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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Shufro Rose & Co
New York
$297K – – –
PA
27
Parallel Advisors
California
$290K +$284K +5,669 New
GAM
28
Gould Asset Management
California
$269K +$264K +5,260 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$251K +$246K +4,898 New
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$234K +$229K +4,567 New
AIP
31
Ameritas Investment Partners
Nebraska
$229K +$225K +4,479 New
FANJ
32
Financial Architects (New Jersey)
New Jersey
$175K – – –
EI
33
Ellevest Inc
New York
$166K +$163K +3,243 New
VFA
34
Valeo Financial Advisors
Indiana
$161K +$54.2K +1,080 +52%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$113K +$100K +2,002 +953%
BFC
36
Bedel Financial Consulting
Indiana
$110K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$110K – – –
MWM
38
Mascoma Wealth Management
New Hampshire
$108K +$106K +2,110 New
AG
39
Advisor Group
Arizona
$89K +$85.1K +1,697 +4,466%
TRCT
40
Tower Research Capital (TRC)
New York
$83K -$565K -11,274 -87%
AF
41
Advisornet Financial
Minnesota
$67K – – –
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$46K +$45.1K +900 New
HDIM
43
Hanson & Doremus Investment Management
Vermont
$43K +$41.7K +832 New
BWA
44
BDO Wealth Advisors
Florida
$41K – – –
DWM
45
Doyle Wealth Management
Florida
$34K +$33.2K +662 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$26K +$25.1K +500 New
William Blair & Company
47
William Blair & Company
Illinois
$12K +$9.98K +199 +663%
GWM
48
Geneos Wealth Management
Colorado
$12K +$12.5K +250 New
TCM
49
TD Capital Management
Tennessee
$11K +$50 +1 +0.5%
CFD
50
Creative Financial Designs
Indiana
$3K – – –