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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
251
Milestone Investment Advisors
Wisconsin
$724K -$105K -1,073 -13%
PJSIMP
252
P.J. Schmidt Investment Management (PJS)
Wisconsin
$720K +$29.1K +297 +4%
RPC
253
Rossmore Private Capital
Connecticut
$716K – – –
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$712K – – –
UCFA
255
United Capital Financial Advisors
Texas
$711K -$121K -1,237 -15%
CC
256
Copperleaf Capital
North Carolina
$707K – – –
CIA
257
Cascade Investment Advisors
Oregon
$706K – – –
BWM
258
Benchmark Wealth Management
Connecticut
$702K +$6.76K +69 +1%
DF
259
Dunhill Financial
United Kingdom
$696K +$671K +6,845 New
LC
260
Landaas & Company
Wisconsin
$694K +$10.1K +103 +2%
CWM
261
Cherrydale Wealth Management
New Jersey
$689K +$1.86K +19 +0.3%
APP
262
Avantax Planning Partners
Iowa
$679K +$72.6K +741 +12%
NIM
263
Northeast Investment Management
Massachusetts
$668K +$5.68K +58 +0.9%
SAS
264
Sage Advisory Services
Texas
$667K – – –
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$664K +$277K +2,828 +76%
MPM
266
Meritage Portfolio Management
Kansas
$660K – – –
BBNA
267
Bremer Bank National Association
Minnesota
$659K – – –
SP
268
Symmetry Partners
Connecticut
$655K +$4.7K +48 +0.8%
JFA
269
JNBA Financial Advisors
Minnesota
$654K -$309K -3,149 -33%
RFA
270
Rollins Financial Advisors
New York
$644K -$99.9K -1,019 -14%
CIA
271
Compass Ion Advisors
Pennsylvania
$643K +$3.63K +37 +0.6%
LA
272
LexAurum Advisors
Kansas
$632K +$91.2K +931 +18%
DWM
273
Destination Wealth Management
California
$628K – – –
IA
274
IFG Advisors
Missouri
$620K +$31.7K +323 +6%
APG
275
Abacus Planning Group
South Carolina
$615K +$86.8K +886 +17%
9 10
11
12 13