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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
226
DOHJ LLC
Washington
$993K -$14.5M -143,434 -93%
JAA
227
Joel Adams & Associates
North Carolina
$988K +$515K +5,110 +131%
CWA
228
Clearview Wealth Advisors
Oregon
$981K -$2.82K -28 -0.3%
T
229
TrueFG
Texas
$980K -$3.93K -39 -0.4%
CIA
230
Capital Investment Advisors
Georgia
$976K -$10.1K -100 -1%
SWP
231
Stratos Wealth Partners
Ohio
$974K +$42.5K +422 +5%
CPBTD
232
Central Pacific Bank - Trust Division
Hawaii
$959K +$312K +3,097 +55%
LC
233
Landaas & Company
Wisconsin
$955K -$8.67K -86 -1%
CWA
234
CJM Wealth Advisers
Virginia
$952K
PPW
235
Presilium Private Wealth
Pennsylvania
$949K -$5.75K -57 -0.7%
AF
236
Allworth Financial
California
$948K -$36.3K -360 -4%
MSFS
237
Main Street Financial Solutions
Pennsylvania
$921K -$108K -1,076 -11%
PWM
238
Penobscot Wealth Management
Maine
$921K +$7.26K +72 +0.9%
Brown Advisory
239
Brown Advisory
Maryland
$921K +$224K +2,224 +36%
CTWM
240
Cherry Tree Wealth Management
Minnesota
$894K -$115K -1,142 -12%
PCM
241
Passive Capital Management
Maryland
$893K -$3.53K -35 -0.4%
TDC
242
Thompson Davis & Co
Virginia
$891K
FPAS
243
Focus Partners Advisor Solutions
Missouri
$886K +$167K +1,653 +26%
GIM
244
Glenmede Investment Management
Pennsylvania
$885K +$814K +8,075 New
SAI
245
Savvy Advisors Inc
New York
$884K +$27K +268 +3%
BFS
246
Bradley Foster & Sargent
Connecticut
$880K +$56.4K +559 +7%
HSA
247
HBK Sorce Advisory
Pennsylvania
$874K
PC
248
Pecaut & Co
Iowa
$871K -$35.1K -348 -4%
STCOSD
249
Sageworth Trust Company of South Dakota
South Dakota
$866K -$7.16K -71 -0.9%
CWA
250
CM Wealth Advisors
Ohio
$860K