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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
701
LifeGuide Financial Advisors
Pennsylvania
$339K +$63K +525 +22%
OFA
702
Oak Family Advisors
Illinois
$339K -$1.2K -10 -0.3%
FP
703
Financial Perspectives
Minnesota
$338K +$10.4K +87 +3%
OCM
704
Objective Capital Management
Ohio
$337K – – –
EWP
705
Elevation Wealth Partners
California
$331K – – –
CAM
706
Claret Asset Management
Quebec, Canada
$331K – – –
CST
707
Charles Schwab Trust
Nevada
$330K +$338K +2,812 New
BEW
708
Burton Enright Welch
California
$329K +$22.2K +185 +7%
MA
709
Modus Advisors
Minnesota
$328K -$6K -50 -2%
MCM
710
MontVue Capital Management
Virginia
$328K – – –
MWM
711
Melfa Wealth Management
Massachusetts
$328K +$4.08K +34 +1%
FG
712
Fiduciary Group
Georgia
$327K – – –
SWP
713
Sagespring Wealth Partners
Tennessee
$327K +$334K +2,780 New
CW
714
CreativeOne Wealth
Kansas
$325K +$26.9K +224 +9%
CJ
715
Caitlin John
Michigan
$324K – – –
RWIA
716
Roger Wittlin Investment Advisory
California
$324K +$2.4K +20 +0.7%
BFS
717
BridgePort Financial Solutions
Iowa
$324K +$325K +2,708 New
TFS
718
Thoroughbred Financial Services
Tennessee
$321K +$840 +7 +0.3%
CG
719
CFO4Life Group
Texas
$321K -$11.8K -98 -3%
IA
720
IFP Advisors
Florida
$318K +$62.2K +518 +24%
LJHT
721
Laurie J. Hall Trustee
$317K – – –
AFG
722
Atomi Financial Group
New York
$316K +$57.6K +480 +22%
BCM
723
Brookstone Capital Management
Illinois
$315K -$18K -150 -5%
FWM
724
FFT Wealth Management
Pennsylvania
$315K +$35.4K +295 +12%
FFM
725
Forum Financial Management
Illinois
$314K +$76.5K +637 +31%
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