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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
376
Walkner Condon Financial Advisors
Wisconsin
$253K -$173K -1,870 -42%
BCMO
377
Buckingham Capital Management (Ohio)
Ohio
$253K -$12K -129 -5%
IC
378
IEQ Capital
California
$250K – – –
CRC
379
Curi RMB Capital
Illinois
$250K – – –
TWC
380
TD Waterhouse Canada
Ontario, Canada
$250K – – –
TW
381
Towerpoint Wealth
California
$249K +$463 +5 +0.2%
MBFW
382
Morton Brown Family Wealth
Pennsylvania
$247K +$233K +2,515 New
TAM
383
Townsend Asset Management
North Carolina
$244K – – –
QC
384
Quent Capital
New York
$240K – – –
EFG
385
Everhart Financial Group
Ohio
$237K -$9.36K -101 -4%
CWA
386
Cornerstone Wealth Advisors
Minnesota
$237K +$227K +2,450 New
NEWAS
387
N.E.W. Advisory Services
Wisconsin
$234K +$225K +2,426 New
EC
388
Estate Counselors
Wisconsin
$234K +$7.42K +80 +3%
EWM
389
Evermay Wealth Management
Virginia
$233K – – –
RWP
390
Reliant Wealth Planning
Kentucky
$233K – – –
ASN
391
Advisory Services Network
Georgia
$231K +$9.82K +106 +5%
DSN
392
D. Scott Neal
Kentucky
$231K -$21.3K -230 -9%
CWP
393
Concord Wealth Partners
Virginia
$228K – – –
RRA
394
Round Rock Advisors
Connecticut
$228K – – –
BBW
395
Blue Barn Wealth
Utah
$227K -$23.4K -252 -10%
WIA
396
World Investment Advisors
California
$223K +$214K +2,309 New
5SA
397
5th Street Advisors
Connecticut
$223K – – –
MW
398
Members Wealth
Pennsylvania
$223K +$188K +2,027 New
MPCA
399
Madison Park Capital Advisors
Washington
$218K +$185 +2 +0.1%
AWP
400
Abacus Wealth Partners
California
$218K – – –
14 15
16
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