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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
451
Reyes Financial Architecture
California
$1.02M +$1.05M +8,798 New
RYIA
452
Roehl & Yi Investment Advisors
Oregon
$1.01M +$4.91K +41 +0.5%
BWM
453
Benchmark Wealth Management
Connecticut
$1.01M -$120K -999 -10%
BCA
454
Bay Colony Advisors
Massachusetts
$1.01M +$17.8K +149 +2%
WPWM
455
Windward Private Wealth Management
Kansas
$1M +$66.8K +558 +7%
KP
456
Keel Point
Alabama
$999K +$2.15K +18 +0.2%
MIC
457
Means Investment Company
Maine
$997K -$731K -6,111 -42%
TWM
458
Trevian Wealth Management
Massachusetts
$989K +$120 +1 +0%
KCM
459
Kendall Capital Management
Maryland
$986K +$69K +577 +7%
RIL
460
Rothschild Investment LLC
Illinois
$972K -$17.5K -146 -2%
CHP
461
Cable Hill Partners
Oregon
$968K +$546K +4,565 +122%
UA
462
Unison Advisors
District of Columbia
$965K +$22.3K +186 +2%
VIP
463
Viewpoint Investment Partners
Alberta, Canada
$962K +$993K +8,300 New
NF
464
Nikulski Financial
Iowa
$962K -$8.26K -69 -0.8%
CWM
465
Congress Wealth Management
Massachusetts
$961K -$148K -1,235 -13%
MA
466
Mutual Advisors
Nebraska
$959K -$105K -881 -10%
NEPPG
467
New England Professional Planning Group
Rhode Island
$958K – – –
SP
468
Successful Portfolios
Florida
$956K -$8.97K -75 -0.9%
CFP
469
Catalyst Financial Partners
Massachusetts
$955K +$957 +8 +0.1%
MOS
470
MGO One Seven
Ohio
$954K +$351K +2,934 +55%
AWM
471
Avior Wealth Management
Nebraska
$950K -$120 -1 -0%
JWWM
472
Johnson & White Wealth Management
Pennsylvania
$947K -$91.1K -761 -9%
BAAM
473
Baker Avenue Asset Management
California
$942K +$88.1K +736 +10%
ACS
474
Archford Capital Strategies
Illinois
$932K – – –
VCM
475
Versant Capital Management
Arizona
$932K +$479 +4 +0%
17 18
19
20 21