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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
726
Forum Financial Management
Illinois
$314K +$76.5K +637 +31%
HSA
727
HBK Sorce Advisory
Pennsylvania
$314K -$82.7K -689 -20%
BSWM
728
Boston Standard Wealth Management
Massachusetts
$313K -$7.8K -65 -2%
KA
729
Kovack Advisors
Florida
$313K -$586K -4,882 -65%
AIA
730
Arcadia Investment Advisors
Idaho
$311K – – –
BFA
731
Beacon Financial Advisory
Ohio
$311K +$600 +5 +0.2%
CAAM
732
Cornerstone Advisors Asset Management
Pennsylvania
$311K +$35.3K +294 +13%
PMFA
733
Plante Moran Financial Advisors
Michigan
$310K +$3.72K +31 +1%
R
734
Rebalance
California
$309K +$12.6K +105 +4%
LWIC
735
Leith Wheeler Investment Counsel
British Columbia, Canada
$309K – – –
CF
736
Centaurus Financial
California
$308K -$17.2K -143 -5%
CAM
737
Creekmur Asset Management
Illinois
$308K – – –
EPP
738
ETF Portfolio Partners
Kansas
$302K -$83.8K -698 -21%
PP
739
Prosperity Planning
Missouri
$302K +$3.24K +27 +1%
SAW
740
Signal Advisors Wealth
Michigan
$301K +$308K +2,566 New
TB
741
Treynor Bancshares
Iowa
$301K -$314K -2,619 -51%
WC
742
Waterloo Capital
Texas
$300K +$41.3K +344 +16%
AWMG
743
Alliance Wealth Management Group
New Jersey
$299K – – –
TCM
744
Towercrest Capital Management
Pennsylvania
$299K – – –
DF
745
DecisionPoint Financial
Arizona
$299K -$18.2K -152 -6%
CWM
746
Centurion Wealth Management
Virginia
$298K – – –
SSWM
747
Smith Salley Wealth Management
North Carolina
$298K – – –
VFIC
748
Valley Forge Investment Consultants
Pennsylvania
$297K -$600 -5 -0.2%
RFC
749
Regions Financial Corp
Alabama
$297K – – –
GWA
750
Genesis Wealth Advisors
Massachusetts
$297K +$303K +2,525 New