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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
176
Clearview Wealth Advisors
Oregon
$868K -$1.04M -14,941 -55%
TFCP
177
Twin Focus Capital Partners
Massachusetts
$863K -$17.7K -254 -2%
HHGA
178
Halbert Hargrove Global Advisors
California
$854K -$11.2K -160 -1%
FFA
179
Farther Finance Advisors
California
$852K -$121K -1,743 -13%
AIA
180
Arbor Investment Advisors
North Carolina
$842K +$50K +718 +7%
BF
181
Brooklyn FI
New York
$840K +$514K +7,377 +338%
ST
182
Smithfield Trust
Pennsylvania
$834K +$168K +2,417 +26%
PAG
183
Private Advisor Group
New Jersey
$827K +$48.6K +698 +6%
RWP
184
RWA Wealth Partners
Massachusetts
$826K +$33.5K +480 +4%
FMWA
185
Forvis Mazars Wealth Advisors
Missouri
$824K +$90.5K +1,298 +13%
DAS
186
Dynamic Advisor Solutions
Arizona
$813K +$13.1K +188 +2%
SPIA
187
Strategic Point Investment Advisors
Rhode Island
$809K +$12.2K +175 +2%
NA
188
NewEdge Advisors
Louisiana
$783K +$409K +5,875 +116%
WANY
189
Wealthspire Advisors (New York)
New York
$781K +$836 +12 +0.1%
CIA
190
Cascade Investment Advisors
Oregon
$774K – – –
EIM
191
Ervin Investment Management
Washington
$765K +$86.4K +1,240 +13%
T
192
TrueFG
Texas
$757K -$2.16K -31 -0.3%
HI
193
Harbour Investments
Wisconsin
$754K +$420K +6,032 +135%
G
194
GenTrust
Florida
$752K +$906 +13 +0.1%
RZH
195
Relyea Zuckerberg Hanson
Connecticut
$750K +$349K +5,009 +92%
TI
196
Truepoint Inc
Ohio
$728K +$44.8K +643 +7%
GA
197
Greenspring Advisors
Maryland
$697K – – –
MIA
198
Milestone Investment Advisors
Wisconsin
$694K +$70 +1 +0%
MSFS
199
Main Street Financial Solutions
Pennsylvania
$672K +$653K +9,375 New
CAM
200
Cozad Asset Management
Illinois
$672K – – –
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