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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
376
CFS Investment Advisory Services
New Jersey
$1.63M +$90.9K +760 +6%
BSHC
377
Breed's Hill Capital
Massachusetts
$1.62M +$359 +3 +0%
FWM
378
Fingerlakes Wealth Management
New York
$1.62M -$31.9K -267 -2%
SFGP
379
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.59M +$120 +1 +0%
IFG
380
Independent Financial Group
California
$1.59M -$68.6K -573 -4%
WA
381
Waddell & Associates
Tennessee
$1.54M -$14.3M -119,301 -90%
IPA
382
Investment Planning Advisors
Georgia
$1.53M +$180K +1,507 +13%
CPIG
383
Chicago Partners Investment Group
Illinois
$1.52M +$313K +2,616 +26%
RAM
384
Redmond Asset Management
Virginia
$1.52M +$296K +2,475 +23%
LIWM
385
Long Island Wealth Management
New York
$1.51M -$25.4K -212 -2%
EGM
386
Engineers Gate Manager
New York
$1.51M +$1.56M +13,015 New
TYCC
387
Texas Yale Capital Corp
Florida
$1.49M +$5.86K +49 +0.4%
SOAG
388
Silver Oak Advisory Group
Oregon
$1.48M +$718 +6 +0%
WSWA
389
Warren Street Wealth Advisors
California
$1.48M -$3.35K -28 -0.2%
SA
390
Sovran Advisors
California
$1.46M +$1.09M +9,077 +226%
STA
391
Shade Tree Advisors
New York
$1.45M +$1.49M +12,492 New
KWA
392
Kingswood Wealth Advisors
California
$1.43M -$1.43M -11,977 -49%
TSWM
393
Triangle Securities Wealth Management
North Carolina
$1.42M +$34.3K +287 +2%
LKBC
394
L.K. Benson & Company
Maryland
$1.41M +$67.1K +561 +5%
NOI
395
Newton One Investments
Delaware
$1.4M -$3.05M -25,457 -68%
LSC
396
Logan Stone Capital
Illinois
$1.39M +$356K +2,973 +33%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$1.39M -$11.5K -96 -0.8%
SWA
398
Sax Wealth Advisors
New Jersey
$1.39M +$221K +1,845 +18%
CSP
399
Cary Street Partners
Virginia
$1.39M +$8.38K +70 +0.6%
BIG
400
Brookwood Investment Group
Arizona
$1.38M +$1.42M +11,894 New
14 15
16
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