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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
376
Level Financial Advisors
New York
$559K – – –
AIM
377
Acropolis Investment Management
Missouri
$558K – – –
CIA
378
Capital Investment Advisors
Georgia
$555K -$92.4K -725 -15%
PJSIMP
379
P.J. Schmidt Investment Management (PJS)
Wisconsin
$552K -$383 -3 -0.1%
VT
380
Vise Technologies
New York
$549K +$272K +2,136 +106%
WTFG
381
Wood Tarver Financial Group
Idaho
$547K +$17.5K +137 +3%
AWM
382
Aureum Wealth Management
Florida
$542K -$38.3K -300 -7%
WAM
383
WNY Asset Management
New York
$540K -$510 -4 -0.1%
ZF
384
Zhang Financial
Michigan
$540K – – –
PWA
385
Physician Wealth Advisors
Utah
$538K -$14.3K -112 -3%
WMS
386
Wealth Management Strategies
Pennsylvania
$529K +$3.19K +25 +0.6%
CWP
387
Corepath Wealth Partners
Arizona
$527K -$8.8K -69 -2%
ASN
388
Advisory Services Network
Georgia
$525K -$2.68K -21 -0.5%
SF
389
Summit Financial
New Jersey
$524K +$506K +3,965 New
FFG
390
Fiduciary Financial Group
California
$524K +$56.1K +440 +12%
ACM
391
Aspen Capital Management
Idaho
$524K +$1.02K +8 +0.2%
CPCM
392
Cardinal Point Capital Management
Ontario, Canada
$519K +$123K +963 +33%
IWC
393
Integrated Wealth Concepts
Massachusetts
$516K +$7.39K +58 +2%
GIA
394
Gladstone Institutional Advisory
Florida
$514K +$3.95K +31 +0.8%
NAS
395
NWF Advisory Services
California
$512K – – –
BA
396
Bridgewater Advisors
New York
$512K – – –
MAG
397
Mokosak Advisory Group
Iowa
$511K +$1.15K +9 +0.2%
SCA
398
Sulzberger Capital Advisors
Florida
$511K – – –
AFS
399
Access Financial Services
Minnesota
$508K – – –
CIC
400
Cutler Investment Counsel
Oregon
$505K -$3.83K -30 -0.8%
14 15
16
17 18