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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
GB
476
Goepper Burkhardt
South Carolina
$244K – – –
MWA
477
Martel Wealth Advisors
Washington
$241K – – –
ACA
478
Ackerman Capital Advisors
Texas
$239K +$220K +2,178 New
TF
479
Trek Financial
Arizona
$239K -$1.81K -18 -0.8%
SIC
480
Salem Investment Counselors
North Carolina
$238K – – –
FA
481
Flagstar Advisors
New York
$238K +$504 +5 +0.2%
NRG
482
Nemes Rush Group
Michigan
$237K -$806 -8 -0.4%
RWP
483
Reliant Wealth Planning
Kentucky
$234K – – –
ATPW
484
Ashton Thomas Private Wealth
Arizona
$234K – – –
VIPI
485
Vista Investment Partners II
Indiana
$233K +$214K +2,121 New
DSN
486
D. Scott Neal
Kentucky
$232K +$4.94K +49 +2%
KMWM
487
Keudell/Morrison Wealth Management
Oregon
$230K +$1.41K +14 +0.7%
DAS
488
Diversify Advisory Services
Utah
$230K +$203K +2,018 New
WF
489
Warner Financial
Maryland
$229K +$211K +2,089 New
OAM
490
Oppenheimer Asset Management
New York
$226K +$207K +2,057 New
NA
491
Nautilus Advisors
California
$225K +$207K +2,053 New
PRTG
492
Post Resch Tallon Group
New York
$225K -$12.5K -124 -6%
BDF
493
Black Diamond Financial
Maryland
$224K – – –
BPWM
494
Badgley Phelps Wealth Managers
Washington
$219K -$7.46K -74 -4%
OFG
495
Oxford Financial Group
Indiana
$219K – – –
NSIM
496
North Star Investment Management
Illinois
$218K +$403 +4 +0.2%
LWA
497
Ledgewood Wealth Advisors
New Hampshire
$218K +$200K +1,987 New
FA
498
Fiduciary Alliance
South Carolina
$217K +$200K +1,982 New
SCA
499
Sandy Cove Advisors
Massachusetts
$216K +$199K +1,973 New
LWM
500
Level Wealth Management
North Carolina
$215K +$198K +1,964 New
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