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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIM
176
Ervin Investment Management
Washington
$734K +$713K +8,346 New
Stifel Financial
177
Stifel Financial
Missouri
$732K +$42K +492 +6%
NA
178
Nottingham Advisors
New York
$725K
PCM
179
Parsons Capital Management
Rhode Island
$724K -$12.8K -150 -2%
CF
180
Corrigan Financial
Rhode Island
$722K +$325K +3,804 +86%
GAM
181
Gould Asset Management
California
$722K +$200K +2,340 +40%
CT
182
Cambridge Trust
Massachusetts
$711K +$49.7K +582 +8%
RPC
183
Rossmore Private Capital
Connecticut
$705K
T
184
TrueFG
Texas
$701K
SPIA
185
Strategic Point Investment Advisors
Rhode Island
$685K +$73K +855 +12%
BC
186
Bartlett & Co
Ohio
$685K +$117K +1,375 +21%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$685K +$117K +1,375 +21%
MAG
188
Mokosak Advisory Group
Iowa
$676K +$46K +539 +8%
FA
189
Fountainhead AM
New Jersey
$671K +$26.6K +311 +4%
LA
190
LexAurum Advisors
Kansas
$667K -$22.3K -261 -3%
AP
191
Appleton Partners
Massachusetts
$664K +$39.1K +458 +6%
MFG
192
Merit Financial Group
Georgia
$662K +$644K +7,535 New
TIM
193
Tortoise Investment Management
New York
$659K -$19.1K -224 -3%
WANY
194
Wealthspire Advisors (New York)
New York
$658K
WAL
195
W Advisors LLC
Tennessee
$658K +$639K +7,482 New
SA
196
Stewardship Advisors
Pennsylvania
$645K -$83.2K -974 -12%
CAN
197
Cetera Advisor Networks
California
$643K +$625K +7,317 New
FTUS
198
Flow Traders U.S.
New York
$624K -$4.58M -53,648 -88%
CA
199
Cetera Advisors
Colorado
$622K +$97.1K +1,137 +19%
LWCFA
200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$611K