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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
226
Thompson Davis & Co
Virginia
$785K -$27.8K -300 -4%
CWA
227
CJM Wealth Advisers
Virginia
$776K +$556 +6 +0.1%
CAM
228
Cozad Asset Management
Illinois
$765K – – –
CWA
229
CM Wealth Advisors
Ohio
$764K – – –
TFCP
230
Twin Focus Capital Partners
Massachusetts
$758K -$38.3K -413 -5%
FCI
231
Financial Counselors Inc
Kansas
$756K – – –
CFG
232
Citizens Financial Group
Rhode Island
$745K +$326K +3,512 +84%
PCM
233
Passive Capital Management
Maryland
$742K +$26.7K +288 +4%
BFS
234
Bradley Foster & Sargent
Connecticut
$721K -$34.8K -375 -5%
HSA
235
HBK Sorce Advisory
Pennsylvania
$721K +$18.8K +203 +3%
PPW
236
Presilium Private Wealth
Pennsylvania
$721K -$16.8K -181 -2%
EH
237
Equitable Holdings
New York
$720K -$87.5K -944 -11%
RFA
238
Rollins Financial Advisors
New York
$710K -$6.86K -74 -1%
STCOSD
239
Sageworth Trust Company of South Dakota
South Dakota
$706K -$1.85K -20 -0.3%
EI
240
Ellevest Inc
New York
$704K +$208K +2,246 +45%
LSA
241
Lion Street Advisors
Texas
$703K – – –
NA
242
Nottingham Advisors
New York
$700K -$92.7K -1,000 -12%
LWCFA
243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$700K – – –
RPC
244
Rossmore Private Capital
Connecticut
$681K – – –
FPAS
245
Focus Partners Advisor Solutions
Missouri
$679K – – –
CC
246
Copperleaf Capital
North Carolina
$672K – – –
CIA
247
Cascade Investment Advisors
Oregon
$672K -$69.5K -750 -10%
ACM
248
Armbruster Capital Management
New York
$670K – – –
SAS
249
Sage Advisory Services
Texas
$667K -$110K -1,190 -15%
BWM
250
Benchmark Wealth Management
Connecticut
$661K -$43.6K -470 -6%
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