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Vanguard ESG US Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAG
126
Oakmont Advisory Group
New Mexico
$29.1K +$29.1K +464 New
KFP
127
Kroeger Financial Partners
California
$29K +$29K +462 New
Ashton Thomas Private Wealth
128
Ashton Thomas Private Wealth
Arizona
$27.4K – – –
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$26.4K +$26.4K +421 New
Physician Wealth Advisors
130
Physician Wealth Advisors
Utah
$26.1K – – –
North Star Investment Management
131
North Star Investment Management
Illinois
$19.8K +$19.8K +315 New
GCP
132
Gill Capital Partners
Colorado
$17.6K – – –
TCM
133
Tradewinds Capital Management
Washington
$12.2K +$1.76K +28 +17%
MWPCG
134
Measured Wealth Private Client Group
New Hampshire
$9.9K – – –
DF
135
Dunhill Financial
United Kingdom
$9.5K +$9.5K +152 New
APFP
136
Action Point Financial Planning
Michigan
$9.35K +$9.36K +149 New
SIS
137
Strategic Investment Solutions
Illinois
$8.34K +$188 +3 +2%
BFSG LLC
138
BFSG LLC
California
$7.28K – – –
FRA
139
Front Row Advisors
California
$4.6K – – –
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$4.52K – – –
CMP
141
Coston McIsaac & Partners
Maine
$4K +$63 +1 +2%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$126 +$126 +2 New
XY Planning Network
143
XY Planning Network
Montana
– -$498K -7,944 Closed
GSF
144
Grove Street Fiduciary
New Hampshire
– -$243K -3,861 Closed
RMG Wealth Management
145
RMG Wealth Management
Wisconsin
– -$190K -3,021 Closed
WOSD
146
WFA of San Diego
California
– -$63.2K -1,006 Closed
Steward Partners Investment Advisory
147
Steward Partners Investment Advisory
New York
– -$50.9K -811 Closed
Sound Income Strategies
148
Sound Income Strategies
Florida
– -$50.1K -800 Closed