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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
201
Karpus Investment Management
New York
$501K -$65.6K -935 -11%
SOAG
202
Silver Oak Advisory Group
Oregon
$500K +$305K +4,348 +121%
LA
203
LexAurum Advisors
Kansas
$486K -$25.6K -365 -5%
AIP
204
Ameritas Investment Partners
Nebraska
$481K +$21.2K +302 +4%
SWP
205
Stratos Wealth Partners
Ohio
$480K +$29K +413 +6%
PHAM
206
Palisades Hudson Asset Management
Florida
$477K +$532K +7,577 New
RPC
207
Rossmore Private Capital
Connecticut
$474K – – –
MAG
208
Mokosak Advisory Group
Iowa
$461K -$11.9K -170 -2%
LC
209
Lindbrook Capital
California
$446K +$358K +5,107 +258%
AP
210
Appleton Partners
Massachusetts
$444K -$53.7K -765 -10%
CA
211
Cetera Advisors
Colorado
$444K -$1.75K -25 -0.4%
CFA
212
Capstone Financial Advisors
Illinois
$443K +$183K +2,604 +59%
TI
213
Truepoint Inc
Ohio
$440K +$491K +6,992 New
NIM
214
Northeast Investment Management
Massachusetts
$439K -$634K -9,035 -56%
FA
215
Fountainhead AM
New Jersey
$439K -$112K -1,600 -19%
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$437K – – –
SFPG
217
Stonebridge Financial Planning Group
Florida
$432K – – –
PCM
218
Parsons Capital Management
Rhode Island
$424K -$31.6K -450 -6%
NAMP
219
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$417K +$164K +2,335 +54%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$410K -$33.4K -476 -7%
ACM
221
Armbruster Capital Management
New York
$401K +$131K +1,870 +42%
FCI
222
Financial Counselors Inc
Kansas
$389K -$6.67K -95 -2%
Massachusetts Financial Services
223
Massachusetts Financial Services
Massachusetts
$388K -$794K -11,307 -65%
APA
224
American Portfolios Advisors
New York
$375K -$146K -2,086 -26%
IPW
225
Intergy Private Wealth
Colorado
$373K -$1.12K -16 -0.3%