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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
651
Creative Financial Designs
Indiana
$14K – – –
EWA
652
EverSource Wealth Advisors
Alabama
$12.9K – – –
MSFP
653
Mark Sheptoff Financial Planning
Connecticut
$12.7K – – –
IAAG
654
Innovative Asset Advisors Group
Connecticut
$11.3K +$11.9K +100 New
LWM
655
Lodestone Wealth Management
Washington
$10.4K – – –
BWM
656
Bernard Wealth Management
Michigan
$8.98K – – –
FA
657
Financial Avengers
California
$8.44K +$8.91K +75 New
SMA
658
Sage Mountain Advisors
Georgia
$8.31K – – –
CA
659
CoreCap Advisors
Michigan
$6.85K – – –
EPAM
660
Evelyn Partners Asset Management
$6.29K +$6.65K +56 New
AUB
661
Atlantic Union Bankshares
Virginia
$5.73K – – –
AIM
662
Anchor Investment Management
South Carolina
$5.61K – – –
FWA
663
Flagship Wealth Advisors
Massachusetts
$5.37K – – –
TIAA Trust, National Association
664
TIAA Trust, National Association
North Carolina
$5.05K -$623K -5,243 -99%
T
665
Tidemark
California
$4.83K – – –
UBS AM
666
UBS AM
Illinois
$4.71K +$4.99K +42 New
TVWM
667
Tower View Wealth Management
Wisconsin
$4.7K – – –
OW
668
Olistico Wealth
Oklahoma
$3.24K – – –
RIL
669
Rothschild Investment LLC
Illinois
$2.62K – – –
TWM
670
Topsail Wealth Management
North Carolina
$2.25K – – –
WA
671
WPG Advisers
Maryland
$2.25K – – –
3IP
672
3Chopt Investment Partners
Virginia
$1.57K – – –
SIS
673
Strategic Investment Solutions
Illinois
$1.35K – – –
FLP
674
Financial Life Planners
Arizona
$1.14K +$1.19K +10 New
DWM
675
Dogwood Wealth Management
Kansas
$674 – – –