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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Allworth Financial
California
$197K +$6.25K +65 +4%
LWM
727
Liberty Wealth Management
California
$193K +$10.1M +105,416 +2,694%
HDIM
728
Hanson & Doremus Investment Management
Vermont
$188K -$105K -1,090 -37%
RF
729
Robinswood Financial
Washington
$162K -$962 -10 -0.6%
SWM
730
Sanctuary Wealth Management
Idaho
$158K +$962 +10 +0.7%
ST
731
Smithfield Trust
Pennsylvania
$157K +$7.12K +74 +5%
PCMC
732
Planning Capital Management Corporation
Pennsylvania
$155K +$145K +1,510 New
CA
733
Crewe Advisors
Utah
$155K -$17K -177 -11%
ITIM
734
Indiana Trust & Investment Management
Indiana
$152K – – –
GWM
735
Geneos Wealth Management
Colorado
$149K – – –
BC
736
Belmont Capital
California
$142K – – –
ADL
737
Asset Dedication LLC
California
$141K – – –
SRCM
738
Signature Resources Capital Management
California
$140K +$131K +1,361 New
EA
739
Evolution Advisers
Virginia
$137K +$56.8K +590 +78%
CTC
740
Central Trust Company
Missouri
$135K +$5.87K +61 +5%
MCA
741
Maryland Capital Advisors
Maryland
$130K -$289 -3 -0.2%
BTI
742
Blue Trust Inc
Georgia
$130K -$4.71K -49 -3%
TCM
743
TD Capital Management
Tennessee
$126K +$866 +9 +0.7%
WT
744
Washington Trust
Rhode Island
$121K +$12.2K +127 +12%
PCTC
745
Perkins Coie Trust Company
Washington
$116K – – –
EWA
746
Elevate Wealth Advisory
Georgia
$108K +$101K +1,053 New
RWM
747
Raffa Wealth Management
District of Columbia
$108K +$770 +8 +0.8%
AFS
748
Annapolis Financial Services
Maryland
$104K -$16K -166 -14%
BF
749
BOK Financial
Oklahoma
$103K – – –
CTWM
750
Cherry Tree Wealth Management
Minnesota
$102K – – –
28 29
30
31 32