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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
576
GGM Financials
Ohio
$218K -$992K -7,777 -82%
WCFA
577
Walkner Condon Financial Advisors
Wisconsin
$217K +$210K +1,644 New
KW
578
Keyvantage Wealth
Pennsylvania
$216K +$208K +1,632 New
DFP
579
Donalies Financial Planning
District of Columbia
$214K +$207K +1,621 New
TCOV
580
Trust Company of Vermont
Vermont
$214K +$207K +1,621 New
AI
581
Atria Investments
North Carolina
$214K +$207K +1,620 New
CWM
582
Connecticut Wealth Management
Connecticut
$212K +$205K +1,604 New
NCMW
583
Northern Capital Management (Washington)
Washington
$212K +$204K +1,601 New
NFG
584
Nadler Financial Group
Illinois
$212K -$73.3K -575 -26%
JF
585
JSF Financial
California
$211K +$204K +1,598 New
C
586
Covestor
United Kingdom
$209K +$11.7K +92 +6%
BW
587
BostonPremier Wealth
Massachusetts
$209K +$201K +1,578 New
WAL
588
W Advisors LLC
Tennessee
$208K +$201K +1,574 New
PRTG
589
Post Resch Tallon Group
New York
$208K +$200K +1,571 New
AWE
590
Avidian Wealth Enterprises
Texas
$208K +$200K +1,571 New
CFP
591
Cascade Financial Partners
California
$207K +$200K +1,565 New
CWP
592
Concord Wealth Partners
Virginia
$207K +$199K +1,562 New
NWP
593
NerdWallet Wealth Partners
New York
$205K +$198K +1,553 New
KF
594
Krilogy Financial
Missouri
$205K +$198K +1,550 New
MGW
595
MB Generational Wealth
Washington
$203K -$33.8K -265 -15%
AFP
596
Alpha Financial Partners
Kentucky
$202K +$194K +1,524 New
GI
597
GAMMA Investing
California
$191K – – –
BBHC
598
Brown Brothers Harriman & Co
New York
$177K – – –
DFA
599
DHJJ Financial Advisors
Illinois
$175K +$169K +1,325 New
AF
600
Advisornet Financial
Minnesota
$174K +$2.29K +18 +1%
22 23
24
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