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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
326
Financial Futures
New Jersey
$405K +$182K +1,852 +87%
CFGS
327
Concourse Financial Group Securities
Alabama
$401K -$980 -10 -0.3%
PA
328
Pinnacle Associates
New York
$397K -$32.4K -331 -7%
PWMAG
329
Pinnacle Wealth Management Advisory Group
New Jersey
$397K – – –
LFA
330
Legacy Financial Advisors
Kentucky
$396K -$30.3K -309 -7%
MCM
331
MAI Capital Management
Ohio
$394K – – –
AAS
332
Avantax Advisory Services
Texas
$387K +$99.8K +1,018 +36%
PCM
333
Parsons Capital Management
Rhode Island
$386K +$5.88K +60 +2%
MAM
334
McLean Asset Management
Virginia
$379K – – –
AWM
335
Avior Wealth Management
Nebraska
$376K +$980 +10 +0.3%
HWM
336
Hemington Wealth Management
Virginia
$376K -$51.9K -530 -12%
VHAM
337
Van Hulzen Asset Management
California
$376K – – –
RP
338
Rice Partnership
Hawaii
$371K +$4.21K +43 +1%
AAG
339
Armstrong Advisory Group
Massachusetts
$371K +$3.23K +33 +0.9%
LPT
340
Legacy Private Trust
Wisconsin
$368K +$33.8K +345 +11%
AWM
341
Apollon Wealth Management
South Carolina
$367K +$43.8K +447 +14%
AFS
342
Access Financial Services
Minnesota
$366K -$15.9K -162 -4%
AFG
343
Atomi Financial Group
New York
$364K +$24.8K +253 +8%
PGAM
344
Princeton Global Asset Management
New Jersey
$364K +$980 +10 +0.3%
PB
345
Pinnacle Bancorp
Nebraska
$364K +$980 +10 +0.3%
ACM
346
Alpha Capital Management
Texas
$358K +$490 +5 +0.1%
SC
347
Savant Capital
Illinois
$348K +$784 +8 +0.2%
FOA
348
Five Oceans Advisors
California
$347K – – –
TAM
349
Trillium Asset Management
Massachusetts
$346K -$123K -1,258 -27%
OFG
350
OmniStar Financial Group
North Carolina
$344K +$18.7K +191 +6%
12 13
14
15 16