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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
251
Sageworth Trust Company of South Dakota
South Dakota
$683K +$10.2K +115 +2%
BWM
252
Benchmark Wealth Management
Connecticut
$681K – – –
HSA
253
HBK Sorce Advisory
Pennsylvania
$677K +$2.13K +24 +0.3%
VFA
254
Valeo Financial Advisors
Indiana
$675K +$800 +9 +0.1%
DP
255
Denver PWM
Colorado
$665K -$6.4K -72 -1%
RPC
256
Rossmore Private Capital
Connecticut
$657K – – –
FPAS
257
Focus Partners Advisor Solutions
Missouri
$655K +$625K +7,030 New
PJSIMP
258
P.J. Schmidt Investment Management (PJS)
Wisconsin
$652K +$91.1K +1,024 +17%
CC
259
Copperleaf Capital
North Carolina
$649K +$619K +6,960 New
ACM
260
Armbruster Capital Management
New York
$646K -$31.6K -355 -5%
BP
261
Ballentine Partners
Massachusetts
$635K – – –
BCM
262
Brookstone Capital Management
Illinois
$632K +$52.1K +586 +9%
LSA
263
Lion Street Advisors
Texas
$619K – – –
JFG
264
Jefferies Financial Group
New York
$613K +$38.4K +432 +7%
LWCFA
265
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$612K – – –
MPM
266
Meritage Portfolio Management
Kansas
$605K – – –
BBNA
267
Bremer Bank National Association
Minnesota
$604K +$576K +6,482 New
CIA
268
Compass Ion Advisors
Pennsylvania
$586K +$12.3K +138 +2%
NAMP
269
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$576K +$33.3K +375 +6%
DWM
270
Destination Wealth Management
California
$576K – – –
LC
271
Landaas & Company
Wisconsin
$567K -$29.1K -327 -5%
GRA
272
Golden Road Advisors
Florida
$554K – – –
APP
273
Avantax Planning Partners
Iowa
$554K – – –
KFP
274
KMG Fiduciary Partners
Ohio
$550K – – –
MAG
275
Mokosak Advisory Group
Iowa
$548K -$85.8K -965 -14%
9 10
11
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