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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
426
Engineers Gate Manager
New York
$394K +$391K +3,256 New
SEIA
427
Signature Estate & Investment Advisors
California
$391K +$960 +8 +0.2%
MCM
428
Mengis Capital Management
Oregon
$388K +$97.9K +816 +34%
PPW
429
Parcion Private Wealth
Washington
$386K – – –
AIM
430
Acropolis Investment Management
Missouri
$383K +$380K +3,165 New
HH
431
Hilltop Holdings
Texas
$382K – – –
PWP
432
Principle Wealth Partners
Connecticut
$382K -$23.4K -195 -6%
LPT
433
Legacy Private Trust
Wisconsin
$378K – – –
CAM
434
Clark Asset Management
New Hampshire
$374K – – –
MFP
435
Meridian Financial Partners
Virginia
$373K -$6.36K -53 -2%
MSWMA
436
Market Street Wealth Management Advisors
Indiana
$372K – – –
FF
437
Financial Futures
New Jersey
$372K +$21.8K +182 +6%
MWA
438
Medallion Wealth Advisors
Connecticut
$372K +$25.8K +215 +8%
AC
439
AlphaCore Capital
California
$369K +$206K +1,717 +129%
RFA
440
RTD Financial Advisors
Pennsylvania
$365K -$30.4K -253 -8%
SCA
441
Sandy Cove Advisors
Massachusetts
$365K -$17.6K -147 -5%
PWMAG
442
Pinnacle Wealth Management Advisory Group
New Jersey
$362K – – –
CPCM
443
Cardinal Point Capital Management
Ontario, Canada
$358K +$94.8K +790 +36%
CA
444
Continuum Advisory
Idaho
$355K -$8.04K -67 -2%
SFA
445
Salus Financial Advisors
Colorado
$353K -$14.5K -121 -4%
NEWAS
446
N.E.W. Advisory Services
Wisconsin
$352K +$218K +1,815 +166%
CWA
447
Cornerstone Wealth Advisors
Minnesota
$350K -$15.6K -130 -4%
WC
448
Wolfstich Capital
Massachusetts
$350K -$24.8K -207 -7%
BZWA
449
Blue Zone Wealth Advisors
California
$349K – – –
CIAS
450
CFS Investment Advisory Services
New Jersey
$348K – – –
16 17
18
19 20