We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
551
Chesley Taft & Associates
Illinois
$252K +$243K +1,903 New
OFG
552
Oxford Financial Group
Indiana
$251K -$10.6K -83 -4%
CIC
553
Carnegie Investment Counsel
Ohio
$247K +$239K +1,871 New
VF
554
Vawter Financial
Ohio
$246K – – –
LWA
555
Ledgewood Wealth Advisors
New Hampshire
$245K -$17.1K -134 -7%
JCM
556
Jacobsen Capital Management
Utah
$245K +$510 +4 +0.2%
LFA
557
Legacy Financial Advisors
Kentucky
$244K -$15.9K -125 -6%
MWM
558
Momentous Wealth Management
Washington
$243K – – –
VIPI
559
Vista Investment Partners II
Indiana
$242K +$234K +1,832 New
OFP
560
OFC Financial Planning
New Jersey
$240K – – –
MWA
561
Martel Wealth Advisors
Washington
$240K -$49.2K -386 -18%
IFG
562
Independent Financial Group
California
$239K +$231K +1,808 New
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$239K +$230K +1,804 New
AWM
564
Avaii Wealth Management
Wisconsin
$238K – – –
ACP
565
Argyle Capital Partners
California
$238K +$229K +1,799 New
AWP
566
Astra Wealth Partners
New Jersey
$234K +$226K +1,771 New
D.E. Shaw & Co
567
D.E. Shaw & Co
New York
$233K +$225K +1,761 New
FCIM
568
Fairview Capital Investment Management
California
$231K +$223K +1,750 New
CBA
569
Coastal Bridge Advisors
Connecticut
$231K -$7.39K -58 -3%
KWS
570
Keystone Wealth Services
California
$231K +$222K +1,743 New
CFG
571
Cassilly Financial Group
Maryland
$230K +$222K +1,743 New
SFG
572
Synergy Financial Group
California
$229K +$221K +1,735 New
AWA
573
Amplius Wealth Advisors
Pennsylvania
$229K +$221K +1,732 New
ZS
574
Zenith Solutions
Pennsylvania
$229K +$220K +1,728 New
FHA
575
Flagship Harbor Advisors
Massachusetts
$224K +$216K +1,694 New