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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
551
Capital Analysts LLC
Pennsylvania
$222K +$220K +1,834 New
OFP
552
OFC Financial Planning
New Jersey
$220K -$1.92K -16 -0.9%
ACM
553
Advisors Capital Management
New Jersey
$219K +$217K +1,808 New
FCIM
554
Fairview Capital Investment Management
California
$218K -$42K -350 -16%
AWM
555
Avaii Wealth Management
Wisconsin
$218K – – –
MGW
556
MB Generational Wealth
Washington
$217K -$15.2K -127 -7%
CIA
557
Concurrent Investment Advisors
Florida
$217K -$40.4K -337 -16%
VIPI
558
Vista Investment Partners II
Indiana
$215K -$28.4K -237 -12%
AFG
559
Albion Financial Group
Utah
$214K +$212K +1,767 New
KW
560
Keyvantage Wealth
Pennsylvania
$214K – – –
EWP
561
Equity Wealth Partners
Missouri
$213K +$212K +1,764 New
KWS
562
Keystone Wealth Services
California
$211K +$209K +1,742 New
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$210K +$4.8K +40 +2%
WA
564
Winter & Associates
Minnesota
$209K +$207K +1,727 New
CW
565
CreativeOne Wealth
Kansas
$207K +$206K +1,715 New
MF
566
Manchester Financial
California
$206K +$205K +1,705 New
SWP
567
Strategic Wealth Partners
Ohio
$206K +$42K +350 +26%
BLFG
568
Brian Low Financial Group
Louisiana
$206K +$204K +1,704 New
JCM
569
Jacobsen Capital Management
Utah
$206K +$480 +4 +0.2%
DP
570
DDD Partners
Washington
$204K – – –
CFG
571
Cassilly Financial Group
Maryland
$204K +$202K +1,685 New
KWA
572
Kingswood Wealth Advisors
California
$203K +$201K +1,677 New
PIFP
573
Partners in Financial Planning
Virginia
$200K +$199K +1,655 New
PFBT
574
Parkside Financial Bank & Trust
Missouri
$197K – – –
TCOV
575
Trust Company of Vermont
Vermont
$192K – – –
21 22
23
24 25