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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
426
Root Financial Partners
California
$272K +$272K +2,591 New
CRC
427
Curi RMB Capital
Illinois
$272K – – –
BA
428
Bristlecone Advisors
Washington
$271K +$37.5K +357 +16%
ASN
429
Advisory Services Network
Georgia
$269K +$18.3K +174 +7%
KAS
430
Kestra Advisory Services
Texas
$269K +$18.2K +173 +7%
FCIM
431
Fairview Capital Investment Management
California
$267K -$31.5K -300 -11%
AWM
432
Avior Wealth Management
Nebraska
$267K -$121K -1,154 -31%
MFP
433
Meridian Financial Partners
Virginia
$267K +$267K +2,546 New
WPC
434
Wedmont Private Capital
Pennsylvania
$265K +$268K +2,553 New
DWM
435
Dakota Wealth Management
Florida
$263K +$263K +2,505 New
MCC
436
Money Concepts Capital
Florida
$263K +$263K +2,503 New
ACP
437
Argyle Capital Partners
California
$262K +$262K +2,500 New
RSA
438
River Street Advisors
Illinois
$261K +$261K +2,486 New
TAM
439
Townsend Asset Management
North Carolina
$260K -$4.2K -40 -2%
FSA
440
Financial Services Advisory
Maryland
$259K +$259K +2,471 New
QC
441
Quent Capital
New York
$259K -$1.05K -10 -0.4%
EFG
442
Everhart Financial Group
Ohio
$256K -$839 -8 -0.3%
CGL
443
Clarius Group LLC
Washington
$255K +$12.4K +118 +5%
EC
444
Estate Counselors
Wisconsin
$254K – – –
BC
445
Brio Consultants
California
$254K +$254K +2,418 New
EWM
446
Evermay Wealth Management
Virginia
$253K – – –
CIBC World Market
447
CIBC World Market
Ontario, Canada
$252K +$28K +267 +13%
OWP
448
Obermeyer Wealth Partners
Colorado
$252K +$15.2K +145 +6%
WIA
449
World Investment Advisors
California
$251K -$9.97K -95 -4%
OFP
450
OFC Financial Planning
New Jersey
$249K +$250K +2,378 New