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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
401
Goepper Burkhardt
South Carolina
$217K – – –
BWP
402
Baldwin Wealth Partners
Massachusetts
$216K – – –
LCWP
403
Legacy Capital Wealth Partners
Arkansas
$216K +$207K +2,238 New
BA
404
Bristlecone Advisors
Washington
$215K +$206K +2,227 New
GIA
405
Gladstone Institutional Advisory
Florida
$214K -$32.8K -354 -14%
MWA
406
Martel Wealth Advisors
Washington
$213K – – –
GSIS
407
Global Strategic Investment Solutions
Arizona
$212K -$21.5K -232 -10%
SIC
408
Salem Investment Counselors
North Carolina
$210K – – –
FA
409
Flagstar Advisors
New York
$207K +$199K +2,146 New
FF
410
Financial Futures
New Jersey
$206K +$198K +2,131 New
NSIM
411
North Star Investment Management
Illinois
$202K +$463 +5 +0.2%
OFG
412
Oxford Financial Group
Indiana
$193K -$19.3K -208 -9%
MWM
413
Mascoma Wealth Management
New Hampshire
$177K +$463 +5 +0.3%
CWA
414
Carolina Wealth Advisors
South Carolina
$171K -$10.1K -109 -6%
ACA
415
Atlas Capital Advisors
Wyoming
$169K +$185 +2 +0.1%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$157K – – –
RLIM
417
Red Lighthouse Investment Management
New York
$152K – – –
C
418
Covestor
United Kingdom
$144K +$278 +3 +0.2%
ATPW
419
Ashton Thomas Private Wealth
Arizona
$134K +$129K +1,391 New
JWA
420
JFS Wealth Advisors
Pennsylvania
$122K +$93 +1 +0.1%
AFS
421
Annapolis Financial Services
Maryland
$117K – – –
JWM
422
Janiczek Wealth Management
Colorado
$114K +$15.6K +168 +17%
AF
423
Allworth Financial
California
$114K +$12.7K +137 +13%
FVIM
424
Fort Vancouver Investment Management
Washington
$110K +$106K +1,142 New
AFG
425
Albion Financial Group
Utah
$106K -$81.1K -875 -44%
15 16
17
18 19