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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
676
Synergy Financial Group
California
$281K -$3.91K -37 -1%
CWM
677
Centurion Wealth Management
Virginia
$281K – – –
VFIC
678
Valley Forge Investment Consultants
Pennsylvania
$280K +$36.1K +341 +16%
SWM
679
Soundmark Wealth Management
Washington
$277K +$23.1K +218 +10%
MC
680
Moors & Cabot
Massachusetts
$277K – – –
GC
681
Garde Capital
Washington
$276K +$47.4K +448 +22%
TC
682
Tacita Capital
Ontario, Canada
$274K +$6.87K +65 +3%
BWS
683
BCR Wealth Strategies
Alabama
$264K +$4.86K +46 +2%
NCM
684
Next Capital Management
New York
$261K +$846 +8 +0.3%
NEPWA
685
New England Private Wealth Advisors
Massachusetts
$261K +$529 +5 +0.2%
OFS
686
OneAscent Financial Services
Alabama
$260K +$43K +407 +21%
R
687
Rebalance
California
$260K -$63.6K -601 -20%
CAAM
688
Cornerstone Advisors Asset Management
Pennsylvania
$258K +$246K +2,331 New
SMFG
689
Sumitomo Mitsui Financial Group
Japan
$257K – – –
BEW
690
Burton Enright Welch
California
$256K -$31.3K -296 -11%
SDWMA
691
Schneider Downs Wealth Management Advisors
Pennsylvania
$254K +$14.5K +137 +6%
PCIA
692
Prime Capital Investment Advisors
Kansas
$253K -$42.8K -405 -15%
CB
693
Commerce Bank
Missouri
$251K – – –
TFP
694
TrueWealth Financial Partners
Washington
$251K +$240K +2,274 New
MMHP
695
Murphy Middleton Hinkle & Parker
Georgia
$251K +$106 +1 +0%
COCM
696
Charter Oak Capital Management
New Hampshire
$251K +$2.54K +24 +1%
RG
697
Retirement Group
California
$250K +$106 +1 +0%
SIC
698
Samalin Investment Counsel
New York
$247K +$25K +236 +12%
FP
699
Financial Perspectives
Minnesota
$245K +$634 +6 +0.3%
PMFA
700
Plante Moran Financial Advisors
Michigan
$245K +$317 +3 +0.1%
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