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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Selective Wealth Management
Virginia
$377K +$357K +4,854 New
FAG
277
Financial Advisory Group
Texas
$376K
KPWS
278
Kestra Private Wealth Services
Texas
$376K -$65.2K -885 -16%
BSSFA
279
Baron Silver Stevens Financial Advisors
Florida
$375K +$65.8K +894 +23%
RI
280
Rinkey Investments
California
$368K +$618K +8,398 New
KAS
281
Kestra Advisory Services
Texas
$367K +$31.2K +424 +10%
LNC
282
Lincoln National Corp
Pennsylvania
$367K +$86.5K +1,175 +34%
KAH
283
Kathryn A. Hall
$362K +$884 +12 +0.3%
CFGS
284
Concourse Financial Group Securities
Alabama
$360K +$7.73K +105 +2%
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$359K
PFG
286
Pinnacle Financial Group
Illinois
$355K +$70.8K +962 +27%
PA
287
Pinnacle Associates
New York
$354K +$74 +1 +0%
PJSIMP
288
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353K -$40.6K -552 -11%
FTUS
289
Flow Traders U.S.
New York
$349K -$5.95M -80,747 -95%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$347K -$111K -1,510 -25%
CT
291
Cambridge Trust
Massachusetts
$345K +$85.7K +1,164 +36%
WCFA
292
Walkner Condon Financial Advisors
Wisconsin
$342K
5SA
293
5th Street Advisors
Connecticut
$338K +$10.3K +140 +3%
KTC
294
Kistler-Tiffany Companies
Pennsylvania
$329K +$221 +3 +0.1%
BJL
295
Brighton Jones LLC
Washington
$328K -$884 -12 -0.3%
CFG
296
Citizens Financial Group
Rhode Island
$326K +$589 +8 +0.2%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$326K +$663 +9 +0.2%
HWM
298
Hemington Wealth Management
Virginia
$323K
FA
299
Financial Alternatives
California
$323K +$221 +3 +0.1%
PP
300
PDS Planning
Ohio
$317K +$7.95K +108 +3%