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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
551
Weaver Consulting Group
California
$474K – – –
LGWM
552
Litman Gregory Wealth Management
California
$472K +$462K +4,193 New
CFMC
553
Curbstone Financial Management Corp
New Hampshire
$471K -$27.6K -250 -6%
OW
554
Olistico Wealth
Oklahoma
$465K -$20.3K -184 -4%
NFG
555
Nations Financial Group
Iowa
$462K +$24.9K +226 +6%
EIC
556
Equity Investment Corp
Georgia
$460K +$450K +4,080 New
DAS
557
Dynamic Advisor Solutions
Arizona
$458K -$66.6K -604 -13%
MIM
558
Macroview Investment Management
Maryland
$455K +$2.21K +20 +0.5%
LP
559
LGL Partners
Pennsylvania
$454K +$2.32K +21 +0.5%
IIA
560
IPG Investment Advisors
California
$454K -$99.7K -904 -18%
BSSFA
561
Baron Silver Stevens Financial Advisors
Florida
$450K – – –
LFAS
562
Level Four Advisory Services
Texas
$450K +$440K +3,994 New
CPA
563
Cardiff Park Advisors
California
$450K +$1.54K +14 +0.4%
RBA
564
Richard Bernstein Advisors
New York
$447K -$2.7M -24,489 -86%
DFC
565
DB Fitzpatrick & Co
Idaho
$445K +$6.95K +63 +2%
B
566
Bailard
California
$442K -$9.92K -90 -2%
HIM
567
Harbour Investment Management
Washington
$442K – – –
FPW
568
Flagship Private Wealth
Massachusetts
$439K +$41.8K +379 +11%
ML
569
Mayport LLC
Massachusetts
$439K – – –
CTA
570
Chesley Taft & Associates
Illinois
$438K +$51.4K +466 +14%
FNC
571
First National Corp
Massachusetts
$437K -$5.18K -47 -1%
HAFG
572
Hansen & Associates Financial Group
California
$436K +$431K +3,910 New
MWM
573
MBE Wealth Management
Wisconsin
$431K +$662 +6 +0.2%
PTC
574
Private Trust Company
Ohio
$430K +$6.07K +55 +1%
MWM
575
Merriman Wealth Management
Washington
$429K +$7.28K +66 +2%
21 22
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