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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
476
Corrigan Financial
Rhode Island
$271K – – –
SMFG
477
Sumitomo Mitsui Financial Group
Japan
$270K – – –
SSWM
478
Smith Salley Wealth Management
North Carolina
$269K – – –
RIA
479
Regal Investment Advisors
Michigan
$268K +$264K +2,591 New
VFIC
480
Valley Forge Investment Consultants
Pennsylvania
$267K +$204 +2 +0.1%
RPGK
481
Retirement Planning Group (Kansas)
Kansas
$266K +$262K +2,571 New
PA
482
PFG Advisors
Arizona
$257K +$253K +2,485 New
PGFC
483
Peapack-Gladstone Financial Corp
New Jersey
$252K -$32.5K -319 -12%
FPW
484
Flagship Private Wealth
Massachusetts
$251K +$1.22K +12 +0.5%
TC
485
Tacita Capital
Ontario, Canada
$251K – – –
FA
486
Forefront Analytics
Pennsylvania
$249K – – –
RG
487
Retirement Group
California
$249K – – –
GKWIM
488
Gerber Kawasaki Wealth & Investment Management
California
$248K -$80.8K -792 -25%
PWS
489
Paragon Wealth Strategies
Florida
$248K +$244K +2,396 New
BCM
490
Beaumont Capital Management
Massachusetts
$246K -$26.2K -257 -10%
SWM
491
Sanctuary Wealth Management
Idaho
$242K +$2.96K +29 +1%
AWA
492
Arete Wealth Advisors
Illinois
$241K +$2.14K +21 +0.9%
AA
493
Alesco Advisors
New York
$241K +$12.8K +126 +6%
AHC
494
Anderson Hoagland & Co
Missouri
$238K -$17.6K -173 -7%
RIM
495
Rockbridge Investment Management
New York
$237K +$6.63K +65 +3%
MMHP
496
Murphy Middleton Hinkle & Parker
Georgia
$235K – – –
RCM
497
Robinson Capital Management
Michigan
$234K -$76.5K -750 -25%
IA
498
Insight Advisors
Pennsylvania
$234K -$7.34K -72 -3%
CPA
499
Court Place Advisors
Maryland
$234K +$612 +6 +0.3%
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$227K +$4.38K +43 +2%
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