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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
476
Aristides Capital
Kentucky
$676K +$632K +6,571 New
WAM
477
Wakefield Asset Management
Colorado
$675K – – –
BOPW
478
Brandywine Oak Private Wealth
Pennsylvania
$675K +$2.21K +23 +0.4%
BWP
479
Barlow Wealth Partners
Kentucky
$671K +$628K +6,525 New
MFG
480
MidWestOne Financial Group
Iowa
$665K +$622K +6,460 New
MLFP
481
MPS Loria Financial Planners
Illinois
$655K – – –
LK
482
Lumbard & Kellner
New Hampshire
$653K +$611K +6,345 New
C1AG
483
Client 1st Advisory Group
Florida
$647K -$15.5K -161 -2%
QCG
484
Quadrant Capital Group
Ohio
$647K -$59.5K -618 -9%
RBC
485
Roble Belko & Company
Pennsylvania
$645K – – –
EFG
486
Embree Financial Group
Illinois
$632K +$591K +6,139 New
CKAIS
487
Christensen King & Associates Investment Services
Washington
$624K +$584K +6,068 New
PA
488
PFG Advisors
Arizona
$623K -$36.4K -378 -6%
CC
489
Callan Capital
California
$618K +$385 +4 +0.1%
CCA
490
Checchi Capital Advisers
California
$601K -$38.2K -397 -6%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$600K +$73.7K +766 +15%
WBCM
492
Wilson & Boucher Capital Management
California
$600K +$173K +1,800 +45%
VVP
493
Venture Visionary Partners
Ohio
$597K +$1.06K +11 +0.2%
LIWM
494
Long Island Wealth Management
New York
$596K +$558K +5,795 New
AMM
495
American Money Management
California
$591K +$192 +2 +0%
AF
496
Advisornet Financial
Minnesota
$580K -$11.2M -116,529 -95%
CHAM
497
Clear Harbor Asset Management
Connecticut
$574K +$29.2K +303 +6%
DP
498
Divergent Planning
Maryland
$573K -$4.43K -46 -0.8%
SAM
499
Strategy Asset Managers
California
$568K +$6.45K +67 +1%
MA
500
Mutual Advisors
Nebraska
$564K +$95.9K +997 +22%
18 19
20
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