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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
$1.94M -$40.4K -386 -2%
WFA
152
West Financial Advisors
Iowa
$1.91M +$21.1K +202 +1%
SA
153
Skyline Advisors
Washington
$1.88M -$684K -6,541 -25%
W
154
WealthCollab
Washington
$1.74M +$52.8K +505 +3%
AA
155
Addison Advisors
Vermont
$1.73M -$730K -6,985 -28%
JBA
156
Johnson Bixby & Associates
Washington
$1.69M -$319K -3,051 -15%
VAF
157
Values Added Financial
District of Columbia
$1.68M +$319K +3,049 +22%
MWM
158
Mission Wealth Management
California
$1.67M -$10K -96 -0.6%
GT
159
Glenview Trust
Kentucky
$1.66M -$14.1K -135 -0.8%
PWM
160
Perigon Wealth Management
California
$1.66M -$125K -1,193 -7%
LRIA
161
Leonard Rickey Investment Advisors
Washington
$1.64M +$221K +2,109 +14%
SPIA
162
Strategic Point Investment Advisors
Rhode Island
$1.62M +$8.89K +85 +0.5%
AFG
163
Albion Financial Group
Utah
$1.62M +$1.22M +11,699 +244%
VA
164
Valmark Advisers
Ohio
$1.59M +$105 +1 +0%
AC
165
Arjuna Capital
North Carolina
$1.59M -$430K -4,110 -20%
Stifel Financial
166
Stifel Financial
Missouri
$1.58M +$65.5K +626 +4%
EHC
167
Everett Harris & Co
California
$1.57M
WPC
168
Wedmont Private Capital
Pennsylvania
$1.55M +$1.47M +14,042 +550%
UB
169
UMB Bank
Missouri
$1.52M
M&T Bank
170
M&T Bank
New York
$1.51M -$1.24M -11,862 -43%
ST
171
Smithfield Trust
Pennsylvania
$1.5M +$2.93K +28 +0.2%
NCM
172
Northland Capital Management
Minnesota
$1.49M -$66.7K -638 -4%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$1.49M +$355K +3,391 +29%
TRCT
174
Tower Research Capital (TRC)
New York
$1.46M +$1.56M +14,899 New
WANY
175
Wealthspire Advisors (New York)
New York
$1.45M +$965K +9,225 +165%