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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
351
C.M. Bidwell & Associates
Hawaii
$836K +$40.6K +401 +5%
ICG
352
InterOcean Capital Group
Tennessee
$835K +$24.7K +244 +3%
Wealth Enhancement Advisory Services
353
Wealth Enhancement Advisory Services
Minnesota
$835K +$34.7K +343 +4%
EWM
354
Evercore Wealth Management
New York
$828K
NWM
355
Northwest Wealth Management
Iowa
$825K +$82.8K +818 +11%
CCM
356
Coldstream Capital Management
Washington
$819K -$1.22K -12 -0.1%
FA
357
Fermata Advisors
California
$818K +$563K +5,561 +221%
MWA
358
Meridian Wealth Advisors
Texas
$815K +$2.13K +21 +0.3%
First Manhattan
359
First Manhattan
New York
$814K -$4.05K -40 -0.5%
FPB
360
First PREMIER Bank
South Dakota
$804K
SMC
361
Smith, Moore & Co
Missouri
$799K +$122K +1,202 +18%
SW
362
Simplicity Wealth
New Jersey
$796K -$412K -4,069 -34%
TSS
363
Two Sigma Securities
New York
$795K +$795K +7,852 New
WPWM
364
Windward Private Wealth Management
Kansas
$794K +$229K +2,262 +41%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$787K -$127K -1,255 -14%
DACG
366
Donor Advised Charitable Giving
California
$784K +$1.11K +11 +0.1%
MIC
367
Means Investment Company
Maine
$778K +$778K +7,680 New
CW
368
CreativeOne Wealth
Kansas
$775K +$139K +1,370 +22%
AL
369
ADE LLC
Maryland
$774K +$41.1K +406 +6%
RIL
370
Rothschild Investment LLC
Illinois
$770K
VVP
371
Venture Visionary Partners
Ohio
$759K -$4.56K -45 -0.6%
FA
372
FDx Advisors
Illinois
$758K +$124K +1,224 +20%
BWP
373
BSW Wealth Partners
Colorado
$754K +$101K +1,002 +16%
PFO
374
Pathstone Family Office
New Jersey
$753K +$1.32K +13 +0.2%
OIA
375
OneDigital Investment Advisors
Kansas
$753K +$15.4K +152 +2%