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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$20.9M +$54.6K +589 +0.3%
LPL Financial
27
LPL Financial
California
$20.7M +$239K +2,576 +1%
OWM
28
Orgel Wealth Management
Wisconsin
$20.3M -$2.3M -24,833 -11%
HDIM
29
Hanson & Doremus Investment Management
Vermont
$20M +$252K +2,717 +1%
CWM
30
Cedar Wealth Management
California
$20M -$94.5K -1,020 -0.5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$19.6M -$1.48M -16,007 -7%
JP Morgan Chase
32
JP Morgan Chase
New York
$19.4M +$12.6M +136,223 +209%
GC
33
Garde Capital
Washington
$19.3M -$233K -2,513 -1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$19.2M -$1.74M -18,787 -9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.4M +$391K +4,214 +2%
CG
36
Caprock Group
Idaho
$18.1M +$298K +3,214 +2%
MCCA
37
Mill Creek Capital Advisors
Pennsylvania
$16.9M -$1.11M -11,960 -6%
CAM
38
Clarity Asset Management
Iowa
$16.2M +$97.8K +1,055 +0.6%
SAG
39
SageView Advisory Group
California
$15.5M +$10.1M +109,101 +211%
FCG
40
Financial Connections Group
California
$14.6M +$14M +150,821 New
DPI
41
Diversified Portfolios Inc
Michigan
$14.2M -$510K -5,499 -4%
ODIJL
42
One Day In July LLC
Vermont
$13.6M +$374K +4,034 +3%
DL
43
DOHJ LLC
Washington
$13.1M +$589K +6,350 +5%
HI
44
Human Investing
Oregon
$12.3M +$62.7K +676 +0.5%
LSAG
45
Lake Street Advisors Group
New Hampshire
$12.2M +$487K +5,259 +4%
RCG
46
Regatta Capital Group
California
$12M +$507K +5,471 +5%
SA
47
Skyline Advisors
Washington
$11.9M +$39.7K +428 +0.3%
LFA
48
LifeGuide Financial Advisors
Pennsylvania
$11.3M +$458K +4,940 +4%
GAM
49
Gemmer Asset Management
California
$11.1M +$1.02M +10,990 +11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$10.8M +$497K +5,359 +5%