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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
101
Brandywine Oak Private Wealth
Pennsylvania
$6.02M -$125K -978 -2%
AWM
102
Axxcess Wealth Management
California
$5.75M +$5.54M +43,453 New
WA
103
Westfuller Advisors
New York
$5.56M +$2.06M +16,151 +62%
APW
104
Atlantic Private Wealth
North Carolina
$5.32M -$367K -2,875 -7%
PI
105
PFG Investments
New York
$5.21M +$311K +2,437 +7%
FCH
106
Freestone Capital Holdings
Washington
$5.11M +$22.6K +177 +0.5%
GAM
107
Gould Asset Management
California
$5.1M -$49.1K -385 -1%
PAG
108
Private Advisor Group
New Jersey
$5.09M +$608K +4,771 +14%
Corient Private Wealth
109
Corient Private Wealth
Florida
$5.04M -$131K -1,024 -3%
ST
110
Sageworth Trust
Pennsylvania
$5.03M +$53.7K +421 +1%
HI
111
Harbour Investments
Wisconsin
$5.03M +$159K +1,249 +3%
MML Investors Services
112
MML Investors Services
Massachusetts
$4.97M +$568K +4,453 +13%
CL
113
Choreo LLC
Illinois
$4.8M +$439K +3,440 +10%
AA
114
Ashford Advisors
New York
$4.75M
FFA
115
Farther Finance Advisors
California
$4.69M -$39.5K -310 -0.9%
BF
116
Brooklyn FI
New York
$4.67M
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$4.55M -$256K -2,011 -6%
SCM
118
Stonehearth Capital Management
Massachusetts
$4.53M -$178K -1,398 -4%
FHC
119
First Horizon Corporation
Tennessee
$4.49M
HTC
120
Haverford Trust Company
Pennsylvania
$4.37M +$479K +3,753 +13%
Lido Advisors
121
Lido Advisors
California
$4.28M -$57.3K -449 -1%
RCS
122
Retirement Capital Strategies
California
$4.28M +$3.7K +29 +0.1%
WDL
123
Well Done LLC
Michigan
$4.26M +$255 +2 +0%
MFA
124
McClarren Financial Advisors
Pennsylvania
$4.14M -$390K -3,062 -9%
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
$4.04M -$138K -1,080 -3%