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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
326
One Capital Management
California
$692K -$102 -1 -0%
WPWM
327
Windward Private Wealth Management
Kansas
$692K +$7.65K +75 +1%
WP
328
WealthShield Partners
North Carolina
$683K +$38.1K +374 +6%
FA
329
FC Advisory
Pennsylvania
$682K -$30.9K -303 -4%
TTWM
330
TCV Trust & Wealth Management
Virginia
$680K -$99.9K -980 -13%
CIC
331
Cutler Investment Counsel
Oregon
$680K +$23K +226 +4%
BCA
332
Bay Colony Advisors
Massachusetts
$679K -$1.94K -19 -0.3%
ECM
333
Evergreen Capital Management
Washington
$675K +$2.85K +28 +0.4%
APP
334
Avantax Planning Partners
Iowa
$673K +$112K +1,096 +20%
MLFP
335
MPS Loria Financial Planners
Illinois
$669K -$6.22K -61 -0.9%
SMC
336
Smith, Moore & Co
Missouri
$669K +$26.1K +256 +4%
NPF
337
Norris Perne & French
Michigan
$668K – – –
DCM
338
Disciplina Capital Management
Tennessee
$659K – – –
MWM
339
MorganRosel Wealth Management
Colorado
$655K +$8.36K +82 +1%
BAM
340
Belpointe Asset Management
Nevada
$653K -$87.9K -862 -12%
WWP
341
Waypoint Wealth Partners
California
$652K +$66.5K +652 +12%
MWM
342
Mission Wealth Management
California
$649K -$10.5K -103 -2%
CW
343
Cabot-Wellington
Massachusetts
$642K – – –
TFF
344
The Family Firm
Maryland
$641K -$3.16K -31 -0.5%
CW
345
CreativeOne Wealth
Kansas
$639K +$64.4K +632 +11%
CIAS
346
Capital Investment Advisory Services
North Carolina
$632K -$87.1K -854 -12%
NWM
347
Northwest Wealth Management
Iowa
$632K +$23.7K +232 +4%
CB
348
Commerce Bank
Missouri
$624K +$614K +6,025 New
TI
349
Trexquant Investment
Connecticut
$608K +$350K +3,429 +141%
AA
350
AlphaMark Advisors
Kentucky
$606K -$20.4K -200 -3%
12 13
14
15 16