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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
301
Firestone Capital Management
Florida
$636K +$28K +278 +5%
AAM
302
Ameraudi Asset Management
New York
$635K
DWM
303
Destination Wealth Management
California
$626K
TW
304
Towerpoint Wealth
California
$618K +$12.3K +122 +2%
QFPS
305
Quantum Financial Planning Services
Washington
$608K +$1.31K +13 +0.2%
EH
306
Equitable Holdings
New York
$605K +$129K +1,284 +30%
NIM
307
Northeast Investment Management
Massachusetts
$597K +$7.36K +73 +1%
CGL
308
Clarius Group LLC
Washington
$595K +$547K +5,428 New
CFA
309
Capstone Financial Advisors
Illinois
$582K -$45.3K -449 -8%
SNWA
310
Siligmueller & Norvid Wealth Advisors
Illinois
$575K
EWA
311
EP Wealth Advisors
California
$572K -$20.9K -207 -4%
CPIG
312
Chicago Partners Investment Group
Illinois
$567K +$706 +7 +0.1%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$556K -$15.6K -155 -3%
GWM
314
Geneos Wealth Management
Colorado
$554K -$411K -4,079 -45%
VFA
315
Valeo Financial Advisors
Indiana
$552K
PA
316
Pinnacle Associates
New York
$551K -$62.1K -616 -11%
EI
317
Ellevest Inc
New York
$549K +$3.73K +37 +0.7%
PP
318
PDS Planning
Ohio
$546K +$1.81K +18 +0.4%
LPAM
319
Lodestar Private Asset Management
California
$543K -$11.8K -117 -2%
AAS
320
Avantax Advisory Services
Texas
$542K -$4.84K -48 -1%
MAG
321
Mokosak Advisory Group
Iowa
$541K -$9.17K -91 -2%
RIP
322
RAM Investment Partners
Washington
$535K
BA
323
Bridgewater Advisors
New York
$534K +$202 +2 +0%
SWM
324
Sterling Wealth Management
Illinois
$527K +$484K +4,803 New
CWS
325
Confluence Wealth Services
Pennsylvania
$522K +$1.81K +18 +0.4%