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Vanguard ESG US Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
51
American Investment Services
Massachusetts
$202K +$192K +3,186 New
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$144K
FGAM
53
Financial Gravity Asset Management
Texas
$138K +$131K +2,171 New
SWM
54
Spire Wealth Management
Virginia
$114K -$71.1K -1,176 -39%
FHA
55
First Horizon Advisors
Tennessee
$105K +$1.39K +23 +1%
US Bancorp
56
US Bancorp
Minnesota
$80.2K +$5.8K +96 +8%
AF
57
Advisornet Financial
Minnesota
$38.9K -$66.6K -1,102 -64%
SC
58
Stephens Consulting
Michigan
$37.3K
AWM
59
AllSquare Wealth Management
New York
$35.7K
VAG
60
VisionPoint Advisory Group
Texas
$14.5K +$13.8K +228 New
RCM
61
Rain Capital Management
Oregon
$7.33K +$121 +2 +2%
FCG
62
Financial Connections Group
California
$7K +$6.77K +112 New
LFG
63
Larson Financial Group
Missouri
$6.28K
FSWA
64
Financial Synergies Wealth Advisors
Texas
$5.21K -$1.87K -31 -26%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.58K +$4.35K +72 New
MIA
66
Milestone Investment Advisors
Wisconsin
$3.74K -$544 -9 -13%
CMP
67
Coston McIsaac & Partners
Maine
$3K +$60 +1 +2%
Citadel Advisors
68
Citadel Advisors
Florida
-$821K -13,823 Closed
CAN
69
Cetera Advisor Networks
California
-$225K -3,791 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
-$22.2K -373 Closed