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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
351
Wells Financial Advisors
Massachusetts
$36K -$13.4K -157 -28%
NFG
352
Next Financial Group
Texas
$35K
WAS
353
Winch Advisory Services
Wisconsin
$34K
CPFP
354
Clear Perspectives Financial Planning
Ohio
$31K
EWM
355
Elmwood Wealth Management
California
$31K +$29.9K +350 New
IA
356
IFP Advisors
Florida
$30K
CHA
357
Carmichael Hill & Associates
Maryland
$30K +$29.3K +343 New
PCFFS
358
Pacific Center for Financial Services
California
$27K +$85 +1 +0.3%
CFA
359
Carroll Financial Associates
North Carolina
$26K
S
360
SignatureFD
Georgia
$26K
ARMC
361
American Research & Management Company
Massachusetts
$26K +$13.9K +163 +119%
AssetMark Inc
362
AssetMark Inc
California
$26K +$25.3K +296 New
TCOV
363
Trust Company of Vermont
Vermont
$26K +$25.6K +300 New
MFAM
364
M Financial Asset Management
Oregon
$24K
CAPTRUST Financial Advisors
365
CAPTRUST Financial Advisors
North Carolina
$23K +$683 +8 +3%
AF
366
Advisornet Financial
Minnesota
$22K
US Bancorp
367
US Bancorp
Minnesota
$20K
TCM
368
TD Capital Management
Tennessee
$20K +$85 +1 +0.4%
GI
369
Gradient Investments
Minnesota
$20K +$7.52K +88 +65%
DSC
370
Duncker Streett & Co
Missouri
$14K +$85 +1 +0.6%
TFA
371
Toth Financial Advisory
Virginia
$13K +$85 +1 +0.7%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$11K +$10.3K +120 New
GLLW
373
Graves Light Lenhart Wealth
Virginia
$8K
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$8K
SQA
375
Simon Quick Advisors
New Jersey
$4K