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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
276
Cherry Tree Wealth Management
Minnesota
$952K +$480 +4 +0.1%
CWA
277
CJM Wealth Advisers
Virginia
$951K -$39.8K -332 -4%
MT
278
Midwest Trust
Kansas
$947K
EH
279
Equitable Holdings
New York
$937K +$281K +2,340 +43%
TWM
280
Tradition Wealth Management
Minnesota
$926K -$8.88K -74 -1%
BF
281
BOK Financial
Oklahoma
$925K +$918K +7,651 New
OIS
282
Okabena Investment Services
Minnesota
$920K +$912K +7,605 New
RIM
283
Rockbridge Investment Management
New York
$913K -$19K -158 -2%
CWA
284
CM Wealth Advisors
Ohio
$913K
GRA
285
Golden Road Advisors
Florida
$909K -$4.08K -34 -0.5%
CAM
286
Cozad Asset Management
Illinois
$909K
CWM
287
Cherrydale Wealth Management
New Jersey
$908K -$8.88K -74 -1%
CAG
288
Csenge Advisory Group
Florida
$888K +$2.16K +18 +0.2%
JFA
289
JNBA Financial Advisors
Minnesota
$883K +$2.88K +24 +0.3%
TFA
290
TPG Financial Advisors
Oregon
$881K +$29.5K +246 +3%
Empower Advisory Group
291
Empower Advisory Group
Colorado
$876K +$16.8K +140 +2%
DAS
292
Dynamic Advisor Solutions
Arizona
$866K
AG
293
AlTi Global
New York
$857K
TI
294
Truepoint Inc
Ohio
$854K +$2.04K +17 +0.2%
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$853K
MIA
296
Milestone Investment Advisors
Wisconsin
$851K -$8.16K -68 -1%
VIA
297
Vickerman Investment Advisors
Washington
$846K -$71.4K -595 -8%
LPAM
298
Lodestar Private Asset Management
California
$840K -$23.9K -199 -3%
CW
299
Curio Wealth
Maryland
$832K
BDF
300
Black Diamond Financial
Maryland
$819K +$2.4K +20 +0.3%