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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MBE Wealth Management
Wisconsin
$1.21M +$1.16M +21,425 New
RCS
27
Retirement Capital Strategies
California
$1.13M -$248K -4,590 -19%
DADC
28
D.A. Davidson & Co
Montana
$1.04M
BB
29
Bell Bank
North Dakota
$960K
SFO
30
Stokes Family Office
Louisiana
$905K +$864K +16,000 New
WLIM
31
White Lighthouse Investment Management
Massachusetts
$837K +$250K +4,625 +45%
EA
32
Elm Advisors
California
$712K
HDIM
33
Hanson & Doremus Investment Management
Vermont
$686K +$211K +3,910 +48%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$681K +$182K +3,376 +39%
TRCT
35
Tower Research Capital (TRC)
New York
$677K +$503K +9,319 +352%
PA
36
PFG Advisors
Arizona
$673K +$636K +11,782 New
UCFA
37
United Capital Financial Advisors
Texas
$672K +$98K +1,814 +18%
BAM
38
Baldrige Asset Management
Pennsylvania
$658K +$231K +4,272 +58%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$622K -$4.07M -75,276 -87%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$618K +$590K +10,932 New
LRIA
41
Leonard Rickey Investment Advisors
Washington
$600K +$354K +6,554 +161%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$589K +$309K +5,720 +122%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$518K +$321K +5,940 +185%
AIP
44
Ameritas Investment Partners
Nebraska
$495K +$45.6K +844 +11%
KIM
45
Karpus Investment Management
New York
$470K +$449K +8,310 New
BOPW
46
Brandywine Oak Private Wealth
Pennsylvania
$444K +$424K +7,849 New
CG
47
Colony Group
Massachusetts
$422K
MPW
48
Monterey Private Wealth
California
$381K +$364K +6,740 New
G
49
GenTrust
Florida
$379K
AAM
50
Ameraudi Asset Management
New York
$379K +$362K +6,700 New