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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
526
Ackerman Capital Advisors
Texas
$245K
NFG
527
Nadler Financial Group
Illinois
$244K +$258K +2,175 New
VT
528
Vise Technologies
New York
$243K
TF
529
Tandem Financial
Colorado
$242K +$256K +2,159 New
NSIM
530
North Star Investment Management
Illinois
$241K +$23.2K +195 +10%
RWP
531
Reliant Wealth Planning
Kentucky
$239K
IAG
532
Investment Advisory Group
Massachusetts
$236K +$2.38K +20 +1%
OAM
533
Oppenheimer Asset Management
New York
$236K +$5.46K +46 +2%
HPC
534
HM Payson & Co
Maine
$233K
EWP
535
Equity Wealth Partners
Missouri
$227K +$31K +261 +15%
TW
536
TritonPoint Wealth
Maryland
$226K +$239K +2,009 New
NPF
537
Norris Perne & French
Michigan
$225K -$11.9K -100 -5%
LWA
538
Ledgewood Wealth Advisors
New Hampshire
$223K +$119 +1 +0.1%
EWS
539
Evergreen Wealth Solutions
Pennsylvania
$223K +$236K +1,987 New
OFG
540
Oxford Financial Group
Indiana
$222K
LWM
541
Level Wealth Management
North Carolina
$222K +$594 +5 +0.3%
LFA
542
Legacy Financial Advisors
Kentucky
$221K -$173K -1,459 -43%
CFG
543
Carr Financial Group
Massachusetts
$220K +$233K +1,962 New
BFG
544
Bouchey Financial Group
New York
$220K
CPSAC
545
Chas P. Smith & Associates (CPS)
Florida
$220K
NL
546
NWAM LLC
Washington
$220K +$5.11K +43 +2%
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$219K +$174K +1,462 +297%
CA
548
Cornerstone Advisory
Maryland
$217K -$9.98K -84 -4%
DC
549
Davenport & Co
Virginia
$216K
HCM
550
Hollencrest Capital Management
California
$216K +$63.2K +532 +38%