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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$329K +$215K +2,520 +206%
KCM
252
Karp Capital Management
California
$328K +$2.9K +34 +0.9%
FAG
253
Financial Advisory Group
Texas
$324K
AWM
254
Atticus Wealth Management
Florida
$319K +$58.9K +690 +23%
BFA
255
Bragg Financial Advisors
North Carolina
$318K
CFGS
256
Concourse Financial Group Securities
Alabama
$318K
HR
257
Howe & Rusling
New York
$318K
DC
258
DeDora Capital
California
$317K +$29.1K +341 +11%
SOAG
259
Silver Oak Advisory Group
Oregon
$317K +$308K +3,602 New
KAS
260
Kestra Advisory Services
Texas
$316K +$12.8K +150 +4%
FFG
261
Fullen Financial Group
Ohio
$314K +$940 +11 +0.3%
GT
262
Glenview Trust
Kentucky
$310K
MWM
263
Mascoma Wealth Management
New Hampshire
$307K -$10.2K -119 -3%
PSUF
264
People's United Financial
Connecticut
$305K +$296K +3,465 New
LNC
265
Lincoln National Corp
Pennsylvania
$304K +$171 +2 +0.1%
MWM
266
Meridian Wealth Management
Kentucky
$301K +$342 +4 +0.1%
FCIM
267
Fairview Capital Investment Management
California
$298K -$10.7K -125 -4%
PA
268
Pinnacle Associates
New York
$298K +$290K +3,391 New
YWP
269
YorkBridge Wealth Partners
New York
$297K
BFA
270
Bluestem Financial Advisors
Illinois
$293K +$854 +10 +0.3%
TAM
271
Tocqueville Asset Management
New York
$288K
REMPR
272
Roof Eidam Maycock Peralta (REMP)
California
$286K
SPIA
273
Steward Partners Investment Advisory
New York
$282K +$171 +2 +0.1%
HSA
274
HBK Sorce Advisory
Pennsylvania
$279K +$27.9K +326 +11%
CFG
275
Citizens Financial Group
Rhode Island
$275K +$769 +9 +0.3%