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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
476
World Investment Advisors
California
$277K -$3.19K -28 -1%
NL
477
NWAM LLC
Washington
$274K -$14.7K -129 -5%
MWM
478
Momentous Wealth Management
Washington
$269K – – –
LWM
479
LongView Wealth Management
Georgia
$269K +$38.3K +336 +17%
WF
480
Warner Financial
Maryland
$267K +$18.4K +162 +8%
AWP
481
Abacus Wealth Partners
California
$267K – – –
GB
482
Goepper Burkhardt
South Carolina
$264K – – –
MWA
483
Martel Wealth Advisors
Washington
$261K – – –
KWM
484
KW Wealth Management
California
$260K +$250K +2,195 New
ACA
485
Ackerman Capital Advisors
Texas
$258K – – –
TF
486
Trek Financial
Arizona
$258K – – –
DC
487
DeDora Capital
California
$257K +$23.9K +210 +11%
SIC
488
Salem Investment Counselors
North Carolina
$257K – – –
PRTG
489
Post Resch Tallon Group
New York
$257K +$13.1K +115 +6%
CPCM
490
Cardinal Point Capital Management
Ontario, Canada
$256K +$247K +2,170 New
NRG
491
Nemes Rush Group
Michigan
$255K -$1.14K -10 -0.5%
FCIM
492
Fairview Capital Investment Management
California
$255K -$22.8K -200 -9%
RWP
493
Reliant Wealth Planning
Kentucky
$253K – – –
DSN
494
D. Scott Neal
Kentucky
$253K +$2.05K +18 +0.9%
CIA
495
Concurrent Investment Advisors
Florida
$252K +$243K +2,131 New
HPC
496
HM Payson & Co
Maine
$246K +$123K +1,081 +109%
FNA
497
First National Advisers
Nebraska
$244K +$235K +2,060 New
OAM
498
Oppenheimer Asset Management
New York
$244K +$114 +1 +0%
MW
499
Members Wealth
Pennsylvania
$241K +$231K +2,027 New
IAG
500
Investment Advisory Group
Massachusetts
$239K +$230K +2,020 New
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