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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
301
RAM Investment Partners
Washington
$496K – – –
IIM
302
InTrack Investment Management
Vermont
$490K +$48.6K +496 +11%
NAMP
303
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$486K -$98K -1,000 -17%
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$486K +$468K +4,777 New
CWS
305
Confluence Wealth Services
Pennsylvania
$479K +$4.12K +42 +0.9%
KAH
306
Kathryn A. Hall
$478K +$1.27K +13 +0.3%
CPIG
307
Chicago Partners Investment Group
Illinois
$471K +$784 +8 +0.2%
PP
308
PDS Planning
Ohio
$470K +$33.2K +339 +8%
SWM
309
Sterling Wealth Management
Illinois
$466K +$686 +7 +0.2%
LFA
310
Level Financial Advisors
New York
$466K – – –
TFA
311
TPG Financial Advisors
Oregon
$451K +$17.5K +179 +4%
AM
312
AGF Management
Ontario, Canada
$447K +$9.8K +100 +2%
MSWMA
313
Market Street Wealth Management Advisors
Indiana
$444K – – –
PFG
314
Pinnacle Financial Group
Illinois
$434K +$490 +5 +0.1%
BMD
315
Better Money Decisions
New Mexico
$429K -$73.3K -748 -15%
GA
316
Gordian Advisors
Arizona
$426K +$98 +1 +0%
SBWIC
317
Schaper Benz & Wise Investment Counsel
Wisconsin
$421K +$38.2K +390 +10%
KPWS
318
Kestra Private Wealth Services
Texas
$416K -$17.2K -175 -4%
CWM
319
Concentric Wealth Management
California
$413K +$1.08K +11 +0.3%
GWM
320
Geneos Wealth Management
Colorado
$412K -$2.74K -28 -0.7%
EP
321
Essential Planning
New Hampshire
$411K -$12.9K -132 -3%
PWA
322
Physician Wealth Advisors
Utah
$409K -$6.37K -65 -2%
FA
323
Financial Alternatives
California
$408K -$2.16K -22 -0.5%
VFA
324
Valeo Financial Advisors
Indiana
$408K – – –
SPA
325
Sentinel Pension Advisors
Massachusetts
$405K – – –
11 12
13
14 15