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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
601
Clarius Group LLC
Washington
-$255K -2,427 Closed
OFP
602
OFC Financial Planning
New Jersey
-$249K -2,378 Closed
AWS
603
Atria Wealth Solutions
New York
-$232K -2,209 Closed
RA
604
RFG Advisory
Alabama
-$230K -2,189 Closed
LWM
605
Lakeridge Wealth Management
Ohio
-$216K -2,062 Closed
FCBT
606
First Citizens Bank & Trust
North Carolina
-$212K -2,019 Closed
LWA
607
Ledgewood Wealth Advisors
New Hampshire
-$208K -1,985 Closed
GVCM
608
Global View Capital Management
Wisconsin
-$207K -1,982 Closed
FHA
609
Flagship Harbor Advisors
Massachusetts
-$207K -1,975 Closed
NL
610
NWAM LLC
Washington
-$206K -1,959 Closed
CPSAC
611
Chas P. Smith & Associates (CPS)
Florida
-$205K -1,957 Closed
LWM
612
Level Wealth Management
North Carolina
-$205K -1,954 Closed
LWM
613
LongView Wealth Management
Georgia
-$203K -1,932 Closed
MGW
614
MB Generational Wealth
Washington
-$202K -1,925 Closed
CWM
615
Cahill Wealth Management
Michigan
-$202K -1,921 Closed
WA1
616
Wimmer Associates 1
California
-$201K -1,915 Closed
CA
617
Cornerstone Advisory
Maryland
-$207K -1,899 Closed
KBFS
618
Kohmann Bosshard Financial Services
Ohio
-$127K -1,207 Closed
RA
619
Ransom Advisory
Rhode Island
-$47.2K -450 Closed
CF
620
Conquis Financial
California
-$28K -267 Closed
KIM
621
Kestra Investment Management
Texas
-$25.2K -241 Closed
FWP
622
FAS Wealth Partners
Kansas
-$24.5K -234 Closed
DP
623
Denver PWM
Colorado
-$19.7K -188 Closed
AG
624
AmeriFlex Group
Nevada
-$14.5K -134 Closed
EWA
625
EverSource Wealth Advisors
Alabama
-$13.7K -131 Closed