We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Collaborative Wealth Management
Florida
$582K -$5.75K -50 -1%
AL
527
Aspiriant LLC
California
$578K -$23.3K -203 -4%
RBA
528
Richard Bernstein Advisors
New York
$577K +$98K +852 +21%
PA
529
Paragon Advisors
Texas
$574K -$292K -2,542 -35%
GPA
530
Garrison Point Advisors
California
$572K +$11.5K +100 +2%
SFPM
531
Sensible Financial Planning & Management
Massachusetts
$568K +$545K +4,742 New
ITIM
532
Indiana Trust & Investment Management
Indiana
$565K – – –
MCM
533
Monument Capital Management
Virginia
$555K -$21.9K -190 -4%
MLFP
534
MPS Loria Financial Planners
Illinois
$553K – – –
THL
535
Tillman Hartley LLC
Colorado
$545K +$158K +1,375 +43%
TH
536
TCTC Holdings
Texas
$544K – – –
CAGAS
537
Capital Advisory Group Advisory Services
Minnesota
$540K -$25.3K -220 -5%
MOS
538
MGO One Seven
Ohio
$540K -$86.8K -755 -14%
JFG
539
JMG Financial Group
Illinois
$537K +$125K +1,088 +32%
TTWM
540
TCV Trust & Wealth Management
Virginia
$536K -$35.2K -306 -6%
VP
541
Verum Partners
North Carolina
$534K +$1.73K +15 +0.3%
PG
542
Proffitt & Goodson
Tennessee
$532K -$10.8K -94 -2%
EWA
543
Etesian Wealth Advisors
Oregon
$531K +$510K +4,438 New
AWE
544
Avidian Wealth Enterprises
Texas
$531K -$920 -8 -0.2%
MAG
545
Mayfair Advisory Group
Alabama
$520K +$1.26K +11 +0.3%
PC
546
Port Capital
Illinois
$517K – – –
BTI
547
Blue Trust Inc
Georgia
$513K +$97.9K +851 +23%
LGWM
548
Litman Gregory Wealth Management
California
$512K +$9.43K +82 +2%
HI
549
Hudock Inc
Pennsylvania
$511K -$3.1K -27 -0.6%
MFWP
550
Mosaic Family Wealth Partners
Missouri
$509K -$11.6K -101 -2%
20 21
22
23 24