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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
251
Savvy Advisors Inc
New York
$796K +$796K +7,588 New
CWM
252
Cherrydale Wealth Management
New Jersey
$790K +$78.4K +747 +11%
BFS
253
Bradley Foster & Sargent
Connecticut
$783K – – –
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$780K +$94.8K +904 +14%
CFA
255
Capstone Financial Advisors
Illinois
$771K +$17.3K +165 +2%
CAG
256
Csenge Advisory Group
Florida
$767K +$2.1K +20 +0.3%
MIA
257
Milestone Investment Advisors
Wisconsin
$765K +$17.4K +166 +2%
NA
258
Nottingham Advisors
New York
$760K – – –
CW
259
Curio Wealth
Maryland
$758K +$758K +7,228 New
AI
260
Atria Investments
North Carolina
$753K +$753K +7,180 New
STCOSD
261
Sageworth Trust Company of South Dakota
South Dakota
$751K -$11.2K -107 -1%
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$745K – – –
RPC
263
Rossmore Private Capital
Connecticut
$739K – – –
HSA
264
HBK Sorce Advisory
Pennsylvania
$732K -$19.8K -189 -3%
CC
265
Copperleaf Capital
North Carolina
$730K – – –
UCFA
266
United Capital Financial Advisors
Texas
$729K -$5.25K -50 -0.7%
JFA
267
JNBA Financial Advisors
Minnesota
$719K +$44.5K +424 +7%
DF
268
Dunhill Financial
United Kingdom
$718K – – –
WA
269
Waverly Advisors
Alabama
$717K -$169K -1,611 -19%
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$702K -$41.1K -392 -6%
APP
271
Avantax Planning Partners
Iowa
$701K – – –
AFG
272
Atomi Financial Group
New York
$701K +$325K +3,096 +86%
SAS
273
Sage Advisory Services
Texas
$695K -$29.3K -279 -4%
FA
274
FC Advisory
Pennsylvania
$691K +$351K +3,346 +103%
BWM
275
Benchmark Wealth Management
Connecticut
$689K -$35.6K -339 -5%
9 10
11
12 13