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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Garde Capital
Washington
$5.56M +$23.8K +342 +0.4%
BWP
52
BSW Wealth Partners
Colorado
$5.54M +$385K +5,522 +8%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$5.12M -$732K -10,503 -13%
FCH
54
Freestone Capital Holdings
Washington
$5.06M -$124K -1,782 -2%
CA
55
Cambridge Associates
Massachusetts
$5.04M -$3.87M -55,575 -44%
PA
56
Parallel Advisors
California
$4.87M -$137K -1,968 -3%
AF
57
Apexium Financial
Texas
$4.53M -$114K -1,643 -3%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$4.48M +$633K +9,082 +17%
Corient Private Wealth
59
Corient Private Wealth
Florida
$4.37M +$74.7K +1,072 +2%
LW
60
Libra Wealth
California
$4.3M +$1.25K +18 +0%
Osaic Holdings
61
Osaic Holdings
Arizona
$4.28M -$13.7K -197 -0.3%
HighTower Advisors
62
HighTower Advisors
Illinois
$4.15M +$352K +5,044 +10%
COCM
63
Charter Oak Capital Management
New Hampshire
$4.02M -$78.7K -1,130 -2%
JP Morgan Chase
64
JP Morgan Chase
New York
$3.97M +$1.87M +26,837 +94%
V
65
Veritable
Delaware
$3.93M +$70 +1 +0%
GAM
66
Gemmer Asset Management
California
$3.77M +$496K +7,111 +16%
APW
67
Atlantic Private Wealth
North Carolina
$3.75M +$252K +3,610 +7%
DADC
68
D.A. Davidson & Co
Montana
$3.59M -$623K -8,933 -15%
SC
69
Soundwatch Capital
Connecticut
$3.48M +$213K +3,055 +7%
RCG
70
Regatta Capital Group
California
$3.45M
PFO
71
Pathstone Family Office
New Jersey
$3.44M -$3.52M -50,541 -51%
BOPW
72
Brandywine Oak Private Wealth
Pennsylvania
$3.29M +$59.4K +852 +2%
FHA
73
First Horizon Advisors
Tennessee
$3.26M -$160K -2,292 -5%
PIMG
74
Patriot Investment Management Group
Tennessee
$3.23M +$4.18K +60 +0.1%
TRCT
75
Tower Research Capital (TRC)
New York
$3.17M +$1.93M +27,755 +169%