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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
126
Keel Point
Alabama
$442K +$416K +6,300 New
ST
127
Sageworth Trust
Pennsylvania
$441K +$91K +1,379 +28%
DJSG
128
D.J. St. Germain
Massachusetts
$430K +$96.1K +1,456 +31%
MAM
129
MMA Asset Management
Pennsylvania
$428K +$402K +6,096 New
SPIA
130
Strategic Point Investment Advisors
Rhode Island
$420K +$390K +5,905 New
JFA
131
JNBA Financial Advisors
Minnesota
$417K +$238K +3,609 +155%
MWA
132
MFA Wealth Advisors
Pennsylvania
$416K +$391K +5,931 New
EH
133
Equitable Holdings
New York
$415K +$390K +5,908 New
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$408K -$13.2K -200 -3%
SRC
135
Shufro Rose & Co
New York
$407K
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$390K +$367K +5,565 New
RIM
137
Rockbridge Investment Management
New York
$387K +$3.17K +48 +0.9%
GAM
138
Gould Asset Management
California
$384K +$72.3K +1,095 +25%
BPA
139
Beacon Pointe Advisors
California
$380K -$192K -2,909 -35%
SFPG
140
Stonebridge Financial Planning Group
Florida
$362K +$341K +5,160 New
CA
141
Cetera Advisors
Colorado
$350K +$102K +1,543 +45%
NEPWA
142
New England Private Wealth Advisors
Massachusetts
$347K
VFA
143
Valeo Financial Advisors
Indiana
$323K -$27.9K -422 -8%
KAS
144
Kestra Advisory Services
Texas
$321K +$303K +4,594 New
Truist Financial
145
Truist Financial
North Carolina
$319K +$9.24K +140 +3%
T
146
TrueFG
Texas
$305K +$287K +4,343 New
FAG
147
Financial Advisory Group
Texas
$301K +$32.3K +490 +13%
FGP
148
Foyston, Gordon, & Payne
Ontario, Canada
$298K -$7.26K -110 -3%
MWA
149
Meridian Wealth Advisors
Texas
$288K +$924 +14 +0.3%
DP
150
Denver PWM
Colorado
$279K +$266K +4,029 New