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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
376
Donor Advised Charitable Giving
California
– -$1.05M -12,905 Closed
TI
377
tru Independence
Oregon
– -$810K -10,000 Closed
PHAM
378
Palisades Hudson Asset Management
Florida
– -$635K -7,837 Closed
LIG
379
Lokken Investment Group
Delaware
– -$415K -5,691 Closed
BRWA
380
B. Riley Wealth Advisors
Florida
– -$441K -5,433 Closed
WAL
381
W Advisors LLC
Tennessee
– -$426K -5,254 Closed
DWM
382
Dakota Wealth Management
Florida
– -$336K -4,150 Closed
EI
383
Ethic Inc
New York
– -$293K -3,613 Closed
RCAG
384
Rehmann Capital Advisory Group
Michigan
– -$286K -3,525 Closed
MWM
385
Meridian Wealth Management
Kentucky
– -$271K -3,339 Closed
AWP
386
Abacus Wealth Partners
California
– -$258K -3,176 Closed
DC
387
DeDora Capital
California
– -$253K -3,116 Closed
MCM
388
MAI Capital Management
Ohio
– -$243K -3,000 Closed
CBFP
389
Cedar Brook Financial Partners
Ohio
– -$242K -2,981 Closed
FFN
390
Focus Financial Network
Minnesota
– -$241K -2,971 Closed
MCM
391
Mengis Capital Management
Oregon
– -$236K -2,914 Closed
SA
392
Stewardship Advisors
Pennsylvania
– -$234K -2,883 Closed
PS
393
Portfolio Solutions
Michigan
– -$233K -2,868 Closed
CPWMP
394
Cardinal Point Wealth Management Partners
California
– -$221K -2,725 Closed
RC
395
RegentAtlantic Capital
New Jersey
– -$220K -2,710 Closed
FA
396
FC Advisory
Pennsylvania
– -$219K -2,695 Closed
CWM
397
Cornerstone Wealth Management
Missouri
– -$215K -2,656 Closed
PNC
398
Park National Corp
Ohio
– -$213K -2,617 Closed
EFG
399
Everhart Financial Group
Ohio
– -$212K -2,616 Closed
MWM
400
Modera Wealth Management
New Jersey
– -$212K -2,614 Closed
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