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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
T
276
TrueFG
Texas
$1.1M -$17.7K -139 -2%
WS
277
Wedbush Securities
California
$1.09M -$128K -1,001 -11%
TDC
278
Thompson Davis & Co
Virginia
$1.07M – – –
KAS
279
Kestra Advisory Services
Texas
$1.07M -$1.78K -14 -0.2%
LPAM
280
Lodestar Private Asset Management
California
$1.04M +$78.9K +619 +9%
CIA
281
Concurrent Investment Advisors
Florida
$1.04M +$771K +6,044 +332%
CWA
282
CJM Wealth Advisers
Virginia
$1.04M -$2.17K -17 -0.2%
MSFS
283
Main Street Financial Solutions
Pennsylvania
$1.03M -$42.6K -334 -4%
CTWM
284
Cherry Tree Wealth Management
Minnesota
$1.03M – – –
PCM
285
Passive Capital Management
Maryland
$1.03M +$15K +118 +1%
RIM
286
Rockbridge Investment Management
New York
$1.02M +$13.9K +109 +1%
GRA
287
Golden Road Advisors
Florida
$999K -$16.4K -129 -2%
CWA
288
CM Wealth Advisors
Ohio
$998K – – –
WA
289
Winter & Associates
Minnesota
$996K +$654K +5,129 +213%
TCIIS
290
TIAA-CREF Individual & Institutional Services
New York
$984K +$281K +2,201 +42%
TWM
291
Tradition Wealth Management
Minnesota
$984K -$35.1K -275 -4%
CWM
292
Cherrydale Wealth Management
New Jersey
$980K -$15.4K -121 -2%
TFA
293
TPG Financial Advisors
Oregon
$978K +$92.8K +728 +11%
CAG
294
Csenge Advisory Group
Florida
$975K +$1.91K +15 +0.2%
MHC
295
May Hill Capital
Massachusetts
$967K – – –
DAS
296
Dynamic Advisor Solutions
Arizona
$954K +$7.01K +55 +0.8%
MIA
297
Milestone Investment Advisors
Wisconsin
$952K -$4.72K -37 -0.5%
PC
298
Pecaut & Co
Iowa
$941K -$29.2K -229 -3%
EH
299
Equitable Holdings
New York
$937K -$6.12K -48 -0.7%
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$919K – – –
10 11
12
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