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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HT
651
Heritage Trust
Oklahoma
$204K +$197K +2,102 New
NEPWA
652
New England Private Wealth Advisors
Massachusetts
$203K +$196K +2,087 New
MCA
653
Magnolia Capital Advisors
Mississippi
$202K +$196K +2,086 New
LL
654
LPWM LLC
Minnesota
$200K +$193K +2,057 New
BWM
655
BigSur Wealth Management
Florida
$199K
Barclays
656
Barclays
United Kingdom
$194K
Nomura Asset Management
657
Nomura Asset Management
Japan
$185K +$179K +1,911 New
AF
658
Allworth Financial
California
$185K -$59.6K -636 -25%
CCMI
659
Creative Capital Management Investments
California
$182K -$88.3K -942 -33%
GC
660
Garde Capital
Washington
$179K +$8.53K +91 +5%
PCTC
661
Perkins Coie Trust Company
Washington
$172K
CA
662
Crewe Advisors
Utah
$164K -$34K -363 -18%
SWM
663
Sanctuary Wealth Management
Idaho
$159K +$154K +1,642 New
CFB
664
Cullen/Frost Bankers
Texas
$153K +$11.8K +126 +9%
WBC
665
West Branch Capital
Massachusetts
$145K
PMFA
666
Plante Moran Financial Advisors
Michigan
$143K -$7.88K -84 -5%
RF
667
Robinswood Financial
Washington
$142K +$137K +1,466 New
GWM
668
Geneos Wealth Management
Colorado
$140K
FP
669
Financial Perspectives
Minnesota
$138K +$52.6K +561 +65%
ST
670
Smithfield Trust
Pennsylvania
$138K -$43.2K -461 -25%
IA
671
IFP Advisors
Florida
$138K -$21.7K -232 -14%
BC
672
Belmont Capital
California
$134K
BTI
673
Blue Trust Inc
Georgia
$133K -$50.8K -542 -27%
ADL
674
Asset Dedication LLC
California
$133K
TCM
675
TD Capital Management
Tennessee
$132K -$7.5K -80 -6%