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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
376
Corepath Wealth Partners
Arizona
$477K +$32.9K +277 +7%
LFA
377
Level Financial Advisors
New York
$474K – – –
AIM
378
Acropolis Investment Management
Missouri
$474K +$125K +1,055 +33%
DF
379
Downshift Financial
Colorado
$470K +$1.19K +10 +0.3%
PWA
380
Physician Wealth Advisors
Utah
$469K -$56.5K -476 -10%
PJSIMP
381
P.J. Schmidt Investment Management (PJS)
Wisconsin
$469K -$48.9K -412 -9%
AAG
382
Armstrong Advisory Group
Massachusetts
$465K +$4.16K +35 +0.9%
WAM
383
WNY Asset Management
New York
$459K +$485K +4,087 New
ZF
384
Zhang Financial
Michigan
$458K – – –
WTFG
385
Wood Tarver Financial Group
Idaho
$449K -$54.4K -458 -10%
ASN
386
Advisory Services Network
Georgia
$448K +$2.97K +25 +0.6%
WMS
387
Wealth Management Strategies
Pennsylvania
$446K +$12.1K +102 +3%
ACM
388
Aspen Capital Management
Idaho
$444K +$1.19K +10 +0.3%
AIA
389
Ally Invest Advisors
North Carolina
$442K +$27.2K +229 +6%
NAS
390
NWF Advisory Services
California
$434K +$26.7K +225 +6%
SCA
391
Sulzberger Capital Advisors
Florida
$434K – – –
MAG
392
Mokosak Advisory Group
Iowa
$433K -$5.94K -50 -1%
GIA
393
Gladstone Institutional Advisory
Florida
$433K +$5.82K +49 +1%
CIC
394
Cutler Investment Counsel
Oregon
$432K +$12.4K +104 +3%
IWC
395
Integrated Wealth Concepts
Massachusetts
$432K +$154K +1,299 +51%
AFS
396
Access Financial Services
Minnesota
$431K -$7.84K -66 -2%
BC
397
Brio Consultants
California
$429K +$73.6K +620 +22%
BC
398
BDFS Capital
Delaware
$429K – – –
CFG
399
Cornerstone Financial Group
Nebraska
$424K +$1.07K +9 +0.3%
RFA
400
Rollins Financial Advisors
New York
$417K -$36.1K -304 -8%
14 15
16
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