We are live on ! Find out more
ESGV icon

Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
201
B. Riley Wealth Advisors
Florida
$600K +$129K +1,510 +28%
FCI
202
Financial Counselors Inc
Kansas
$597K +$60.2K +705 +12%
CWA
203
CJM Wealth Advisers
Virginia
$590K +$573K +6,712 New
BSSFA
204
Baron Silver Stevens Financial Advisors
Florida
$565K +$51.6K +604 +10%
RIM
205
Rockbridge Investment Management
New York
$561K +$54.6K +639 +11%
CFA
206
Capstone Financial Advisors
Illinois
$551K +$82.6K +967 +18%
SFPG
207
Stonebridge Financial Planning Group
Florida
$548K +$11.5K +135 +2%
IIA
208
Integral Investment Advisors
California
$525K +$510K +5,968 New
EC
209
Estate Counselors
Wisconsin
$523K +$509K +5,960 New
CIAS
210
CFS Investment Advisory Services
New Jersey
$521K -$6.07K -71 -1%
MWA
211
MFA Wealth Advisors
Pennsylvania
$521K
KFP
212
KMG Fiduciary Partners
Ohio
$519K
SRC
213
Shufro Rose & Co
New York
$510K
AAM
214
Ameraudi Asset Management
New York
$509K
GW
215
GW & Wade
Massachusetts
$501K +$487K +5,698 New
LIG
216
Lokken Investment Group
Delaware
$500K
AGP
217
Autumn Glory Partners
Texas
$475K +$461K +5,399 New
CAL
218
Capital Analysts LLC
Pennsylvania
$472K -$3.42K -40 -0.7%
MPM
219
Meritage Portfolio Management
Kansas
$468K +$34.2K +400 +8%
TDC
220
Thompson Davis & Co
Virginia
$468K +$455K +5,321 New
FNC
221
First National Corp
Massachusetts
$454K +$442K +5,171 New
ACA
222
Atlas Capital Advisors
Wyoming
$451K +$427 +5 +0.1%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$449K +$437K +5,112 New
SMFG
224
Sumitomo Mitsui Financial Group
Japan
$432K +$156K +1,823 +59%
DP
225
Denver PWM
Colorado
$419K +$13.8K +162 +4%