% | New | 11,760 | $1.6M |
| DeDora Capital, Inc. | 0.33% | Add +423.0% | 11,631 | $1.5M |
| Arbor Investment Advisors, LLC | 0.17% | Add +0.2% | 11,442 | $1.5M |
| Novare Capital Management LLC | 0.11% | Add +1.1% | 11,278 | $1.5M |
| Bell Bank | 0.06% | Reduce -0.6% | 11,171 | $1.5M |
| Chemistry Wealth Management LLC | 0.23% | No change | 10,827 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -13.5% | 10,710 | $1.4M |
| Balanced Rock Investment Advisors LLC | 0.88% | Reduce -6.3% | 10,696 | $1.4M |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -2.2% | 10,570 | $1.4M |
| Addison Advisors LLC | 0.64% | Reduce -40.9% | 10,310 | $1.4M |
| Brickley Wealth Management | 0.19% | Reduce -1.7% | 10,227 | $1.4M |
| Renaissance Technologies | 0.00% | New | 10,200 | $1.3M |
| Xena Financial Planning, LLC | 1.28% | Add +1.7% | 10,117 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.6% | 10,109 | $1.3M |
| Nwam LLC | 0.07% | Add +412.8% | 10,036 | $1.3M |
| Joel Adams & Associates, Inc. | 0.84% | Reduce -3.2% | 9,875 | $1.3M |
| Midwest Trust Co | 0.01% | Add +25.7% | 9,837 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.2% | 9,827 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +3.8% | 9,794 | $1.3M |
| Family CFO Inc | 0.49% | Add +3.4% | 9,678 | $1.3M |
| Jefferies Financial Group Inc. | 0.01% | Add +0.2% | 9,677 | $1.3M |
| Massachusetts Financial Services Co. | 0.00% | Add +71.0% | 5,499 | $1.3M |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -2.6% | 9,557 | $1.3M |
| AQR Capital Management | 0.00% | Add +6.5% | 9,436 | $1.2M |
| Central Pacific Bank - Trust Division | 0.13% | No change | 9,407 | $1.2M |
| Anb Bank | 0.46% | Reduce -0.1% | 9,318 | $1.2M |
| Townsend Financial Planning, LLC | 1.06% | Reduce -6.3% | 9,231 | $1.2M |
| IFG Advisors, LLC | 0.17% | Add +2.4% | 9,208 | $1.2M |
| Larson Financial Group LLC | 0.03% | Reduce -8.7% | 9,152 | $1.2M |
| Greenspring Advisors, LLC | 0.07% | No change | 9,130 | $1.2M |
| PFG Advisors | 0.06% | Add +0.3% | 9,071 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.1% | 8,927 | $1.2M |
| Citizens Financial Group Inc. | 0.01% | Add +12.3% | 8,880 | $1.2M |
| Sfm, LLC | 0.60% | Reduce -0.4% | 8,862 | $1.2M |
| Continuum Advisory, LLC | 0.09% | Add +200.3% | 8,832 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Add +15.8% | 8,820 | $1.2M |
| Zevin Asset Management LLC | 0.16% | Reduce -0.3% | 8,807 | $1.2M |
| World Investment Advisors | 0.02% | Reduce -1.6% | 9,287 | $1.2M |
| Nuveen, LLC | 0.00% | New | 8,735 | $1.2M |
| Presilium Private Wealth, LLC | 0.18% | Reduce -0.5% | 8,734 | $1.2M |
| My Personal CFO, LLC | 0.45% | No change | 8,696 | $1.1M |
| Savvy Advisors, Inc. | 0.02% | Reduce -2.8% | 8,625 | $1.1M |
| Landaas & Co. /Wi | 0.21% | No change | 8,624 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Add +30.6% | 8,600 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.5% | 8,336 | $1.1M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.07% | Reduce -21.6% | 8,473 | $1.1M |
| Sageworth Trust Co of South Dakota | 0.69% | Reduce -6.0% | 8,398 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.4% | 8,394 | $1.1M |
| Truefg, LLC | 0.26% | Reduce -1.6% | 8,285 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -10.8% | 8,268 | $1.1M |
| Thompson Davis & Co., Inc. | 0.64% | No change | 8,124 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.2% | 8,066 | $1.1M |
| Lodestar Private Asset Management LLC | 0.09% | Add +8.5% | 7,869 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +332.4% | 7,862 | $1.0M |
| CJM Wealth Advisers, Ltd. | 0.27% | Reduce -0.2% | 7,846 | $1.0M |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -4.1% | 7,813 | $1.0M |
| Cherry Tree Wealth Management, LLC | 0.19% | No change | 7,803 | $1.0M |
| Passive Capital Management, LLC. | 0.32% | Add +1.4% | 8,520 | $1.0M |
| Rockbridge Investment Management, LCC | 0.08% | Add +1.4% | 7,699 | $1.0M |
| Golden Road Advisors LLC | 0.48% | Reduce -1.7% | 7,552 | $999K |
| CM Wealth Advisors LLC | 0.18% | No change | 7,547 | $998K |
