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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
426
CIBC World Market
Ontario, Canada
$217K +$209K +2,136 New
LWM
427
Lakeridge Wealth Management
Ohio
$210K +$202K +2,062 New
BDF
428
Black Diamond Financial
Maryland
$208K +$200K +2,043 New
FCBT
429
First Citizens Bank & Trust
North Carolina
$205K +$198K +2,019 New
OFG
430
Oxford Financial Group
Indiana
$203K
LWA
431
Ledgewood Wealth Advisors
New Hampshire
$202K +$194K +1,984 New
NSIM
432
North Star Investment Management
Illinois
$201K -$11.3K -115 -5%
IAN
433
Integrated Advisors Network
Texas
$200K +$193K +1,969 New
Comerica Bank
434
Comerica Bank
Texas
$194K +$154K +1,575 +476%
AF
435
Allworth Financial
California
$183K +$62.3K +636 +55%
CWA
436
Carolina Wealth Advisors
South Carolina
$180K
ACA
437
Atlas Capital Advisors
Wyoming
$178K +$98 +1 +0.1%
MWM
438
Mascoma Wealth Management
New Hampshire
$166K -$19.3K -197 -11%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$165K
MFA
440
Morling Financial Advisors
California
$155K +$149K +1,524 New
EB
441
Eastern Bank
Massachusetts
$152K +$147K +1,497 New
C
442
Covestor
United Kingdom
$145K -$6.67K -68 -5%
GSEP
443
Golden State Equity Partners
California
$132K +$127K +1,300 New
JWA
444
JFS Wealth Advisors
Pennsylvania
$128K +$98 +1 +0.1%
AFS
445
Annapolis Financial Services
Maryland
$123K
RLIM
446
Red Lighthouse Investment Management
New York
$119K -$39.5K -403 -26%
FVIM
447
Fort Vancouver Investment Management
Washington
$116K
AFG
448
Albion Financial Group
Utah
$112K
AEPWM
449
Atlantic Edge Private Wealth Management
Florida
$111K +$41.7K +425 +64%
Qube Research & Technologies (QRT)
450
Qube Research & Technologies (QRT)
United Kingdom
$106K +$102K +1,039 New