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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
251
Ellevest Inc
New York
$113K -$55.7K -676 -32%
CWA
252
Carolina Wealth Advisors
South Carolina
$111K
GWM
253
Geneos Wealth Management
Colorado
$111K +$21.7K +264 +24%
JWA
254
JFS Wealth Advisors
Pennsylvania
$103K +$106K +1,291 New
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$98K +$101K +1,222 New
TWA
256
TCI Wealth Advisors
Arizona
$96K +$29.7K +361 +43%
BFC
257
Bedel Financial Consulting
Indiana
$73K
AIA
258
Arcadia Investment Advisors
Idaho
$66K -$2.8K -34 -4%
TWM
259
Tradition Wealth Management
Minnesota
$63K +$15.5K +188 +31%
JWM
260
Janiczek Wealth Management
Colorado
$63K +$23.1K +280 +55%
NSIM
261
North Star Investment Management
Illinois
$62K +$82 +1 +0.1%
NOI
262
Newton One Investments
Delaware
$47K
RBC
263
Roble Belko & Company
Pennsylvania
$47K +$2.97K +36 +7%
WFA
264
Wells Financial Advisors
Massachusetts
$45K
CT
265
Caldwell Trust
Florida
$44K
BWA
266
BDO Wealth Advisors
Florida
$44K -$8.24K -100 -15%
CFD
267
Creative Financial Designs
Indiana
$40K
GEA
268
Glen Eagle Advisors
New Jersey
$35.2K
FRA
269
Front Row Advisors
California
$35K +$7.83K +95 +28%
NFG
270
Next Financial Group
Texas
$32K
VCM
271
Vigilant Capital Management
Maine
$32K
WAS
272
Winch Advisory Services
Wisconsin
$31K +$8.73K +106 +38%
CPFP
273
Clear Perspectives Financial Planning
Ohio
$28K -$4.12K -50 -13%
IA
274
IFP Advisors
Florida
$27K
PCFFS
275
Pacific Center for Financial Services
California
$25K +$82 +1 +0.3%