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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
326
Coston McIsaac & Partners
Maine
$267K +$113K +1,538 +82%
LA
327
LexAurum Advisors
Kansas
$266K -$70.3K -955 -22%
GSIS
328
Global Strategic Investment Solutions
Arizona
$264K – – –
AWM
329
Apollon Wealth Management
South Carolina
$258K -$6.18K -84 -2%
ZF
330
Zhang Financial
Michigan
$258K – – –
TAM
331
Tocqueville Asset Management
New York
$257K – – –
FCIM
332
Fairview Capital Investment Management
California
$255K – – –
CWP
333
Corepath Wealth Partners
Arizona
$254K – – –
AAS
334
Avantax Advisory Services
Texas
$238K +$589 +8 +0.3%
CBFP
335
Cedar Brook Financial Partners
Ohio
$238K +$663 +9 +0.3%
TP
336
Tranquility Partners
Tennessee
$237K – – –
JFG
337
Jefferies Financial Group
New York
$236K -$91.5K -1,242 -29%
PNC
338
Park National Corp
Ohio
$236K +$16.3K +221 +8%
SPW
339
Sonoma Private Wealth
California
$236K +$4.57K +62 +2%
MCM
340
Mengis Capital Management
Oregon
$236K +$4.93K +67 +2%
LPT
341
Legacy Private Trust
Wisconsin
$233K -$83.2K -1,130 -28%
GWM
342
Geneos Wealth Management
Colorado
$232K +$2.65K +36 +1%
BC
343
Brio Consultants
California
$229K +$215K +2,920 New
SC
344
Savant Capital
Illinois
$228K +$515 +7 +0.2%
GA
345
Greytown Advisors
Florida
$228K – – –
PCM
346
Parsons Capital Management
Rhode Island
$228K – – –
MWA
347
Martel Wealth Advisors
Washington
$224K – – –
FWA
348
FSM Wealth Advisors
Ohio
$224K +$295 +4 +0.1%
NAS
349
NWF Advisory Services
California
$223K – – –
JIC
350
Johnson Investment Counsel
Ohio
$222K – – –
12 13
14
15 16