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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Compass Ion Advisors
Pennsylvania
$588K +$53.4K +469 +10%
EI
327
Ellevest Inc
New York
$587K -$5.58K -49 -1%
VFA
328
Valeo Financial Advisors
Indiana
$581K -$14.8K -130 -3%
RIP
329
RAM Investment Partners
Washington
$578K – – –
SPIA
330
Steward Partners Investment Advisory
New York
$571K +$8.08K +71 +1%
SWM
331
Sterling Wealth Management
Illinois
$570K +$797 +7 +0.1%
CWS
332
Confluence Wealth Services
Pennsylvania
$567K +$2.85K +25 +0.5%
BA
333
Bridgewater Advisors
New York
$565K +$342 +3 +0.1%
SQA
334
Simon Quick Advisors
New Jersey
$557K – – –
PJSIMP
335
P.J. Schmidt Investment Management (PJS)
Wisconsin
$555K +$13.4K +118 +3%
NAMP
336
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$555K +$4.55K +40 +0.9%
KAS
337
Kestra Advisory Services
Texas
$551K +$263K +2,314 +99%
Citigroup
338
Citigroup
New York
$549K -$3.19K -28 -0.6%
KFGK
339
Keystone Financial Group (Kentucky)
Kentucky
$549K +$42.1K +370 +9%
GWM
340
Geneos Wealth Management
Colorado
$542K -$54.2K -476 -9%
MHC
341
May Hill Capital
Massachusetts
$536K -$168K -1,473 -25%
SCTC
342
Sanibel Captiva Trust Company
Florida
$527K -$27.3K -240 -5%
LI
343
LRI Investments
Florida
$526K -$7.06K -62 -1%
AP
344
Appleton Partners
Massachusetts
$525K -$11.2K -98 -2%
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$522K – – –
KPWS
346
Kestra Private Wealth Services
Texas
$520K -$10.8K -95 -2%
GA
347
Gordian Advisors
Arizona
$519K +$228 +2 +0%
DF
348
Dunhill Financial
United Kingdom
$518K -$282K -2,478 -36%
PFG
349
Pinnacle Financial Group
Illinois
$508K +$342 +3 +0.1%
IIA
350
Integral Investment Advisors
California
$507K – – –