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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
451
Plancorp LLC
Missouri
$317K +$305K +2,679 New
DE
452
Diversified Enterprises
Delaware
$316K – – –
SVWAG
453
Sound View Wealth Advisors Group
Georgia
$314K – – –
OWP
454
Obermeyer Wealth Partners
Colorado
$312K – – –
CRC
455
Curi RMB Capital
Illinois
$307K – – –
CIC
456
Cutler Investment Counsel
Oregon
$305K +$1.71K +15 +0.6%
AWM
457
Avior Wealth Management
Nebraska
$305K +$1.02K +9 +0.4%
BA
458
Bristlecone Advisors
Washington
$301K -$2.39K -21 -0.8%
SPW
459
Sonoma Private Wealth
California
$297K -$38.7K -340 -12%
TLFA
460
True Link Financial Advisors
California
$297K +$285K +2,504 New
AM
461
AGF Management
Ontario, Canada
$296K -$137K -1,200 -32%
IC
462
IEQ Capital
California
$296K -$10.5K -92 -4%
QC
463
Quent Capital
New York
$291K -$3.64K -32 -1%
RRA
464
Round Rock Advisors
Connecticut
$290K – – –
Rockefeller Capital Management
465
Rockefeller Capital Management
New York
$289K +$278K +2,443 New
CP
466
Canopy Partners
Ohio
$288K -$4.67K -41 -2%
LWM
467
Liberty Wealth Management
California
$288K +$683 +6 +0.2%
MWM
468
MBE Wealth Management
Wisconsin
$287K – – –
EWM
469
Evermay Wealth Management
Virginia
$286K – – –
FA
470
FC Advisory
Pennsylvania
$285K +$1.37K +12 +0.5%
OFG
471
OmniStar Financial Group
North Carolina
$285K -$51.2K -450 -16%
OWA
472
Octavia Wealth Advisors
Ohio
$283K +$3.76K +33 +1%
MCM
473
Mengis Capital Management
Oregon
$283K +$114 +1 +0%
TAM
474
Townsend Asset Management
North Carolina
$282K -$11.4K -100 -4%
WIC
475
Whitegate Investment Counselors
New Hampshire
$280K +$10.7K +94 +4%