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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
626
Caldwell Trust
Florida
$106K – – –
GSWM
627
Golden State Wealth Management
California
$106K – – –
GRP
628
Global Retirement Partners
California
$105K +$101K +795 New
CSP
629
Cary Street Partners
Virginia
$103K – – –
TC
630
Trust Company
Kansas
$101K – – –
KFAS
631
Keating Financial Advisory Services
Kansas
$96.3K – – –
SIC
632
Salem Investment Counselors
North Carolina
$95.9K -$98.2K -770 -52%
PAI
633
Pittenger & Anderson Inc
Nebraska
$94.8K – – –
PSB
634
Piscataqua Savings Bank
New Hampshire
$94K – – –
APFP
635
Action Point Financial Planning
Michigan
$92.8K +$89.5K +702 New
RCM
636
Richardson Capital Management
Wisconsin
$91.1K +$255 +2 +0.3%
FGA
637
Fortis Group Advisors
New Jersey
$89.9K – – –
NOI
638
Newton One Investments
Delaware
$89.7K +$20.1K +158 +30%
TAM
639
Tucker Asset Management
Colorado
$86.1K +$83K +651 New
ACA
640
American Capital Advisory
Idaho
$82.7K +$41.2K +323 +107%
CSC
641
Caldwell Sutter Capital
California
$79.7K – – –
USB
642
Union Savings Bank
Connecticut
$77.5K – – –
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$75.6K -$148K -1,157 -67%
HWP
644
Highline Wealth Partners
California
$64.9K – – –
MCRM
645
Midway Capital Research & Management
Illinois
$64.4K – – –
PTC
646
Private Trust Company
Ohio
$63.7K – – –
Qube Research & Technologies (QRT)
647
Qube Research & Technologies (QRT)
United Kingdom
$63.7K +$61.5K +482 New
FW
648
Fairway Wealth
Ohio
$63.3K +$128 +1 +0.2%
AssetMark Inc
649
AssetMark Inc
California
$61.5K +$25.1K +197 +74%
YP
650
YANKCOM Partnership
South Dakota
$60.6K – – –