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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
526
CreativeOne Wealth
Kansas
$284K +$274K +2,149 New
RWP
527
Reliant Wealth Planning
Kentucky
$282K – – –
LWM
528
Liberty Wealth Management
California
$280K – – –
IAG
529
Investment Advisory Group
Massachusetts
$278K – – –
AM
530
AGF Management
Ontario, Canada
$278K -$25.5K -200 -9%
CWA
531
Continuum Wealth Advisors
New York
$277K +$27.2K +213 +11%
NSIM
532
North Star Investment Management
Illinois
$275K -$9.18K -72 -3%
EWS
533
Evergreen Wealth Solutions
Pennsylvania
$274K +$510 +4 +0.2%
RG
534
Rathbones Group
United Kingdom
$273K +$263K +2,066 New
CPA
535
Cardiff Park Advisors
California
$268K -$58.5K -459 -18%
VA
536
VestGen Advisors
Illinois
$268K +$510 +4 +0.2%
EWP
537
Equity Wealth Partners
Missouri
$267K -$638 -5 -0.2%
FA
538
Fiduciary Alliance
South Carolina
$266K +$255 +2 +0.1%
TW
539
TritonPoint Wealth
Maryland
$266K – – –
TP
540
TritonPoint Partners
Maryland
$266K +$256K +2,009 New
NPF
541
Norris Perne & French
Michigan
$265K – – –
LWM
542
Level Wealth Management
North Carolina
$262K +$638 +5 +0.3%
TF
543
Trek Financial
Arizona
$261K -$36.8K -289 -13%
BFG
544
Bouchey Financial Group
New York
$258K +$11.1K +87 +5%
CA
545
Cornerstone Advisory
Maryland
$256K +$383 +3 +0.2%
HCM
546
Hollencrest Capital Management
California
$254K – – –
NRG
547
Nemes Rush Group
Michigan
$252K -$162K -1,268 -40%
CTA
548
Chesley Taft & Associates
Illinois
$252K +$243K +1,903 New
OFG
549
Oxford Financial Group
Indiana
$251K -$10.6K -83 -4%
CIC
550
Carnegie Investment Counsel
Ohio
$247K +$239K +1,871 New
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