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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$237K +$221K +4,206 New
GAM
102
Gould Asset Management
California
$236K +$220K +4,180 New
MWA
103
Meridian Wealth Advisors
Texas
$230K +$214K +4,073 New
MFGP
104
Marshall Financial Group (Pennsylvania)
Pennsylvania
$215K +$200K +3,811 New
CFGS
105
Concourse Financial Group Securities
Alabama
$214K +$37.3K +710 +23%
RA
106
RFG Advisory
Alabama
$213K +$199K +3,786 New
TL
107
TrueWealth LLC
Georgia
$211K +$197K +3,747 New
BFA
108
Bragg Financial Advisors
North Carolina
$202K +$188K +3,575 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$187K -$19.1K -363 -10%
ACA
110
Atlas Capital Advisors
Wyoming
$185K +$315 +6 +0.2%
ST
111
Smithfield Trust
Pennsylvania
$172K – – –
PIMG
112
Patriot Investment Management Group
Tennessee
$168K +$156K +2,975 New
BFC
113
Bedel Financial Consulting
Indiana
$154K – – –
WR
114
Watson Rebecca
$136K +$127K +2,413 New
JFA
115
JNBA Financial Advisors
Minnesota
$130K -$10.3K -195 -8%
PWP
116
Principle Wealth Partners
Connecticut
$129K +$120K +2,290 New
Citigroup
117
Citigroup
New York
$127K +$55.2K +1,050 +88%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$120K -$876K -16,660 -89%
PGAM
119
Princeton Global Asset Management
New Jersey
$104K +$81.6K +1,552 +517%
EI
120
Ellevest Inc
New York
$77K +$62.5K +1,188 +699%
APW
121
Acima Private Wealth
Virginia
$73K – – –
AF
122
Advisornet Financial
Minnesota
$73K – – –
CAL
123
Capital Analysts LLC
Pennsylvania
$72K +$263 +5 +0.4%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$70K +$16.5K +313 +35%
SWM
125
Sugarloaf Wealth Management
Georgia
$58K – – –