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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
201
Patriot Investment Management Group
Tennessee
$219K +$215K +2,975 New
TP
202
Tranquility Partners
Tennessee
$218K – – –
WDL
203
Well Done LLC
Michigan
$216K +$212K +2,929 New
LNC
204
Lincoln National Corp
Pennsylvania
$207K +$203K +2,797 New
KAH
205
Kathryn A. Hall
$207K +$204K +2,813 New
AAS
206
Avantax Advisory Services
Texas
$204K +$201K +2,772 New
EFG
207
Everhart Financial Group
Ohio
$201K +$197K +2,725 New
Deutsche Bank
208
Deutsche Bank
Germany
$195K +$191K +2,640 New
GWM
209
Geneos Wealth Management
Colorado
$189K -$6.3K -87 -3%
PAI
210
Pittenger & Anderson Inc
Nebraska
$180K – – –
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$172K +$75.5K +1,043 +86%
FI
212
FormulaFolio Investments
Michigan
$147K +$139K +1,916 New
FCM
213
Firestone Capital Management
Florida
$142K +$30.2K +417 +28%
APW
214
Acima Private Wealth
Virginia
$131K – – –
EI
215
Ellevest Inc
New York
$128K +$6.95K +96 +6%
CSPAM
216
Cary Street Partners Asset Management
Virginia
$103K – – –
CWA
217
Carolina Wealth Advisors
South Carolina
$102K – – –
APA
218
American Portfolios Advisors
New York
$98.1K +$43.2K +597 +81%
AFS
219
Annapolis Financial Services
Maryland
$89K – – –
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$68K +$145 +2 +0.2%
BFC
221
Bedel Financial Consulting
Indiana
$67K – – –
ME
222
McIlrath & Eck
Washington
$64K +$16.7K +230 +36%
AIA
223
Arcadia Investment Advisors
Idaho
$62.6K -$7.1K -98 -10%
TWA
224
TCI Wealth Advisors
Arizona
$62K – – –
NSIM
225
North Star Investment Management
Illinois
$57K +$72 +1 +0.1%