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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
451
Prosperity Planning
Missouri
$311K -$299K -2,930 Closed
GIA
452
Gladstone Institutional Advisory
Florida
$310K +$306K +2,996 New
DCM
453
Driehaus Capital Management
Illinois
$307K +$303K +2,967 New
FANJ
454
Financial Architects (New Jersey)
New Jersey
$305K -$10.2K -100 -3%
WP
455
WealthSource Partners
California
$305K +$301K +2,947 New
FG
456
Fiduciary Group
Georgia
$302K
NNP
457
Nachman Norwood & Parrott
South Carolina
$302K +$19.8K +194 +7%
LPWM
458
Lake Point Wealth Management
Texas
$301K +$296K +2,907 New
SAM
459
Strategy Asset Managers
California
$298K +$44.6K +437 +18%
CF
460
Centaurus Financial
California
$294K +$53.8K +528 +23%
HWMA
461
Heritage Wealth Management (Arizona)
Arizona
$294K +$289K +2,839 New
PA
462
Paragon Advisors
Texas
$294K +$289K +2,839 New
AC
463
Applied Capital
Arkansas
$293K -$43.2K -424 -13%
GRP
464
Global Retirement Partners
California
$288K +$102 +1 +0%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$285K
AWM
466
Avior Wealth Management
Nebraska
$283K +$6.32K +62 +2%
BOPW
467
Brandywine Oak Private Wealth
Pennsylvania
$282K +$1.02K +10 +0.4%
SWM
468
Soundmark Wealth Management
Washington
$281K +$31.6K +310 +13%
SL
469
Salomon & Ludwin
Virginia
$278K -$1.73K -17 -0.6%
MA
470
MBA Advisors
Pennsylvania
$278K +$64.2K +630 +31%
CA
471
CGN Advisors
Kansas
$273K -$3.06K -30 -1%
BL
472
Balentine LLC
Georgia
$273K +$306 +3 +0.1%
WFPG
473
Waller Financial Planning Group
Ohio
$272K -$379K -3,714 -59%
LWIC
474
Leith Wheeler Investment Counsel
British Columbia, Canada
$272K -$19.2K -188 -7%
G
475
GenTrust
Florida
$271K +$14.1K +138 +6%