We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$788K -$298K -3,843 -28%
BOS
127
Bingham Osborn & Scarborough
California
$777K +$23.5K +303 +3%
G
128
GenTrust
Florida
$760K -$59.6K -768 -7%
NA
129
Nottingham Advisors
New York
$736K
PFC
130
Phocas Financial Corp
California
$735K +$11.6K +150 +2%
FAIM
131
Financial Advocates Investment Management
Washington
$727K +$205K +2,638 +41%
EH
132
Equitable Holdings
New York
$717K +$124K +1,598 +22%
BPA
133
Beacon Pointe Advisors
California
$712K +$211K +2,715 +44%
VAS
134
Vestmark Advisory Solutions
Massachusetts
$692K
JFA
135
JNBA Financial Advisors
Minnesota
$689K +$66.2K +853 +11%
PWP
136
Principle Wealth Partners
Connecticut
$686K +$118K +1,527 +22%
IC
137
Inscription Capital
Texas
$686K +$666K +8,580 New
PCA
138
Personal Capital Advisors
California
$683K +$663K +8,542 New
PCM
139
Parsons Capital Management
Rhode Island
$672K +$18.2K +235 +3%
CM
140
Capital Management
Virginia
$651K
AFS
141
Annapolis Financial Services
Maryland
$648K +$535K +6,895 +570%
ST
142
Smithfield Trust
Pennsylvania
$645K +$119K +1,536 +24%
RPC
143
Rossmore Private Capital
Connecticut
$642K
TIM
144
Tortoise Investment Management
New York
$633K -$40K -515 -6%
Jane Street
145
Jane Street
New York
$617K -$108K -1,396 -15%
LA
146
LexAurum Advisors
Kansas
$614K +$63.5K +819 +12%
SWMG
147
Strategic Wealth Management Group
Maryland
$599K
MFGP
148
Marshall Financial Group (Pennsylvania)
Pennsylvania
$587K +$8.07K +104 +1%
Stifel Financial
149
Stifel Financial
Missouri
$587K +$164K +2,112 +40%
MAG
150
Mokosak Advisory Group
Iowa
$558K -$18.2K -234 -3%