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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
226
Walkner Condon Financial Advisors
Wisconsin
$419K +$407K +4,765 New
FCG
227
Financial Connections Group
California
$416K +$405K +4,743 New
DWM
228
Dakota Wealth Management
Florida
$415K +$115K +1,350 +40%
BBW
229
Blue Barn Wealth
Utah
$407K
VFA
230
Valeo Financial Advisors
Indiana
$405K
WDL
231
Well Done LLC
Michigan
$402K +$140K +1,643 +56%
APA
232
American Portfolios Advisors
New York
$401K +$53.8K +630 +16%
ACP
233
Ashfield Capital Partners
California
$397K +$108K +1,259 +39%
TWM
234
Tradition Wealth Management
Minnesota
$397K +$318K +3,725 +473%
PC
235
Pecaut & Co
Iowa
$394K +$383K +4,488 New
Bank of New York Mellon
236
Bank of New York Mellon
New York
$388K
FCC
237
Flower City Capital
New York
$382K +$371K +4,346 New
PFG
238
Pinnacle Financial Group
Illinois
$378K +$367K +4,301 New
FCM
239
Firestone Capital Management
Florida
$375K +$17.6K +206 +5%
Citigroup
240
Citigroup
New York
$370K +$4.27K +50 +1%
JBA
241
Johnson Bixby & Associates
Washington
$370K +$360K +4,209 New
MWA
242
Meridian Wealth Advisors
Texas
$364K +$1.11K +13 +0.3%
HI
243
Harbour Investments
Wisconsin
$354K +$27.7K +324 +9%
SP
244
Symmetry Partners
Connecticut
$354K +$344K +4,028 New
FFWA
245
FRG Family Wealth Advisors
Washington
$343K -$111K -1,300 -25%
IA
246
IFG Advisors
Missouri
$341K +$47.2K +552 +17%
NAMP
247
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$334K +$325K +3,800 New
PPW
248
Pinnacle Private Wealth
Massachusetts
$331K +$322K +3,765 New
PGAM
249
Princeton Global Asset Management
New Jersey
$330K +$598 +7 +0.2%
IAN
250
Integrated Advisors Network
Texas
$329K -$256 -3 -0.1%