| Winter & Associates, Inc. | 0.75% | Add +213.4% | 7,532 | $996K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +42.0% | 7,444 | $984K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -3.6% | 7,440 | $984K |
| Cherrydale Wealth Management, LLC | 0.26% | Reduce -1.6% | 7,409 | $980K |
| TPG Financial Advisors, LLC | 0.29% | Add +10.9% | 7,397 | $978K |
| Csenge Advisory Group | 0.04% | Add +0.2% | 7,373 | $975K |
| May Hill Capital, LLC | 0.20% | No change | 7,312 | $967K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.8% | 7,214 | $954K |
| Milestone Investment Advisors LLC | 0.21% | Reduce -0.5% | 7,202 | $952K |
| Pecaut & Co. | 0.29% | Reduce -3.1% | 7,118 | $941K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.7% | 7,082 | $937K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 6,950 | $919K |
| Princeton Global Asset Management LLC | 0.13% | Add +5.8% | 6,929 | $916K |
| Curio Wealth, LLC | 0.28% | No change | 6,797 | $899K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.1% | 6,780 | $897K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,774 | $896K |
| Weinberger Asset Management, Inc | 0.29% | Add +2.4% | 6,764 | $893K |
| Abacus Planning Group, Inc. | 0.11% | No change | 6,711 | $888K |
| Cadia Private Client LLC | 0.64% | Add +0.1% | 6,703 | $886K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -15.8% | 6,666 | $882K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.2% | 6,619 | $875K |
| Symmetry Partners, LLC | 0.04% | Add +4.0% | 6,526 | $863K |
| Birchwood Financial Partners, Inc. | 0.70% | Add +8.6% | 6,428 | $850K |
| Millstone Evans Group, LLC | 0.46% | Reduce -8.7% | 6,409 | $848K |
| Noble Wealth Partners LLC | 0.73% | — | 6,377 | $843K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 6,283 | $831K |
| Coston, McIsaac & Partners | 0.17% | Add +11.4% | 6,248 | $825K |
| Black Diamond Financial, LLC | 0.07% | No change | 6,120 | $809K |
| Keystone Financial Group | 0.05% | Add +14.4% | 6,102 | $807K |
| Sonoma Private Wealth LLC | 0.86% | Add +35.0% | 6,077 | $804K |
| Cozad Asset Management Inc. | 0.05% | Reduce -19.4% | 6,052 | $800K |
| GenTrust, LLC | 0.03% | Add +0.2% | 6,031 | $798K |
| ETF Portfolio Partners, Inc. | 0.19% | No change | 6,022 | $796K |
| Financial Alternatives, Inc | 0.39% | Add +0.7% | 5,953 | $787K |
| Firestone Capital Management | 0.15% | Add +0.2% | 5,942 | $786K |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 5,900 | $780K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,885 | $778K |
| Peirce Capital Management, LLC | 0.29% | Add +0.0% | 5,883 | $778K |
| Clearstead Advisors, LLC | 0.01% | Reduce -53.9% | 5,860 | $775K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.4% | 5,832 | $771K |
| Quantum Financial Planning Services, Inc. | 0.24% | Add +1.1% | 5,818 | $769K |
| Ameraudi Asset Management, Inc. | 0.35% | No change | 5,793 | $766K |
| Northeast Investment Management | 0.03% | Add +3.9% | 5,775 | $764K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.0% | 5,710 | $756K |
| Andrews Advisory Associates, LLC | 0.36% | No change | 5,677 | $751K |
| Truepoint, Inc. | 0.02% | Reduce -21.3% | 5,590 | $739K |
| Guardsman Private Capital Management, Inc. | 0.52% | Add +0.1% | 5,588 | $739K |
| Vickerman Investment Advisors, Inc. | 0.14% | No change | 5,538 | $732K |
| Capital Analysts, LLC | 0.02% | Add +429.9% | 5,527 | $731K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -9.3% | 5,505 | $728K |
| Destination Wealth Management | 0.02% | No change | 5,503 | $728K |
| Gordian Advisors LLC | 0.43% | No change | 5,501 | $727K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -4.6% | 5,500 | $727K |
| EFG International AG | 0.01% | Add +71.0% | 5,499 | $727K |
| Focus Financial Network, Inc. | 0.02% | Add +6.1% | 5,496 | $727K |
| Sherman Asset Management, Inc. | 0.56% | No change | 5,478 | $724K |
| Ellevest, Inc. | 0.09% | Add +19.6% | 5,876 | $723K |
| JNBA Financial Advisors | 0.05% | Reduce -4.3% | 5,381 | $712K |
| Brighton Jones LLC | 0.01% | Add +1.4% | 5,347 | $707K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.5% | 5,315 | $703K |
