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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
401
Cahill Financial Advisors
Minnesota
$648K +$103K +1,017 +19%
BCA
402
Bay Colony Advisors
Massachusetts
$646K -$6.18K -61 -0.9%
DCM
403
Disciplina Capital Management
Tennessee
$645K
MLFP
404
MPS Loria Financial Planners
Illinois
$644K -$9.42K -93 -1%
DP
405
Divergent Planning
Maryland
$642K -$274K -2,704 -30%
MIS
406
Morningstar Investment Services
Illinois
$642K +$632K +6,239 New
Janney Montgomery Scott
407
Janney Montgomery Scott
Pennsylvania
$640K -$69.6K -687 -10%
MWM
408
MorganRosel Wealth Management
Colorado
$640K -$1.52K -15 -0.2%
WP
409
WMS Partners
Maryland
$639K +$639K +6,311 New
IA
410
IFP Advisors
Florida
$638K +$564K +5,569 +283%
CW
411
Cabot-Wellington
Massachusetts
$628K
CG
412
CFO4Life Group
Texas
$621K +$47.3K +467 +8%
HSA
413
HBK Sorce Advisory
Pennsylvania
$610K -$21.3K -210 -3%
MWM
414
Mission Wealth Management
California
$604K
AMM
415
American Money Management
California
$590K
TWM
416
Trevian Wealth Management
Massachusetts
$589K -$36K -355 -6%
KPW
417
Kore Private Wealth
New York
$573K +$4.05K +40 +0.7%
BO
418
BRR OpCo
Ohio
$566K +$8.51K +84 +2%
FPA
419
First Pacific Advisors
California
$565K +$545K +5,380 +2,690%
WP
420
WealthShield Partners
North Carolina
$563K -$60.7K -599 -10%
CTA
421
Chesley Taft & Associates
Illinois
$563K +$58.7K +580 +11%
TTWM
422
TCV Trust & Wealth Management
Virginia
$558K -$83.6K -825 -13%
PFS
423
Prospera Financial Services
Texas
$554K -$1.11K -11 -0.2%
PP
424
PrairieView Partners
Minnesota
$547K -$1.62K -16 -0.3%
APP
425
Avantax Planning Partners
Iowa
$547K