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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
551
Genus Capital Management
British Columbia, Canada
$867K – – –
SMA
552
Sage Mountain Advisors
Georgia
$859K – – –
KPWS
553
Kestra Private Wealth Services
Texas
$859K +$40.7K +306 +5%
BP
554
Ballentine Partners
Massachusetts
$857K -$23.7K -178 -3%
BM
555
Berman McAleer
Maryland
$853K +$822K +6,189 New
FA
556
Fermata Advisors
California
$846K -$39.7K -299 -5%
VFP
557
Vested Financial Planning
California
$834K +$416K +3,130 +107%
AF
558
Allworth Financial
California
$831K -$4.65K -35 -0.6%
LK
559
Lumbard & Kellner
New Hampshire
$815K – – –
WB
560
WesBanco Bank
West Virginia
$815K +$543K +4,089 +224%
MSF
561
Mustard Seed Financial
Arkansas
$811K +$10.2K +77 +1%
TWC
562
TD Waterhouse Canada
Ontario, Canada
$810K +$103K +773 +15%
LA
563
Latitude Advisors
Florida
$808K +$334K +2,517 +75%
TWP
564
Total Wealth Planning
Ohio
$806K -$146K -1,101 -16%
C1AG
565
Client 1st Advisory Group
Florida
$803K -$22.7K -171 -3%
PA
566
Procyon Advisors
Connecticut
$797K +$36K +271 +5%
CCA
567
Checchi Capital Advisers
California
$794K -$21.4K -161 -3%
BFS
568
Burkett Financial Services
South Carolina
$790K +$27.8K +209 +4%
SW
569
Simplicity Wealth
New Jersey
$781K -$505K -3,797 -40%
RBC
570
Roble Belko & Company
Pennsylvania
$780K – – –
IA
571
IFG Advisory
Georgia
$767K +$72.2K +543 +11%
NG
572
Norden Group
Utah
$759K +$732K +5,507 New
TAM
573
Tocqueville Asset Management
New York
$757K -$492K -3,700 -40%
AF
574
Advisornet Financial
Minnesota
$749K +$5.32K +40 +0.7%
FP
575
Financial Perspectives
Minnesota
$747K +$88.5K +666 +14%
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