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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
176
Halbert Hargrove Global Advisors
California
$795K -$146K -2,183 -15%
JFA
177
JNBA Financial Advisors
Minnesota
$788K +$35.1K +526 +5%
CCWA
178
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$782K +$88.2K +1,323 +13%
WS
179
Wedbush Securities
California
$776K +$33.6K +504 +4%
RWP
180
RWA Wealth Partners
Massachusetts
$755K +$66.7K +1,000 +10%
MFGP
181
Marshall Financial Group (Pennsylvania)
Pennsylvania
$754K -$163K -2,448 -18%
VFA
182
Valeo Financial Advisors
Indiana
$752K +$455K +6,814 +148%
DAS
183
Dynamic Advisor Solutions
Arizona
$735K -$25.2K -378 -3%
SPIA
184
Strategic Point Investment Advisors
Rhode Island
$731K +$6.67K +100 +0.9%
AIA
185
Arbor Investment Advisors
North Carolina
$726K +$735K +11,017 New
WANY
186
Wealthspire Advisors (New York)
New York
$716K +$3.33K +50 +0.5%
CIA
187
Cascade Investment Advisors
Oregon
$711K
Stifel Financial
188
Stifel Financial
Missouri
$700K -$192K -2,880 -21%
T
189
TrueFG
Texas
$697K +$48.2K +723 +7%
G
190
GenTrust
Florida
$690K -$79.4K -1,191 -10%
EA
191
Echo45 Advisors
California
$675K +$684K +10,253 New
FMWA
192
Forvis Mazars Wealth Advisors
Missouri
$672K +$398K +5,960 +141%
Massachusetts Financial Services
193
Massachusetts Financial Services
Massachusetts
$667K +$264K +3,956 +64%
CF
194
Corrigan Financial
Rhode Island
$666K +$29.1K +436 +5%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$659K +$312K +4,680 New
AL
196
Aspiriant LLC
California
$655K +$307K +4,595 +86%
MSWMA
197
Market Street Wealth Management Advisors
Indiana
$644K -$3.05M -45,750 -82%
GA
198
Greenspring Advisors
Maryland
$640K
MIA
199
Milestone Investment Advisors
Wisconsin
$637K +$645K +9,676 New
EIM
200
Ervin Investment Management
Washington
$632K +$25K +375 +4%