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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
451
Family Management
New York
$1.16M – – –
MOS
452
MGO One Seven
Ohio
$1.15M +$81.9K +685 +8%
PWP
453
Principle Wealth Partners
Connecticut
$1.15M – – –
NOI
454
Newton One Investments
Delaware
$1.13M -$396K -3,310 -27%
GFM
455
GEN Financial Management
Minnesota
$1.13M -$107K -892 -9%
KCM
456
Kendall Capital Management
Maryland
$1.12M +$25.4K +212 +2%
KP
457
Keel Point
Alabama
$1.11M +$3.35K +28 +0.3%
HCC
458
Hirtle Callaghan & Co
Pennsylvania
$1.11M – – –
IAS
459
IMA Advisory Services
Colorado
$1.11M +$103K +861 +10%
AT
460
Arlington Trust
Alabama
$1.11M -$249K -2,083 -19%
BCA
461
Bay Colony Advisors
Massachusetts
$1.1M -$15K -125 -1%
ELI
462
Empire Life Investments
Ontario, Canada
$1.1M +$261K +2,183 +34%
FFG
463
Fiduciary Financial Group
California
$1.1M +$17K +142 +2%
TWM
464
Trevian Wealth Management
Massachusetts
$1.1M +$120 +1 +0%
CAG
465
Crestwood Advisors Group
Massachusetts
$1.09M -$2.81M -23,458 -73%
EH
466
Equitable Holdings
New York
$1.09M +$368K +3,079 +57%
JWWM
467
Johnson & White Wealth Management
Pennsylvania
$1.08M +$28.3K +237 +3%
IHL
468
Investment House LLC
California
$1.08M +$1M +8,369 New
UA
469
Unison Advisors
District of Columbia
$1.07M +$1.79K +15 +0.2%
RIL
470
Rothschild Investment LLC
Illinois
$1.07M -$7.54K -63 -0.8%
RC
471
Roundview Capital
New Jersey
$1.07M +$36K +301 +4%
SP
472
Successful Portfolios
Florida
$1.06M +$4.78K +40 +0.5%
NF
473
Nikulski Financial
Iowa
$1.06M -$1.2K -10 -0.1%
IWM
474
IHT Wealth Management
Illinois
$1.06M +$332K +2,779 +51%
CFP
475
Catalyst Financial Partners
Massachusetts
$1.06M +$4.54K +38 +0.5%
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