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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
376
Permanent Capital Management
Illinois
$1.98M +$1.91M +14,345 New
AWM
377
AllSquare Wealth Management
New York
$1.95M +$17.3K +130 +0.9%
TF
378
Threadgill Financial
Texas
$1.94M +$1.36M +10,236 +266%
AWA
379
Arete Wealth Advisors
Illinois
$1.94M +$1.57M +11,844 +537%
CFG
380
Cornerstone Financial Group
Nebraska
$1.93M +$55.3K +416 +3%
FWM
381
Fingerlakes Wealth Management
New York
$1.93M -$4.65K -35 -0.2%
CP
382
Creekside Partners
California
$1.92M -$33.1K -249 -2%
SOAG
383
Silver Oak Advisory Group
Oregon
$1.89M +$78K +587 +4%
SWM
384
Spire Wealth Management
Virginia
$1.89M -$217K -1,632 -11%
SC
385
Savant Capital
Illinois
$1.85M +$511K +3,849 +40%
RAM
386
Redmond Asset Management
Virginia
$1.84M -$7.04K -53 -0.4%
WSWA
387
Warren Street Wealth Advisors
California
$1.82M +$73K +549 +4%
CPIG
388
Chicago Partners Investment Group
Illinois
$1.82M +$2.39K +18 +0.1%
WA
389
Waddell & Associates
Tennessee
$1.82M -$6.11K -46 -0.3%
BCWM
390
Bartlett & Co Wealth Management
Ohio
$1.8M +$532 +4 +0%
KWA
391
Kingswood Wealth Advisors
California
$1.77M +$4.78K +36 +0.3%
TYCC
392
Texas Yale Capital Corp
Florida
$1.76M -$8.37K -63 -0.5%
SIS
393
Strategic Investment Solutions
Illinois
$1.75M +$768K +5,777 +85%
APG
394
Abacus Planning Group
South Carolina
$1.75M +$182K +1,370 +12%
UFPG
395
United Financial Planning Group
New York
$1.74M +$4.26M +32,061 New
MF
396
Montis Financial
Massachusetts
$1.74M +$1.67M +12,600 New
MMCM
397
Murphy & Mullick Capital Management
New York
$1.73M +$13.3K +100 +0.8%
PFPT
398
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.73M +$1.66M +12,528 New
SFGP
399
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.72M – – –
EWM
400
Evercore Wealth Management
New York
$1.71M – – –
14 15
16
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