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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
MBE Wealth Management
Wisconsin
$325K +$1.78K +14 +0.6%
BCI
502
Brinker Capital Investments
Pennsylvania
$325K – – –
FA
503
FC Advisory
Pennsylvania
$325K +$4.72K +37 +2%
TLFA
504
True Link Financial Advisors
California
$323K -$8.29K -65 -3%
DE
505
Diversified Enterprises
Delaware
$318K -$33.5K -263 -10%
OAM
506
Oppenheimer Asset Management
New York
$317K +$37K +290 +14%
SFA
507
Salus Financial Advisors
Colorado
$316K -$12.8K -100 -4%
EFG
508
Everhart Financial Group
Ohio
$315K -$2.55K -20 -0.8%
WAG
509
Winthrop Advisory Group
Massachusetts
$312K +$301K +2,361 New
BFA
510
Bluestem Financial Advisors
Illinois
$311K -$13.3K -104 -4%
RRA
511
Round Rock Advisors
Connecticut
$310K -$12.8K -100 -4%
FHC
512
First Heartland Consultants
Missouri
$309K +$298K +2,337 New
SFS
513
Sowell Financial Services
Arkansas
$309K -$6.38K -50 -2%
HPC
514
HM Payson & Co
Maine
$307K +$31.7K +249 +12%
NS
515
NBC Securities
Alabama
$305K – – –
DWM
516
Dakota Wealth Management
Florida
$304K – – –
TAM
517
Townsend Asset Management
North Carolina
$302K – – –
LWM
518
LongView Wealth Management
Georgia
$300K +$510 +4 +0.2%
TPI
519
Trust Point Inc
Wisconsin
$300K +$289K +2,267 New
AWP
520
Abacus Wealth Partners
California
$298K – – –
WIC
521
Whitegate Investment Counselors
New Hampshire
$293K -$6.88K -54 -2%
WC
522
Wolfstich Capital
Massachusetts
$293K -$73.2K -574 -21%
DF
523
Dunhill Financial
United Kingdom
$289K – – –
ACA
524
Ackerman Capital Advisors
Texas
$288K – – –
AWM
525
Apollon Wealth Management
South Carolina
$288K – – –
19 20
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