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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
426
Parcion Private Wealth
Washington
$358K – – –
PAA
427
Peregrine Asset Advisers
Oregon
$358K +$49.4K +416 +15%
NRG
428
Nemes Rush Group
Michigan
$357K +$122K +1,026 +48%
CIAS
429
CFS Investment Advisory Services
New Jersey
$356K -$2.38K -20 -0.7%
HH
430
Hilltop Holdings
Texas
$355K – – –
MWA
431
Medallion Wealth Advisors
Connecticut
$354K +$9.74K +82 +3%
PWP
432
Principle Wealth Partners
Connecticut
$354K – – –
FF
433
Financial Futures
New Jersey
$351K +$6.18K +52 +2%
LPT
434
Legacy Private Trust
Wisconsin
$351K – – –
MA
435
Mutual Advisors
Nebraska
$348K -$52.5K -442 -12%
MSWMA
436
Market Street Wealth Management Advisors
Indiana
$346K – – –
OWA
437
Octavia Wealth Advisors
Ohio
$346K +$79.2K +667 +28%
VFA
438
Valeo Financial Advisors
Indiana
$344K -$179K -1,506 -33%
AC
439
AlphaCore Capital
California
$342K – – –
OPF
440
Old Peak Finance
North Carolina
$340K +$31.1K +262 +9%
SCA
441
Sandy Cove Advisors
Massachusetts
$339K +$475 +4 +0.1%
RFA
442
RTD Financial Advisors
Pennsylvania
$339K – – –
NCM
443
NCM Capital Management
New Jersey
$337K -$40.5K -341 -10%
PWMAG
444
Pinnacle Wealth Management Advisory Group
New Jersey
$336K – – –
NEWAS
445
N.E.W. Advisory Services
Wisconsin
$335K +$8.79K +74 +3%
P
446
&Partners
Tennessee
$334K -$35.6K -300 -9%
CPCM
447
Cardinal Point Capital Management
Ontario, Canada
$332K – – –
CA
448
Continuum Advisory
Idaho
$330K +$831 +7 +0.2%
MPWS
449
McCarter Private Wealth Services
Massachusetts
$330K -$198K -1,665 -36%
BAM
450
Belpointe Asset Management
Nevada
$330K +$349K +2,935 New
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18
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