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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Destination Wealth Management
California
$687K +$15.7K +131 +2%
CIA
327
Cascade Investment Advisors
Oregon
$682K
CFA
328
Capstone Financial Advisors
Illinois
$676K +$29.8K +248 +5%
QFPS
329
Quantum Financial Planning Services
Washington
$674K +$1.68K +14 +0.3%
NIM
330
Northeast Investment Management
Massachusetts
$664K +$840 +7 +0.1%
SAM
331
Sherman Asset Management
California
$660K +$270K +2,253 +70%
AAA
332
Andrews Advisory Associates
Hawaii
$653K +$648K +5,400 New
KFGK
333
Keystone Financial Group (Kentucky)
Kentucky
$645K +$84K +700 +15%
ATPW
334
Ashton Thomas Private Wealth
Arizona
$640K +$285K +2,378 +82%
TIAA Trust, National Association
335
TIAA Trust, National Association
North Carolina
$640K +$31.2K +260 +5%
BB
336
Bell Bank
North Dakota
$635K -$19K -158 -3%
CPIG
337
Chicago Partners Investment Group
Illinois
$624K +$960 +8 +0.2%
HHGA
338
Halbert Hargrove Global Advisors
California
$621K -$76.3K -636 -11%
AP
339
Appleton Partners
Massachusetts
$612K +$75K +625 +14%
RPC
340
Rossmore Private Capital
Connecticut
$605K -$246K -2,049 -29%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$604K -$360 -3 -0.1%
CIA
342
Capital Investment Advisors
Georgia
$595K -$87.6K -730 -13%
EI
343
Ellevest Inc
New York
$591K -$8.28K -69 -1%
RIP
344
RAM Investment Partners
Washington
$590K
CWS
345
Confluence Wealth Services
Pennsylvania
$586K +$6.24K +52 +1%
MCC
346
Money Concepts Capital
Florida
$585K -$128K -1,063 -18%
PP
347
PDS Planning
Ohio
$583K -$18.8K -157 -3%
SWM
348
Sterling Wealth Management
Illinois
$583K +$840 +7 +0.1%
JWCA
349
J.W. Cole Advisors
Florida
$582K +$190K +1,583 +45%
SWM
350
Silverlake Wealth Management
Vermont
$581K +$576K +4,805 New