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Vanguard ESG US Stock ETF
ESGV

Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
201
Johnson Bixby & Associates
Washington
$1.87M -$43.4K -340 -2%
ST
202
Smithfield Trust
Pennsylvania
$1.87M -$48.7K -382 -3%
LRIA
203
Leonard Rickey Investment Advisors
Washington
$1.86M +$8.41K +66 +0.5%
VWWMG
204
Vermillion & White Wealth Management Group
Pennsylvania
$1.82M – – –
EIM
205
Ervin Investment Management
Washington
$1.81M +$110K +860 +7%
WSFS
206
Wilmington Savings Fund Society
Delaware
$1.78M -$247K -1,939 -13%
MAM
207
McLean Asset Management
Virginia
$1.76M +$90.9K +713 +6%
JIC
208
Joel Isaacson & Co
New York
$1.75M +$10.6K +83 +0.6%
VAF
209
Values Added Financial
District of Columbia
$1.74M -$120K -938 -7%
MFG
210
Merit Financial Group
Georgia
$1.74M -$125K -983 -7%
WC
211
Weil Company
California
$1.73M -$82.9K -650 -5%
AF
212
Allworth Financial
California
$1.71M +$409K +3,205 +33%
SFP
213
Shepherd Financial Partners
Massachusetts
$1.71M – – –
FTWA
214
Fifth Third Wealth Advisors
Ohio
$1.71M +$41.4K +325 +3%
SCA
215
Snowden Capital Advisors
New York
$1.69M +$18.6K +146 +1%
NCM
216
Northland Capital Management
Minnesota
$1.69M -$459K -3,596 -22%
MSA
217
Marino Stram & Associates
Massachusetts
$1.67M +$32.3K +253 +2%
TW
218
Towerpoint Wealth
California
$1.66M +$5.48K +43 +0.3%
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.65M +$48.5K +380 +3%
NF
220
Napier Financial
Massachusetts
$1.64M +$18.5K +145 +1%
AFG
221
Atomi Financial Group
New York
$1.64M +$81.3K +638 +5%
SWM
222
Selective Wealth Management
Virginia
$1.64M -$146K -1,148 -8%
OIS
223
Okabena Investment Services
Minnesota
$1.63M +$11.1K +87 +0.7%
BFP
224
Beacon Financial Planning
Massachusetts
$1.62M +$3.31K +26 +0.2%
PHWM
225
Pine Harbor Wealth Management
Maryland
$1.6M -$39.5K -310 -3%
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