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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
501
Investment Advisory Group
Massachusetts
$239K +$230K +2,020 New
VIPI
502
Vista Investment Partners II
Indiana
$238K -$12.5K -110 -5%
BPWM
503
Badgley Phelps Wealth Managers
Washington
$237K – – –
OFG
504
Oxford Financial Group
Indiana
$237K – – –
NSIM
505
North Star Investment Management
Illinois
$236K +$569 +5 +0.3%
LWA
506
Ledgewood Wealth Advisors
New Hampshire
$235K – – –
FA
507
Fiduciary Alliance
South Carolina
$235K +$228 +2 +0.1%
LWM
508
Level Wealth Management
North Carolina
$233K +$455 +4 +0.2%
SFI
509
SPC Financial Inc
Maryland
$232K +$223K +1,955 New
NPF
510
Norris Perne & French
Michigan
$231K – – –
NA
511
Nautilus Advisors
California
$230K -$12.2K -107 -5%
DAS
512
Diversify Advisory Services
Utah
$229K -$15.5K -136 -7%
CA
513
Cornerstone Advisory
Maryland
$229K +$455 +4 +0.2%
MGW
514
MB Generational Wealth
Washington
$228K +$219K +1,925 New
CIBC World Market
515
CIBC World Market
Ontario, Canada
$228K -$38.3K -336 -15%
RFP
516
Root Financial Partners
California
$226K -$39.8K -350 -15%
CWA
517
Continuum Wealth Advisors
New York
$222K – – –
BFG
518
Bouchey Financial Group
New York
$221K +$213K +1,867 New
VF
519
Vawter Financial
Ohio
$220K +$212K +1,860 New
OFP
520
OFC Financial Planning
New Jersey
$217K – – –
AWA
521
Amplius Wealth Advisors
Pennsylvania
$215K +$206K +1,812 New
AWM
522
Avaii Wealth Management
Wisconsin
$213K +$205K +1,800 New
AA
523
Advisory Alpha
Michigan
$212K -$88.9K -781 -31%
CBA
524
Coastal Bridge Advisors
Connecticut
$212K +$203K +1,786 New
KW
525
Keyvantage Wealth
Pennsylvania
$209K +$201K +1,766 New