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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
301
Chicago Partners Investment Group
Illinois
$402K +$42.2K +536 +13%
PA
302
Pinnacle Associates
New York
$397K +$8.91K +113 +2%
LPAM
303
Lodestar Private Asset Management
California
$397K +$41K +520 +13%
KAH
304
Kathryn A. Hall
$396K +$1.42K +18 +0.4%
TB
305
Treynor Bancshares
Iowa
$395K -$9.54K -121 -3%
CMP
306
Coston McIsaac & Partners
Maine
$391K +$54.9K +696 +18%
SCTC
307
Sanibel Captiva Trust Company
Florida
$390K +$361K +4,582 New
SWM
308
Sterling Wealth Management
Illinois
$388K +$360K +4,565 New
PFG
309
Pinnacle Financial Group
Illinois
$385K +$236 +3 +0.1%
WCFA
310
Walkner Condon Financial Advisors
Wisconsin
$382K – – –
BJL
311
Brighton Jones LLC
Washington
$378K -$6.38K -81 -2%
BSSFA
312
Baron Silver Stevens Financial Advisors
Florida
$377K -$45.2K -573 -11%
CFGS
313
Concourse Financial Group Securities
Alabama
$376K -$7.88K -100 -2%
HWM
314
Hemington Wealth Management
Virginia
$357K +$4.41K +56 +1%
CFG
315
Citizens Financial Group
Rhode Island
$356K +$1.02K +13 +0.3%
APG
316
Abacus Planning Group
South Carolina
$352K – – –
LA
317
LexAurum Advisors
Kansas
$351K +$44.9K +570 +16%
GWM
318
Geneos Wealth Management
Colorado
$347K +$93.5K +1,187 +41%
FA
319
Financial Alternatives
California
$345K -$473 -6 -0.1%
EC
320
Estate Counselors
Wisconsin
$344K -$243K -3,080 -43%
PWA
321
Physician Wealth Advisors
Utah
$342K +$310K +3,937 New
B
322
Bailard
California
$338K +$313K +3,969 New
MCM
323
MAI Capital Management
Ohio
$336K – – –
IIA
324
Integral Investment Advisors
California
$329K – – –
RP
325
Rice Partnership
Hawaii
$323K +$2.05K +26 +0.7%
11 12
13
14 15