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Vanguard ESG US Corporate Bond ETF
VCEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Baldrige Asset Management
Pennsylvania
$133K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$130K +$11.4K +178 +9%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$124K +$127K +1,972 New
CA
29
Clearstead Advisors
Ohio
$124K -$321 -5 -0.3%
BC
30
Bartlett & Co
Ohio
$124K +$127K +1,972 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$110K +$112K +1,750 New
WT
32
Whittier Trust
California
$109K – – –
FHA
33
First Horizon Advisors
Tennessee
$108K +$110K +1,715 New
UBS Group
34
UBS Group
Switzerland
$79K -$752K -11,712 -90%
SWM
35
Spire Wealth Management
Virginia
$76K – – –
AF
36
Advisornet Financial
Minnesota
$69K – – –
COCM
37
Charter Oak Capital Management
New Hampshire
$67K -$17.3K -270 -20%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$39K +$39.9K +621 New
AWM
39
AllSquare Wealth Management
New York
$36K – – –
AF
40
Allworth Financial
California
$26K +$26.8K +418 New
CMP
41
Coston McIsaac & Partners
Maine
$17K +$17.1K +266 New
BC
42
Burleson & Co
California
$13K +$12.8K +200 New
APA
43
American Portfolios Advisors
New York
$12.7K – – –
CT
44
Caldwell Trust
Florida
$9.13K – – –
FSWA
45
Financial Synergies Wealth Advisors
Texas
$4.06K +$4.17K +65 New
NCM
46
Northland Capital Management
Minnesota
– -$808K -11,906 Closed
TWP
47
Transparent Wealth Partners
Arkansas
– -$324K -4,767 Closed
TDWM
48
Topel & Distasi Wealth Management
California
– -$302K -4,454 Closed
BIA
49
Bigelow Investment Advisors
Maine
– -$223K -3,283 Closed
RRA
50
Round Rock Advisors
Connecticut
– -$214K -3,153 Closed
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