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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
101
Meridian Wealth Advisors
Texas
$230K +$214K +4,073 New
MFGP
102
Marshall Financial Group (Pennsylvania)
Pennsylvania
$215K +$200K +3,811 New
CFGS
103
Concourse Financial Group Securities
Alabama
$214K +$37.3K +710 +23%
RA
104
RFG Advisory
Alabama
$213K +$199K +3,786 New
TL
105
TrueWealth LLC
Georgia
$211K +$197K +3,747 New
BFA
106
Bragg Financial Advisors
North Carolina
$202K +$188K +3,575 New
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$187K -$19.1K -363 -10%
ACA
108
Atlas Capital Advisors
Wyoming
$185K +$315 +6 +0.2%
ST
109
Smithfield Trust
Pennsylvania
$172K
PIMG
110
Patriot Investment Management Group
Tennessee
$168K +$156K +2,975 New
BFC
111
Bedel Financial Consulting
Indiana
$154K
WR
112
Watson Rebecca
$136K +$127K +2,413 New
JFA
113
JNBA Financial Advisors
Minnesota
$130K -$10.3K -195 -8%
PWP
114
Principle Wealth Partners
Connecticut
$129K +$120K +2,290 New
Citigroup
115
Citigroup
New York
$127K +$55.2K +1,050 +88%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$120K -$876K -16,660 -89%
PGAM
117
Princeton Global Asset Management
New Jersey
$104K +$81.6K +1,552 +517%
EI
118
Ellevest Inc
New York
$77K +$62.5K +1,188 +699%
APW
119
Acima Private Wealth
Virginia
$73K
AF
120
Advisornet Financial
Minnesota
$73K
CAL
121
Capital Analysts LLC
Pennsylvania
$72K +$263 +5 +0.4%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$70K +$16.5K +313 +35%
SWM
123
Sugarloaf Wealth Management
Georgia
$58K
RIM
124
Rockbridge Investment Management
New York
$58K +$54.5K +1,036 New
AIA
125
Arcadia Investment Advisors
Idaho
$53.4K