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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
551
Hollencrest Capital Management
California
$216K +$63.2K +532 +38%
CWA
552
Continuum Wealth Advisors
New York
$212K +$1.07K +9 +0.5%
VF
553
Vawter Financial
Ohio
$209K – – –
JCM
554
Jacobsen Capital Management
Utah
$208K +$17.6K +148 +9%
MWM
555
Momentous Wealth Management
Washington
$207K – – –
CIA
556
Concurrent Investment Advisors
Florida
$204K +$2.85K +24 +1%
OFP
557
OFC Financial Planning
New Jersey
$204K – – –
CBA
558
Coastal Bridge Advisors
Connecticut
$202K -$8.31K -70 -4%
AWM
559
Avaii Wealth Management
Wisconsin
$202K – – –
Envestnet Portfolio Solutions
560
Envestnet Portfolio Solutions
Illinois
$202K -$30K -253 -12%
MGW
561
MB Generational Wealth
Washington
$202K – – –
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$194K +$50.4K +424 +32%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$183K – – –
SIC
564
Salem Investment Counselors
North Carolina
$168K -$50.5K -425 -22%
C
565
Covestor
United Kingdom
$167K +$5.34K +45 +3%
SA
566
Scarborough Advisors
Maryland
$166K +$176K +1,480 New
GI
567
GAMMA Investing
California
$162K – – –
GK
568
Graney & King
New York
$159K – – –
BBHC
569
Brown Brothers Harriman & Co
New York
$150K – – –
AF
570
Advisornet Financial
Minnesota
$146K +$17.1K +144 +12%
EB
571
Eastern Bank
Massachusetts
$144K – – –
JWA
572
JFS Wealth Advisors
Pennsylvania
$142K +$119 +1 +0.1%
CWA
573
Carolina Wealth Advisors
South Carolina
$135K – – –
SIS
574
Sound Income Strategies
Florida
$127K – – –
ACA
575
Aptus Capital Advisors
Alabama
$122K – – –