| PDS Planning, Inc | 0.04% | Add +2.6% | 5,226 | $691K |
| AE Wealth Management LLC | 0.00% | Add +79.5% | 5,209 | $689K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.7% | 5,081 | $672K |
| Appleton Partners Inc. | 0.04% | No change | 5,052 | $668K |
| Factor Wealth Management LTD | 0.10% | Reduce -14.6% | 4,951 | $655K |
| Rossmore Private Capital | 0.05% | Reduce -1.5% | 4,925 | $651K |
| Integral Investment Advisors, Inc. | 0.14% | Add +4.8% | 4,921 | $651K |
| Money Concepts Capital Corp. | 0.03% | Add +1.7% | 4,920 | $651K |
| RAM Investment Partners, LLC | 0.10% | No change | 4,878 | $645K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,768 | $631K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.5% | 4,759 | $629K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.0% | 4,828 | $628K |
| First Hawaiian Bank | 0.08% | Reduce -0.7% | 4,721 | $624K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -2.3% | 4,699 | $621K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -6.4% | 4,685 | $620K |
| Silverlake Wealth Management LLC | 0.12% | Add +0.0% | 4,650 | $615K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.11% | Reduce -0.4% | 4,655 | $606K |
| VSM Wealth Advisory, LLC | 0.16% | Add +0.1% | 4,579 | $606K |
| National Bank of Canada | 0.00% | No change | 4,569 | $604K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 4,548 | $601K |
| Canopy Partners, LLC | 0.18% | Add +61.3% | 4,512 | $597K |
| Goldenstone Wealth Management LLC | 0.39% | No change | 4,505 | $596K |
| LRI Investments, LLC | 0.05% | No change | 4,485 | $593K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,450 | $588K |
| Pinnacle Financial Group, LLC / IL | 0.14% | Add +0.5% | 4,439 | $587K |
| LexAurum Advisors, LLC | 0.07% | Reduce -25.6% | 4,438 | $587K |
| Sterling Wealth Management, Inc. | 0.15% | Add +0.2% | 4,438 | $587K |
| Level Financial Advisors | 0.12% | No change | 4,225 | $559K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,220 | $558K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -14.7% | 4,193 | $555K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -0.1% | 4,171 | $552K |
| Vise Technologies, Inc. | 0.01% | Add +106.2% | 4,148 | $549K |
| Wood Tarver Financial Group, LLC | 0.13% | Add +3.4% | 4,139 | $547K |
| Aureum Wealth Management, LLC | 0.34% | Reduce -6.8% | 4,100 | $542K |
| WNY Asset Management, LLC | 0.05% | Reduce -0.1% | 4,083 | $540K |
| Zhang Financial LLC | 0.02% | No change | 4,082 | $540K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -2.7% | 4,067 | $538K |
| Wealth Management Strategies, Inc. | 0.21% | Add +0.6% | 4,000 | $529K |
| Corepath Wealth Partners LLC | 0.33% | Reduce -1.7% | 4,000 | $527K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.5% | 3,970 | $525K |
| Summit Financial, LLC | 0.01% | New | 3,965 | $524K |
| Fiduciary Financial Group, LLC | 0.06% | Add +12.5% | 3,964 | $524K |
| Aspen Capital Management, LLC | 0.12% | Add +0.2% | 3,961 | $524K |
| Cardinal Point Capital Management ULC | 0.03% | Add +32.5% | 3,923 | $519K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.5% | 3,903 | $516K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +0.8% | 3,885 | $514K |
| NWF Advisory Services Inc. | 0.05% | No change | 3,870 | $512K |
| Bridgewater Advisors Inc. | 0.03% | No change | 3,817 | $512K |
| Mokosak Advisory Group, LLC | 0.11% | Add +0.2% | 3,866 | $511K |
| Sulzberger Capital Advisors, Inc. | 0.50% | No change | 3,863 | $511K |
| Access Financial Services, Inc. | 0.17% | No change | 3,838 | $508K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -0.8% | 3,820 | $505K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -8.0% | 3,816 | $505K |
| Peregrine Asset Advisers, Inc. | 0.11% | Add +19.2% | 3,797 | $502K |
| Downshift Financial, LLC | 0.23% | Add +0.2% | 3,786 | $501K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -4.1% | 3,777 | $499K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -30.5% | 3,712 | $491K |
