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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
526
N.E.W. Advisory Services
Wisconsin
$120K -$435K -4,313 -80%
AEPWM
527
Atlantic Edge Private Wealth Management
Florida
$120K – – –
AWM
528
Abound Wealth Management
Tennessee
$113K +$302 +3 +0.3%
TCM
529
TruNorth Capital Management
Michigan
$113K -$58.1K -576 -36%
AF
530
Advisornet Financial
Minnesota
$110K +$56.5K +560 +125%
HPC
531
HM Payson & Co
Maine
$109K +$9.38K +93 +10%
CFO
532
Capitol Family Office
Oregon
$109K – – –
FVIM
533
Fort Vancouver Investment Management
Washington
$105K – – –
CSP
534
Cary Street Partners
Virginia
$103K – – –
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$103K +$9.58K +95 +11%
SMFG
536
Sumitomo Mitsui Financial Group
Japan
$103K – – –
WCM
537
Winthrop Capital Management
Indiana
$102K – – –
RWM
538
Rialto Wealth Management
New York
$101K – – –
WOSD
539
WFA of San Diego
California
$95.7K +$88K +873 New
AIC
540
Archer Investment Corporation
Indiana
$93.4K +$3.53K +35 +4%
GRP
541
Global Retirement Partners
California
$91.6K +$84.3K +836 New
CT
542
Caldwell Trust
Florida
$88.3K – – –
SIS
543
Sound Income Strategies
Florida
$87.7K +$80.6K +800 New
IRC
544
Investors Research Corp
Georgia
$86.2K +$18K +179 +29%
PWM
545
Parkworth Wealth Management
California
$78.7K -$148K -1,469 -67%
PSB
546
Piscataqua Savings Bank
New Hampshire
$78K – – –
ACA
547
Atlas Capital Advisors
Wyoming
$77.9K -$35.7K -354 -33%
TC
548
Trust Company
Kansas
$77K -$5.75K -57 -8%
RCM
549
Richardson Capital Management
Wisconsin
$74.8K +$202 +2 +0.3%
FGA
550
Fortis Group Advisors
New Jersey
$74.6K – – –
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