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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Soundmark Wealth Management
Washington
$219K +$15.7K +162 +7%
NEPWA
627
New England Private Wealth Advisors
Massachusetts
$219K +$25.4K +262 +13%
CB
628
Commerce Bank
Missouri
$217K -$7.28K -75 -3%
SMFG
629
Sumitomo Mitsui Financial Group
Japan
$217K
FMWA
630
Forvis Mazars Wealth Advisors
Missouri
$215K +$388 +4 +0.2%
RFA
631
RTD Financial Advisors
Pennsylvania
$215K -$61.6K -635 -22%
SWA
632
Strategies Wealth Advisors
Michigan
$213K +$10.1K +104 +5%
OLA
633
Oliver Luxxe Assets
New Jersey
$212K +$1.36K +14 +0.6%
MMHP
634
Murphy Middleton Hinkle & Parker
Georgia
$212K
BCI
635
Brinker Capital Investments
Pennsylvania
$210K +$218K +2,249 New
OPS
636
Orion Portfolio Solutions
Nebraska
$210K +$218K +2,249 New
MC
637
Moors & Cabot
Massachusetts
$208K +$6.31K +65 +3%
RDWM
638
Red Door Wealth Management
Tennessee
$206K
RG
639
Retirement Group
California
$205K +$2.43K +25 +1%
PIA
640
Perennial Investment Advisors
California
$204K +$194 +2 +0.1%
SWM
641
SeaCrest Wealth Management
New York
$204K
MWM
642
Melfa Wealth Management
Massachusetts
$204K -$11.3K -116 -5%
AA
643
Addison Advisors
Vermont
$202K
R
644
Rebalance
California
$202K +$777 +8 +0.4%
SDWMA
645
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K -$103K -1,064 -33%
WFPG
646
Waller Financial Planning Group
Ohio
$202K +$97 +1 +0%
FDCC
647
Foster Dykema Cabot & Co
Massachusetts
$201K -$320K -3,298 -60%
BWM
648
BigSur Wealth Management
Florida
$192K
GC
649
Garde Capital
Washington
$188K +$16.3K +168 +9%
Barclays
650
Barclays
United Kingdom
$186K