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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
Lenox Wealth Advisors
New York
$11.2M +$682K +11,288 +7%
OFG
27
Oxford Financial Group
Indiana
$10.8M +$10.7M +176,461 New
CGT
28
Capital Guardian Trust
California
$10.5M +$10.4M +171,736 New
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$10.3M +$1.04M +17,217 +11%
Ameriprise
30
Ameriprise
Minnesota
$8.6M +$5.24M +86,728 +155%
HCA
31
Hillview Capital Advisors
Pennsylvania
$8.35M +$1.69M +27,994 +26%
SHCM
32
Stokes & Hubbell Capital Management
Louisiana
$8.17M -$836K -13,835 -9%
RCG
33
Ruggie Capital Group
Florida
$8.15M -$3.86M -63,821 -32%
AI
34
Ariel Investments
Illinois
$7.87M -$6.82M -112,803 -47%
CHP
35
Cable Hill Partners
Oregon
$7.8M +$7.62M +126,052 +6,825%
Bessemer Group
36
Bessemer Group
New Jersey
$7.54M -$48.3K -800 -0.6%
JWS
37
Juncture Wealth Strategies
Arizona
$7.32M +$2.32M +38,418 +47%
WA
38
Wealth Architects
California
$7.31M +$302 +5 +0%
ZF
39
Zhang Financial
Michigan
$6.59M -$42.5K -703 -0.7%
JP Morgan Chase
40
JP Morgan Chase
New York
$6.44M -$42.1K -696 -0.7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$6.12M -$8.2M -135,731 -57%
SFM
42
Signature Financial Management
Virginia
$5.93M +$141K +2,327 +2%
V
43
Veritable
Delaware
$5.89M +$12.1K +201 +0.2%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.85M +$33K +546 +0.6%
CDIA
45
Capital Directions Investment Advisors
Georgia
$5.83M
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$5.26M -$1.33M -21,967 -20%
USAA
47
United Services Automobile Association
Texas
$5.07M +$5.02M +83,154 New
RSA
48
Robertson Stephens Advisors
California
$4.8M +$4.75M +78,677 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$4.57M +$4.39M +72,668 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$4.35M +$84.2K +1,394 +2%