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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
T
701
Tidemark
California
$5.69K – – –
TVWM
702
Tower View Wealth Management
Wisconsin
$5.55K – – –
OW
703
Olistico Wealth
Oklahoma
$3.83K – – –
RIL
704
Rothschild Investment LLC
Illinois
$3.09K – – –
TWM
705
Topsail Wealth Management
North Carolina
$2.65K – – –
WA
706
WPG Advisers
Maryland
$2.65K – – –
3IP
707
3Chopt Investment Partners
Virginia
$1.72K -$128 -1 -7%
SIS
708
Strategic Investment Solutions
Illinois
$1.59K – – –
FLP
709
Financial Life Planners
Arizona
$1.35K – – –
TFGT
710
TS Financial Group (TSFG)
Illinois
$1K – – –
KG
711
Kilter Group
New York
$397 – – –
TCM
712
Triumph Capital Management
Colorado
$397 – – –
RWM
713
RMG Wealth Management
Wisconsin
$137 – – –
RF
714
Rossby Financial
Florida
$95 -$46.4K -364 -100%
EW
715
Evoke Wealth
California
– -$7.49M -66,700 Closed
SFP
716
Strategic Financial Planning
Texas
– -$1.68M -21,237 Closed
MHS
717
M Holdings Securities
Oregon
– -$1.47M -11,351 Closed
SI
718
Seeds Investor
New York
– -$1.18M -9,735 Closed
SAS
719
Sage Advisory Services
Texas
– -$932K -8,302 Closed
PSCM
720
Per Stirling Capital Management
Texas
– -$527K -4,693 Closed
PWC
721
Pathfinder Wealth Consulting
North Carolina
– -$517K -4,606 Closed
AFA
722
Antonelli Financial Advisors
Michigan
– -$370K -3,299 Closed
SEIA
723
Signature Estate & Investment Advisors
California
– -$363K -3,238 Closed
BAM
724
Belpointe Asset Management
Nevada
– -$330K -2,935 Closed
FCA
725
Fortis Capital Advisors
Kansas
– -$330K -2,935 Closed
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