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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
126
Trademark Financial Management
Minnesota
$3.68M -$884K -7,366 -20%
BP
127
Ballentine Partners
Massachusetts
$3.67M
CL
128
Choreo LLC
Illinois
$3.59M -$12K -100 -0.3%
MWM
129
Modera Wealth Management
New Jersey
$3.52M -$7.2K -60 -0.2%
WT
130
Whittier Trust
California
$3.51M
HTC
131
Haverford Trust Company
Pennsylvania
$3.5M +$12K +100 +0.3%
VA
132
Valmark Advisers
Ohio
$3.44M -$2.52K -21 -0.1%
PIMG
133
Patriot Investment Management Group
Tennessee
$3.38M -$14.9K -124 -0.4%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$3.33M +$96.2K +802 +3%
MCFP
135
Mallini Complete Financial Planning
Florida
$3.32M -$103K -855 -3%
ACA
136
Affinity Capital Advisors
California
$3.29M -$52.4K -437 -2%
TDWM
137
Topel & Distasi Wealth Management
California
$3.23M -$144K -1,204 -4%
HIC
138
Hamrick Investment Counsel
Washington
$3.14M +$3.12M +25,972 New
FT
139
Fiduciary Trust
Massachusetts
$3.02M -$73.4K -612 -2%
EWA
140
EP Wealth Advisors
California
$2.99M +$2.97M +24,739 New
SC
141
Sapient Capital
Indiana
$2.99M
RMDI
142
R.M. Davis Inc
Maine
$2.98M +$27K +225 +0.9%
SFA
143
Sequoia Financial Advisors
Ohio
$2.97M -$65.7K -548 -2%
Stifel Financial
144
Stifel Financial
Missouri
$2.97M +$57.1K +476 +2%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$2.95M +$511K +4,259 +21%
SPIA
146
Strategic Point Investment Advisors
Rhode Island
$2.92M
TWG
147
The Wealth Group
Minnesota
$2.92M +$22.3K +186 +0.8%
AA
148
Atmos Advisory
Pennsylvania
$2.91M -$17.2K -143 -0.6%
CA
149
CGN Advisors
Kansas
$2.85M +$164K +1,367 +6%
Fidelity Investments
150
Fidelity Investments
Massachusetts
$2.8M +$1.8K +15 +0.1%