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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
376
Aspiriant LLC
California
$495K
CBFP
377
Cedar Brook Financial Partners
Ohio
$495K +$36.6K +359 +8%
CA
378
Clearstead Advisors
Ohio
$494K +$1.83K +18 +0.4%
CTA
379
Chesley Taft & Associates
Illinois
$484K +$18.9K +185 +4%
NEWAS
380
N.E.W. Advisory Services
Wisconsin
$482K -$64.8K -635 -12%
FLPIM
381
F.L. Putnam Investment Management
Massachusetts
$463K
PCMC
382
Private Capital Management (Colorado)
Colorado
$462K +$3.77K +37 +0.8%
IB
383
Intrust Bank
Kansas
$447K
B
384
Bridgeworth
Alabama
$444K -$171K -1,680 -28%
B
385
Bailard
California
$443K +$436K +4,277 New
BTW
386
Boston Trust Walden
Massachusetts
$438K
TAM
387
Tocqueville Asset Management
New York
$435K -$112K -1,100 -21%
LCM
388
Liberty Capital Management
Michigan
$432K
CG
389
CFO4Life Group
Texas
$432K +$50.4K +494 +13%
OC
390
Oppenheimer & Co
New York
$430K -$918 -9 -0.2%
DWM
391
Dakota Wealth Management
Florida
$428K +$421K +4,130 New
KWM
392
Kingsview Wealth Management
Oregon
$425K +$55.7K +546 +15%
AC
393
Apella Capital
Connecticut
$425K +$122K +1,201 +41%
Baird Financial Group
394
Baird Financial Group
Wisconsin
$423K +$48K +471 +13%
MA
395
Montag & Associates
Georgia
$421K +$612 +6 +0.1%
PCM
396
Pointe Capital Management
Michigan
$419K +$8.16K +80 +2%
CAN
397
Claraphi Advisory Network
United States
$417K +$6.53K +64 +2%
GPA
398
Garrison Point Advisors
California
$415K +$408K +4,005 New
PTC
399
Private Trust Company
Ohio
$414K -$8.26K -81 -2%
SC
400
SouthState Corp
Florida
$410K +$1.02K +10 +0.3%