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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
101
Trademark Financial Management
Minnesota
$4.47M -$43.7K -384 -1%
SCM
102
Stonehearth Capital Management
Massachusetts
$4.4M -$13K -114 -0.3%
US Bancorp
103
US Bancorp
Minnesota
$4.35M +$962K +8,451 +30%
PHAM
104
Palisades Hudson Asset Management
Florida
$4.32M +$337K +2,964 +9%
PA
105
Parallel Advisors
California
$4.32M -$1.75M -15,392 -30%
PCMC
106
Paragon Capital Management (Colorado)
Colorado
$4.28M +$112K +986 +3%
RCS
107
Retirement Capital Strategies
California
$4.27M +$493K +4,331 +14%
ST
108
Sageworth Trust
Pennsylvania
$4.21M -$38.4K -337 -0.9%
PI
109
PFG Investments
New York
$4.15M +$131K +1,151 +3%
BF
110
Brooklyn FI
New York
$4.15M +$522K +4,586 +15%
MFA
111
McClarren Financial Advisors
Pennsylvania
$4.05M -$756K -6,643 -19%
FHC
112
First Horizon Corporation
Tennessee
$4.03M +$3.88M +34,065 New
Lido Advisors
113
Lido Advisors
California
$3.97M +$30.2K +265 +0.8%
WDL
114
Well Done LLC
Michigan
$3.95M +$11.2K +98 +0.3%
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$3.79M
NEPWA
116
New England Private Wealth Advisors
Massachusetts
$3.67M +$3.16M +27,780 +858%
HI
117
Harbour Investments
Wisconsin
$3.59M +$266K +2,335 +8%
BP
118
Ballentine Partners
Massachusetts
$3.59M
CL
119
Choreo LLC
Illinois
$3.5M +$6.38K +56 +0.2%
MWM
120
Modera Wealth Management
New Jersey
$3.45M +$265K +2,324 +9%
HTC
121
Haverford Trust Company
Pennsylvania
$3.42M +$81.9K +719 +3%
WT
122
Whittier Trust
California
$3.41M -$138K -1,211 -4%
VA
123
Valmark Advisers
Ohio
$3.37M +$37.8K +332 +1%
MCFP
124
Mallini Complete Financial Planning
Florida
$3.35M -$120K -1,050 -4%
PIMG
125
Patriot Investment Management Group
Tennessee
$3.33M -$2.53M -22,215 -44%