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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
276
Truepoint Inc
Ohio
$834K -$464K -4,075 -37%
TFA
277
TPG Financial Advisors
Oregon
$833K +$70.9K +623 +10%
LWCFA
278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$829K – – –
CC
279
Copperleaf Capital
North Carolina
$823K – – –
Citadel Advisors
280
Citadel Advisors
Florida
$817K +$785K +6,899 New
BCM
281
Brookstone Capital Management
Illinois
$815K +$23.8K +209 +3%
CW
282
Curio Wealth
Maryland
$805K – – –
BDF
283
Black Diamond Financial
Maryland
$800K +$536K +4,711 +231%
APP
284
Avantax Planning Partners
Iowa
$792K – – –
FWP
285
Fiduciary Wealth Partners
Massachusetts
$783K -$753K -6,611 -50%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$772K +$293K +2,574 +65%
SAS
287
Sage Advisory Services
Texas
$770K -$13.1K -115 -2%
TW
288
Towerpoint Wealth
California
$756K +$84.5K +742 +13%
OCM
289
One Capital Management
California
$750K +$11.4K +100 +2%
LA
290
LexAurum Advisors
Kansas
$730K -$53.7K -472 -7%
PGAM
291
Princeton Global Asset Management
New Jersey
$725K +$1.02K +9 +0.1%
APG
292
Abacus Planning Group
South Carolina
$723K +$6.83K +60 +1%
CMP
293
Coston McIsaac & Partners
Maine
$717K +$5.81K +51 +0.8%
EPP
294
ETF Portfolio Partners
Kansas
$708K -$19.6K -172 -3%
IA
295
IFG Advisors
Missouri
$706K -$45K -395 -6%
ZAM
296
Zevin Asset Management
Massachusetts
$705K +$181K +1,586 +36%
FCM
297
Firestone Capital Management
Florida
$700K +$12.4K +109 +2%
MCC
298
Money Concepts Capital
Florida
$699K – – –
KFP
299
KMG Fiduciary Partners
Ohio
$699K – – –
FFWA
300
FRG Family Wealth Advisors
Washington
$696K +$5.12K +45 +0.8%