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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
401
Baron Silver Stevens Financial Advisors
Florida
$317K -$14.4K -138 -4%
NEPWA
402
New England Private Wealth Advisors
Massachusetts
$316K +$27.8K +266 +9%
SEIA
403
Signature Estate & Investment Advisors
California
$314K +$836 +8 +0.3%
PPW
404
Parcion Private Wealth
Washington
$313K +$334K +3,192 New
EC
405
Estate Counselors
Wisconsin
$312K +$80.5K +770 +32%
MCA
406
Midwest Capital Advisors
Michigan
$312K -$1.57K -15 -0.5%
SFA
407
Salus Financial Advisors
Colorado
$310K – – –
HH
408
Hilltop Holdings
Texas
$310K – – –
JWCA
409
J.W. Cole Advisors
Florida
$307K +$327K +3,131 New
WC
410
Wolfstich Capital
Massachusetts
$303K – – –
CAM
411
Clark Asset Management
New Hampshire
$303K – – –
SFS
412
Sowell Financial Services
Arkansas
$296K +$316K +3,020 New
PNC
413
Park National Corp
Ohio
$294K – – –
CA
414
Continuum Advisory
Idaho
$293K +$836 +8 +0.3%
MWA
415
Medallion Wealth Advisors
Connecticut
$293K +$4.5K +43 +1%
TSS
416
Two Sigma Securities
New York
$291K +$311K +2,974 New
MFP
417
Meridian Financial Partners
Virginia
$291K +$44K +421 +17%
CIAS
418
CFS Investment Advisory Services
New Jersey
$289K -$23.6K -226 -7%
SFPG
419
Stonebridge Financial Planning Group
Florida
$287K -$24.6K -235 -7%
WMS
420
Wealth Management Strategies
Pennsylvania
$286K +$9.72K +93 +3%
IWC
421
Integrated Wealth Concepts
Massachusetts
$284K -$49.5K -473 -14%
PCP
422
Panoramic Capital Partners
Oregon
$283K +$341K +3,261 New
IC
423
IEQ Capital
California
$283K +$31.1K +297 +11%
WWP
424
Waypoint Wealth Partners
California
$280K +$13.5K +129 +5%
SPW
425
Sonoma Private Wealth
California
$279K -$12.9K -123 -4%
15 16
17
18 19