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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
426
Arlington Financial Advisors
California
$618K +$612K +7,170 New
SMC
427
Smith, Moore & Co
Missouri
$609K
LK
428
Lumbard & Kellner
New Hampshire
$599K -$4.27K -50 -0.7%
AAS
429
Ameritas Advisory Services
Nebraska
$599K +$33.5K +392 +6%
TFS
430
TrustCore Financial Services
Tennessee
$594K -$253K -2,956 -30%
FA
431
FC Advisory
Pennsylvania
$593K +$5.55K +65 +1%
FIB
432
First Interstate Bank
Montana
$589K -$1.71K -20 -0.3%
OCM
433
One Capital Management
California
$586K +$171 +2 +0%
VCA
434
Verdence Capital Advisors
Maryland
$572K -$5.55K -65 -1%
BAM
435
Belpointe Asset Management
Nevada
$570K -$17.5K -205 -3%
CS
436
Credit Suisse
Switzerland
$568K +$454K +5,319 +418%
WAM
437
Wakefield Asset Management
Colorado
$565K +$45.1K +528 +9%
SWA
438
Sax Wealth Advisors
New Jersey
$565K +$3.93K +46 +0.7%
CAAS
439
Capital Asset Advisory Services
Michigan
$563K -$2.87M -33,645 -84%
BOPW
440
Brandywine Oak Private Wealth
Pennsylvania
$563K -$288K -3,371 -34%
KWM
441
Kingsview Wealth Management
Oregon
$560K +$152K +1,781 +38%
C1AG
442
Client 1st Advisory Group
Florida
$555K +$342 +4 +0.1%
Loomis, Sayles & Company
443
Loomis, Sayles & Company
Massachusetts
$550K +$527K +6,174 +2,912%
MLFP
444
MPS Loria Financial Planners
Illinois
$548K
CMBA
445
C.M. Bidwell & Associates
Hawaii
$542K -$91.9K -1,076 -15%
RBC
446
Roble Belko & Company
Pennsylvania
$540K +$483K +5,658 +925%
JPG
447
Jordan Park Group
California
$537K
VVP
448
Venture Visionary Partners
Ohio
$533K -$41K -480 -7%
KPWS
449
Kestra Private Wealth Services
Texas
$526K +$188K +2,199 +56%
DP
450
Divergent Planning
Maryland
$517K -$318K -3,725 -38%