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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
251
P.J. Schmidt Investment Management (PJS)
Wisconsin
$656K -$19.2K -207 -3%
CWM
252
Cherrydale Wealth Management
New Jersey
$653K -$693K -7,477 -53%
LC
253
Landaas & Company
Wisconsin
$649K +$59.4K +641 +11%
NIM
254
Northeast Investment Management
Massachusetts
$630K -$211K -2,279 -26%
MPM
255
Meritage Portfolio Management
Kansas
$627K – – –
BBNA
256
Bremer Bank National Association
Minnesota
$626K – – –
SP
257
Symmetry Partners
Connecticut
$618K +$270K +2,916 +84%
DWM
258
Destination Wealth Management
California
$597K – – –
GRA
259
Golden Road Advisors
Florida
$588K – – –
CIA
260
Compass Ion Advisors
Pennsylvania
$586K – – –
IIA
261
Integral Investment Advisors
California
$577K +$192K +2,075 +54%
APP
262
Avantax Planning Partners
Iowa
$574K – – –
AIP
263
Ameritas Investment Partners
Nebraska
$571K +$17.1K +184 +3%
KFP
264
KMG Fiduciary Partners
Ohio
$570K – – –
SA
265
Sanctuary Advisors
Indiana
$564K +$582K +6,278 New
AAM
266
Ameraudi Asset Management
New York
$560K – – –
NAMP
267
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$558K -$37.1K -400 -6%
IA
268
IFG Advisors
Missouri
$558K +$1.58K +17 +0.3%
RIM
269
Rockbridge Investment Management
New York
$547K +$36.9K +398 +8%
MAG
270
Mokosak Advisory Group
Iowa
$543K -$23.8K -257 -4%
WANY
271
Wealthspire Advisors (New York)
New York
$542K -$415K -4,482 -44%
FFWA
272
FRG Family Wealth Advisors
Washington
$534K – – –
PC
273
Pecaut & Co
Iowa
$529K -$5.56K -60 -1%
KAS
274
Kestra Advisory Services
Texas
$521K +$31.3K +338 +7%
AP
275
Appleton Partners
Massachusetts
$520K -$41.2K -445 -8%
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11
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