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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPW
651
Flagship Private Wealth
Massachusetts
$345K -$117K -1,017 -26%
BAM
652
BOS Asset Management
Illinois
$345K
OCM
653
Objective Capital Management
Ohio
$344K +$330K +2,871 New
MA
654
Modus Advisors
Minnesota
$341K -$84.4K -734 -21%
BCM
655
Brookstone Capital Management
Illinois
$339K +$20.5K +178 +7%
CG
656
CFO4Life Group
Texas
$339K +$2.88K +25 +0.9%
EWP
657
Elevation Wealth Partners
California
$338K
CAM
658
Claret Asset Management
Quebec, Canada
$337K +$5.63K +49 +2%
MCM
659
MontVue Capital Management
Virginia
$334K
FP
660
Financial Perspectives
Minnesota
$334K +$26.7K +232 +9%
FG
661
Fiduciary Group
Georgia
$333K
CJ
662
Caitlin John
Michigan
$332K
CF
663
Centaurus Financial
California
$331K
MWM
664
Melfa Wealth Management
Massachusetts
$330K -$11.2K -97 -3%
RWIA
665
Roger Wittlin Investment Advisory
California
$328K +$1.26K +11 +0.4%
BSWM
666
Boston Standard Wealth Management
Massachusetts
$327K -$5.06K -44 -2%
TFS
667
Thoroughbred Financial Services
Tennessee
$326K +$460 +4 +0.1%
LJHT
668
Laurie J. Hall Trustee
$323K
DF
669
DecisionPoint Financial
Arizona
$323K
TFP
670
TrueWealth Financial Partners
Washington
$317K +$11.5K +100 +4%
AIA
671
Arcadia Investment Advisors
Idaho
$317K -$1.03K -9 -0.3%
SW
672
SteelPeak Wealth
California
$317K -$2.59M -22,487 -89%
BFA
673
Beacon Financial Advisory
Ohio
$316K +$115 +1 +0%
LWIC
674
Leith Wheeler Investment Counsel
British Columbia, Canada
$314K
CAM
675
Creekmur Asset Management
Illinois
$314K