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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
476
Strategy Asset Managers
California
$237K +$18.6K +193 +9%
TI
477
Trexquant Investment
Connecticut
$237K +$234K +2,437 New
G
478
GenTrust
Florida
$237K +$238K +2,474 New
TC
479
Tacita Capital
Ontario, Canada
$236K +$233K +2,418 New
IA
480
Insight Advisors
Pennsylvania
$235K -$962 -10 -0.4%
FA
481
Forefront Analytics
Pennsylvania
$234K – – –
RG
482
Retirement Group
California
$233K – – –
SWM
483
Soundmark Wealth Management
Washington
$233K +$2.88K +30 +1%
PCA
484
Personal Capital Advisors
California
$230K +$227K +2,359 New
CF
485
Centaurus Financial
California
$225K +$2.69K +28 +1%
SWM
486
Sanctuary Wealth Management
Idaho
$224K -$51.7K -538 -19%
AWA
487
Arete Wealth Advisors
Illinois
$224K +$3.75K +39 +2%
GW
488
GW & Wade
Massachusetts
$224K +$221K +2,300 New
MMHP
489
Murphy Middleton Hinkle & Parker
Georgia
$220K – – –
CPA
490
Court Place Advisors
Maryland
$219K +$385 +4 +0.2%
RIM
491
Rockbridge Investment Management
New York
$216K – – –
VPI
492
Value Partners Investments
Manitoba, Canada
$216K – – –
AA
493
Alesco Advisors
New York
$214K – – –
GSC
494
Ground Swell Capital
South Carolina
$212K +$210K +2,184 New
SMA
495
Sage Mountain Advisors
Georgia
$211K +$208K +2,168 New
SBIA
496
Sheaff Brock Investment Advisors
Indiana
$209K -$11.1K -115 -5%
MFW
497
Mosaic Family Wealth
Missouri
$206K +$204K +2,121 New
WDL
498
Well Done LLC
Michigan
$204K +$202K +2,101 New
HT
499
Heritage Trust
Oklahoma
$204K +$202K +2,102 New
EFS
500
Essex Financial Services
Connecticut
$202K +$200K +2,080 New
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