| BDFS Capital LLC | 0.21% | Reduce -3.3% | 3,700 | $489K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -1.4% | 3,659 | $484K |
| Rothschild Wealth LLC | 0.04% | No change | 3,645 | $482K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +0.2% | 3,635 | $481K |
| Parsons Capital Management Inc. | 0.02% | Add +5.2% | 3,610 | $477K |
| Five Pine Wealth Management | 0.27% | Add +0.1% | 3,609 | $477K |
| Ethic Inc. | 0.01% | New | 3,586 | $474K |
| Mengis Capital Management, Inc. | 0.07% | Add +3.1% | 3,574 | $473K |
| Sax Wealth Advisors, LLC | 0.02% | New | 4,175 | $469K |
| MSH Capital Advisors LLC | 0.08% | No change | 3,530 | $467K |
| Rice Partnership, LLC | 0.06% | Reduce -0.7% | 3,496 | $462K |
| Headinvest, LLC | 0.09% | No change | 3,488 | $461K |
| Ibex Wealth Advisors | 0.04% | Add +0.3% | 3,484 | $461K |
| Essential Planning, LLC. | 0.13% | Add +1.0% | 3,469 | $459K |
| AAF Wealth Management, LLC | 0.17% | Reduce -49.1% | 3,461 | $458K |
| Old Peak Finance LLC | 0.22% | Add +14.3% | 3,457 | $457K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 3,433 | $454K |
| Meridian Financial Partners LLC | 0.15% | Add +6.7% | 3,375 | $452K |
| Five Oceans Advisors | 0.15% | No change | 3,416 | $452K |
| Brio Consultants, LLC | 0.05% | Add +0.9% | 3,409 | $451K |
| Tribridge Partners Financial LLC | 0.18% | Add +0.2% | 3,451 | $450K |
| Prudent Investors Network, Inc. | 0.09% | New | 3,400 | $450K |
| Panoramic Capital Partners, LLC | 0.21% | Add +0.0% | 3,398 | $449K |
| DAVENPORT & Co LLC | 0.00% | Add +76.3% | 3,393 | $449K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,391 | $448K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -2.4% | 3,377 | $447K |
| Cornerstone Financial Group, LLC | 0.27% | Add +0.2% | 3,365 | $445K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 3,328 | $440K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 3,323 | $439K |
| Legacy Capital Wealth Partners, LLC | 0.08% | No change | 3,320 | $439K |
| Susquehanna International Group, LLP | 0.00% | New | 3,320 | $439K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +7.8% | 3,319 | $439K |
| Cascade Investment Advisors, Inc. | 0.24% | Reduce -38.9% | 3,300 | $436K |
| Park National Corp. | 0.01% | Add +17.9% | 3,250 | $430K |
| Kiley Juergens Wealth Management, LLC | 0.07% | Add +0.1% | 3,231 | $427K |
| Baldwin Wealth Partners LLC | 0.03% | Add +20.2% | 3,220 | $426K |
| Parcion Private Wealth LLC | 0.02% | No change | 3,192 | $422K |
| Warner Financial, Inc. | 0.12% | Add +27.1% | 3,170 | $419K |
| Hilltop Holdings Inc. | 0.03% | No change | 3,161 | $418K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,154 | $417K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +4.8% | 3,133 | $414K |
| &partners | 0.00% | Reduce -2.8% | 3,103 | $410K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.5% | 3,086 | $408K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 3,079 | $407K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 3,068 | $406K |
| Oppenheimer & Co. Inc. | 0.00% | New | 3,032 | $401K |
| Legacy Private Trust Co. | 0.02% | Reduce -3.2% | 3,025 | $400K |
| Sandy Cove Advisors, LLC | 0.10% | Add +0.1% | 3,023 | $400K |
| RTD Financial Advisors, Inc. | 0.04% | No change | 3,017 | $399K |
| True North Advisors, LLC | 0.04% | New | 3,017 | $399K |
| NCM Capital Management, LLC | 0.12% | No change | 3,000 | $397K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -0.2% | 2,977 | $394K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +18.0% | 2,952 | $390K |
| Brookstone Capital Management | 0.00% | Add +6.0% | 2,923 | $387K |
| Cornerstone Wealth Advisors, Inc. | 0.08% | No change | 2,900 | $383K |
| Blue Zone Wealth Advisors, LLC | 0.07% | No change | 2,883 | $381K |
| Natural Investments, LLC | 0.08% | Add +22.6% | 2,874 | $380K |
| Fiera Capital Corp | 0.00% | Add +0.2% | 2,863 | $379K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -9.7% | 2,850 | $377K |
| CFS Investment Advisory Services, LLC | 0.03% | No change | 2,856 | $377K |
| Hurley Capital, LLC | 0.19% | Add +0.1% | 2,827 | $374K |
