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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$606K
CPO
352
Cerity Partners OCIO
New York
$600K +$52.1K +511 +10%
CFA
353
Cahill Financial Advisors
Minnesota
$598K -$158K -1,546 -21%
WP
354
WMS Partners
Maryland
$594K -$12K -118 -2%
MOS
355
MGO One Seven
Ohio
$589K -$40.6K -398 -7%
HSA
356
HBK Sorce Advisory
Pennsylvania
$586K +$918 +9 +0.2%
MCM
357
Monument Capital Management
Virginia
$583K -$50.8K -498 -8%
KPW
358
Kore Private Wealth
New York
$582K +$1.12K +11 +0.2%
BW
359
Bison Wealth
Georgia
$581K
Betterment LLC
360
Betterment LLC
New York
$570K -$11.5K -113 -2%
BO
361
BRR OpCo
Ohio
$570K
LFS
362
Lutz Financial Services
Nebraska
$564K +$10.8K +106 +2%
QC
363
QCM Cayman
Texas
$564K +$135K +1,322 +32%
RAM
364
Redmond Asset Management
Virginia
$563K
PP
365
PrairieView Partners
Minnesota
$562K +$204 +2 +0%
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$562K +$22.9K +225 +4%
QCG
367
Quadrant Capital Group
Ohio
$559K -$3.77K -37 -0.7%
RA
368
RFG Advisory
Alabama
$555K +$261K +2,561 +92%
PFS
369
Prospera Financial Services
Texas
$543K
RVPG
370
Relative Value Partners Group
$535K +$102 +1 +0%
IF
371
Ironwood Financial
Arizona
$535K +$501K +4,917 +1,967%
KPWS
372
Kestra Private Wealth Services
Texas
$525K +$42.4K +416 +9%
WCG
373
Weaver Consulting Group
California
$514K +$75.2K +737 +17%
OPS
374
Orion Portfolio Solutions
Nebraska
$503K +$495K +4,854 New
NA
375
NewEdge Advisors
Louisiana
$500K -$102 -1 -0%