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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
601
JFS Wealth Advisors
Pennsylvania
$167K – – –
EB
602
Eastern Bank
Massachusetts
$162K -$6.5K -51 -4%
CWA
603
Carolina Wealth Advisors
South Carolina
$159K – – –
IA
604
IFP Advisors
Florida
$153K +$35.7K +280 +32%
IRC
605
Investors Research Corp
Georgia
$151K +$8.41K +66 +6%
GK
606
Graney & King
New York
$151K -$34.4K -270 -19%
ACA
607
Aptus Capital Advisors
Alabama
$144K – – –
GC
608
Gould Capital
Washington
$144K +$139K +1,089 New
SWP
609
Strategic Wealth Partners
Ohio
$128K – – –
FF
610
Frankly Finances
Florida
$128K +$123K +968 New
RMP
611
Richards, Merrill & Peterson
Washington
$127K – – –
CFO
612
Capitol Family Office
Oregon
$126K +$1.4K +11 +1%
FVIM
613
Fort Vancouver Investment Management
Washington
$126K – – –
GCP
614
Gill Capital Partners
Colorado
$125K – – –
SMFG
615
Sumitomo Mitsui Financial Group
Japan
$124K – – –
FB
616
First Bancorp
Maine
$120K +$115K +905 New
CFM
617
Cornerstone Financial Management
Massachusetts
$116K – – –
RWM
618
Rialto Wealth Management
New York
$114K -$7.65K -60 -7%
AWM
619
Abound Wealth Management
Tennessee
$114K -$2.04K -16 -2%
IA
620
IFG Advisory
Georgia
$109K +$105K +824 New
WCM
621
Winthrop Capital Management
Indiana
$108K – – –
CT
622
Caldwell Trust
Florida
$106K – – –
GSWM
623
Golden State Wealth Management
California
$106K – – –
GRP
624
Global Retirement Partners
California
$105K +$101K +795 New
CSP
625
Cary Street Partners
Virginia
$103K – – –
23 24
25
26 27