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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
501
TCI Wealth Advisors
Arizona
$215K +$198K +1,963 New
DC
502
DeDora Capital
California
$215K +$198K +1,962 New
CPSAC
503
Chas P. Smith & Associates (CPS)
Florida
$215K +$197K +1,957 New
NPF
504
Norris Perne & French
Michigan
$214K +$197K +1,950 New
HC
505
Hurley Capital
New York
$212K – – –
LWM
506
LongView Wealth Management
Georgia
$212K +$195K +1,932 New
CA
507
Cornerstone Advisory
Maryland
$211K +$194K +1,928 New
CWA
508
Continuum Wealth Advisors
New York
$206K +$189K +1,876 New
CA
509
Clune & Associates
Illinois
$202K +$186K +1,841 New
RCAG
510
Rehmann Capital Advisory Group
Michigan
$201K +$185K +1,837 New
OFP
511
OFC Financial Planning
New Jersey
$201K +$185K +1,832 New
PFBT
512
Parkside Financial Bank & Trust
Missouri
$178K – – –
SWP
513
Strategic Wealth Partners
Ohio
$173K +$159K +1,578 New
TCOV
514
Trust Company of Vermont
Vermont
$172K +$67.4K +669 +74%
BBHC
515
Brown Brothers Harriman & Co
New York
$166K -$806 -8 -0.5%
C
516
Covestor
United Kingdom
$164K +$17.6K +175 +13%
GK
517
Graney & King
New York
$158K -$5.85K -58 -4%
CWA
518
Carolina Wealth Advisors
South Carolina
$155K -$8.57K -85 -6%
EB
519
Eastern Bank
Massachusetts
$153K – – –
HCM
520
Hollencrest Capital Management
California
$152K +$140K +1,388 New
USB
521
Union Savings Bank
Connecticut
$152K – – –
AC
522
AlphaCore Capital
California
$146K – – –
JWA
523
JFS Wealth Advisors
Pennsylvania
$139K – – –
RLIM
524
Red Lighthouse Investment Management
New York
$129K -$40.6K -403 -26%
AWM
525
AE Wealth Management
Kansas
$128K +$706 +7 +0.6%
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