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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
426
Janiczek Wealth Management
Colorado
$94.7K +$4.71K +53 +6%
SMFG
427
Sumitomo Mitsui Financial Group
Japan
$87.4K -$77.3K -869 -48%
HPC
428
HM Payson & Co
Maine
$84K – – –
TCOV
429
Trust Company of Vermont
Vermont
$83.9K – – –
NOI
430
Newton One Investments
Delaware
$80.9K +$178 +2 +0.2%
PAI
431
Pittenger & Anderson Inc
Nebraska
$77.6K -$69.4K -781 -48%
RCM
432
Rain Capital Management
Oregon
$77.3K +$178 +2 +0.2%
TC
433
Trust Company
Kansas
$75.4K -$6.67K -75 -8%
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$75K +$54.2K +610 +313%
CT
435
Caldwell Trust
Florida
$75K -$11.3K -127 -14%
TCWA
436
Turtle Creek Wealth Advisors
Texas
$73.7K +$70.3K +791 New
SWM
437
Spire Wealth Management
Virginia
$69.9K – – –
PSB
438
Piscataqua Savings Bank
New Hampshire
$66.3K – – –
FGA
439
Fortis Group Advisors
New Jersey
$63.4K -$60.5K -680 -50%
RCM
440
Richardson Capital Management
Wisconsin
$62.7K +$178 +2 +0.3%
GWM
441
Grand Wealth Management
Michigan
$61.4K – – –
DI
442
DAGCO Inc
Ohio
$54.2K +$51.8K +582 New
PTC
443
Private Trust Company
Ohio
$54K – – –
IA
444
IFP Advisors
Florida
$50.5K – – –
FFA
445
Founders Financial Alliance
North Carolina
$47.7K +$45.5K +512 New
APW
446
Acima Private Wealth
Virginia
$44.9K – – –
CSC
447
Caldwell Sutter Capital
California
$43.5K +$17.4K +196 +72%
AEPWM
448
Atlantic Edge Private Wealth Management
Florida
$43.3K – – –
RA
449
Ransom Advisory
Rhode Island
$41.9K +$40K +450 New
GEA
450
Glen Eagle Advisors
New Jersey
$41.5K +$445 +5 +1%
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