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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
276
FRG Family Wealth Advisors
Washington
$272K -$44.2K -550 -14%
AWM
277
Atticus Wealth Management
Florida
$271K -$23.4K -291 -8%
MWM
278
Meridian Wealth Management
Kentucky
$271K -$6.83K -85 -2%
BFA
279
Bluestem Financial Advisors
Illinois
$271K +$643 +8 +0.2%
PIP
280
Peachtree Investment Partners
Florida
$270K +$19.5K +243 +8%
TAM
281
Tocqueville Asset Management
New York
$266K – – –
CA
282
Continuum Advisory
Idaho
$260K +$286K +3,556 New
PPW
283
Pinnacle Private Wealth
Massachusetts
$259K -$46.2K -575 -15%
AWP
284
Abacus Wealth Partners
California
$258K +$34.8K +433 +16%
FFA
285
Fragasso Financial Advisors
Pennsylvania
$257K +$255K +3,170 New
CFG
286
Citizens Financial Group
Rhode Island
$254K +$563 +7 +0.2%
DC
287
DeDora Capital
California
$253K -$27.4K -341 -10%
TP
288
Tranquility Partners
Tennessee
$245K – – –
MCM
289
MAI Capital Management
Ohio
$243K +$241K +3,000 New
CBFP
290
Cedar Brook Financial Partners
Ohio
$242K +$482 +6 +0.2%
LPT
291
Legacy Private Trust
Wisconsin
$241K +$26.1K +325 +12%
FFN
292
Focus Financial Network
Minnesota
$241K +$239K +2,971 New
MCM
293
Mengis Capital Management
Oregon
$236K -$6.27K -78 -3%
AWM
294
AE Wealth Management
Kansas
$236K +$44.2K +550 +23%
SA
295
Stewardship Advisors
Pennsylvania
$234K -$358K -4,453 -61%
PS
296
Portfolio Solutions
Michigan
$233K +$231K +2,868 New
CPWMP
297
Cardinal Point Wealth Management Partners
California
$221K – – –
SPA
298
Sentinel Pension Advisors
Massachusetts
$220K +$4.18K +52 +2%
RC
299
RegentAtlantic Capital
New Jersey
$220K +$4.74K +59 +2%
FA
300
FC Advisory
Pennsylvania
$219K +$217K +2,695 New
10 11
12
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