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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
501
Vista Investment Partners II
Indiana
$238K -$12.5K -110 -5%
BPWM
502
Badgley Phelps Wealth Managers
Washington
$237K
OFG
503
Oxford Financial Group
Indiana
$237K
NSIM
504
North Star Investment Management
Illinois
$236K +$569 +5 +0.3%
LWA
505
Ledgewood Wealth Advisors
New Hampshire
$235K
FA
506
Fiduciary Alliance
South Carolina
$235K +$228 +2 +0.1%
LWM
507
Level Wealth Management
North Carolina
$233K +$455 +4 +0.2%
SFI
508
SPC Financial Inc
Maryland
$232K +$223K +1,955 New
NPF
509
Norris Perne & French
Michigan
$231K
NA
510
Nautilus Advisors
California
$230K -$12.2K -107 -5%
DAS
511
Diversify Advisory Services
Utah
$229K -$15.5K -136 -7%
CA
512
Cornerstone Advisory
Maryland
$229K +$455 +4 +0.2%
MGW
513
MB Generational Wealth
Washington
$228K +$219K +1,925 New
CIBC World Market
514
CIBC World Market
Ontario, Canada
$228K -$38.3K -336 -15%
RFP
515
Root Financial Partners
California
$226K -$39.8K -350 -15%
CWA
516
Continuum Wealth Advisors
New York
$222K
BFG
517
Bouchey Financial Group
New York
$221K +$213K +1,867 New
VF
518
Vawter Financial
Ohio
$220K +$212K +1,860 New
OFP
519
OFC Financial Planning
New Jersey
$217K
AWA
520
Amplius Wealth Advisors
Pennsylvania
$215K +$206K +1,812 New
AWM
521
Avaii Wealth Management
Wisconsin
$213K +$205K +1,800 New
AA
522
Advisory Alpha
Michigan
$212K -$88.9K -781 -31%
CBA
523
Coastal Bridge Advisors
Connecticut
$212K +$203K +1,786 New
KW
524
Keyvantage Wealth
Pennsylvania
$209K +$201K +1,766 New
ME
525
McIlrath & Eck
Washington
$209K +$201K +1,765 New