| Ignite Planners, LLC | 0.05% | No change | 2,813 | $372K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 2,805 | $371K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,800 | $370K |
| Retirement Planning Group, LLC | 0.01% | Add +0.0% | 2,763 | $365K |
| Nottingham Advisors, Inc. | 0.04% | No change | 2,750 | $361K |
| AlphaCore Capital LLC | 0.01% | Reduce -10.5% | 2,727 | $361K |
| Capital Management Corp. | 0.05% | Add +0.1% | 2,722 | $360K |
| J. Mark Nickell & Co. | 0.29% | Add +5.3% | 2,712 | $359K |
| RB Capital Management, LLC | 0.07% | No change | 2,709 | $358K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,705 | $358K |
| Harbor Asset Planning, Inc. | 0.27% | Add +0.2% | 2,696 | $356K |
| Evergreen Wealth Partners LLC | 0.21% | Add +0.2% | 2,687 | $355K |
| Plancorp, LLC | 0.01% | No change | 2,679 | $355K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -2.1% | 2,684 | $355K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,684 | $355K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,680 | $354K |
| Schaeffer Financial LLC | 0.27% | Add +21.1% | 2,674 | $354K |
| Financial Futures Ltd Liability Co. | 0.13% | Reduce -16.3% | 2,622 | $347K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 2,608 | $345K |
| Manchester Financial Inc. | 0.06% | No change | 2,595 | $343K |
| Curi Capital, LLC | 0.01% | No change | 2,590 | $343K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 2,586 | $342K |
| Carr Financial Group Corp | 0.08% | Add +31.0% | 2,571 | $340K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -3.0% | 2,567 | $339K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +41.4% | 2,543 | $336K |
| Quent Capital, LLC | 0.02% | Add +4.4% | 2,522 | $334K |
| Cibc World Market Inc. | 0.00% | Add +10.5% | 2,520 | $333K |
| Ieq Capital, LLC | 0.00% | No change | 2,500 | $331K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Add +8.5% | 2,490 | $329K |
| Disciplined Investors, L.L.C. | 0.16% | Add +3.2% | 2,480 | $328K |
| PW Nova Financial Services LLC | 0.07% | New | 2,478 | $328K |
| Trillium Asset Management, LLC | 0.01% | No change | 2,474 | $327K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,464 | $326K |
| MBE Wealth Management, LLC | 0.11% | Add +0.6% | 2,460 | $325K |
| First National Advisers, LLC | 0.05% | No change | 2,460 | $325K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 2,459 | $325K |
| FC Advisory LLC | 0.09% | Add +1.5% | 2,454 | $325K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -2.6% | 2,439 | $323K |
| Diversified Enterprises, LLC | 0.02% | Reduce -9.9% | 2,401 | $318K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +13.8% | 2,394 | $317K |
| Salus Financial Advisors, LLC | 0.16% | Reduce -4.0% | 2,391 | $316K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -0.8% | 2,380 | $315K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,361 | $312K |
| Bluestem Financial Advisors, LLC | 0.11% | Reduce -4.2% | 2,349 | $311K |
| Round Rock Advisors LLC | 0.04% | Reduce -4.1% | 2,345 | $310K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,337 | $309K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.1% | 2,333 | $309K |
| HM Payson & Co. | 0.00% | Add +12.0% | 2,324 | $307K |
| Lanark Financial, Inc. | 0.02% | No change | 2,306 | $305K |
| Dakota Wealth Management | 0.01% | No change | 2,299 | $304K |
| Townsend Asset Management Corp. /NC/ | 0.10% | No change | 2,283 | $302K |
| LongView Wealth Management | 0.08% | Add +0.2% | 2,272 | $300K |
| Trust Point Inc. | 0.03% | New | 2,267 | $300K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 2,252 | $298K |
| Whitegate Investment Counselors, Inc. | 0.08% | Reduce -2.4% | 2,215 | $293K |
| Wolfstich Capital, LLC | 0.23% | Reduce -20.6% | 2,219 | $293K |
| Dunhill Financial, LLC | 0.06% | No change | 2,187 | $289K |
| Ackerman Capital Advisors, LLC | 0.06% | No change | 2,178 | $288K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,178 | $288K |
| Tandem Financial, LLC | 0.09% | Add +0.2% | 2,164 | $286K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -57.4% | 2,153 | $285K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,149 | $284K |
