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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
626
Smartleaf Asset Management
Massachusetts
$55.3K +$54.5K +454 New
CYG
627
Clean Yield Group
Vermont
$55K – – –
RA
628
Ransom Advisory
Rhode Island
$54.4K +$54K +450 New
GEA
629
Glen Eagle Advisors
New Jersey
$53.2K – – –
PCFFS
630
Pacific Center for Financial Services
California
$52.2K – – –
MWM
631
Mascoma Wealth Management
New Hampshire
$51.5K – – –
RBC
632
Roble Belko & Company
Pennsylvania
$51K – – –
WFA
633
Wells Financial Advisors
Massachusetts
$48.4K – – –
WAS
634
Winch Advisory Services
Wisconsin
$46.8K – – –
NS
635
NBC Securities
Alabama
$46.8K – – –
PFM
636
Phillips Financial Management
Indiana
$42K – – –
PAI
637
Pittenger & Anderson Inc
Nebraska
$39.7K -$39K -325 -50%
GFA
638
Gladwyn Financial Advisors
Virginia
$39.7K +$120 +1 +0.3%
NRWA
639
North Ridge Wealth Advisors
Oregon
$39K – – –
MPW
640
MASECO Private Wealth
$38K +$37.7K +314 New
KG
641
Kilter Group
New York
$37.6K +$36.9K +308 +10,267%
QWM
642
Quaker Wealth Management
New Jersey
$37.4K – – –
SWM
643
SHP Wealth Management
Massachusetts
$37.1K +$36.8K +307 New
ACA
644
American Capital Advisory
Idaho
$36.3K – – –
MA
645
Modus Advisors
Minnesota
$36.3K +$36K +300 New
S
646
SignatureFD
Georgia
$36.1K – – –
DIP
647
DT Investment Partners
Pennsylvania
$34.8K +$1.44K +12 +4%
GWS
648
Glassman Wealth Services
Virginia
$31.4K – – –
AT
649
Avalon Trust
New Mexico
$30.2K +$30K +250 New
OA
650
Operose Advisors
Wisconsin
$28.1K – – –
24 25
26
27 28