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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
501
DeDora Capital
California
$215K +$198K +1,962 New
CPSAC
502
Chas P. Smith & Associates (CPS)
Florida
$215K +$197K +1,957 New
NPF
503
Norris Perne & French
Michigan
$214K +$197K +1,950 New
HC
504
Hurley Capital
New York
$212K – – –
LWM
505
LongView Wealth Management
Georgia
$212K +$195K +1,932 New
CA
506
Cornerstone Advisory
Maryland
$211K +$194K +1,928 New
CWA
507
Continuum Wealth Advisors
New York
$206K +$189K +1,876 New
CA
508
Clune & Associates
Illinois
$202K +$186K +1,841 New
RCAG
509
Rehmann Capital Advisory Group
Michigan
$201K +$185K +1,837 New
OFP
510
OFC Financial Planning
New Jersey
$201K +$185K +1,832 New
PFBT
511
Parkside Financial Bank & Trust
Missouri
$178K – – –
SWP
512
Strategic Wealth Partners
Ohio
$173K +$159K +1,578 New
TCOV
513
Trust Company of Vermont
Vermont
$172K +$67.4K +669 +74%
BBHC
514
Brown Brothers Harriman & Co
New York
$166K -$806 -8 -0.5%
C
515
Covestor
United Kingdom
$164K +$17.6K +175 +13%
GK
516
Graney & King
New York
$158K -$5.85K -58 -4%
CWA
517
Carolina Wealth Advisors
South Carolina
$155K -$8.57K -85 -6%
EB
518
Eastern Bank
Massachusetts
$153K – – –
HCM
519
Hollencrest Capital Management
California
$152K +$140K +1,388 New
USB
520
Union Savings Bank
Connecticut
$152K – – –
AC
521
AlphaCore Capital
California
$146K – – –
JWA
522
JFS Wealth Advisors
Pennsylvania
$139K – – –
RLIM
523
Red Lighthouse Investment Management
New York
$129K -$40.6K -403 -26%
AWM
524
AE Wealth Management
Kansas
$128K +$706 +7 +0.6%
ACA
525
Aptus Capital Advisors
Alabama
$127K +$202 +2 +0.2%
19 20
21
22 23