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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
426
One Capital Management
California
$664K +$281 +3 +0%
FPA
427
First Pacific Advisors
California
$664K -$337K -3,600 -34%
FIB
428
First Interstate Bank
Montana
$659K -$2.81K -30 -0.4%
PFS
429
Prospera Financial Services
Texas
$657K +$105K +1,123 +20%
CRIG
430
Charter Research & Investment Group
Connecticut
$655K +$279K +2,974 New
CCA
431
Checchi Capital Advisers
California
$654K -$61.5K -656 -9%
VCA
432
Verdence Capital Advisors
Maryland
$652K – – –
LK
433
Lumbard & Kellner
New Hampshire
$638K -$52K -555 -8%
SWA
434
Sax Wealth Advisors
New Jersey
$637K -$6.19K -66 -1%
WAM
435
Wakefield Asset Management
Colorado
$636K – – –
ATPW
436
Ashton Thomas Private Wealth
Arizona
$631K -$85K -907 -12%
C1AG
437
Client 1st Advisory Group
Florida
$625K +$375 +4 +0.1%
PA
438
PFG Advisors
Arizona
$620K -$34.8K -371 -5%
BWM
439
Benchmark Wealth Management
Connecticut
$620K +$69.3K +739 +13%
MLFP
440
MPS Loria Financial Planners
Illinois
$617K – – –
WI
441
Wintrust Investments
Illinois
$614K +$83.9K +895 +16%
RBC
442
Roble Belko & Company
Pennsylvania
$608K – – –
JPG
443
Jordan Park Group
California
$604K – – –
HT
444
Headlands Technologies
Illinois
$600K +$580K +6,190 New
BP
445
Ballentine Partners
Massachusetts
$595K – – –
WSTAM
446
Wilbanks Smith & Thomas Asset Management
Virginia
$595K +$39.4K +420 +7%
SNBOSD
447
Security National Bank of So Dak
Iowa
$581K +$562K +5,992 New
KPWS
448
Kestra Private Wealth Services
Texas
$578K -$11.6K -124 -2%
TFF
449
The Family Firm
Maryland
$577K +$3K +32 +0.5%
CHP
450
Cable Hill Partners
Oregon
$571K -$2.25K -24 -0.4%
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