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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Atticus Wealth Management
Florida
$233K
SPA
277
Sentinel Pension Advisors
Massachusetts
$233K +$46.3K +660 +22%
JG
278
Jefferies Group
New York
$232K +$281 +4 +0.1%
KCM
279
Karp Capital Management
California
$232K
IIA
280
Integral Investment Advisors
California
$229K -$158K -2,250 -38%
CA
281
Continuum Advisory
Idaho
$228K +$4.28K +61 +2%
BBW
282
Blue Barn Wealth
Utah
$227K
BFA
283
Bluestem Financial Advisors
Illinois
$226K +$17K +242 +7%
BRWA
284
B. Riley Wealth Advisors
Florida
$226K +$251K +3,582 New
Prudential Financial
285
Prudential Financial
New Jersey
$223K +$281 +4 +0.1%
APP
286
Avantax Planning Partners
Iowa
$223K +$249K +3,543 New
PFG
287
Pinnacle Financial Group
Illinois
$220K +$11K +157 +5%
LNC
288
Lincoln National Corp
Pennsylvania
$219K -$63K -897 -20%
BFS
289
Bradley Foster & Sargent
Connecticut
$218K
KTC
290
Kistler-Tiffany Companies
Pennsylvania
$218K +$281 +4 +0.1%
RWM
291
Refined Wealth Management
Utah
$212K -$4.07K -58 -2%
YWP
292
YorkBridge Wealth Partners
New York
$212K
AAS
293
Avantax Advisory Services
Texas
$212K +$236K +3,364 New
GSIS
294
Global Strategic Investment Solutions
Arizona
$212K +$237K +3,375 New
PJSIMP
295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$209K +$225K +3,209 New
AWM
296
AE Wealth Management
Kansas
$208K +$19.9K +284 +9%
FCC
297
Flower City Capital
New York
$207K -$25.6K -365 -10%
ZF
298
Zhang Financial
Michigan
$207K
TAM
299
Tocqueville Asset Management
New York
$206K
SC
300
Soundwatch Capital
Connecticut
$205K -$2.97M -42,345 -93%