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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
576
DDD Partners
Washington
$223K +$215K +1,690 New
KWM
577
Kingsview Wealth Management
Oregon
$220K +$212K +1,661 New
PIFP
578
Partners in Financial Planning
Virginia
$219K +$211K +1,656 New
GF
579
GGM Financials
Ohio
$218K -$992K -7,777 -82%
WCFA
580
Walkner Condon Financial Advisors
Wisconsin
$217K +$210K +1,644 New
KW
581
Keyvantage Wealth
Pennsylvania
$216K +$208K +1,632 New
DFP
582
Donalies Financial Planning
District of Columbia
$214K +$207K +1,621 New
TCOV
583
Trust Company of Vermont
Vermont
$214K +$207K +1,621 New
AI
584
Atria Investments
North Carolina
$214K +$207K +1,620 New
CWM
585
Connecticut Wealth Management
Connecticut
$212K +$205K +1,604 New
NCMW
586
Northern Capital Management (Washington)
Washington
$212K +$204K +1,601 New
NFG
587
Nadler Financial Group
Illinois
$212K -$73.3K -575 -26%
JF
588
JSF Financial
California
$211K +$204K +1,598 New
C
589
Covestor
United Kingdom
$209K +$11.7K +92 +6%
BW
590
BostonPremier Wealth
Massachusetts
$209K +$201K +1,578 New
WAL
591
W Advisors LLC
Tennessee
$208K +$201K +1,574 New
PRTG
592
Post Resch Tallon Group
New York
$208K +$200K +1,571 New
AWE
593
Avidian Wealth Enterprises
Texas
$208K +$200K +1,571 New
CFP
594
Cascade Financial Partners
California
$207K +$200K +1,565 New
CWP
595
Concord Wealth Partners
Virginia
$207K +$199K +1,562 New
NWP
596
NerdWallet Wealth Partners
New York
$205K +$198K +1,553 New
KF
597
Krilogy Financial
Missouri
$205K +$198K +1,550 New
MGW
598
MB Generational Wealth
Washington
$203K -$33.8K -265 -15%
AFP
599
Alpha Financial Partners
Kentucky
$202K +$194K +1,524 New
GI
600
GAMMA Investing
California
$191K – – –
22 23
24
25 26