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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
726
HBK Sorce Advisory
Pennsylvania
$314K -$82.7K -689 -20%
BSWM
727
Boston Standard Wealth Management
Massachusetts
$313K -$7.8K -65 -2%
KA
728
Kovack Advisors
Florida
$313K -$586K -4,882 -65%
AIA
729
Arcadia Investment Advisors
Idaho
$311K – – –
BFA
730
Beacon Financial Advisory
Ohio
$311K +$600 +5 +0.2%
CAAM
731
Cornerstone Advisors Asset Management
Pennsylvania
$311K +$35.3K +294 +13%
PMFA
732
Plante Moran Financial Advisors
Michigan
$310K +$3.72K +31 +1%
R
733
Rebalance
California
$309K +$12.6K +105 +4%
LWIC
734
Leith Wheeler Investment Counsel
British Columbia, Canada
$309K – – –
CF
735
Centaurus Financial
California
$308K -$17.2K -143 -5%
CAM
736
Creekmur Asset Management
Illinois
$308K – – –
EPP
737
ETF Portfolio Partners
Kansas
$302K -$83.8K -698 -21%
PP
738
Prosperity Planning
Missouri
$302K +$3.24K +27 +1%
SAW
739
Signal Advisors Wealth
Michigan
$301K +$308K +2,566 New
TB
740
Treynor Bancshares
Iowa
$301K -$314K -2,619 -51%
WC
741
Waterloo Capital
Texas
$300K +$41.3K +344 +16%
AWMG
742
Alliance Wealth Management Group
New Jersey
$299K – – –
TCM
743
Towercrest Capital Management
Pennsylvania
$299K – – –
DF
744
DecisionPoint Financial
Arizona
$299K -$18.2K -152 -6%
CWM
745
Centurion Wealth Management
Virginia
$298K – – –
SSWM
746
Smith Salley Wealth Management
North Carolina
$298K – – –
VFIC
747
Valley Forge Investment Consultants
Pennsylvania
$297K -$600 -5 -0.2%
RFC
748
Regions Financial Corp
Alabama
$297K – – –
GWA
749
Genesis Wealth Advisors
Massachusetts
$297K +$303K +2,525 New
SFG
750
Synergy Financial Group
California
$295K -$3.84K -32 -1%
28 29
30
31 32