We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
376
Principle Wealth Partners
Connecticut
$351K – – –
QFA
377
Quantum Financial Advisors
California
$351K +$351K +3,347 New
NCM
378
NCM Capital Management
New Jersey
$350K +$351K +3,341 New
SFFS
379
Stonehage Fleming Financial Services
Jersey
$349K – – –
IWA
380
IBEX Wealth Advisors
New Jersey
$345K +$346K +3,293 New
LPT
381
Legacy Private Trust
Wisconsin
$344K -$36.7K -350 -10%
SVWAG
382
Sound View Wealth Advisors Group
Georgia
$339K +$2.83K +27 +0.8%
MCA
383
Midwest Capital Advisors
Michigan
$336K +$336K +3,202 New
SEIA
384
Signature Estate & Investment Advisors
California
$335K +$28.4K +271 +9%
CIAS
385
CFS Investment Advisory Services
New Jersey
$333K -$7.13K -68 -2%
SFA
386
Salus Financial Advisors
Colorado
$332K +$332K +3,165 New
HH
387
Hilltop Holdings
Texas
$332K – – –
SFPG
388
Stonebridge Financial Planning Group
Florida
$331K +$4.72K +45 +1%
TW
389
Towerpoint Wealth
California
$329K +$79.7K +760 +32%
LCWP
390
Legacy Capital Wealth Partners
Arkansas
$328K +$30.2K +288 +10%
WC
391
Wolfstich Capital
Massachusetts
$325K +$325K +3,097 New
CAM
392
Clark Asset Management
New Hampshire
$324K +$324K +3,090 New
MCA
393
MSH Capital Advisors
Arizona
$320K – – –
FFN
394
Focus Financial Network
Minnesota
$317K +$7.24K +69 +2%
PNC
395
Park National Corp
Ohio
$315K – – –
MWM
396
Momentous Wealth Management
Washington
$313K +$314K +2,988 New
CA
397
Continuum Advisory
Idaho
$313K +$839 +8 +0.3%
Envestnet Portfolio Solutions
398
Envestnet Portfolio Solutions
Illinois
$313K -$18.3K -174 -6%
SPW
399
Sonoma Private Wealth
California
$312K – – –
TB
400
Treynor Bancshares
Iowa
$311K +$630 +6 +0.2%