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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
276
Wedbush Securities
California
$1.09M -$128K -1,001 -11%
TDC
277
Thompson Davis & Co
Virginia
$1.07M – – –
KAS
278
Kestra Advisory Services
Texas
$1.07M -$1.78K -14 -0.2%
LPAM
279
Lodestar Private Asset Management
California
$1.04M +$78.9K +619 +9%
CIA
280
Concurrent Investment Advisors
Florida
$1.04M +$771K +6,044 +332%
CWA
281
CJM Wealth Advisers
Virginia
$1.04M -$2.17K -17 -0.2%
MSFS
282
Main Street Financial Solutions
Pennsylvania
$1.03M -$42.6K -334 -4%
PCM
283
Passive Capital Management
Maryland
$1.03M +$15K +118 +1%
RIM
284
Rockbridge Investment Management
New York
$1.02M +$13.9K +109 +1%
GRA
285
Golden Road Advisors
Florida
$999K -$16.4K -129 -2%
CWA
286
CM Wealth Advisors
Ohio
$998K – – –
WA
287
Winter & Associates
Minnesota
$996K +$654K +5,129 +213%
TCIIS
288
TIAA-CREF Individual & Institutional Services
New York
$984K +$281K +2,201 +42%
TWM
289
Tradition Wealth Management
Minnesota
$984K -$35.1K -275 -4%
CWM
290
Cherrydale Wealth Management
New Jersey
$980K -$15.4K -121 -2%
TFA
291
TPG Financial Advisors
Oregon
$978K +$92.8K +728 +11%
CAG
292
Csenge Advisory Group
Florida
$975K +$1.91K +15 +0.2%
MHC
293
May Hill Capital
Massachusetts
$967K – – –
DAS
294
Dynamic Advisor Solutions
Arizona
$954K +$7.01K +55 +0.8%
MIA
295
Milestone Investment Advisors
Wisconsin
$952K -$4.72K -37 -0.5%
PC
296
Pecaut & Co
Iowa
$941K -$29.2K -229 -3%
EH
297
Equitable Holdings
New York
$937K -$6.12K -48 -0.7%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$919K – – –
PGAM
299
Princeton Global Asset Management
New Jersey
$916K +$48.3K +379 +6%
CW
300
Curio Wealth
Maryland
$899K – – –
10 11
12
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