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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
326
WealthShield Partners
North Carolina
$538K +$293K +3,381 +139%
PP
327
PrairieView Partners
Minnesota
$536K – – –
LIA
328
LBMC Investment Advisors
Tennessee
$533K -$5.46K -63 -1%
BW
329
Bison Wealth
Georgia
$533K – – –
DT
330
Diversified Trust
Tennessee
$532K -$1.16M -13,408 -70%
NWM
331
Northwest Wealth Management
Iowa
$521K +$29.7K +342 +6%
LFS
332
Lutz Financial Services
Nebraska
$514K +$8.5K +98 +2%
QWM
333
Quaker Wealth Management
New Jersey
$511K +$2.95K +34 +0.6%
CPO
334
Cerity Partners OCIO
New York
$507K +$475K +5,479 New
RAM
335
Redmond Asset Management
Virginia
$505K +$21.7K +250 +5%
WP
336
WMS Partners
Maryland
$503K +$8.85K +102 +2%
APP
337
Avantax Planning Partners
Iowa
$500K -$87 -1 -0%
QCG
338
Quadrant Capital Group
Ohio
$499K +$468K +5,394 New
KPW
339
Kore Private Wealth
New York
$479K -$2.43K -28 -0.5%
RVPG
340
Relative Value Partners Group
$478K – – –
CAN
341
Claraphi Advisory Network
United States
$475K -$2.6K -30 -0.6%
DACG
342
Donor Advised Charitable Giving
California
$474K +$2.6K +30 +0.6%
KPWS
343
Kestra Private Wealth Services
Texas
$448K -$36.9K -425 -8%
AL
344
Aspiriant LLC
California
$443K – – –
PB
345
Pinnacle Bancorp
Nebraska
$443K +$1.04K +12 +0.3%
CA
346
Clearstead Advisors
Ohio
$439K -$1.21K -14 -0.3%
PG
347
Proffitt & Goodson
Tennessee
$434K -$29.5K -340 -7%
FLPIM
348
F.L. Putnam Investment Management
Massachusetts
$413K – – –
MAA
349
Mraz Amerine & Associates
California
$410K +$8.5K +98 +2%
PCMC
350
Private Capital Management (Colorado)
Colorado
$409K +$16K +185 +4%
12 13
14
15 16