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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
401
Parcion Private Wealth
Washington
$350K
SFA
402
Salus Financial Advisors
Colorado
$347K
HH
403
Hilltop Holdings
Texas
$347K
TPF
404
Tribridge Partners Financial
Maryland
$341K +$313K +3,106 New
WC
405
Wolfstich Capital
Massachusetts
$340K
BC
406
Brio Consultants
California
$339K -$398K -3,946 -56%
CAM
407
Clark Asset Management
New Hampshire
$339K
IP
408
Ignite Planners
California
$337K +$306K +3,032 New
ZF
409
Zhang Financial
Michigan
$331K -$543K -5,391 -64%
DWM
410
Dakota Wealth Management
Florida
$330K +$50.6K +502 +20%
PNC
411
Park National Corp
Ohio
$329K
WMS
412
Wealth Management Strategies
Pennsylvania
$329K +$8.57K +85 +3%
CA
413
Continuum Advisory
Idaho
$329K +$706 +7 +0.2%
AFA
414
Antonelli Financial Advisors
Michigan
$324K +$11.2K +111 +4%
CIAS
415
CFS Investment Advisory Services
New Jersey
$324K
IWC
416
Integrated Wealth Concepts
Massachusetts
$318K +$504 +5 +0.2%
MWA
417
Medallion Wealth Advisors
Connecticut
$317K -$8.67K -86 -3%
BZWA
418
Blue Zone Wealth Advisors
California
$316K +$291K +2,883 New
SFS
419
Sowell Financial Services
Arkansas
$314K -$15.5K -154 -5%
WWP
420
Waypoint Wealth Partners
California
$313K
OFG
421
OmniStar Financial Group
North Carolina
$313K -$67K -665 -19%
SPW
422
Sonoma Private Wealth
California
$312K
BFA
423
Bluestem Financial Advisors
Illinois
$312K +$202 +2 +0.1%
CPA
424
Cardiff Park Advisors
California
$311K +$5.64K +56 +2%
Fiera Capital (Canada)
425
Fiera Capital (Canada)
Quebec, Canada
$311K +$706 +7 +0.2%