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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
276
Avantax Planning Partners
Iowa
$273K +$40.3K +604 +17%
CFG
277
Citizens Financial Group
Rhode Island
$273K +$277K +4,147 New
HWM
278
Hemington Wealth Management
Virginia
$271K +$3.94K +59 +1%
LPT
279
Legacy Private Trust
Wisconsin
$270K -$20.7K -310 -7%
GVAG
280
Great Valley Advisor Group
Delaware
$262K +$265K +3,968 New
PP
281
PDS Planning
Ohio
$259K +$10.7K +161 +4%
FA
282
Financial Alternatives
California
$258K +$262K +3,923 New
FFG
283
Fullen Financial Group
Ohio
$258K +$1.13K +17 +0.5%
FPAS
284
Focus Partners Advisor Solutions
Missouri
$254K +$257K +3,858 New
PPW
285
Presilium Private Wealth
Pennsylvania
$252K +$255K +3,824 New
PGAM
286
Princeton Global Asset Management
New Jersey
$251K +$1.13K +17 +0.4%
CWA
287
Continuum Wealth Advisors
New York
$251K +$254K +3,807 New
IIM
288
InTrack Investment Management
Vermont
$250K -$845K -12,667 -77%
AWM
289
AE Wealth Management
Kansas
$249K +$31.9K +478 +14%
MAM
290
McLean Asset Management
Virginia
$247K +$4K +60 +2%
STCOSD
291
Sageworth Trust Company of South Dakota
South Dakota
$245K -$598K -8,962 -71%
JFG
292
Jefferies Financial Group
New York
$243K +$247K +3,696 New
SPIA
293
Steward Partners Investment Advisory
New York
$243K -$448K -6,717 -65%
BBW
294
Blue Barn Wealth
Utah
$242K +$4.27K +64 +2%
IIA
295
Integral Investment Advisors
California
$240K – – –
HF
296
HRT Financial
New York
$239K +$242K +3,633 New
BFA
297
Bluestem Financial Advisors
Illinois
$238K +$1.13K +17 +0.5%
PWMAG
298
Pinnacle Wealth Management Advisory Group
New Jersey
$236K -$8.34K -125 -3%
PFG
299
Pinnacle Financial Group
Illinois
$234K +$3.94K +59 +2%
SPA
300
Sentinel Pension Advisors
Massachusetts
$234K -$9.67K -145 -4%
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