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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
MLFP
401
MPS Loria Financial Planners
Illinois
$693K – – –
BWP
402
BSW Wealth Partners
Colorado
$692K -$54.5K -513 -7%
BCA
403
Bay Colony Advisors
Massachusetts
$692K -$4.89K -46 -0.7%
C1AG
404
Client 1st Advisory Group
Florida
$691K +$425 +4 +0.1%
JIP
405
JBJ Investment Partners
South Carolina
$691K +$683K +6,429 New
CIAS
406
CFS Investment Advisory Services
New Jersey
$691K +$717K +6,744 New
SWA
407
Sax Wealth Advisors
New Jersey
$686K +$679K +6,388 New
DCM
408
Disciplina Capital Management
Tennessee
$684K – – –
TTWM
409
TCV Trust & Wealth Management
Virginia
$680K -$1.06K -10 -0.2%
MWM
410
MorganRosel Wealth Management
Colorado
$680K +$3.29K +31 +0.5%
CW
411
CreativeOne Wealth
Kansas
$674K -$44.1K -415 -6%
TFF
412
The Family Firm
Maryland
$674K +$3.4K +32 +0.5%
FA
413
FDx Advisors
Illinois
$672K +$665K +6,257 New
HSA
414
HBK Sorce Advisory
Pennsylvania
$670K +$48.3K +455 +8%
CW
415
Cabot-Wellington
Massachusetts
$666K – – –
TWM
416
Trevian Wealth Management
Massachusetts
$664K +$656K +6,171 New
WP
417
WealthShield Partners
North Carolina
$662K -$12.9K -121 -2%
EFS
418
Essex Financial Services
Connecticut
$653K – – –
CB
419
Commerce Bank
Missouri
$647K – – –
MWM
420
Mission Wealth Management
California
$641K -$31.5K -296 -5%
AMM
421
American Money Management
California
$626K -$6.27K -59 -1%
ECM
422
Evergreen Capital Management
Washington
$621K -$79.7K -750 -11%
RAM
423
Redmond Asset Management
Virginia
$621K +$36.1K +340 +6%
FAIM
424
Financial Advocates Investment Management
Washington
$613K +$257K +2,417 +73%
CG
425
CFO4Life Group
Texas
$608K +$75.3K +709 +14%
15 16
17
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