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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
351
Kestra Private Wealth Services
Texas
$577K +$45.9K +383 +9%
MEG
352
Millstone Evans Group
Colorado
$576K +$208K +1,730 +57%
BFP
353
Birchwood Financial Partners
Minnesota
$575K +$570K +4,751 New
SPIA
354
Steward Partners Investment Advisory
New York
$570K -$13.4K -112 -2%
BA
355
Bridgewater Advisors
New York
$567K -$7.32K -61 -1%
NAMP
356
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$567K
PWA
357
Physician Wealth Advisors
Utah
$563K +$111K +924 +25%
GA
358
Gordian Advisors
Arizona
$558K +$28.2K +235 +5%
PWC
359
Pathfinder Wealth Consulting
North Carolina
$557K +$553K +4,606 New
MPWS
360
McCarter Private Wealth Services
Massachusetts
$556K +$552K +4,600 New
PJSIMP
361
P.J. Schmidt Investment Management (PJS)
Wisconsin
$555K -$12.2K -102 -2%
GWM
362
Geneos Wealth Management
Colorado
$554K +$360 +3 +0.1%
VFA
363
Valeo Financial Advisors
Indiana
$553K -$39.9K -333 -7%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$553K +$19.2K +160 +4%
VWA
365
VSM Wealth Advisory
Maryland
$552K -$70.2K -585 -11%
GWM
366
Goldenstone Wealth Management
California
$545K +$540K +4,505 New
SL
367
Sentinus LLC
Illinois
$544K +$539K +4,495 New
PFG
368
Pinnacle Financial Group
Illinois
$541K +$22.1K +184 +4%
WTFG
369
Wood Tarver Financial Group
Idaho
$539K +$22.4K +187 +4%
SCTC
370
Sanibel Captiva Trust Company
Florida
$538K
LI
371
LRI Investments
Florida
$538K
AWM
372
Aureum Wealth Management
Florida
$532K +$528K +4,400 New
DF
373
Dunhill Financial
United Kingdom
$529K
LFA
374
Level Financial Advisors
New York
$511K
TWC
375
TD Waterhouse Canada
Ontario, Canada
$498K +$29.1K +243 +6%