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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
251
Caldwell Trust
Florida
$44K
JWM
252
Janiczek Wealth Management
Colorado
$41K +$39.3K +507 New
CFD
253
Creative Financial Designs
Indiana
$40K +$38.8K +500 New
GEA
254
Glen Eagle Advisors
New Jersey
$35.2K
CPFP
255
Clear Perspectives Financial Planning
Ohio
$32K
NFG
256
Next Financial Group
Texas
$32K
VCM
257
Vigilant Capital Management
Maine
$32K
EWM
258
Elmwood Wealth Management
California
$28K
FRA
259
Front Row Advisors
California
$28K +$5.43K +70 +26%
IA
260
IFP Advisors
Florida
$27K
PCFFS
261
Pacific Center for Financial Services
California
$24K
S
262
SignatureFD
Georgia
$24K
WAS
263
Winch Advisory Services
Wisconsin
$22K +$7.83K +101 +56%
MFAM
264
M Financial Asset Management
Oregon
$22K +$21.2K +273 New
GRP
265
Global Retirement Partners
California
$18K -$8.14K -105 -32%
TCM
266
TD Capital Management
Tennessee
$18K +$78 +1 +0.4%
CAAS
267
Capital Asset Advisory Services
Michigan
$16K
DSC
268
Duncker Streett & Co
Missouri
$13K +$78 +1 +0.6%
PP
269
Pacifica Partners
Canada
$12K
ARMC
270
American Research & Management Company
Massachusetts
$11K
First Manhattan
271
First Manhattan
New York
$11K +$2.71K +35 +33%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$10K +$10.1K +130 New
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.37K +95 New
LWM
274
Liberty Wealth Management
California
$8K +$7.6K +98 New
TCOV
275
Trust Company of Vermont
Vermont
$8K +$7.76K +100 New