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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
CarsonAllaria Wealth Management
Illinois
$2K – – –
BAM
402
Belpointe Asset Management
Nevada
$468 +$467 +7 New
Citadel Advisors
403
Citadel Advisors
Florida
– -$9.93M -157,865 Closed
AI
404
Atria Investments
North Carolina
– -$1.62M -25,722 Closed
FTUS
405
Flow Traders U.S.
New York
– -$1.56M -24,870 Closed
GIA
406
Gladstone Institutional Advisory
Florida
– -$1.35M -21,511 Closed
AP
407
Adero Partners
California
– -$1.03M -15,588 Closed
FAIM
408
Financial Advocates Investment Management
Washington
– -$781K -12,411 Closed
KIM
409
Karpus Investment Management
New York
– -$501K -7,960 Closed
FA
410
Fountainhead AM
New Jersey
– -$439K -6,972 Closed
PCM
411
Parsons Capital Management
Rhode Island
– -$424K -6,741 Closed
AGP
412
Autumn Glory Partners
Texas
– -$339K -5,390 Closed
Bank of New York Mellon
413
Bank of New York Mellon
New York
– -$326K -5,185 Closed
SHJ
414
Sharkey, Howes & Javer
Colorado
– -$324K -5,144 Closed
SRC
415
Shufro Rose & Co
New York
– -$302K -4,800 Closed
LSA
416
Lion Street Advisors
Texas
– -$280K -4,444 Closed
PFC
417
Phocas Financial Corp
California
– -$267K -4,240 Closed
IAN
418
Integrated Advisors Network
Texas
– -$247K -3,924 Closed
IA
419
IFG Advisory
Georgia
– -$240K -3,828 Closed
KCM
420
Karp Capital Management
California
– -$232K -3,693 Closed
BRWA
421
B. Riley Wealth Advisors
Florida
– -$226K -3,582 Closed
Prudential Financial
422
Prudential Financial
New Jersey
– -$223K -3,494 Closed
AAS
423
Avantax Advisory Services
Texas
– -$212K -3,364 Closed
FCC
424
Flower City Capital
New York
– -$207K -3,294 Closed
FA
425
Flagstar Advisors
New York
– -$132K -2,097 Closed