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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$245K +$317 +3 +0.1%
CWM
702
Cornerstone Wealth Management
Missouri
$245K -$15.9K -150 -6%
GWM
703
Greenwich Wealth Management
Connecticut
$244K +$233K +2,205 New
RDWM
704
Red Door Wealth Management
Tennessee
$244K – – –
SC
705
Scotia Capital
Ontario, Canada
$241K +$231K +2,180 New
AG
706
Ascent Group
Virginia
$240K +$423 +4 +0.2%
WFPG
707
Waller Financial Planning Group
Ohio
$239K +$106 +1 +0%
FDCP
708
Foster Dykema Cabot & Partners
Massachusetts
$238K – – –
OLA
709
Oliver Luxxe Assets
New Jersey
$237K -$634 -6 -0.3%
EA
710
Evolution Advisers
Virginia
$237K +$84.2K +796 +59%
BFC
711
Bedel Financial Consulting
Indiana
$236K – – –
PF
712
Phoenix Financial
Israel
$236K – – –
DAM
713
Derbend Asset Management
Georgia
$235K +$225K +2,131 New
SG
714
StoneX Group
New York
$235K +$225K +2,130 New
HWP
715
Hibernia Wealth Partners
Louisiana
$235K +$225K +2,124 New
FWI
716
Facet Wealth Inc
Maryland
$234K +$225K +2,129 New
FMWA
717
Forvis Mazars Wealth Advisors
Missouri
$233K +$2.54K +24 +1%
HT
718
Heritage Trust
Oklahoma
$232K – – –
AA
719
Addison Advisors
Vermont
$231K – – –
MC
720
Matisse Capital
Oregon
$229K – – –
BCM
721
Beaumont Capital Management
Massachusetts
$228K -$6.24K -59 -3%
BWM
722
BigSur Wealth Management
Florida
$227K – – –
FAM
723
Forte Asset Management
New York
$227K +$217K +2,050 New
LWM
724
Liberty Wealth Management
California
$224K -$11.3M -107,297 -98%
PWG
725
Portside Wealth Group
Utah
$223K -$8.46K -80 -4%
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