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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Stratos Wealth Partners
Ohio
$767K -$62.2K -728 -8%
CFP
377
Catalyst Financial Partners
Massachusetts
$762K +$756K +8,845 New
D
378
Diversified
Delaware
$759K +$5.55K +65 +0.7%
VA
379
Valmark Advisers
Ohio
$759K -$2.48K -29 -0.3%
Wealth Enhancement Advisory Services
380
Wealth Enhancement Advisory Services
Minnesota
$757K +$53K +620 +8%
IFA
381
Index Fund Advisors
California
$747K +$2.14K +25 +0.3%
TWM
382
Trevian Wealth Management
Massachusetts
$743K +$239K +2,800 +48%
MSFS
383
Main Street Financial Solutions
Pennsylvania
$734K -$121K -1,419 -14%
EWM
384
Evercore Wealth Management
New York
$730K +$25.6K +300 +4%
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$726K -$151K -1,763 -17%
ATPW
386
Ashton Thomas Private Wealth
Arizona
$725K -$142K -1,666 -17%
EFS
387
Essex Financial Services
Connecticut
$716K +$85 +1 +0%
WPWM
388
Windward Private Wealth Management
Kansas
$715K -$32K -375 -4%
ICG
389
InterOcean Capital Group
Tennessee
$711K +$171 +2 +0%
SPWM
390
Schrum Private Wealth Management
Florida
$711K +$1.45K +17 +0.2%
Wealthfront Advisers
391
Wealthfront Advisers
California
$709K +$285K +3,334 +68%
RA
392
Rockingstone Advisors
Massachusetts
$703K +$697K +8,157 New
SC
393
Scotia Capital
Ontario, Canada
$702K +$696K +8,143 New
RWG
394
Ratio Wealth Group
Colorado
$697K -$18.8K -220 -3%
AL
395
ADE LLC
Maryland
$696K +$1.97K +23 +0.3%
DACG
396
Donor Advised Charitable Giving
California
$694K -$5.13K -60 -0.7%
KSWA
397
Kathleen S. Wright Associates
Pennsylvania
$689K +$63.1K +739 +10%
Fiera Capital (Canada)
398
Fiera Capital (Canada)
Quebec, Canada
$688K +$13K +152 +2%
CCA
399
Checchi Capital Advisers
California
$687K -$80K -937 -11%
CG
400
CFO4Life Group
Texas
$686K +$66.3K +776 +11%