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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
426
Schrum Private Wealth Management
Florida
$605K +$599K +5,636 New
AA
427
AlphaMark Advisors
Kentucky
$604K -$13.3K -125 -2%
KPW
428
Kore Private Wealth
New York
$604K
WPWM
429
Windward Private Wealth Management
Kansas
$599K -$153K -1,440 -21%
NPF
430
Norris Perne & French
Michigan
$596K
BO
431
BRR OpCo
Ohio
$591K
GRP
432
Global Retirement Partners
California
$591K +$59.3K +558 +11%
PFS
433
Prospera Financial Services
Texas
$588K +$25.3K +238 +5%
PP
434
PrairieView Partners
Minnesota
$582K +$3.29K +31 +0.6%
US Bancorp
435
US Bancorp
Minnesota
$581K -$26.2K -247 -4%
APP
436
Avantax Planning Partners
Iowa
$580K -$116K -1,096 -17%
CFA
437
Cahill Financial Advisors
Minnesota
$578K -$42K -395 -7%
CHAM
438
Clear Harbor Asset Management
Connecticut
$576K +$181K +1,702 +46%
AAS
439
Ameritas Advisory Services
Nebraska
$573K +$567K +5,337 New
LFS
440
Lutz Financial Services
Nebraska
$572K -$24.4K -230 -4%
HF
441
HRT Financial
New York
$559K +$554K +5,212 New
SS
442
Simplicity Solutions
Minnesota
$558K +$551K +5,186 New
CTA
443
Chesley Taft & Associates
Illinois
$552K +$21.3K +200 +4%
RVPG
444
Relative Value Partners Group
$549K -$5.84K -55 -1%
KP
445
Keel Point
Alabama
$536K -$691K -6,499 -57%
MIA
446
MainStreet Investment Advisors
Illinois
$536K +$530K +4,990 New
KPWS
447
Kestra Private Wealth Services
Texas
$527K +$3.19K +30 +0.6%
PWM
448
PRW Wealth Management
Massachusetts
$527K +$13.6K +128 +3%
PCM
449
Pointe Capital Management
Michigan
$525K +$8.5K +80 +2%
OCM
450
Objective Capital Management
Ohio
$520K +$514K +4,837 New