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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
251
CM Wealth Advisors
Ohio
$860K – – –
MT
252
Midwest Trust
Kansas
$858K +$789K +7,827 New
TWM
253
Tradition Wealth Management
Minnesota
$851K -$8.06K -80 -1%
MGIA
254
Moneta Group Investment Advisors
Missouri
$850K +$514K +5,098 +192%
CFG
255
Citizens Financial Group
Rhode Island
$850K +$1.01K +10 +0.1%
DAS
256
Dynamic Advisor Solutions
Arizona
$844K – – –
GRA
257
Golden Road Advisors
Florida
$842K +$17K +169 +2%
RIM
258
Rockbridge Investment Management
New York
$833K +$168K +1,671 +28%
CWM
259
Cherrydale Wealth Management
New Jersey
$830K +$1.92K +19 +0.3%
UCFA
260
United Capital Financial Advisors
Texas
$825K +$58.2K +577 +8%
CAM
261
Cozad Asset Management
Illinois
$824K -$21.9K -217 -3%
MCM
262
MAI Capital Management
Ohio
$806K -$9.07K -90 -1%
Empower Advisory Group
263
Empower Advisory Group
Colorado
$793K -$16.9K -168 -2%
MIA
264
Milestone Investment Advisors
Wisconsin
$783K -$806 -8 -0.1%
AG
265
AlTi Global
New York
$777K – – –
RPC
266
Rossmore Private Capital
Connecticut
$773K – – –
CAG
267
Csenge Advisory Group
Florida
$764K – – –
CC
268
Copperleaf Capital
North Carolina
$762K -$907 -9 -0.1%
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$762K – – –
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$761K +$699K +6,937 New
DF
271
Dunhill Financial
United Kingdom
$751K – – –
CW
272
Curio Wealth
Maryland
$745K +$685K +6,793 +169,825%
APP
273
Avantax Planning Partners
Iowa
$733K – – –
BCM
274
Brookstone Capital Management
Illinois
$732K -$86.2K -855 -11%
LA
275
LexAurum Advisors
Kansas
$728K +$39.4K +391 +6%