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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
176
Rockbridge Investment Management
New York
$460K
LIG
177
Lokken Investment Group
Delaware
$456K +$469K +5,691 New
CAL
178
Capital Analysts LLC
Pennsylvania
$433K -$10.7K -130 -2%
CFA
179
Capstone Financial Advisors
Illinois
$425K +$1.24K +15 +0.3%
BRWA
180
B. Riley Wealth Advisors
Florida
$425K +$437K +5,307 New
FFWA
181
FRG Family Wealth Advisors
Washington
$416K
Cetera Investment Advisers
182
Cetera Investment Advisers
Illinois
$413K -$33.8K -410 -7%
ACA
183
Atlas Capital Advisors
Wyoming
$411K +$330 +4 +0.1%
NEPWA
184
New England Private Wealth Advisors
Massachusetts
$397K -$82 -1 -0%
MPM
185
Meritage Portfolio Management
Kansas
$395K
Principal Financial Group
186
Principal Financial Group
Iowa
$390K +$2.22K +27 +0.6%
BBW
187
Blue Barn Wealth
Utah
$370K
VFA
188
Valeo Financial Advisors
Indiana
$369K
Prudential Financial
189
Prudential Financial
New Jersey
$369K +$368K +4,464 New
DP
190
Denver PWM
Colorado
$367K +$3.21K +39 +0.9%
CF
191
Corrigan Financial
Rhode Island
$353K +$86.1K +1,045 +31%
Bank of New York Mellon
192
Bank of New York Mellon
New York
$353K +$100K +1,215 +38%
Citigroup
193
Citigroup
New York
$333K -$73.8K -896 -18%
MWA
194
Meridian Wealth Advisors
Texas
$331K +$989 +12 +0.3%
FCM
195
Firestone Capital Management
Florida
$325K
BFA
196
Bragg Financial Advisors
North Carolina
$318K
APA
197
American Portfolios Advisors
New York
$315K +$101K +1,224 +45%
FFG
198
Fullen Financial Group
Ohio
$302K +$824 +10 +0.3%
IAN
199
Integrated Advisors Network
Texas
$300K +$247 +3 +0.1%
PGAM
200
Princeton Global Asset Management
New Jersey
$300K +$33K +401 +12%