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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
401
Armstrong Advisory Group
Massachusetts
$505K -$42.1K -330 -8%
PAA
402
Peregrine Asset Advisers
Oregon
$502K +$77.9K +611 +19%
DF
403
Downshift Financial
Colorado
$501K +$1.02K +8 +0.2%
AIA
404
Ally Invest Advisors
North Carolina
$499K -$20.8K -163 -4%
ATPW
405
Ashton Thomas Private Wealth
Arizona
$491K -$208K -1,629 -30%
BC
406
BDFS Capital
Delaware
$489K -$15.9K -125 -3%
RFA
407
Rollins Financial Advisors
New York
$484K -$6.88K -54 -1%
SL
408
Sentinus LLC
Illinois
$482K – – –
PB
409
Pinnacle Bancorp
Nebraska
$481K +$893 +7 +0.2%
PCM
410
Parsons Capital Management
Rhode Island
$477K +$22.7K +178 +5%
FPWM
411
Five Pine Wealth Management
Idaho
$477K +$383 +3 +0.1%
EI
412
Ethic Inc
New York
$474K +$457K +3,586 New
MCM
413
Mengis Capital Management
Oregon
$473K +$13.8K +108 +3%
SWA
414
Sax Wealth Advisors
New Jersey
$469K +$532K +4,175 New
MCA
415
MSH Capital Advisors
Arizona
$467K – – –
RP
416
Rice Partnership
Hawaii
$462K -$2.93K -23 -0.7%
HL
417
HeadInvest LLC
Maine
$461K – – –
IWA
418
IBEX Wealth Advisors
New Jersey
$461K +$1.15K +9 +0.3%
EP
419
Essential Planning
New Hampshire
$459K +$4.33K +34 +1%
AWM
420
AAF Wealth Management
Massachusetts
$458K -$425K -3,336 -49%
OPF
421
Old Peak Finance
North Carolina
$457K +$55.1K +432 +14%
PA
422
Pinnacle Associates
New York
$454K +$383 +3 +0.1%
MFP
423
Meridian Financial Partners
Virginia
$452K +$27.2K +213 +7%
FOA
424
Five Oceans Advisors
California
$452K – – –
BC
425
Brio Consultants
California
$451K +$3.95K +31 +0.9%
15 16
17
18 19