HoldingsChannel.com
Funds Holding ESGV
HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.5,200,722$238,141 03/31/2020
     ESGV5,200,722$238,141 03/31/2020
Karpus Management Inc.551,411$25,249 03/31/2020
     ESGV551,411$25,249 03/31/2020
Bank of America Corp DE442,098$20,244 03/31/2020
     ESGV442,098$20,244 03/31/2020
Morgan Stanley325,889$14,922 03/31/2020
     ESGV325,889$14,922 03/31/2020
Wealthsimple US Ltd.293,121$13,422 03/31/2020
     ESGV293,121$13,422 03/31/2020
Creative Planning292,750$13,405 03/31/2020
     ESGV292,750$13,405 03/31/2020
UBS Group AG274,152$12,553 03/31/2020
     ESGV274,152$12,553 03/31/2020
Royal Bank of Canada245,398$11,237 03/31/2020
     ESGV245,398$11,237 03/31/2020
Goldman Sachs Group Inc.198,076$9,070 03/31/2020
     ESGV198,076$9,070 03/31/2020
Diversified Portfolios Inc.161,419$7,391 03/31/2020
     ESGV161,419$7,391 03/31/2020
Cambridge Associates LLC MA ADV150,283$6,881 03/31/2020
     ESGV150,283$6,881 03/31/2020
SCS Capital Management LLC130,279$5,965 03/31/2020
     ESGV130,279$5,965 03/31/2020
Stewardship Advisors LLC129,176$5,915 03/31/2020
     ESGV129,176$5,915 03/31/2020
Orgel Wealth Management LLC126,411$5,788 03/31/2020
     ESGV126,411$5,788 03/31/2020
Equitable Trust Co.102,352$4,686 03/31/2020
     ESGV102,352$4,686 03/31/2020
Raymond James Financial Services Advisors Inc.81,422$3,729 03/31/2020
     ESGV81,422$3,729 03/31/2020
Crewe Advisors LLC68,438$3,134 03/31/2020
     ESGV68,438$3,134 03/31/2020
Garde Capital Inc.62,757$2,874 03/31/2020
     ESGV62,757$2,874 03/31/2020
Envestnet Asset Management Inc.59,857$2,741 03/31/2020
     ESGV59,857$2,741 03/31/2020
Adviser Investments LLC59,049$2,704 03/31/2020
     ESGV59,049$2,704 03/31/2020
Baird Financial Group Inc.56,368$2,581 03/31/2020
     ESGV56,368$2,581 03/31/2020
Boston Standard Wealth Management LLC52,788$2,304 03/31/2020
     ESGV52,788$2,304 03/31/2020
Deutsche Bank AG49,950$2,287 03/31/2020
     ESGV49,950$2,287 03/31/2020
Janney Montgomery Scott LLC49,840$2,282 03/31/2020
     ESGV49,840$2,282 03/31/2020
Parallel Advisors LLC41,414$1,896 03/31/2020
     ESGV41,414$1,896 03/31/2020
Ameriprise Financial Inc.40,069$1,809 03/31/2020
     ESGV40,069$1,809 03/31/2020
Webster Bank N. A.39,200$1,795 03/31/2020
     ESGV39,200$1,795 03/31/2020
Cpwm LLC32,750$1,500 03/31/2020
     ESGV32,750$1,500 03/31/2020
MBE Wealth Management LLC31,077$1,423 03/31/2020
     ESGV31,077$1,423 03/31/2020
First Republic Investment Management Inc.30,394$1,392 03/31/2020
     ESGV30,394$1,392 03/31/2020
Iberiabank Corp30,220$1,384 03/31/2020
     ESGV30,220$1,384 03/31/2020
Commonwealth Equity Services LLC29,826$1,365 03/31/2020
     ESGV29,826$1,365 03/31/2020
White Lighthouse Investment Management Inc.29,480$1,350 03/31/2020
     ESGV29,480$1,350 03/31/2020
D.A. Davidson & CO.24,200$1,108 03/31/2020
     ESGV24,200$1,108 03/31/2020
Veritable L.P.23,735$1,087 03/31/2020
     ESGV23,735$1,087 03/31/2020
Susquehanna International Group LLP21,537$986 03/31/2020
     ESGV21,537$986 03/31/2020
Hanson & Doremus Investment Management20,115$921 03/31/2020
