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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DT
226
Diversified Trust
Tennessee
$889K +$91.9K +1,181 +12%
FM
227
Family Management
New York
$885K -$36.6K -471 -4%
CFB
228
Cullen/Frost Bankers
Texas
$876K +$525K +6,750 +166%
ATC
229
Argent Trust Co
Tennessee
$874K -$79.7K -1,024 -9%
BP
230
Ballentine Partners
Massachusetts
$868K -$103K -1,328 -11%
IAA
231
Independent Advisor Alliance
North Carolina
$868K +$833K +10,714 New
BEC
232
Blue Edge Capital
Virginia
$855K -$26.4K -340 -3%
VCM
233
Vivaldi Capital Management
Illinois
$835K +$78.1K +1,004 +11%
KP
234
Keel Point
Alabama
$823K -$864K -11,109 -52%
JPG
235
Jordan Park Group
California
$810K
CG
236
Caprock Group
Idaho
$803K -$2.41K -31 -0.3%
CFMC
237
Curbstone Financial Management Corp
New Hampshire
$771K
Vanguard Group
238
Vanguard Group
Pennsylvania
$767K -$1.15M -14,843 -61%
LFS
239
Lutz Financial Services
Nebraska
$764K -$1.01K -13 -0.1%
TFF
240
The Family Firm
Maryland
$758K +$2.88K +37 +0.4%
JWBC
241
John W. Brooker & Co
California
$754K +$725K +9,315 New
NS
242
NewDay Solutions
New Hampshire
$749K -$591K -7,604 -45%
SWP
243
Stratos Wealth Partners
Ohio
$727K -$91.6K -1,178 -12%
NEWAS
244
N.E.W. Advisory Services
Wisconsin
$718K +$692K +8,891 New
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$677K -$12.4K -159 -2%
CIAS
246
Capital Investment Advisory Services
North Carolina
$672K -$35.5K -456 -5%
RIL
247
Rothschild Investment LLC
Illinois
$660K
CHP
248
Cable Hill Partners
Oregon
$657K +$18K +232 +3%
RC
249
Roundview Capital
New Jersey
$654K -$7.7K -99 -1%
CONA
250
Capital One National Association
New York
$654K +$628K +8,069 New