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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
201
Baron Silver Stevens Financial Advisors
Florida
$478K -$84.8K -1,175 -14%
PCM
202
Parsons Capital Management
Rhode Island
$477K -$71.5K -990 -12%
CA
203
Cetera Advisors
Colorado
$470K +$4.77K +66 +0.9%
LWCFA
204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$458K +$122K +1,693 +33%
SFPG
206
Stonebridge Financial Planning Group
Florida
$456K
GT
207
Glenview Trust
Kentucky
$454K
PC
208
Pecaut & Co
Iowa
$446K +$131K +1,819 +37%
RZH
209
Relyea Zuckerberg Hanson
Connecticut
$442K -$896K -12,405 -65%
FCI
210
Financial Counselors Inc
Kansas
$417K
TDC
211
Thompson Davis & Co
Virginia
$404K -$361 -5 -0.1%
IPW
212
Intergy Private Wealth
Colorado
$395K +$73.4K +1,017 +21%
KFP
213
KMG Fiduciary Partners
Ohio
$392K
IIA
214
Integral Investment Advisors
California
$391K -$57.8K -800 -12%
AAM
215
Ameraudi Asset Management
New York
$385K
TWM
216
Tradition Wealth Management
Minnesota
$377K +$17.4K +241 +4%
PA
217
Pinnacle Associates
New York
$374K +$5.49K +76 +1%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$370K -$27.5K -381 -6%
RIM
219
Rockbridge Investment Management
New York
$367K -$61.6K -853 -13%
RJT
220
Raymond James Trust
Florida
$362K
FC
221
Family CFO
California
$362K +$97K +1,343 +33%
MPM
222
Meritage Portfolio Management
Kansas
$360K +$7.22K +100 +2%
AGP
223
Autumn Glory Partners
Texas
$358K -$650 -9 -0.2%
LFA
224
Level Financial Advisors
New York
$357K +$30.3K +419 +8%
CAM
225
Cozad Asset Management
Illinois
$348K +$379K +5,246 New