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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SeaCrest Wealth Management
New York
$341K
MWP
227
MYCIO Wealth Partners
Pennsylvania
$337K +$342K +4,588 New
IA
228
IFP Advisors
Florida
$335K +$172K +2,302 +101%
Barclays
229
Barclays
United Kingdom
$330K
BFO
230
Boston Family Office
Massachusetts
$330K
PW
231
Peninsula Wealth
California
$326K +$36.7K +492 +12%
AW
232
ACG Wealth
Georgia
$320K +$67.2K +901 +26%
BJL
233
Brighton Jones LLC
Washington
$319K +$38.3K +513 +13%
GC
234
Garde Capital
Washington
$317K +$15.9K +213 +5%
SMC
235
Smith, Moore & Co
Missouri
$316K +$30.1K +404 +10%
BWM
236
Brickley Wealth Management
California
$315K +$321K +4,299 New
PCG
237
Private Capital Group
Connecticut
$314K
ATC
238
Argent Trust Co
Tennessee
$313K +$320K +4,297 New
ST
239
Smithfield Trust
Pennsylvania
$309K -$46.5K -624 -13%
CWM
240
Circle Wealth Management
New Jersey
$308K +$3.43K +46 +1%
BII
241
Bainco International Investors
Massachusetts
$306K
IWA
242
Intercontinental Wealth Advisors
Texas
$303K
CAN
243
Claraphi Advisory Network
United States
$300K +$1.34K +18 +0.4%
CFA
244
Cahill Financial Advisors
Minnesota
$298K -$6.56K -88 -2%
TWA
245
TCI Wealth Advisors
Arizona
$296K +$3.65K +49 +1%
CFB
246
Cullen/Frost Bankers
Texas
$294K
FCH
247
Freestone Capital Holdings
Washington
$292K +$297K +3,980 New
SS
248
Simplicity Solutions
Minnesota
$291K +$296K +3,966 New
MM
249
Main Management
California
$288K -$5.15K -69 -2%
RW
250
Rand Wealth
Maryland
$287K -$298 -4 -0.1%