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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Ashford Advisors
New York
$3.98M – – –
GAM
102
Gould Asset Management
California
$3.97M +$26.8K +255 +0.7%
TFM
103
Trademark Financial Management
Minnesota
$3.92M +$1.22M +11,637 +45%
WB
104
Webster Bank
Connecticut
$3.85M – – –
MFG
105
Merit Financial Group
Georgia
$3.77M +$317K +3,025 +9%
SCM
106
Stonehearth Capital Management
Massachusetts
$3.73M -$105K -1,000 -3%
AA
107
Atmos Advisory
Pennsylvania
$3.71M -$37.7K -359 -1%
KWM
108
Kingsview Wealth Management
Oregon
$3.63M +$3.63M +34,602 New
FHA
109
First Horizon Advisors
Tennessee
$3.57M – – –
PAG
110
Private Advisor Group
New Jersey
$3.54M +$1.3M +12,375 +58%
ST
111
Sageworth Trust
Pennsylvania
$3.53M +$97.6K +930 +3%
MCFP
112
Mallini Complete Financial Planning
Florida
$3.51M +$3.51M +33,501 New
PHAM
113
Palisades Hudson Asset Management
Florida
$3.5M +$9.44K +90 +0.3%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$3.4M -$277K -2,640 -8%
MML Investors Services
115
MML Investors Services
Massachusetts
$3.4M -$19.1K -182 -0.6%
Corient Private Wealth
116
Corient Private Wealth
Florida
$3.35M -$307K -2,924 -8%
FT
117
Fiduciary Trust
Massachusetts
$3.22M – – –
WDL
118
Well Done LLC
Michigan
$3.21M – – –
CL
119
Choreo LLC
Illinois
$3.2M -$334K -3,179 -9%
BP
120
Ballentine Partners
Massachusetts
$3.18M – – –
WT
121
Whittier Trust
California
$3.07M +$23.6K +225 +0.8%
SC
122
Sapient Capital
Indiana
$2.98M – – –
TWG
123
The Wealth Group
Minnesota
$2.95M +$102K +976 +4%
NA
124
NewEdge Advisors
Louisiana
$2.94M +$552K +5,261 +23%
MPCL
125
My Personal CFO LLC
Washington
$2.89M +$210 +2 +0%