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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
426
Roble Belko & Company
Pennsylvania
$577K
JPG
427
Jordan Park Group
California
$574K
VVP
428
Venture Visionary Partners
Ohio
$570K -$272 -3 -0%
BP
429
Ballentine Partners
Massachusetts
$565K -$121K -1,338 -18%
CAAS
430
Capital Asset Advisory Services
Michigan
$560K -$41.2K -455 -7%
KPWS
431
Kestra Private Wealth Services
Texas
$560K -$1.45K -16 -0.3%
TFF
432
The Family Firm
Maryland
$545K -$5.16K -57 -1%
CHP
433
Cable Hill Partners
Oregon
$544K -$1.37M -15,151 -72%
SMC
434
Smith, Moore & Co
Missouri
$541K -$108K -1,190 -17%
DP
435
Divergent Planning
Maryland
$538K -$13.8K -152 -3%
SC
436
Savant Capital
Illinois
$529K +$303K +3,342 +139%
AMM
437
American Money Management
California
$529K -$8.15K -90 -2%
BWM
438
Benchmark Wealth Management
Connecticut
$526K +$26.5K +293 +5%
WSTAM
439
Wilbanks Smith & Thomas Asset Management
Virginia
$526K +$85K +939 +20%
PFS
440
Prospera Financial Services
Texas
$520K +$512K +5,652 New
HFS
441
Horizon Financial Services
North Carolina
$511K +$132K +1,463 +36%
AAS
442
Avantax Advisory Services
Texas
$506K +$231K +2,547 +87%
CWM
443
Collaborative Wealth Management
Florida
$502K -$5.89K -65 -1%
WI
444
Wintrust Investments
Illinois
$500K +$4.53K +50 +0.9%
VIM
445
Vista Investment Management
Pennsylvania
$492K +$484K +5,344 New
AM
446
AGF Management
Ontario, Canada
$488K -$726K -8,018 -60%
CHAM
447
Clear Harbor Asset Management
Connecticut
$486K
LFS
448
Lutz Financial Services
Nebraska
$483K -$38.3K -423 -7%
MCM
449
Monument Capital Management
Virginia
$481K +$10.5K +116 +2%
First Manhattan
450
First Manhattan
New York
$480K