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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
26
Oxford Financial Group
Indiana
$12.7M +$1.12M +17,570 +10%
LWA
27
Lenox Wealth Advisors
New York
$12.2M +$205K +3,202 +2%
Goldman Sachs
28
Goldman Sachs
New York
$11.5M -$937K -14,653 -8%
Jane Street
29
Jane Street
New York
$11.1M -$66.6M -1,042,046 -86%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$11M -$23.7K -371 -0.2%
EAM
31
Evanson Asset Management
California
$9.38M +$8.89M +138,964 +2,850%
SFM
32
Signature Financial Management
Virginia
$8.64M +$2.26M +35,403 +36%
JWS
33
Juncture Wealth Strategies
Arizona
$8.55M +$708K +11,073 +9%
JP Morgan Chase
34
JP Morgan Chase
New York
$8.19M +$1.27M +19,920 +19%
Bessemer Group
35
Bessemer Group
New Jersey
$8.06M
WA
36
Wealth Architects
California
$7.82M +$320 +5 +0%
BCM
37
Brookstone Capital Management
Illinois
$7.56M +$7.42M +115,949 New
ZF
38
Zhang Financial
Michigan
$7.39M -$535K -8,363 -8%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$6.97M +$2.28M +35,651 +50%
Stifel Financial
40
Stifel Financial
Missouri
$6.72M +$4.25M +66,467 +182%
HCA
41
Hillview Capital Advisors
Pennsylvania
$6.53M -$2.38M -37,158 -27%
SHCM
42
Stokes & Hubbell Capital Management
Louisiana
$6.36M -$2.34M -36,541 -27%
V
43
Veritable
Delaware
$6.32M +$16.8K +262 +0.3%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$6.26M
AI
45
Ariel Investments
Illinois
$5.83M -$2.53M -39,504 -31%
RJA
46
Raymond James & Associates
Florida
$5.82M +$2.6M +40,600 +83%
CIAS
47
Capital Investment Advisory Services
North Carolina
$5.14M +$237K +3,707 +5%
EVM
48
Eaton Vance Management
Massachusetts
$4.11M
LFR
49
Lehman Financial Resources
Pennsylvania
$3.98M
FHB
50
First Hawaiian Bank
Hawaii
$3.96M