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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
651
Retirement Planning Group (Kansas)
Kansas
$749K +$311K +2,164 +67%
ASN
652
Advisory Services Network
Georgia
$745K +$12.5K +87 +2%
SG
653
StoneX Group
New York
$734K +$232K +1,611 +44%
CL
654
CLG LLC
California
$733K +$80.1K +557 +12%
CKAIS
655
Christensen King & Associates Investment Services
Washington
$733K +$48.9K +340 +7%
MWM
656
Modern Wealth Management
Kansas
$726K -$155K -1,075 -17%
CAAM
657
Cornerstone Advisors Asset Management
Pennsylvania
$726K +$1.58K +11 +0.2%
PGFC
658
Peapack-Gladstone Financial Corp
New Jersey
$725K +$529K +3,678 +235%
PA
659
PFG Advisors
Arizona
$720K -$390K -2,709 -34%
FOA
660
Five Oceans Advisors
California
$718K +$4.17K +29 +0.6%
RS
661
Rakuten Securities
Japan
$710K +$243K +1,690 +49%
VP
662
Verum Partners
North Carolina
$708K +$60.4K +420 +9%
AMM
663
American Money Management
California
$707K – – –
TFP
664
TrueWealth Financial Partners
Washington
$698K +$726K +5,046 New
MSFS
665
Main Street Financial Solutions
Pennsylvania
$697K +$173K +1,202 +31%
AWM
666
AE Wealth Management
Kansas
$696K -$203K -1,409 -22%
TWA
667
TCI Wealth Advisors
Arizona
$694K +$38.5K +268 +6%
AFP
668
ATLas Financial Planning
Georgia
$694K +$25K +174 +4%
IA
669
IFP Advisors
Florida
$694K +$202K +1,401 +39%
PVI
670
Pine Valley Investments
New Jersey
$693K +$721K +5,012 New
VCP
671
Verus Capital Partners
Arizona
$690K +$28.8K +200 +4%
JFG
672
JMG Financial Group
Illinois
$689K +$8.49K +59 +1%
UFA
673
Unify Financial Advisors
Florida
$684K +$94.4K +656 +15%
BTW
674
Boston Trust Walden
Massachusetts
$681K – – –
FIA
675
Foundations Investment Advisors
Arizona
$680K +$206K +1,431 +41%
25 26
27
28 29