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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
326
Roble Belko & Company
Pennsylvania
$45K – – –
BAM
327
Barrett Asset Management
New York
$44K -$30.3K -400 -40%
PWM
328
Perigon Wealth Management
California
$41K – – –
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$39K – – –
BBHC
330
Brown Brothers Harriman & Co
New York
$37K – – –
DSC
331
Duncker Streett & Co
Missouri
$36K – – –
SPIA
332
Steward Partners Investment Advisory
New York
$32K -$6.44K -85 -16%
BBA
333
Braun-Bostich & Associates
Pennsylvania
$32K – – –
APSP
334
Asset Planning Services (Pennsylvania)
Pennsylvania
$32K +$6.59K +87 +25%
IF
335
Ironwood Financial
Arizona
$31K – – –
AWM
336
Aevitas Wealth Management
Massachusetts
$31K +$76 +1 +0.2%
IWM
337
IHT Wealth Management
Illinois
$26K -$6.75K -89 -20%
PFA
338
Pathway Financial Advisors
Vermont
$26K – – –
NSIM
339
North Star Investment Management
Illinois
$25K +$76 +1 +0.3%
AWA
340
Acorn Wealth Advisors
Michigan
$20K – – –
AIM
341
Advantage Investment Management
Iowa
$20K +$76 +1 +0.4%
PCFFS
342
Pacific Center for Financial Services
California
$18K +$12.7K +168 +218%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$18K +$18K +238 New
CPA
344
Clear Perspective Advisors
Illinois
$17K +$14.4K +190 +543%
WA
345
WestEnd Advisors
North Carolina
$16.2K +$16.7K +220 New
MCM
346
Monument Capital Management
Virginia
$15K +$15.8K +209 New
WIM
347
Westside Investment Management
California
$13.7K – – –
VFA
348
Valeo Financial Advisors
Indiana
$13K – – –
GAM
349
Gemmer Asset Management
California
$13K +$1.14K +15 +9%
PCP
350
Proficio Capital Partners
Massachusetts
$11K – – –
12 13
14
15 16