| Reliant Wealth Planning | 0.08% | No change | 2,133 | $282K |
| Liberty Wealth Management LLC | 0.04% | No change | 2,498 | $280K |
| Investment Advisory Group, LLC | 0.06% | No change | 2,105 | $278K |
| Agf Management Ltd. | 0.00% | Reduce -8.7% | 2,100 | $278K |
| Continuum Wealth Advisors, LLC | 0.09% | Add +11.3% | 2,098 | $277K |
| North Star Investment Management Corp. | 0.01% | Reduce -3.4% | 2,077 | $275K |
| Kintra Wealth, LLC | 0.01% | Add +0.2% | 1,991 | $274K |
| Rathbones Group PLC | 0.00% | New | 2,066 | $273K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -18.5% | 2,026 | $268K |
| VestGen Advisors, LLC | 0.01% | Add +0.2% | 2,024 | $268K |
| Equity Wealth Partners, LLC | 0.10% | Reduce -0.3% | 2,020 | $267K |
| Fiduciary Alliance LLC | 0.02% | Add +0.1% | 2,014 | $266K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,009 | $266K |
| TritonPoint Partners, LLC | 0.02% | New | 2,009 | $266K |
| Norris Perne & French LLP | 0.01% | No change | 2,007 | $265K |
| Level Wealth Management LLC | 0.10% | Add +0.3% | 1,983 | $262K |
| Trek Financial, LLC | 0.01% | Reduce -12.8% | 1,970 | $261K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 1,957 | $259K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +4.7% | 1,954 | $258K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.2% | 1,936 | $256K |
| Hollencrest Capital Management | 0.02% | No change | 1,920 | $254K |
| Nemes Rush Group LLC | 0.02% | Reduce -39.9% | 1,908 | $252K |
| Chesley Taft & Associates LLC | 0.01% | New | 1,903 | $252K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -4.2% | 1,898 | $251K |
| Carnegie Investment Counsel | 0.01% | New | 1,871 | $247K |
| Vawter Financial, Ltd. | 0.09% | No change | 1,860 | $246K |
| Ledgewood Wealth Advisors, LLC | 0.13% | Reduce -6.7% | 1,855 | $245K |
| Jacobsen Capital Management | 0.07% | Add +0.2% | 1,853 | $245K |
| Legacy Financial Advisors, Inc. | 0.03% | Reduce -6.3% | 1,843 | $244K |
| Momentous Wealth Management, Inc. | 0.12% | No change | 1,840 | $243K |
| Vista Investment Partners Ii, LLC | 0.10% | New | 1,832 | $242K |
| Ofc Financial Planning, LLC | 0.21% | No change | 1,816 | $240K |
| Martel Wealth Advisors LLC | 0.04% | Reduce -17.6% | 1,814 | $240K |
| Independent Financial Group, LLC | 0.00% | New | 1,808 | $239K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 1,804 | $239K |
| Avaii Wealth Management, LLC | 0.07% | No change | 1,800 | $238K |
| Argyle Capital Partners, LLC | 0.15% | New | 1,799 | $238K |
| Astra Wealth Partners LLC | 0.13% | New | 1,771 | $234K |
| D. E. Shaw & Co. | 0.00% | New | 1,761 | $233K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 1,750 | $231K |
| Coastal Bridge Advisors, LLC | 0.01% | Reduce -3.2% | 1,745 | $231K |
| Keystone Wealth Services, LLC | 0.04% | New | 1,743 | $231K |
| Cassilly Financial Group LLC | 0.17% | New | 1,743 | $230K |
| Synergy Financial Group, LTD | 0.17% | New | 1,735 | $229K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 1,732 | $229K |
| Zenith Solutions, Inc. | 0.21% | — | 1,728 | $229K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,694 | $224K |
| DDD Partners, LLC | 0.01% | New | 1,690 | $223K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,661 | $220K |
| Partners in Financial Planning | 0.03% | New | 1,656 | $219K |
| GGM Financial LLC | 0.08% | Reduce -82.5% | 1,652 | $218K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 1,644 | $217K |
| Keyvantage Wealth, LLC | 0.08% | New | 1,632 | $216K |
| Donalies Financial Planning, LLC | 0.16% | New | 1,621 | $214K |
| Trust Co. of Vermont | 0.01% | — | 1,621 | $214K |
| Atria Investments, Inc | 0.00% | New | 1,620 | $214K |
| Connecticut Wealth Management, LLC | 0.01% | New | 1,604 | $212K |
| Northern Capital Management, Inc. | 0.09% | New | 1,601 | $212K |
| Nadler Financial Group, Inc. | 0.02% | Reduce -26.4% | 1,600 | $212K |
| JSF Financial, LLC | 0.03% | New | 1,598 | $211K |
| Covestor Ltd | 0.12% | Add +6.2% | 1,579 | $209K |
| BostonPremier Wealth LLC | 0.09% | New | 1,578 | $209K |
