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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$233K -$70.2K -1,000 -21%
AWM
277
Atticus Wealth Management
Florida
$233K – – –
SPA
278
Sentinel Pension Advisors
Massachusetts
$233K +$46.3K +660 +22%
JG
279
Jefferies Group
New York
$232K +$281 +4 +0.1%
KCM
280
Karp Capital Management
California
$232K – – –
IIA
281
Integral Investment Advisors
California
$229K -$158K -2,250 -38%
CA
282
Continuum Advisory
Idaho
$228K +$4.28K +61 +2%
BBW
283
Blue Barn Wealth
Utah
$227K – – –
PWP
284
Principle Wealth Partners
Connecticut
$226K -$38.5K -549 -13%
BFA
285
Bluestem Financial Advisors
Illinois
$226K +$17K +242 +7%
BRWA
286
B. Riley Wealth Advisors
Florida
$226K +$251K +3,582 New
Prudential Financial
287
Prudential Financial
New Jersey
$223K +$281 +4 +0.1%
APP
288
Avantax Planning Partners
Iowa
$223K +$249K +3,543 New
PFG
289
Pinnacle Financial Group
Illinois
$220K +$11K +157 +5%
LNC
290
Lincoln National Corp
Pennsylvania
$219K -$63K -897 -20%
BFS
291
Bradley Foster & Sargent
Connecticut
$218K – – –
KTC
292
Kistler-Tiffany Companies
Pennsylvania
$218K +$281 +4 +0.1%
RWM
293
Refined Wealth Management
Utah
$212K -$4.07K -58 -2%
YWP
294
YorkBridge Wealth Partners
New York
$212K – – –
AAS
295
Avantax Advisory Services
Texas
$212K +$236K +3,364 New
GSIS
296
Global Strategic Investment Solutions
Arizona
$212K +$237K +3,375 New
PJSIMP
297
P.J. Schmidt Investment Management (PJS)
Wisconsin
$209K +$225K +3,209 New
AWM
298
AE Wealth Management
Kansas
$208K +$19.9K +284 +9%
FCC
299
Flower City Capital
New York
$207K -$25.6K -365 -10%
ZF
300
Zhang Financial
Michigan
$207K – – –