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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
401
Financial Synergies Wealth Advisors
Texas
$17.7K +$1.11K +16 +7%
HGERS
402
Householder Group Estate & Retirement Specialist
Arizona
$16K +$15.7K +226 New
RA
403
Rise Advisors
New York
$15.8K +$15.4K +221 New
TFA
404
Toth Financial Advisory
Virginia
$15.7K
Commonwealth Equity Services
405
Commonwealth Equity Services
Massachusetts
$13K +$441K +6,332 +4%
NFSG
406
Newbridge Financial Services Group
Florida
$12.6K
GWSG
407
GPS Wealth Strategies Group
Colorado
$10.8K +$10.5K +150 New
ACA
408
Aptus Capital Advisors
Alabama
$8.89K
GI
409
Gradient Investments
Minnesota
$8.53K -$7.67K -110 -48%
GRP
410
Global Retirement Partners
California
$7.12K +$6.97K +100 New
CSB
411
City State Bank
Iowa
$7K
SWG
412
Summit Wealth Group
Vermont
$5K +$26.1M +375,187 New
AAS
413
Ameritas Advisory Services
Nebraska
$3.59K +$3.48K +50 New
BlackRock
414
BlackRock
New York
$2.01K -$2.58K -37 -57%
CWM
415
CarsonAllaria Wealth Management
Illinois
$1.99K
KM
416
Kalos Management
Georgia
$1.58K +$1.53K +22 New
BAM
417
Belpointe Asset Management
Nevada
$511
RCS
418
Retirement Capital Strategies
California
-$6.39M -97,001 Closed
MAWA
419
Moss Adams Wealth Advisors
Washington
-$4.26M -64,714 Closed
Neuberger Berman Group
420
Neuberger Berman Group
New York
-$2.73M -41,521 Closed
OL
421
Optas LLC
Texas
-$2.01M -30,460 Closed
RWA
422
Ropes Wealth Advisors
Massachusetts
-$1.44M -21,892 Closed
SCA
423
Scott Capital Advisors
Oregon
-$1.39M -21,142 Closed
Brown Advisory
424
Brown Advisory
Maryland
-$1.05M -15,869 Closed
CCWA
425
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$782K -11,879 Closed