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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
326
Tranquility Partners
Tennessee
$217K +$211K +3,027 New
AAS
327
Avantax Advisory Services
Texas
$217K +$211K +3,025 New
CBFP
328
Cedar Brook Financial Partners
Ohio
$217K +$211K +3,023 New
Lido Advisors
329
Lido Advisors
California
$212K +$206K +2,962 New
SPW
330
Sonoma Private Wealth
California
$211K +$205K +2,945 New
MCM
331
Mengis Capital Management
Oregon
$211K +$205K +2,939 New
GWM
332
Geneos Wealth Management
Colorado
$210K +$4.46K +64 +2%
IWC
333
Integrated Wealth Concepts
Massachusetts
$209K +$203K +2,919 New
GA
334
Greytown Advisors
Florida
$209K +$203K +2,910 New
SC
335
Savant Capital
Illinois
$208K +$203K +2,906 New
PCM
336
Parsons Capital Management
Rhode Island
$208K +$202K +2,905 New
IIA
337
Integral Investment Advisors
California
$207K -$52.6K -755 -21%
MWA
338
Martel Wealth Advisors
Washington
$205K +$200K +2,865 New
FWA
339
FSM Wealth Advisors
Ohio
$205K +$199K +2,857 New
JIC
340
Johnson Investment Counsel
Ohio
$203K +$197K +2,830 New
DC
341
DeDora Capital
California
$201K +$195K +2,804 New
PNC
342
Park National Corp
Ohio
$200K +$194K +2,790 New
CPA
343
Cardiff Park Advisors
California
$195K +$488 +7 +0.3%
MFA
344
Morling Financial Advisors
California
$195K -$14.8K -212 -7%
MWM
345
Mascoma Wealth Management
New Hampshire
$192K -$19.9K -285 -10%
Citigroup
346
Citigroup
New York
$171K +$24.8K +356 +18%
JWA
347
JFS Wealth Advisors
Pennsylvania
$169K
BA
348
Bristlecone Advisors
Washington
$158K +$154K +2,206 New
C
349
Covestor
United Kingdom
$156K +$10.5K +151 +7%
NSIM
350
North Star Investment Management
Illinois
$148K +$348 +5 +0.2%