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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
401
Cornerstone Wealth Advisors
Minnesota
$250K +$490 +5 +0.2%
EFG
402
Everhart Financial Group
Ohio
$249K -$392 -4 -0.2%
NEWAS
403
N.E.W. Advisory Services
Wisconsin
$247K +$686 +7 +0.3%
EC
404
Estate Counselors
Wisconsin
$246K – – –
EWM
405
Evermay Wealth Management
Virginia
$245K – – –
RWP
406
Reliant Wealth Planning
Kentucky
$245K – – –
KAS
407
Kestra Advisory Services
Texas
$243K -$294K -2,999 -56%
TW
408
Towerpoint Wealth
California
$242K -$19.1K -195 -8%
DSN
409
D. Scott Neal
Kentucky
$240K -$2.45K -25 -1%
RRA
410
Round Rock Advisors
Connecticut
$239K – – –
BBW
411
Blue Barn Wealth
Utah
$239K – – –
CGL
412
Clarius Group LLC
Washington
$235K -$39K -398 -15%
5SA
413
5th Street Advisors
Connecticut
$232K -$3.04K -31 -1%
ASN
414
Advisory Services Network
Georgia
$231K – – –
MPCA
415
Madison Park Capital Advisors
Washington
$229K +$196 +2 +0.1%
OWP
416
Obermeyer Wealth Partners
Colorado
$229K +$221K +2,257 New
AWP
417
Abacus Wealth Partners
California
$229K – – –
GB
418
Goepper Burkhardt
South Carolina
$229K – – –
IWM
419
IHT Wealth Management
Illinois
$228K +$221K +2,252 New
BWP
420
Baldwin Wealth Partners
Massachusetts
$227K – – –
KMWM
421
Keudell/Morrison Wealth Management
Oregon
$227K +$219K +2,230 New
BA
422
Bristlecone Advisors
Washington
$226K – – –
GIA
423
Gladstone Institutional Advisory
Florida
$225K -$196 -2 -0.1%
GSIS
424
Global Strategic Investment Solutions
Arizona
$223K +$588 +6 +0.3%
MWA
425
Martel Wealth Advisors
Washington
$223K – – –
15 16
17
18 19