     ESGV20,115$921 03/31/2020
Barometer Capital Management Inc.19,900$911 03/31/2020
     ESGV19,900$911 03/31/2020
Halbert Hargrove Global Advisors LLC18,819$862 03/31/2020
     ESGV18,819$862 03/31/2020
PNC Financial Services Group Inc.18,800$861 03/31/2020
     ESGV18,800$861 03/31/2020
AMG National Trust Bank18,655$855 03/31/2020
     ESGV18,655$855 03/31/2020
CAPROCK Group Inc.18,210$834 03/31/2020
     ESGV18,210$834 03/31/2020
Advisor Group Holdings Inc.18,187$833 03/31/2020
     ESGV18,187$833 03/31/2020
Bell Bank16,738$766 03/31/2020
     ESGV16,738$766 03/31/2020
Stokes Family Office LLC16,000$733 03/31/2020
     ESGV16,000$733 03/31/2020
United Capital Financial Advisers LLC14,408$660 03/31/2020
     ESGV14,408$660 03/31/2020
Twin Focus Capital Partners LLC14,101$646 03/31/2020
     ESGV14,101$646 03/31/2020
ELM Advisors LLC12,590$576 03/31/2020
     ESGV12,590$576 03/31/2020
PFG Advisors11,313$567 03/31/2020
     ESGV11,313$567 03/31/2020
Partners Capital Investment Group LLP11,915$546 03/31/2020
     ESGV11,915$546 03/31/2020
Cambridge Investment Research Advisors Inc.11,879$544 03/31/2020
     ESGV11,879$544 03/31/2020
Blair William & Co. IL11,614$532 03/31/2020
     ESGV11,614$532 03/31/2020
Lake Street Advisors Group LLC11,397$522 03/31/2020
     ESGV11,397$522 03/31/2020
Ladenburg Thalmann Financial Services Inc.9,145$518 12/31/2019
     ESGV9,145$518 12/31/2019
Raymond James & Associates11,201$513 03/31/2020
     ESGV11,201$513 03/31/2020
Baldrige Asset Management LLC10,842$496 03/31/2020
     ESGV10,842$496 03/31/2020
Leonard Rickey Investment Advisors P.L.L.C.10,674$489 03/31/2020
     ESGV10,674$489 03/31/2020
Brandywine Oak Private Wealth LLC10,602$485 03/31/2020
     ESGV10,602$485 03/31/2020
Ameritas Investment Partners Inc.9,692$443 03/31/2020
     ESGV9,692$443 03/31/2020
Brouwer & Janachowski LLC9,648$442 03/31/2020
     ESGV9,648$442 03/31/2020
Northwestern Mutual Wealth Management Co.9,544$437 03/31/2020
     ESGV9,544$437 03/31/2020
Nottingham Advisors Inc.9,200$421 03/31/2020
     ESGV9,200$421 03/31/2020
Colony Group LLC9,004$412 03/31/2020
     ESGV9,004$412 03/31/2020
Sowell Financial Services LLC8,595$394 03/31/2020
     ESGV8,595$394 03/31/2020
Prio Wealth Limited Partnership8,250$378 03/31/2020
     ESGV8,250$378 03/31/2020
LexAurum Advisors LLC8,048$369 03/31/2020
     ESGV8,048$369 03/31/2020
Mokosak Advisory Group LLC7,697$352 03/31/2020
     ESGV7,697$352 03/31/2020
Vestmark Advisory Solutions Inc.7,235$331 03/31/2020
     ESGV7,235$331 03/31/2020
Brickley Wealth Management6,825$313 03/31/2020
     ESGV6,825$313 03/31/2020
Gemmer Asset Management LLC6,706$307 03/31/2020
     ESGV6,706$307 03/31/2020
GenTrust LLC6,700$307 03/31/2020
     ESGV6,700$307 03/31/2020
Ameraudi Asset Management Inc.6,700$307 03/31/2020
     ESGV6,700$307 03/31/2020
Fiduciary Trust Co.5,802$266 03/31/2020
     ESGV5,802$266 03/31/2020
Shufro Rose & Co. LLC5,800$266 03/31/2020
     ESGV5,800$266 03/31/2020
Sageworth Trust Co5,697$261 03/31/2020
     ESGV5,697$261 03/31/2020
Advisor Group Inc.4,555$258 12/31/2019
