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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
301
Tocqueville Asset Management
New York
$206K – – –
SC
302
Soundwatch Capital
Connecticut
$205K -$2.97M -42,345 -93%
FCIM
303
Fairview Capital Investment Management
California
$204K – – –
CWP
304
Corepath Wealth Partners
Arizona
$203K +$222K +3,165 New
CT
305
Cambridge Trust
Massachusetts
$193K +$17.7K +252 +9%
HI
306
Harbour Investments
Wisconsin
$190K – – –
MWM
307
Mascoma Wealth Management
New Hampshire
$183K +$702 +10 +0.3%
GWM
308
Geneos Wealth Management
Colorado
$177K -$33.3K -475 -14%
CPA
309
Cardiff Park Advisors
California
$170K +$632 +9 +0.3%
FA
310
Flagstar Advisors
New York
$132K +$147K +2,097 New
NSIM
311
North Star Investment Management
Illinois
$129K +$92K +1,311 +178%
SMFG
312
Sumitomo Mitsui Financial Group
Japan
$128K -$135K -1,928 -49%
PAI
313
Pittenger & Anderson Inc
Nebraska
$128K -$7.02K -100 -5%
C
314
Covestor
United Kingdom
$128K +$5.83K +83 +4%
HR
315
Howe & Rusling
New York
$124K – – –
ME
316
McIlrath & Eck
Washington
$111K – – –
TWP
317
TFO Wealth Partners
Ohio
$109K +$122K +1,736 New
TWC
318
TD Waterhouse Canada
Ontario, Canada
$94.3K – – –
SBL
319
Sargent Bickham Lagudis
Colorado
$91K +$351 +5 +0.3%
CMP
320
Coston McIsaac & Partners
Maine
$90K +$8.56K +122 +9%
CWA
321
Carolina Wealth Advisors
South Carolina
$86K +$19.7K +281 +26%
TWA
322
TCI Wealth Advisors
Arizona
$84K – – –
JWA
323
JFS Wealth Advisors
Pennsylvania
$81K – – –
AF
324
Advisornet Financial
Minnesota
$78K -$16.4K -234 -16%
HNB
325
Huntington National Bank
Ohio
$67K – – –
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