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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
451
Atria Wealth Solutions
New York
$272K +$250K +2,479 New
CP
452
Canopy Partners
Ohio
$271K -$585K -5,802 -70%
NL
453
NWAM LLC
Washington
$269K +$246K +2,442 New
RRA
454
Round Rock Advisors
Connecticut
$268K +$9.07K +90 +4%
LWM
455
Liberty Wealth Management
California
$266K +$26.4K +262 +12%
MWM
456
MBE Wealth Management
Wisconsin
$266K +$1.61K +16 +0.7%
EFG
457
Everhart Financial Group
Ohio
$266K -$1.11K -11 -0.5%
EC
458
Estate Counselors
Wisconsin
$265K -$77.6K -770 -24%
EWM
459
Evermay Wealth Management
Virginia
$265K
FA
460
FC Advisory
Pennsylvania
$263K -$435K -4,319 -64%
MCM
461
Mengis Capital Management
Oregon
$262K
WIA
462
World Investment Advisors
California
$260K -$2.32K -23 -1%
OWA
463
Octavia Wealth Advisors
Ohio
$259K -$2.52K -25 -1%
P
464
&Partners
Tennessee
$258K +$237K +2,354 New
FCIM
465
Fairview Capital Investment Management
California
$258K -$20.2K -200 -8%
CWP
466
Concord Wealth Partners
Virginia
$257K
CAMV
467
Concord Asset Management (Virginia)
Virginia
$257K +$236K +2,341 New
KAS
468
Kestra Advisory Services
Texas
$256K -$15.6K -155 -6%
MWM
469
Momentous Wealth Management
Washington
$249K -$55.7K -553 -20%
Corient Private Wealth
470
Corient Private Wealth
Florida
$249K -$3.2M -31,710 -93%
WIC
471
Whitegate Investment Counselors
New Hampshire
$249K +$229K +2,272 New
RFP
472
Root Financial Partners
California
$248K -$33.5K -332 -13%
CIBC World Market
473
CIBC World Market
Ontario, Canada
$248K +$5.04K +50 +2%
AWP
474
Abacus Wealth Partners
California
$247K
GB
475
Goepper Burkhardt
South Carolina
$244K