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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
State Street
376
State Street
Massachusetts
$909K -$47.4K -506 -5%
GIA
377
Gladstone Institutional Advisory
Florida
$902K +$1.31K +14 +0.2%
WPWM
378
Windward Private Wealth Management
Kansas
$902K +$14.2K +152 +2%
Qube Research & Technologies (QRT)
379
Qube Research & Technologies (QRT)
United Kingdom
$900K +$763K +8,143 New
CA
380
CGN Advisors
Kansas
$893K +$183K +1,953 +27%
Bank of Nova Scotia
381
Bank of Nova Scotia
Ontario, Canada
$888K +$858K +9,148 New
MCWS
382
McKinley Carter Wealth Services
West Virginia
$877K +$78.7K +839 +10%
PWP
383
Principle Wealth Partners
Connecticut
$874K +$55.8K +595 +7%
LWM
384
Ledge Wealth Management
Minnesota
$870K
Baird Financial Group
385
Baird Financial Group
Wisconsin
$866K +$578K +6,170 +224%
CG
386
CFO4Life Group
Texas
$857K -$353K -3,766 -30%
KP
387
Keel Point
Alabama
$850K -$46.9K -500 -5%
IFA
388
Index Fund Advisors
California
$842K -$9.09K -97 -1%
RAM
389
Redmond Asset Management
Virginia
$835K +$88.9K +948 +12%
WP
390
WealthSpring Partners
California
$835K -$374K -3,992 -32%
CFP
391
Catalyst Financial Partners
Massachusetts
$815K
EWM
392
Evercore Wealth Management
New York
$815K
EFS
393
Essex Financial Services
Connecticut
$807K
NEPPG
394
New England Professional Planning Group
Rhode Island
$801K -$96.4K -1,028 -11%
EAM
395
Eschler Asset Management
United Kingdom
$800K
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$793K +$308K +3,282 +67%
Wealth Enhancement Advisory Services
397
Wealth Enhancement Advisory Services
Minnesota
$792K -$73.5K -784 -9%
FFA
398
First Foundation Advisors
California
$790K -$46.2K -493 -6%
GWM
399
Gray Wealth Management
Maine
$772K -$9.38K -100 -1%
BOPW
400
Brandywine Oak Private Wealth
Pennsylvania
$768K +$1.88K +20 +0.3%