     ESGV4,555$258 12/31/2019
Beacon Pointe Advisors LLC5,549$254 03/31/2020
     ESGV5,549$254 03/31/2020
Valeo Financial Advisors LLC5,027$248 03/31/2020
     ESGV5,027$248 03/31/2020
Strategic Wealth Management Group LLC5,177$237 03/31/2020
     ESGV5,177$237 03/31/2020
Tortoise Investment Management LLC5,050$231 03/31/2020
     ESGV5,050$231 03/31/2020
Financial Architects Inc5,007$229 03/31/2020
     ESGV5,007$229 03/31/2020
New England Private Wealth Advisors LLC4,959$227 03/31/2020
     ESGV4,959$227 03/31/2020
Well Done LLC4,793$219 03/31/2020
     ESGV4,793$219 03/31/2020
Cetera Investment Advisers4,507$206 03/31/2020
     ESGV4,507$206 03/31/2020
Rockefeller Capital Management L.P.3,671$168 03/31/2020
     ESGV3,671$168 03/31/2020
Atlas Capital Advisors LLC3,271$150 03/31/2020
     ESGV3,271$150 03/31/2020
Proequities Inc.3,085$141 03/31/2020
     ESGV3,085$141 03/31/2020
Smithfield Trust Co.3,044$139 03/31/2020
     ESGV3,044$139 03/31/2020
Bedel Financial Consulting Inc.2,729$125 03/31/2020
     ESGV2,729$125 03/31/2020
JNBA Financial Advisors2,498$114 03/31/2020
     ESGV2,498$114 03/31/2020
AdvisorNet Financial Inc1,300$60 03/31/2020
     ESGV1,300$60 03/31/2020
Acima Private Wealth LLC1,299$59 03/31/2020
     ESGV1,299$59 03/31/2020
Capital Analysts LLC1,272$58 03/31/2020
     ESGV1,272$58 03/31/2020
Citigroup Inc.1,200$55 03/31/2020
     ESGV1,200$55 03/31/2020
LFA Lugano Financial Advisors SA900$51 03/31/2020
     ESGV900$51 03/31/2020
Sugarloaf Wealth Management LLC1,027$47 03/31/2020
     ESGV1,027$47 03/31/2020
Capital Investment Advisory Services LLC1,000$46 03/31/2020
     ESGV1,000$46 03/31/2020
Bank of Montreal Can905$40 03/31/2020
     ESGV905$40 03/31/2020
Advisory Alpha LLC760$38 03/31/2020
     ESGV760$38 03/31/2020
BDO Wealth Advisors LLC800$37 03/31/2020
     ESGV800$37 03/31/2020
Firestone Capital Management650$30 03/31/2020
     ESGV650$30 03/31/2020
Pacifica Partners Inc.600$28 03/31/2020
     ESGV600$28 03/31/2020
North Star Investment Management Corp.564$26 03/31/2020
     ESGV564$26 03/31/2020
NEXT Financial Group Inc400$18 03/31/2020
     ESGV400$18 03/31/2020
Stratos Wealth Advisors LLC300$14 03/31/2020
     ESGV300$14 03/31/2020
Princeton Global Asset Management LLC300$14 03/31/2020
     ESGV300$14 03/31/2020
US Bancorp DE290$13 03/31/2020
     ESGV290$13 03/31/2020
TD Capital Management LLC222$10 03/31/2020
     ESGV222$10 03/31/2020
Column Capital Advisors LLC214$10 03/31/2020
     ESGV214$10 03/31/2020
Roble Belko & Company Inc220$10 03/31/2020
     ESGV220$10 03/31/2020
Capital Asset Advisory Services LLC205$10 03/31/2020
     ESGV205$10 03/31/2020
Ellevest Inc.170$8 03/31/2020
     ESGV170$8 03/31/2020
Toth Financial Advisory Corp83$4 03/31/2020
     ESGV83$4 03/31/2020
Stearns Financial Services Group32$1 03/31/2020
     ESGV32$1 03/31/2020
Wells Fargo & Company MN0$0 03/31/2020
     ESGV0$0 03/31/2020

See Summary: Institutional Holders of ESGV
See Details: Top 10 Hedge Funds Holding ESGV
Also See: ESGV Holdings Changes

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