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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
276
Private Capital Management (Colorado)
Colorado
$356K – – –
BMCM
277
Bryn Mawr Capital Management
Pennsylvania
$354K +$344K +4,842 New
BC
278
Brio Consultants
California
$352K -$264K -3,723 -44%
FCH
279
Freestone Capital Holdings
Washington
$350K -$10.9M -153,751 -97%
CA
280
Cetera Advisors
Colorado
$350K – – –
BTW
281
Boston Trust Walden
Massachusetts
$348K – – –
CFA
282
Cahill Financial Advisors
Minnesota
$341K +$14.8K +208 +5%
AAS
283
Avantax Advisory Services
Texas
$340K +$71 +1 +0%
NL
284
NVWM LLC
Pennsylvania
$339K -$5.11K -72 -2%
RFM
285
Royal Fund Management
Florida
$335K -$27.5K -387 -8%
DWM
286
Darwin Wealth Management
Florida
$331K -$27.1K -382 -8%
SWM
287
SeaCrest Wealth Management
New York
$330K -$9.58K -135 -3%
BFO
288
Boston Family Office
Massachusetts
$329K – – –
SS
289
Simplicity Solutions
Minnesota
$329K +$48.5K +683 +18%
PG
290
Proffitt & Goodson
Tennessee
$322K +$26.2K +369 +9%
PCG
291
Private Capital Group
Connecticut
$314K – – –
IB
292
Intrust Bank
Kansas
$313K -$23.1K -325 -7%
PGAM
293
Princeton Global Asset Management
New Jersey
$312K -$85.4K -1,203 -22%
SC
294
SouthState Corp
Florida
$305K +$13.1K +184 +5%
BSWM
295
Boston Standard Wealth Management
Massachusetts
$302K -$8.66K -122 -3%
PSG
296
Planning Solutions Group
Maryland
$302K +$3.12K +44 +1%
RC
297
RegentAtlantic Capital
New Jersey
$302K +$38.9K +548 +15%
NNP
298
Nachman Norwood & Parrott
South Carolina
$300K -$96.2K -1,356 -25%
CWM
299
Circle Wealth Management
New Jersey
$300K – – –
TWA
300
TCI Wealth Advisors
Arizona
$299K +$14.4K +203 +5%
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12
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