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Vanguard ESG US Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$705K +$56.5K +929 +8%
AIP
27
Ameritas Investment Partners
Nebraska
$631K +$272K +4,463 +72%
AF
28
Allworth Financial
California
$603K +$53.5K +880 +9%
LOIP
29
Live Oak Investment Partners
Texas
$589K
VNA
30
Valley National Advisers
Pennsylvania
$494K +$9.43K +155 +2%
WCWM
31
Willow Creek Wealth Management
California
$449K +$11.1K +183 +2%
WFA
32
West Financial Advisors
Iowa
$443K +$122 +2 +0%
GAM
33
Gould Asset Management
California
$412K +$23.1K +380 +6%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$380K +$3.65K +60 +0.9%
LSA
35
Lion Street Advisors
Texas
$371K +$380K +6,245 New
MML Investors Services
36
MML Investors Services
Massachusetts
$349K +$14.8K +243 +4%
RJA
37
Raymond James & Associates
Florida
$331K
Osaic Holdings
38
Osaic Holdings
Arizona
$318K +$101K +1,660 +45%
EP
39
Essential Planning
New Hampshire
$296K
KMWM
40
Keudell/Morrison Wealth Management
Oregon
$275K +$35.6K +585 +14%
SM
41
Sweeney & Michel
California
$256K -$58.7K -965 -18%
JP Morgan Chase
42
JP Morgan Chase
New York
$251K +$257K +4,224 New
WT
43
Whittier Trust
California
$238K -$105K -1,730 -30%
CAN
44
Cetera Advisor Networks
California
$225K +$231K +3,791 New
UBS Group
45
UBS Group
Switzerland
$205K -$192K -3,152 -48%
SWM
46
Spire Wealth Management
Virginia
$178K +$1.03K +17 +0.6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$150K -$3.59K -59 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$135K
AF
49
Advisornet Financial
Minnesota
$102K
FHA
50
First Horizon Advisors
Tennessee
$97.5K +$974 +16 +1%