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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Sherman Asset Management
California
$351K +$323K +3,200 New
PPW
402
Parcion Private Wealth
Washington
$350K – – –
SFA
403
Salus Financial Advisors
Colorado
$347K – – –
HH
404
Hilltop Holdings
Texas
$347K – – –
TPF
405
Tribridge Partners Financial
Maryland
$341K +$313K +3,106 New
WC
406
Wolfstich Capital
Massachusetts
$340K – – –
BC
407
Brio Consultants
California
$339K -$398K -3,946 -56%
CAM
408
Clark Asset Management
New Hampshire
$339K – – –
IP
409
Ignite Planners
California
$337K +$306K +3,032 New
ZF
410
Zhang Financial
Michigan
$331K -$543K -5,391 -64%
DWM
411
Dakota Wealth Management
Florida
$330K +$50.6K +502 +20%
PNC
412
Park National Corp
Ohio
$329K – – –
WMS
413
Wealth Management Strategies
Pennsylvania
$329K +$8.57K +85 +3%
CA
414
Continuum Advisory
Idaho
$329K +$706 +7 +0.2%
AFA
415
Antonelli Financial Advisors
Michigan
$324K +$11.2K +111 +4%
CIAS
416
CFS Investment Advisory Services
New Jersey
$324K – – –
IWC
417
Integrated Wealth Concepts
Massachusetts
$318K +$504 +5 +0.2%
MWA
418
Medallion Wealth Advisors
Connecticut
$317K -$8.67K -86 -3%
BZWA
419
Blue Zone Wealth Advisors
California
$316K +$291K +2,883 New
SFS
420
Sowell Financial Services
Arkansas
$314K -$15.5K -154 -5%
WWP
421
Waypoint Wealth Partners
California
$313K – – –
OFG
422
OmniStar Financial Group
North Carolina
$313K -$67K -665 -19%
SPW
423
Sonoma Private Wealth
California
$312K – – –
BFA
424
Bluestem Financial Advisors
Illinois
$312K +$202 +2 +0.1%
CPA
425
Cardiff Park Advisors
California
$311K +$5.64K +56 +2%
15 16
17
18 19