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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$775K -$873K -6,846 -54%
AIP
327
Ameritas Investment Partners
Nebraska
$771K -$10.5K -82 -1%
QFPS
328
Quantum Financial Planning Services
Washington
$769K +$8.16K +64 +1%
AAM
329
Ameraudi Asset Management
New York
$766K
NIM
330
Northeast Investment Management
Massachusetts
$764K +$27.5K +216 +4%
TWC
331
TD Waterhouse Canada
Ontario, Canada
$756K +$53.8K +422 +8%
AAA
332
Andrews Advisory Associates
Hawaii
$751K
TI
333
Truepoint Inc
Ohio
$739K -$192K -1,508 -21%
GPCM
334
Guardsman Private Capital Management
Florida
$739K +$1.02K +8 +0.1%
VIA
335
Vickerman Investment Advisors
Washington
$732K
CAL
336
Capital Analysts LLC
Pennsylvania
$731K +$572K +4,484 +430%
CIA
337
Compass Ion Advisors
Pennsylvania
$728K -$71.5K -561 -9%
DWM
338
Destination Wealth Management
California
$728K
GA
339
Gordian Advisors
Arizona
$727K
CFA
340
Capstone Financial Advisors
Illinois
$727K -$33.9K -266 -5%
EI
341
EFG International
$727K +$291K +2,283 +71%
FFN
342
Focus Financial Network
Minnesota
$727K +$40K +314 +6%
SAM
343
Sherman Asset Management
California
$724K
EI
344
Ellevest Inc
New York
$723K +$123K +965 +20%
JFA
345
JNBA Financial Advisors
Minnesota
$712K -$31K -243 -4%
BJL
346
Brighton Jones LLC
Washington
$707K +$9.18K +72 +1%
CWS
347
Confluence Wealth Services
Pennsylvania
$703K +$3.57K +28 +0.5%
PP
348
PDS Planning
Ohio
$691K +$17.1K +134 +3%
AWM
349
AE Wealth Management
Kansas
$689K +$294K +2,307 +79%
PNC Financial Services Group
350
PNC Financial Services Group
Pennsylvania
$672K +$11K +86 +2%