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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
426
Cary Street Partners Investment Advisory
Virginia
$103K
AWM
427
Abound Wealth Management
Tennessee
$98.6K +$278 +3 +0.3%
SMFG
428
Sumitomo Mitsui Financial Group
Japan
$90.8K
WOSD
429
WFA of San Diego
California
$89K +$85.4K +921 New
US Bancorp
430
US Bancorp
Minnesota
$88.3K -$23.3K -251 -22%
NOI
431
Newton One Investments
Delaware
$87.8K +$3.71K +40 +5%
HPC
432
HM Payson & Co
Maine
$87.1K
TCOV
433
Trust Company of Vermont
Vermont
$87K
AIC
434
Archer Investment Corporation
Indiana
$79K +$75.7K +817 New
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$77.9K +$93 +1 +0.1%
TCWA
436
Turtle Creek Wealth Advisors
Texas
$77.8K +$1.39K +15 +2%
CT
437
Caldwell Trust
Florida
$77.8K
RCM
438
Rain Capital Management
Oregon
$77.2K
TC
439
Trust Company
Kansas
$75.2K -$2.78K -30 -4%
PAI
440
Pittenger & Anderson Inc
Nebraska
$72.4K -$7.79K -84 -10%
PSB
441
Piscataqua Savings Bank
New Hampshire
$68.7K
FGA
442
Fortis Group Advisors
New Jersey
$65.7K
RCM
443
Richardson Capital Management
Wisconsin
$65.2K +$185 +2 +0.3%
AEPWM
444
Atlantic Edge Private Wealth Management
Florida
$64.3K +$18.5K +200 +43%
DI
445
DAGCO Inc
Ohio
$56.4K +$185 +2 +0.3%
PTC
446
Private Trust Company
Ohio
$56K
CSC
447
Caldwell Sutter Capital
California
$55.3K +$9.73K +105 +22%
IA
448
IFP Advisors
Florida
$52.5K +$93 +1 +0.2%
LOIP
449
Live Oak Investment Partners
Texas
$50.5K
GRP
450
Global Retirement Partners
California
$49.8K +$33.8K +365 +243%