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Vanguard FTSE Pacific ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Atomi Financial Group
New York
$207K +$215K +3,092 New
BAM
227
Belpointe Asset Management
Nevada
$204K -$453K -6,523 -68%
FOFP
228
Fee-Only Financial Planning
South Carolina
$203K -$4.58K -66 -2%
GWM
229
GSB Wealth Management
Connecticut
$203K -$7.29K -105 -3%
TFCP
230
Twin Focus Capital Partners
Massachusetts
$201K – – –
Citigroup
231
Citigroup
New York
$196K -$6.74K -97 -3%
SWM
232
Spire Wealth Management
Virginia
$195K +$79.4K +1,143 +65%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$191K -$15.6K -225 -8%
CTC
234
Central Trust Company
Missouri
$176K -$4.17K -60 -2%
KFI
235
Key Financial Inc
Pennsylvania
$163K – – –
S
236
SignatureFD
Georgia
$156K +$65.9K +948 +68%
CA
237
Clearstead Advisors
Ohio
$155K – – –
US Bancorp
238
US Bancorp
Minnesota
$147K +$140K +2,013 +1,100%
NOI
239
Newton One Investments
Delaware
$130K +$556 +8 +0.4%
GWM
240
Geneos Wealth Management
Colorado
$129K – – –
HL
241
HeadInvest LLC
Maine
$124K +$130K +1,870 New
HNB
242
Huntington National Bank
Ohio
$123K – – –
RIA
243
Realta Investment Advisors
Delaware
$117K – – –
CBT
244
Central Bank & Trust
Kentucky
$115K – – –
CTA
245
Colonial Trust Advisors
South Carolina
$90K -$21.5K -310 -19%
AA
246
Ancora Advisors
Ohio
$78K – – –
IRC
247
Investors Research Corp
Georgia
$76.8K – – –
Bessemer Group
248
Bessemer Group
New Jersey
$70K – – –
SPIA
249
Steward Partners Investment Advisory
New York
$67.5K -$17K -244 -19%
CFD
250
Creative Financial Designs
Indiana
$63.6K +$58.8K +847 +814%