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Vanguard ESG International Stock ETF
VSGX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
226
RS Crum Inc
California
$439K – – –
RSWM
227
Robertson Stephens Wealth Management
California
$438K – – –
CWM
228
Cherrydale Wealth Management
New Jersey
$423K -$5.64K -84 -1%
IA
229
IFG Advisors
Missouri
$419K -$25.5K -380 -6%
SGWM
230
Sterling Group Wealth Management
California
$419K +$2.08K +31 +0.5%
TIM
231
Tortoise Investment Management
New York
$416K +$134 +2 +0%
LWM
232
Liberty Wealth Management
California
$405K +$10.7K +159 +3%
CC
233
Copperleaf Capital
North Carolina
$399K – – –
EGWAG
234
Elwood & Goetz Wealth Advisory Group
Georgia
$395K -$18.5K -276 -5%
CA
235
Clearstead Advisors
Ohio
$393K +$31.7K +472 +9%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$391K +$3.63K +54 +1%
SP
237
Symmetry Partners
Connecticut
$386K -$71.8K -1,069 -16%
CWS
238
Confluence Wealth Services
Pennsylvania
$383K +$134 +2 +0%
KL
239
KilterHowling LLC
Colorado
$382K +$7.19K +107 +2%
HIP
240
HUB Investment Partners
Texas
$375K +$54.4K +810 +18%
M
241
MYeCFO
California
$363K +$103K +1,530 +41%
AIM
242
Advyzon Investment Management
Illinois
$360K -$2.42K -36 -0.7%
AF
243
Advisornet Financial
Minnesota
$358K +$269 +4 +0.1%
RCA
244
Resonant Capital Advisors
Wisconsin
$357K – – –
PA
245
Pinnacle Associates
New York
$357K -$134K -1,999 -28%
MPM
246
Meritage Portfolio Management
Kansas
$355K +$343K +5,112 New
UCFA
247
United Capital Financial Advisors
Texas
$353K +$1.28K +19 +0.4%
PP
248
PDS Planning
Ohio
$353K +$159K +2,369 +87%
HSA
249
HBK Sorce Advisory
Pennsylvania
$345K -$51K -760 -13%
FS
250
Ferguson Shapiro
Georgia
$343K -$67.5K -1,005 -17%
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