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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
451
Round Rock Advisors
Connecticut
$247K – – –
BBW
452
Blue Barn Wealth
Utah
$246K – – –
SSF
453
Southern Style Financial
California
$246K +$246K +2,345 New
CWP
454
Concord Wealth Partners
Virginia
$246K -$33.9K -323 -12%
AWP
455
Abacus Wealth Partners
California
$236K – – –
KMWM
456
Keudell/Morrison Wealth Management
Oregon
$234K +$210 +2 +0.1%
DSN
457
D. Scott Neal
Kentucky
$233K -$14.8K -141 -6%
AWS
458
Atria Wealth Solutions
New York
$232K +$232K +2,209 New
MW
459
Members Wealth
Pennsylvania
$231K +$225K +2,140 New
GB
460
Goepper Burkhardt
South Carolina
$231K -$5.25K -50 -2%
MWA
461
Martel Wealth Advisors
Washington
$231K – – –
RA
462
RFG Advisory
Alabama
$230K -$1.26M -12,027 -85%
PWM
463
Parkworth Wealth Management
California
$229K +$229K +2,183 New
SIC
464
Salem Investment Counselors
North Carolina
$228K – – –
PRTG
465
Post Resch Tallon Group
New York
$228K +$228K +2,175 New
TKP
466
Tallon Kerry Patrick
$228K +$228K +2,175 New
NRG
467
Nemes Rush Group
Michigan
$227K +$227K +2,165 New
FA
468
Flagstar Advisors
New York
$226K +$630 +6 +0.3%
OWA
469
Octavia Wealth Advisors
Ohio
$224K +$225K +2,140 New
RWP
470
Reliant Wealth Planning
Kentucky
$224K -$29.1K -277 -11%
LWM
471
Lakeridge Wealth Management
Ohio
$216K – – –
BDF
472
Black Diamond Financial
Maryland
$214K – – –
FCBT
473
First Citizens Bank & Trust
North Carolina
$212K – – –
OFG
474
Oxford Financial Group
Indiana
$209K – – –
LWA
475
Ledgewood Wealth Advisors
New Hampshire
$208K +$105 +1 +0.1%
17 18
19
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