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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
576
Rockbridge Investment Management
New York
$242K +$10.6K +105 +5%
HWMA
577
Heritage Wealth Management (Arizona)
Arizona
$242K +$242K +2,393 New
WWM
578
Western Wealth Management
Colorado
$240K +$240K +2,368 New
BCM
579
Beaumont Capital Management
Massachusetts
$237K -$8.81K -87 -4%
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$237K – – –
AA
581
Alesco Advisors
New York
$236K – – –
CFB
582
Cullen/Frost Bankers
Texas
$233K -$88.5K -874 -28%
BWM
583
BlackDiamond Wealth Management
New York
$231K -$18.3K -181 -7%
CPA
584
Court Place Advisors
Maryland
$231K +$304 +3 +0.1%
IAN
585
Integrated Advisors Network
Texas
$230K -$405 -4 -0.2%
MMHP
586
Murphy Middleton Hinkle & Parker
Georgia
$230K – – –
SWM
587
Sanctuary Wealth Management
Idaho
$230K – – –
OPS
588
Orion Portfolio Solutions
Nebraska
$230K +$7.9K +78 +4%
WFS
589
Weitzel Financial Services
Iowa
$227K +$227K +2,242 New
AC
590
Annandale Capital
Texas
$227K +$227K +2,237 New
AHC
591
Anderson Hoagland & Co
Missouri
$225K – – –
PBF
592
Petix & Botte Financial
California
$224K +$224K +2,212 New
RDWM
593
Red Door Wealth Management
Tennessee
$223K +$223K +2,206 New
GG
594
Gofen & Glossberg
Illinois
$222K +$222K +2,189 New
DAS
595
Dynamic Advisor Solutions
Arizona
$217K -$15.9K -157 -7%
PF
596
Phoenix Financial
Israel
$216K – – –
HT
597
Heritage Trust
Oklahoma
$213K – – –
TWA
598
TCI Wealth Advisors
Arizona
$213K +$1.01K +10 +0.5%
MWM
599
MBE Wealth Management
Wisconsin
$213K +$3.24K +32 +2%
GF
600
Goodman Financial
Texas
$213K +$4.15K +41 +2%
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