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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CVM
651
Cheviot Value Management
California
$420K – – –
KCM
652
Kanawha Capital Management
Virginia
$419K -$9K -75 -2%
FFA
653
First Foundation Advisors
California
$417K – – –
GS
654
GTS Securities
Florida
$417K -$79.6K -663 -16%
CFA
655
Cahill Financial Advisors
Minnesota
$417K – – –
PB
656
Pinnacle Bancorp
Nebraska
$417K +$30K +250 +8%
E3F
657
Eight 31 Financial
Texas
$416K -$29K -242 -6%
DWA
658
Delap Wealth Advisory
Oregon
$415K -$2.4K -20 -0.6%
BWS
659
BCR Wealth Strategies
Alabama
$415K +$159K +1,326 +60%
KDA
660
Kraft Davis & Associates
Missouri
$415K -$3.6K -30 -0.9%
FAM
661
Formidable Asset Management
Ohio
$411K -$10.7K -89 -2%
RCM
662
Robinson Capital Management
Michigan
$411K – – –
RA
663
Resolute Advisors
California
$408K +$3K +25 +0.7%
RPGK
664
Retirement Planning Group (Kansas)
Kansas
$406K – – –
LFS
665
Lutz Financial Services
Nebraska
$405K -$20.2K -168 -5%
FWP
666
FAS Wealth Partners
Kansas
$397K +$15.7K +131 +4%
GWM
667
Greenwich Wealth Management
Connecticut
$394K +$50.4K +420 +14%
ACM
668
AUA Capital Management
Pennsylvania
$393K – – –
SF
669
Synovus Financial
Georgia
$393K -$359K -2,993 -47%
EWA
670
Etesian Wealth Advisors
Oregon
$390K -$134K -1,117 -25%
GWA
671
Geometric Wealth Advisors
District of Columbia
$388K – – –
PCM
672
Pointe Capital Management
Michigan
$386K +$8.4K +70 +2%
HWM
673
Hohimer Wealth Management
Washington
$384K – – –
Baird Financial Group
674
Baird Financial Group
Wisconsin
$382K -$3.12K -26 -0.8%
CAAS
675
Capital Asset Advisory Services
Michigan
$379K -$1.08K -9 -0.3%