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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
401
Panoramic Capital Partners
Oregon
$386K – – –
BSSFA
402
Baron Silver Stevens Financial Advisors
Florida
$384K – – –
BWP
403
Baldwin Wealth Partners
Massachusetts
$382K -$70.6K -620 -16%
SEIA
404
Signature Estate & Investment Advisors
California
$382K +$797 +7 +0.2%
SAM
405
Sherman Asset Management
California
$379K – – –
PPW
406
Parcion Private Wealth
Washington
$378K – – –
MFP
407
Meridian Financial Partners
Virginia
$375K -$29.5K -259 -8%
SCA
408
Sandy Cove Advisors
Massachusetts
$375K +$135K +1,190 +60%
HH
409
Hilltop Holdings
Texas
$374K – – –
PCM
410
Parsons Capital Management
Rhode Island
$374K -$51.8K -455 -13%
LPT
411
Legacy Private Trust
Wisconsin
$370K -$17.1K -150 -5%
TPF
412
Tribridge Partners Financial
Maryland
$370K – – –
WC
413
Wolfstich Capital
Massachusetts
$367K – – –
CAM
414
Clark Asset Management
New Hampshire
$366K -$228 -2 -0.1%
MSWMA
415
Market Street Wealth Management Advisors
Indiana
$365K -$54.1K -475 -13%
WMS
416
Wealth Management Strategies
Pennsylvania
$364K +$7.86K +69 +2%
P
417
&Partners
Tennessee
$364K +$81.6K +717 +30%
SFA
418
Salus Financial Advisors
Colorado
$360K -$14.6K -128 -4%
MEG
419
Millstone Evans Group
Colorado
$359K +$50.7K +445 +17%
CWA
420
Cornerstone Wealth Advisors
Minnesota
$358K -$49K -430 -12%
CA
421
Continuum Advisory
Idaho
$355K -$114 -1 -0%
PWMAG
422
Pinnacle Wealth Management Advisory Group
New Jersey
$354K -$165K -1,451 -33%
TAM
423
Trillium Asset Management
Massachusetts
$352K -$74K -650 -18%
CIAS
424
CFS Investment Advisory Services
New Jersey
$346K -$8.65K -76 -3%
IWC
425
Integrated Wealth Concepts
Massachusetts
$346K +$2.39K +21 +0.7%
15 16
17
18 19