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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
701
Christensen King & Associates Investment Services
Washington
$831K – – –
RIA
702
Realta Investment Advisors
Delaware
$830K +$510K +3,345 +172%
CAAM
703
Cornerstone Advisors Asset Management
Pennsylvania
$827K +$3.2K +21 +0.4%
AFP
704
ATLas Financial Planning
Georgia
$827K +$38.3K +251 +5%
SW
705
Simplicity Wealth
New Jersey
$822K +$121K +793 +18%
JFG
706
JMG Financial Group
Illinois
$822K +$39.2K +257 +5%
MGI
707
MayTech Global Investments
New York
$820K +$557K +3,652 +232%
FOA
708
Five Oceans Advisors
California
$818K +$3.81K +25 +0.5%
HIP
709
HUB Investment Partners
Texas
$815K +$52.6K +345 +7%
DC
710
Davenport & Co
Virginia
$811K +$232K +1,519 +42%
TFP
711
TrueWealth Financial Partners
Washington
$803K +$10.7K +70 +1%
VP
712
Verum Partners
North Carolina
$799K -$3.97K -26 -0.5%
BCM
713
Brookstone Capital Management
Illinois
$798K +$148K +972 +24%
VCP
714
Verus Capital Partners
Arizona
$795K +$11.9K +78 +2%
FA
715
Fermata Advisors
California
$794K -$139K -913 -15%
MWM
716
Maimon Wealth Management
Israel
$791K – – –
PVI
717
Pine Valley Investments
New Jersey
$789K +$2.75K +18 +0.4%
UFA
718
Unify Financial Advisors
Florida
$786K +$9.15K +60 +1%
SF
719
Symphony Financial
Texas
$779K +$43.6K +286 +6%
BFP
720
Brewster Financial Planning
New York
$777K +$755K +4,949 New
LC
721
Lincoln Capital
Nebraska
$776K +$137K +896 +22%
AMM
722
American Money Management
California
$774K -$27.5K -180 -4%
APA
723
Astoria Portfolio Advisors
New York
$764K +$743K +4,870 New
FFA
724
Fragasso Financial Advisors
Pennsylvania
$761K +$10.1K +66 +1%
CFG
725
Cooper Financial Group
California
$760K +$1.83K +12 +0.2%
27 28
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