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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$458K +$56K +774 +14%
T
152
TrueFG
Texas
$443K +$121K +1,667 +38%
MWA
153
MFA Wealth Advisors
Pennsylvania
$437K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$432K +$250K +3,459 +145%
SRC
155
Shufro Rose & Co
New York
$428K – – –
MSA
156
Marino Stram & Associates
Massachusetts
$418K +$411K +5,674 New
RIM
157
Rockbridge Investment Management
New York
$417K +$9.78K +135 +2%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$413K -$16K -221 -4%
CA
159
Cetera Advisors
Colorado
$391K +$22.7K +314 +6%
Stifel Financial
160
Stifel Financial
Missouri
$386K +$94.5K +1,305 +33%
CFA
161
Capstone Financial Advisors
Illinois
$381K +$124K +1,708 +49%
VA
162
Valmark Advisers
Ohio
$378K +$371K +5,121 New
ACA
163
Atlas Capital Advisors
Wyoming
$378K +$127K +1,748 +52%
GAM
164
Gould Asset Management
California
$371K -$31.9K -440 -8%
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$366K – – –
MPM
166
Meritage Portfolio Management
Kansas
$357K +$73.1K +1,010 +26%
CAL
167
Capital Analysts LLC
Pennsylvania
$355K +$191K +2,638 +121%
VFA
168
Valeo Financial Advisors
Indiana
$340K – – –
CA
169
CGN Advisors
Kansas
$326K +$320K +4,416 New
RCS
170
Retirement Capital Strategies
California
$314K -$2.71M -37,422 -90%
EHPM
171
Emery Howard Portfolio Management
California
$314K +$308K +4,259 New
FGP
172
Foyston, Gordon, & Payne
Ontario, Canada
$313K – – –
MWA
173
Meridian Wealth Advisors
Texas
$303K +$652 +9 +0.2%
FWI
174
Facet Wealth Inc
Maryland
$294K +$288K +3,981 New
BFA
175
Bragg Financial Advisors
North Carolina
$293K +$5.21K +72 +2%