We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
126
Tortoise Investment Management
New York
$621K +$29.8K +411 +5%
WFA
127
West Financial Advisors
Iowa
$606K
PCM
128
Parsons Capital Management
Rhode Island
$602K +$16.7K +230 +3%
SFPG
129
Stonebridge Financial Planning Group
Florida
$602K +$194K +2,675 +52%
FT
130
Fiduciary Trust
Massachusetts
$601K
CM
131
Capital Management
Virginia
$600K -$5.94K -82 -1%
RPC
132
Rossmore Private Capital
Connecticut
$592K
JFA
133
JNBA Financial Advisors
Minnesota
$572K +$131K +1,814 +31%
SWMG
134
Strategic Wealth Management Group
Maryland
$552K
WANY
135
Wealthspire Advisors (New York)
New York
$552K +$542K +7,488 New
EH
136
Equitable Holdings
New York
$543K +$105K +1,453 +25%
MFGP
137
Marshall Financial Group (Pennsylvania)
Pennsylvania
$534K -$54.9K -758 -9%
MAG
138
Mokosak Advisory Group
Iowa
$531K -$9.85K -136 -2%
PWP
139
Principle Wealth Partners
Connecticut
$520K +$511K +7,053 New
LWCFA
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$513K +$100K +1,385 +25%
LA
141
LexAurum Advisors
Kansas
$505K -$3.84K -53 -0.8%
AAM
142
Ameraudi Asset Management
New York
$494K
SPIA
143
Strategic Point Investment Advisors
Rhode Island
$489K +$52.1K +720 +12%
ST
144
Smithfield Trust
Pennsylvania
$482K -$2.1K -29 -0.4%
FCI
145
Financial Counselors Inc
Kansas
$480K
BWM
146
Bulltick Wealth Management
Florida
$480K +$471K +6,504 New
FAIM
147
Financial Advocates Investment Management
Washington
$475K +$467K +6,447 New
CIA
148
Compass Ion Advisors
Pennsylvania
$465K -$20.9K -288 -4%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$465K +$264K +3,640 +136%
BPA
150
Beacon Pointe Advisors
California
$458K +$56K +774 +14%