| W Advisors, LLC | 0.09% | New | 1,574 | $208K |
| Post Resch Tallon Group Inc. | 0.14% | New | 1,571 | $208K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,571 | $208K |
| Cascade Financial Partners, LLC | 0.02% | New | 1,565 | $207K |
| Concord Wealth Partners | 0.02% | New | 1,562 | $207K |
| NerdWallet Wealth Partners, LLC | 0.07% | New | 1,553 | $205K |
| Krilogy Financial LLC | 0.01% | New | 1,550 | $205K |
| MB Generational Wealth, LLC | 0.10% | Reduce -14.7% | 1,533 | $203K |
| Alpha Financial Partners LLC | 0.11% | New | 1,524 | $202K |
| GAMMA Investing LLC | 0.01% | No change | 1,442 | $191K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,340 | $177K |
| DHJJ Financial Advisors, Ltd. | 0.05% | New | 1,325 | $175K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.4% | 1,318 | $174K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,266 | $167K |
| Eastern Bank | 0.00% | Reduce -4.0% | 1,228 | $162K |
| Carolina Wealth Advisors, LLC | 0.06% | No change | 1,205 | $159K |
| IFP Advisors, Inc | 0.00% | Add +32.0% | 1,155 | $153K |
| Investors Research Corp | 0.03% | Add +6.1% | 1,143 | $151K |
| Graney & King, LLC | 0.05% | Reduce -19.1% | 1,142 | $151K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,089 | $144K |
| Gould Capital, LLC | 0.08% | New | 1,089 | $144K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 970 | $128K |
| Frankly Finances, LLC | 0.10% | New | 968 | $128K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 960 | $127K |
| Capitol Family Office, Inc. | 0.13% | Add +1.2% | 956 | $126K |
| Fort Vancouver Investment Management, LLC | 0.06% | No change | 955 | $126K |
| Gill Capital Partners, LLC | 0.03% | No change | 943 | $125K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 938 | $124K |
| First Bancorp, Inc | 0.05% | New | 905 | $120K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -45.5% | 886 | $117K |
| Cornerstone Financial Management LLC | 0.09% | No change | 875 | $116K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -6.5% | 863 | $114K |
| Abound Wealth Management | 0.02% | Reduce -1.8% | 859 | $114K |
| IFG Advisory, LLC | 0.00% | New | 824 | $109K |
| Winthrop Capital Management, LLC | 0.03% | No change | 814 | $108K |
| Caldwell Trust Co | 0.01% | No change | 805 | $106K |
| Golden State Wealth Management, LLC | 0.01% | No change | 799 | $106K |
| Global Retirement Partners, LLC | 0.00% | — | 795 | $105K |
| Cary Street Partners Financial LLC | 0.00% | No change | 103,431 | $103K |
| Trust Co | 0.01% | No change | 760 | $101K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 728 | $96K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -51.5% | 725 | $96K |
| Pittenger & Anderson Inc. | 0.00% | No change | 717 | $95K |
| Piscataqua Savings Bank | 0.06% | No change | 711 | $94K |
| Fiduciary Financial Advisors | 0.01% | New | 702 | $93K |
| Richardson Capital Management LLC | 0.04% | Add +0.3% | 689 | $91K |
| Fortis Group Advisors, LLC | 0.01% | No change | 680 | $90K |
| Newton One Investments LLC | 0.02% | Add +30.4% | 678 | $90K |
| Tucker Asset Management LLC | 0.02% | New | 651 | $86K |
| American Capital Advisory, LLC | 0.03% | Add +107.0% | 625 | $83K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 603 | $80K |
| Union Savings Bank | 0.03% | No change | 586 | $77K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -66.9% | 572 | $76K |
| Highline Wealth Partners LLC | 0.01% | No change | 491 | $65K |
| Midway Capital Research & Management | 0.05% | No change | 487 | $64K |
| Private Trust Co. NA | 0.01% | No change | 482 | $64K |
| Qube Research & Technologies Ltd | 0.00% | New | 482 | $64K |
| Fairway Wealth LLC | 0.01% | Add +0.2% | 479 | $63K |
| Assetmark, Inc. | 0.00% | Add +73.5% | 465 | $61K |
| YANKCOM Partnership | 0.02% | No change | 458 | $61K |
| Smartleaf Asset Management LLC | 0.00% | No change | 454 | $60K |
| Pacific Center for Financial Services | 0.01% | Add +0.2% | 444 | $59K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 440 | $58K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 504 | $57K |
