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Vanguard ESG US Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIM
201
Ervin Investment Management
Washington
$1.15M – – –
BRIA
202
Balanced Rock Investment Advisors
Massachusetts
$1.13M -$59.7K -571 -5%
JFG
203
Jefferies Financial Group
New York
$1.12M -$12.1K -116 -1%
FFA
204
Farther Finance Advisors
California
$1.11M -$105K -1,001 -8%
JIC
205
Joel Isaacson & Co
New York
$1.1M +$3.35K +32 +0.3%
AB
206
ANB Bank
Colorado
$1.09M +$57.5K +550 +5%
SCA
207
Scott Capital Advisors
Oregon
$1.09M +$1.17M +11,151 New
WS
208
Wedbush Securities
California
$1.09M -$18.8K -180 -2%
FF
209
Farnam Financial
Arizona
$1.09M -$95.5K -913 -8%
B
210
Bailard
California
$1.09M +$155K +1,481 +15%
GVAG
211
Great Valley Advisor Group
Delaware
$1.06M +$941 +9 +0.1%
MFIM
212
Mesirow Financial Investment Management
Illinois
$1.04M +$81.8K +782 +8%
TI
213
Truepoint Inc
Ohio
$1.04M +$200K +1,917 +22%
LC
214
Lindbrook Capital
California
$1.03M – – –
AFG
215
Atomi Financial Group
New York
$1.02M +$385K +3,685 +55%
LWP
216
Laurel Wealth Planning
Minnesota
$992K -$45.1K -431 -4%
SOAG
217
Silver Oak Advisory Group
Oregon
$978K +$40.9K +391 +4%
WA
218
Waverly Advisors
Alabama
$971K +$321K +3,074 +45%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$960K +$517K +4,948 +102%
NCM
220
Novare Capital Management
North Carolina
$958K +$129K +1,235 +14%
SI
221
Seeds Investor
New York
$954K – – –
FC
222
Family CFO
California
$947K +$10.8K +103 +1%
GT
223
Glenmede Trust
Pennsylvania
$936K +$132K +1,259 +15%
BFA
224
Bragg Financial Advisors
North Carolina
$934K +$58.2K +557 +6%
FNC
225
First National Corp
Massachusetts
$932K +$10.2K +98 +1%