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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
251
Monterey Private Wealth
California
$3.22M -$225K -1,958 -7%
PA
252
Planning Alternatives
Michigan
$3.22M -$15.6K -136 -0.5%
BV
253
Boxwood Ventures
Illinois
$3.14M – – –
NCM
254
Neumann Capital Management
California
$3.13M +$6.9K +60 +0.2%
B
255
Barings
North Carolina
$3.12M – – –
AP
256
Americana Partners
Texas
$3.11M +$2.88K +25 +0.1%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$3.05M +$372K +3,237 +15%
AF
258
Affiance Financial
Minnesota
$3.04M +$17.7K +154 +0.6%
IF
259
Ironwood Financial
Arizona
$3M +$374K +3,248 +15%
GWMR
260
GC Wealth Management RIA
Massachusetts
$3M – – –
BHB
261
Bank Hapoalim BM
Israel
$2.96M -$118K -1,024 -4%
CM
262
Columbus Macro
Pennsylvania
$2.95M -$28.6K -249 -1%
CG
263
Caprock Group
Idaho
$2.94M +$57.7K +502 +2%
CMP
264
Coston McIsaac & Partners
Maine
$2.93M -$83.8K -729 -3%
CAG
265
Compass Advisory Group
New York
$2.93M +$99.4K +864 +4%
EWA
266
EP Wealth Advisors
California
$2.9M +$1.84M +16,030 +195%
SFP
267
Sweet Financial Partners
Minnesota
$2.89M -$34.8K -303 -1%
SWP
268
Stratos Wealth Partners
Ohio
$2.87M +$286K +2,487 +12%
IAS
269
Insigneo Advisory Services
Florida
$2.84M +$28.8K +250 +1%
AP
270
Adero Partners
California
$2.82M +$575 +5 +0%
UB
271
UMB Bank
Missouri
$2.82M – – –
EWA
272
EverSource Wealth Advisors
Alabama
$2.81M +$257K +2,233 +11%
SFG
273
Seamount Financial Group
Colorado
$2.81M -$52.6K -457 -2%
TWM
274
Tanager Wealth Management
United Kingdom
$2.72M +$63.2K +550 +2%
BCA
275
Bernzott Capital Advisors
California
$2.68M -$827K -7,193 -24%
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