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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
601
CBIZ Investment Advisory Services
Ohio
$56.6K +$119 +1 +0.2%
TWIM
602
TIAA Wealth Investment Management
New York
$55.4K +$60.6K +510 New
HWP
603
Highline Wealth Partners
California
$55.1K +$3.09K +26 +6%
MCRM
604
Midway Capital Research & Management
Illinois
$54.7K +$57.8K +487 New
PTC
605
Private Trust Company
Ohio
$54.1K – – –
FW
606
Fairway Wealth
Ohio
$53.7K +$119 +1 +0.2%
WCM
607
Westend Capital Management
California
$52.9K – – –
YP
608
YANKCOM Partnership
South Dakota
$51.4K – – –
PCFFS
609
Pacific Center for Financial Services
California
$49.7K +$238 +2 +0.5%
GEA
610
Glen Eagle Advisors
New Jersey
$49.4K – – –
SAM
611
Smartleaf Asset Management
Massachusetts
$49.3K – – –
RBC
612
Roble Belko & Company
Pennsylvania
$47K – – –
WAS
613
Winch Advisory Services
Wisconsin
$43.4K – – –
AT
614
Avalon Trust
New Mexico
$42.1K +$14.8K +125 +50%
RF
615
Rossby Financial
Florida
$41.4K +$43.2K +364 +36,400%
MWM
616
Mascoma Wealth Management
New Hampshire
$39.9K -$8.43K -71 -17%
PFM
617
Phillips Financial Management
Indiana
$39K – – –
GFA
618
Gladwyn Financial Advisors
Virginia
$36.9K +$119 +1 +0.3%
NRWA
619
North Ridge Wealth Advisors
Oregon
$36.2K – – –
MPW
620
MASECO Private Wealth
$35.2K – – –
QWM
621
Quaker Wealth Management
New Jersey
$34.7K – – –
SWM
622
SHP Wealth Management
Massachusetts
$34.5K – – –
ACA
623
American Capital Advisory
Idaho
$33.9K +$238 +2 +0.7%
S
624
SignatureFD
Georgia
$33.5K – – –
DIP
625
DT Investment Partners
Pennsylvania
$32.3K – – –
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25
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