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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Patron Partners
Texas
$210K +$204K +2,627 New
RC
227
RegentAtlantic Capital
New Jersey
$204K +$198K +2,547 New
TAM
228
Townsend Asset Management
North Carolina
$204K +$198K +2,550 New
RPGK
229
Retirement Planning Group (Kansas)
Kansas
$202K +$196K +2,521 New
MWM
230
MBE Wealth Management
Wisconsin
$200K -$848K -10,934 -81%
PAI
231
Pittenger & Anderson Inc
Nebraska
$199K +$3.88K +50 +2%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$195K +$139K +1,796 +282%
EI
233
Ellevest Inc
New York
$167K +$27.1K +349 +20%
FI
234
FormulaFolio Investments
Michigan
$154K +$388 +5 +0.3%
APW
235
Acima Private Wealth
Virginia
$142K
KTC
236
Kistler-Tiffany Companies
Pennsylvania
$139K +$63.5K +819 +89%
CWA
237
Carolina Wealth Advisors
South Carolina
$111K
GWM
238
Geneos Wealth Management
Colorado
$89K -$103K -1,328 -55%
SBL
239
Sargent Bickham Lagudis
Colorado
$89K +$86.7K +1,118 New
BFC
240
Bedel Financial Consulting
Indiana
$73K
ME
241
McIlrath & Eck
Washington
$70K
AIA
242
Arcadia Investment Advisors
Idaho
$68.7K +$776 +10 +1%
TWA
243
TCI Wealth Advisors
Arizona
$67K
NSIM
244
North Star Investment Management
Illinois
$62K +$155 +2 +0.3%
BWA
245
BDO Wealth Advisors
Florida
$52K
TWM
246
Tradition Wealth Management
Minnesota
$48K +$46.5K +599 New
ASN
247
Advisory Services Network
Georgia
$48K +$46.7K +602 New
NOI
248
Newton One Investments
Delaware
$47K
WFA
249
Wells Financial Advisors
Massachusetts
$45K +$11.6K +150 +36%
RBC
250
Roble Belko & Company
Pennsylvania
$44K +$21.7K +280 +105%