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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Apollon Wealth Management
South Carolina
$245K -$161K -1,357 -38%
ACA
527
Ackerman Capital Advisors
Texas
$245K – – –
NFG
528
Nadler Financial Group
Illinois
$244K +$258K +2,175 New
VT
529
Vise Technologies
New York
$243K – – –
TF
530
Tandem Financial
Colorado
$242K +$256K +2,159 New
NSIM
531
North Star Investment Management
Illinois
$241K +$23.2K +195 +10%
RWP
532
Reliant Wealth Planning
Kentucky
$239K – – –
IAG
533
Investment Advisory Group
Massachusetts
$236K +$2.38K +20 +1%
OAM
534
Oppenheimer Asset Management
New York
$236K +$5.46K +46 +2%
HPC
535
HM Payson & Co
Maine
$233K – – –
EWP
536
Equity Wealth Partners
Missouri
$227K +$31K +261 +15%
TW
537
TritonPoint Wealth
Maryland
$226K +$239K +2,009 New
NPF
538
Norris Perne & French
Michigan
$225K -$11.9K -100 -5%
LWA
539
Ledgewood Wealth Advisors
New Hampshire
$223K +$119 +1 +0.1%
EWS
540
Evergreen Wealth Solutions
Pennsylvania
$223K +$236K +1,987 New
OFG
541
Oxford Financial Group
Indiana
$222K – – –
LWM
542
Level Wealth Management
North Carolina
$222K +$594 +5 +0.3%
LFA
543
Legacy Financial Advisors
Kentucky
$221K -$173K -1,459 -43%
CFG
544
Carr Financial Group
Massachusetts
$220K +$233K +1,962 New
BFG
545
Bouchey Financial Group
New York
$220K – – –
CPSAC
546
Chas P. Smith & Associates (CPS)
Florida
$220K – – –
NL
547
NWAM LLC
Washington
$220K +$5.11K +43 +2%
Fifth Third Bancorp
548
Fifth Third Bancorp
Ohio
$219K +$174K +1,462 +297%
CA
549
Cornerstone Advisory
Maryland
$217K -$9.98K -84 -4%
DC
550
Davenport & Co
Virginia
$216K – – –