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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
401
New England Private Wealth Advisors
Massachusetts
$311K +$839 +8 +0.3%
MWA
402
Medallion Wealth Advisors
Connecticut
$308K +$308K +2,938 New
FSA
403
Fort Sheridan Advisors
Illinois
$306K +$306K +2,921 New
PCIA
404
Prime Capital Investment Advisors
Kansas
$300K – – –
TAM
405
Trillium Asset Management
Massachusetts
$299K -$57.7K -550 -16%
GIA
406
Gladstone Institutional Advisory
Florida
$299K +$66.3K +632 +29%
BFA
407
Bluestem Financial Advisors
Illinois
$298K +$210 +2 +0.1%
BWG
408
Beta Wealth Group
California
$297K -$1.47K -14 -0.5%
NEWAS
409
N.E.W. Advisory Services
Wisconsin
$297K +$41.3K +394 +16%
WMS
410
Wealth Management Strategies
Pennsylvania
$296K +$297K +2,826 New
Fiera Capital (Canada)
411
Fiera Capital (Canada)
Quebec, Canada
$296K +$839 +8 +0.3%
CPA
412
Cardiff Park Advisors
California
$291K +$525 +5 +0.2%
CM
413
Capital Management
Virginia
$288K – – –
HCP
414
Hexagon Capital Partners
Arkansas
$286K +$734 +7 +0.3%
WWP
415
Waypoint Wealth Partners
California
$286K +$5.25K +50 +2%
RCM
416
RB Capital Management
Nevada
$284K – – –
TAM
417
Tocqueville Asset Management
New York
$281K – – –
DE
418
Diversified Enterprises
Delaware
$279K +$280K +2,664 New
FF
419
Financial Futures
New Jersey
$278K -$139K -1,328 -33%
MGIA
420
Moneta Group Investment Advisors
Missouri
$277K -$17.3K -165 -6%
MCM
421
Mengis Capital Management
Oregon
$277K -$8.5K -81 -3%
WCFA
422
Walkner Condon Financial Advisors
Wisconsin
$275K – – –
BCMO
423
Buckingham Capital Management (Ohio)
Ohio
$274K – – –
TF
424
Trek Financial
Arizona
$273K – – –
IC
425
IEQ Capital
California
$272K – – –