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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C1AG
526
Client 1st Advisory Group
Florida
$705K -$25K -208 -3%
KPWS
527
Kestra Private Wealth Services
Texas
$703K +$285K +2,378 +66%
VCA
528
Verdence Capital Advisors
Maryland
$693K -$6.72K -56 -0.9%
IC
529
IEQ Capital
California
$688K +$600 +5 +0.1%
FA
530
Fermata Advisors
California
$687K -$725K -6,038 -51%
SMC
531
Smith, Moore & Co
Missouri
$685K +$47.5K +396 +7%
EH
532
Equitable Holdings
New York
$680K +$54.4K +453 +8%
AFA
533
AA Financial Advisors
Ohio
$676K +$691K +5,758 New
CCA
534
Checchi Capital Advisers
California
$676K -$5.64K -47 -0.8%
TFF
535
The Family Firm
Maryland
$674K -$22K -183 -3%
DFC
536
DB Fitzpatrick & Co
Idaho
$672K +$262K +2,183 +62%
MSFS
537
Main Street Financial Solutions
Pennsylvania
$670K -$45.9K -382 -6%
MSF
538
Mustard Seed Financial
Arkansas
$669K +$67.8K +565 +11%
RBC
539
Roble Belko & Company
Pennsylvania
$665K -$120 -1 -0%
MPW
540
Magnolia Private Wealth
Pennsylvania
$660K +$60.2M +501,358 New
BTW
541
Boston Trust Walden
Massachusetts
$658K – – –
CHAM
542
Clear Harbor Asset Management
Connecticut
$657K +$240 +2 +0%
BFAG
543
Blackston Financial Advisory Group
Florida
$644K -$206K -1,720 -24%
LFAS
544
Level Four Advisory Services
Texas
$644K -$48.5K -404 -7%
TPCW
545
TD Private Client Wealth
New York
$641K -$47.7K -397 -7%
DP
546
Divergent Planning
Maryland
$638K +$13.6K +113 +2%
IWM
547
IHT Wealth Management
Illinois
$638K -$36.7K -306 -5%
AMM
548
American Money Management
California
$637K -$26.6K -222 -4%
CFG
549
Cooper Financial Group
California
$636K -$40.2K -335 -6%
Renaissance Technologies
550
Renaissance Technologies
New York
$634K -$876K -7,300 -57%