| Roble, Belko & Company, Inc | 0.01% | No change | 422 | $56K |
| Aberdeen Wealth Management LLC | 0.03% | New | 411 | $54K |
| Harborfront Financial Group LLC | 0.20% | — | 395 | $52K |
| Winch Advisory Services, LLC | 0.01% | No change | 387 | $51K |
| Avalon Trust Co | 0.00% | No change | 375 | $50K |
| Ameriflex Group, Inc. | 0.02% | New | 363 | $48K |
| Mascoma Wealth Management LLC | 0.01% | No change | 355 | $47K |
| Fifth Third Bancorp | 0.00% | Reduce -83.1% | 331 | $44K |
| Gladwyn Financial Advisors, Inc. | 0.03% | Add +0.3% | 330 | $44K |
| Maseco LLP | 0.00% | No change | 314 | $42K |
| Westend Capital Management, LLC | 0.01% | Reduce -34.2% | 310 | $41K |
| Quaker Wealth Management, LLC | 0.01% | No change | 309 | $41K |
| SHP Wealth Management | 0.00% | No change | 307 | $41K |
| DT Investment Partners, LLC | 0.00% | Add +4.5% | 301 | $40K |
| Signaturefd, LLC | 0.00% | No change | 298 | $39K |
| Bogart Wealth, LLC | 0.00% | Add +24.8% | 297 | $39K |
| Hantz Financial Services, Inc. | 0.00% | No change | 281 | $37K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 266 | $35K |
| Glassman Wealth Services | 0.00% | No change | 260 | $34K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 250 | $33K |
| Arax Advisory Partners | 0.00% | Add +7.5% | 243 | $32K |
| Operose Advisors LLC | 0.01% | No change | 233 | $31K |
| Breakwater Investment Management | 0.01% | No change | 229 | $30K |
| Toth Financial Advisory Corp. | 0.00% | No change | 227 | $30K |
| NFSG Corp | 0.00% | No change | 223 | $30K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 217 | $29K |
| Archer Investment Corp | 0.01% | Add +59.5% | 201 | $27K |
| Navigoe, LLC | 0.01% | No change | 200 | $26K |
| Evolution Advisers, Inc. | 0.01% | No change | 199 | $26K |
| Chilton Capital Management LLC | 0.00% | No change | 190 | $25K |
| Silver Grove Financial Group, Inc. | 0.01% | No change | 187 | $25K |
| Seneschal Advisors, LLC | 0.02% | New | 175 | $23K |
| Nvwm, LLC | 0.00% | No change | 166 | $22K |
| Acima Private Wealth, LLC | 0.01% | No change | 158 | $21K |
| Birchbrook, Inc. | 0.01% | No change | 152 | $20K |
| StrongBox Wealth, LLC | 0.01% | New | 149 | $20K |
| Bfsg, LLC | 0.00% | No change | 148 | $20K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -74.5% | 130 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 125 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 115 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -14.3% | 114 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $13K |
| Institute for Wealth Management, LLC. | 0.00% | New | 100 | $13K |
| Lodestone Wealth Management LLC | 0.00% | Add +1.1% | 93 | $12K |
| Albion Financial Group | 0.00% | Reduce -98.3% | 85 | $11K |
| Bernard Wealth Management Corp. | 0.00% | No change | 80 | $11K |
| CX Institutional | 0.00% | New | 77 | $10K |
| Financial Avengers, Inc. | 0.00% | No change | 75 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 74 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 61 | $8K |
| Evelyn Partners Group Ltd | 0.00% | — | 56 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 50 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 49 | $6K |
| Tidemark, LLC | 0.00% | No change | 43 | $6K |
| Tower View Wealth Management LLC | 0.00% | No change | 42 | $6K |
| Olistico Wealth, LLC | 0.00% | No change | 29 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 23 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 20 | $3K |
| Topsail Wealth Management, LLC | 0.00% | No change | 20 | $3K |
| 3Chopt Investment Partners, LLC | 0.00% | Reduce -7.1% | 13 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $2K |
| Financial Life Planners | 0.00% | No change | 10 | $1K |
| Tsfg, LLC | 0.00% | No change | 4 | $1K |
| Triumph Capital Management | 0.00% | No change | 3 | $397 |
| Kilter Group LLC | 0.00% | No change | 3 | $397 |
| RMG Wealth Management LLC | 0.00% | No change | 1 | $137 |
| Rossby Financial, LCC | 0.00% | Reduce -99.7% | 1 | $95 |
"% 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.