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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
626
Pin Oak Investment Advisors
Texas
$6K – – –
SWM
627
Sugarloaf Wealth Management
Georgia
$5K – – –
TH
628
TCTC Holdings
Texas
$5K – – –
CT
629
Caldwell Trust
Florida
$4.68K – – –
CHC
630
City Holding Co
West Virginia
$4K – – –
PCFFS
631
Pacific Center for Financial Services
California
$4K +$105 +1 +2%
TSW
632
Thompson Siegel & Walmsley
Virginia
$4K +$3.67K +35 New
TCWM
633
Total Clarity Wealth Management
Illinois
$4K +$4.19K +40 New
GI
634
Gradient Investments
Minnesota
$3K – – –
TFGT
635
TS Financial Group (TSFG)
Illinois
$3K – – –
GTAM
636
Global Trust Asset Management
Florida
$2K +$105 +1 +6%
JWM
637
Janiczek Wealth Management
Colorado
$2K +$1.89K +18 New
CIA
638
Cascade Investment Advisors
Oregon
$1.53K – – –
GWS
639
Glassman Wealth Services
Virginia
$1K – – –
JCM
640
Jacobi Capital Management
Pennsylvania
$1K – – –
WAS
641
Winch Advisory Services
Wisconsin
$1K – – –
1IA
642
1834 Investment Advisors
Wisconsin
$1K +$105 +1 +8%
Lazard Asset Management
643
Lazard Asset Management
New York
$1K +$1.57K +15 +375%
FTUS
644
Flow Traders U.S.
New York
– -$8.3M -80,117 Closed
ARC
645
Advisor Resource Council
Texas
– -$3.17M -30,574 Closed
FC
646
Ferris Capital
Massachusetts
– -$2.48M -23,936 Closed
SNBOSCI
647
Security National Bank of Sioux City Iowa
Iowa
– -$1.88M -18,108 Closed
JWCA
648
J.W. Cole Advisors
Florida
– -$1.43M -13,839 Closed
Capital World Investors
649
Capital World Investors
California
– -$1.33M -12,823 Closed
IWM
650
IHT Wealth Management
Illinois
– -$1.13M -10,874 Closed