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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
76
Fiduciary Trust
Massachusetts
$266K +$313K +5,802 New
ST
77
Sageworth Trust
Pennsylvania
$261K +$12K +222 +4%
BPA
78
Beacon Pointe Advisors
California
$254K +$299K +5,549 New
VFA
79
Valeo Financial Advisors
Indiana
$248K +$59.3K +1,100 +28%
SWMG
80
Strategic Wealth Management Group
Maryland
$237K +$279K +5,177 New
TIM
81
Tortoise Investment Management
New York
$231K +$272K +5,050 New
FANJ
82
Financial Architects (New Jersey)
New Jersey
$229K +$70.3K +1,304 +35%
NEPWA
83
New England Private Wealth Advisors
Massachusetts
$227K +$216 +4 +0.1%
WDL
84
Well Done LLC
Michigan
$219K +$259K +4,793 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$206K +$243K +4,507 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$168K +$94.3K +1,748 +91%
ACA
87
Atlas Capital Advisors
Wyoming
$150K
CFGS
88
Concourse Financial Group Securities
Alabama
$141K +$85K +1,575 +104%
ST
89
Smithfield Trust
Pennsylvania
$139K +$53.7K +995 +49%
BFC
90
Bedel Financial Consulting
Indiana
$125K +$30.9K +573 +27%
JFA
91
JNBA Financial Advisors
Minnesota
$114K +$93.2K +1,728 +224%
AF
92
Advisornet Financial
Minnesota
$60K
APW
93
Acima Private Wealth
Virginia
$59K +$70.1K +1,299 New
CAL
94
Capital Analysts LLC
Pennsylvania
$58K +$68.6K +1,272 New
Citigroup
95
Citigroup
New York
$55K
LFASL
96
Lugano Financial Advisors SA (LFA)
Switzerland
$51K
SWM
97
Sugarloaf Wealth Management
Georgia
$47K +$55.4K +1,027 New
CIAS
98
Capital Investment Advisory Services
North Carolina
$46K
AIA
99
Arcadia Investment Advisors
Idaho
$43.4K +$13.5K +251 +36%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$40K -$10.9M -201,498 -100%