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Vanguard ESG US Stock ETF
ESGV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Orgel Wealth Management
51
Orgel Wealth Management
Wisconsin
USD 18.9 M +USD 644 k +5,054 +4%
Caprock Group
52
Caprock Group
Idaho
USD 18.5 M +USD 516 k +4,046 +3%
Prime Buchholz
53
Prime Buchholz
New Hampshire
USD 17.9 M +USD 5.48 M +42,946 +46%
Beacon Pointe Advisors
54
Beacon Pointe Advisors
California
USD 17.7 M +USD 1.39 M +10,880 +9%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
USD 17.7 M -USD 354 k -2,773 -2%
Harpswell Capital Advisors
56
Harpswell Capital Advisors
Maine
USD 17.1 M +USD 115 k +900 +0.7%
Diversified Portfolios Inc
57
Diversified Portfolios Inc
Michigan
USD 16.1 M -USD 1.15 M -9,008 -7%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
USD 15.5 M +USD 4.95 M +38,828 +49%
Miracle Mile Advisors
59
Miracle Mile Advisors
California
USD 15.5 M -USD 438 k -3,439 -3%
One Day In July LLC
60
One Day In July LLC
Vermont
USD 14.9 M +USD 155 k +1,213 +1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
USD 14.3 M -USD 811 k -6,364 -6%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
USD 14.1 M +USD 25.2 k +198 +0.2%
TIAA Trust, National Association
63
TIAA Trust, National Association
North Carolina
USD 14.1 M +USD 13.6 M +106,642 +236,982%
Bailard
64
Bailard
California
USD 13.6 M +USD 11.3 M +88,809 +627%
Cambridge Associates
65
Cambridge Associates
Massachusetts
USD 13.4 M -USD 14.2 M -111,272 -52%
SageView Advisory Group
66
SageView Advisory Group
California
USD 13.2 M +USD 144 k +1,129 +1%
Farrell Financial
67
Farrell Financial
New York
USD 13 M -USD 88.9 k -697 -0.7%
Cresset Asset Management
68
Cresset Asset Management
Illinois
USD 12.3 M -USD 2.55 k -20 -0%
SLG
69
Sanchez Levi Garrett
USD 12.2 M +USD 154 k +1,209 +1%
William Blair & Company
70
William Blair & Company
Illinois
USD 12.1 M +USD 1.03 M +8,094 +10%
Pathstone Holdings
71
Pathstone Holdings
New Jersey
USD 11.1 M +USD 331 k +2,598 +3%
AMG National Trust Bank
72
AMG National Trust Bank
Colorado
USD 11 M -USD 484 k -3,796 -4%
Wells Fargo
73
Wells Fargo
California
USD 11 M +USD 1.06 M +8,280 +11%
Boston Standard Wealth Management
74
Boston Standard Wealth Management
Massachusetts
USD 10.6 M +USD 98.7 k +774 +1%
Twin Focus Capital Partners
75
Twin Focus Capital Partners
Massachusetts
USD 10.2 M +USD 638 +5 +0%
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