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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
476
Tocqueville Asset Management
New York
$301K – – –
BWP
477
Baldwin Wealth Partners
Massachusetts
$301K +$318K +2,678 New
DE
478
Diversified Enterprises
Delaware
$299K – – –
SVWAG
479
Sound View Wealth Advisors Group
Georgia
$297K -$594 -5 -0.2%
TWA
480
TCI Wealth Advisors
Arizona
$293K -$475 -4 -0.2%
MF
481
Manchester Financial
California
$291K +$106K +890 +52%
CRC
482
Curi RMB Capital
Illinois
$291K – – –
AWM
483
Avior Wealth Management
Nebraska
$290K +$831 +7 +0.3%
JMNC
484
J. Mark Nickell & Co
Tennessee
$289K – – –
TLFA
485
True Link Financial Advisors
California
$281K – – –
PCIA
486
Prime Capital Investment Advisors
Kansas
$281K +$26.2K +221 +10%
IC
487
IEQ Capital
California
$281K – – –
LWM
488
Liberty Wealth Management
California
$280K +$7.36K +62 +3%
WF
489
Warner Financial
Maryland
$280K +$22.4K +189 +8%
SFA
490
Salus Financial Advisors
Colorado
$280K -$50.5K -425 -15%
CPA
491
Cardiff Park Advisors
California
$279K -$5.82K -49 -2%
TAM
492
Trillium Asset Management
Massachusetts
$278K -$35.6K -300 -11%
FNA
493
First National Advisers
Nebraska
$276K +$17.8K +150 +6%
BCI
494
Brinker Capital Investments
Pennsylvania
$276K – – –
BFA
495
Bluestem Financial Advisors
Illinois
$275K +$119 +1 +0%
LWM
496
LongView Wealth Management
Georgia
$275K – – –
MWM
497
MBE Wealth Management
Wisconsin
$275K – – –
RRA
498
Round Rock Advisors
Connecticut
$275K – – –
WA
499
Winter & Associates
Minnesota
$274K +$80.3K +676 +39%
FA
500
FC Advisory
Pennsylvania
$271K +$356 +3 +0.1%
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