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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
601
Newton One Investments
Delaware
$58.4K -$11.6K -98 -16%
CIAS
602
CBIZ Investment Advisory Services
Ohio
$56.6K +$119 +1 +0.2%
TWIM
603
TIAA Wealth Investment Management
New York
$55.4K +$60.6K +510 New
HWP
604
Highline Wealth Partners
California
$55.1K +$3.09K +26 +6%
MCRM
605
Midway Capital Research & Management
Illinois
$54.7K +$57.8K +487 New
PTC
606
Private Trust Company
Ohio
$54.1K – – –
FW
607
Fairway Wealth
Ohio
$53.7K +$119 +1 +0.2%
WCM
608
Westend Capital Management
California
$52.9K – – –
YP
609
YANKCOM Partnership
South Dakota
$51.4K – – –
PCFFS
610
Pacific Center for Financial Services
California
$49.7K +$238 +2 +0.5%
GEA
611
Glen Eagle Advisors
New Jersey
$49.4K – – –
SAM
612
Smartleaf Asset Management
Massachusetts
$49.3K – – –
RBC
613
Roble Belko & Company
Pennsylvania
$47K – – –
WAS
614
Winch Advisory Services
Wisconsin
$43.4K – – –
AT
615
Avalon Trust
New Mexico
$42.1K +$14.8K +125 +50%
RF
616
Rossby Financial
Florida
$41.4K +$43.2K +364 +36,400%
MWM
617
Mascoma Wealth Management
New Hampshire
$39.9K -$8.43K -71 -17%
PFM
618
Phillips Financial Management
Indiana
$39K – – –
GFA
619
Gladwyn Financial Advisors
Virginia
$36.9K +$119 +1 +0.3%
NRWA
620
North Ridge Wealth Advisors
Oregon
$36.2K – – –
MPW
621
MASECO Private Wealth
$35.2K – – –
QWM
622
Quaker Wealth Management
New Jersey
$34.7K – – –
SWM
623
SHP Wealth Management
Massachusetts
$34.5K – – –
ACA
624
American Capital Advisory
Idaho
$33.9K +$238 +2 +0.7%
S
625
SignatureFD
Georgia
$33.5K – – –
23 24
25
26 27