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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
351
Pacific Center for Financial Services
California
$24K +$2.11K +30 +9%
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$22.7K
CHA
353
Carmichael Hill & Associates
Maryland
$22K +$70 +1 +0.3%
PTC
354
Private Trust Company
Ohio
$20K -$3.93K -56 -15%
ARMC
355
American Research & Management Company
Massachusetts
$19K
IA
356
IFP Advisors
Florida
$19K
S
357
SignatureFD
Georgia
$19K
FRA
358
Front Row Advisors
California
$17K
MFAM
359
M Financial Asset Management
Oregon
$17K
PIP
360
Peachtree Investment Partners
Florida
$15K +$70 +1 +0.4%
GI
361
Gradient Investments
Minnesota
$14K -$6.04K -86 -27%
US Bancorp
362
US Bancorp
Minnesota
$14K
TFA
363
Toth Financial Advisory
Virginia
$14K +$70 +1 +0.5%
HGERS
364
Householder Group Estate & Retirement Specialist
Arizona
$14K +$15.9K +226 New
FSWA
365
Financial Synergies Wealth Advisors
Texas
$12K +$912 +13 +7%
NFSG
366
Newbridge Financial Services Group
Florida
$11K
GWSG
367
GPS Wealth Strategies Group
Colorado
$9K -$62.5K -891 -86%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$9K
ACA
369
Aptus Capital Advisors
Alabama
$7K -$7.37K -105 -46%
CSB
370
City State Bank
Iowa
$6K
CPFP
371
Clear Perspectives Financial Planning
Ohio
$6K
BlackRock
372
BlackRock
New York
$3K -$5.83K -83 -61%
CWM
373
CarsonAllaria Wealth Management
Illinois
$2K
PWP
374
Principle Wealth Partners
Connecticut
$226 -$38.5K -549 -13%
RCS
375
Retirement Capital Strategies
California
-$3.74M -56,277 Closed