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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
CX Institutional
Indiana
$10K +$9.82K +77 New
FA
702
Financial Avengers
California
$9.96K – – –
SMA
703
Sage Mountain Advisors
Georgia
$9.79K – – –
CA
704
CoreCap Advisors
Michigan
$8.07K – – –
EP
705
Evelyn Partners
$7.41K +$7.14K +56 New
AIM
706
Anchor Investment Management
South Carolina
$6.61K – – –
FWA
707
Flagship Wealth Advisors
Massachusetts
$6.48K – – –
T
708
Tidemark
California
$5.69K – – –
TVWM
709
Tower View Wealth Management
Wisconsin
$5.55K – – –
OW
710
Olistico Wealth
Oklahoma
$3.83K – – –
RIL
711
Rothschild Investment LLC
Illinois
$3.09K – – –
TWM
712
Topsail Wealth Management
North Carolina
$2.65K – – –
WA
713
WPG Advisers
Maryland
$2.65K – – –
3IP
714
3Chopt Investment Partners
Virginia
$1.72K -$128 -1 -7%
SIS
715
Strategic Investment Solutions
Illinois
$1.59K – – –
FLP
716
Financial Life Planners
Arizona
$1.35K – – –
TFGT
717
TS Financial Group (TSFG)
Illinois
$1K – – –
KG
718
Kilter Group
New York
$397 – – –
TCM
719
Triumph Capital Management
Colorado
$397 – – –
RWM
720
RMG Wealth Management
Wisconsin
$137 – – –
RF
721
Rossby Financial
Florida
$95 -$46.4K -364 -100%
EW
722
Evoke Wealth
California
– -$7.49M -66,700 Closed
SFP
723
Strategic Financial Planning
Texas
– -$1.68M -21,237 Closed
MHS
724
M Holdings Securities
Oregon
– -$1.47M -11,351 Closed
SI
725
Seeds Investor
New York
– -$1.18M -9,735 Closed
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