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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
801
Ballast Financial Advisors
Pennsylvania
$579K +$11.1K +73 +2%
BAM
802
BOS Asset Management
Illinois
$578K – – –
HAM
803
Harmony Asset Management
Arizona
$577K +$561K +3,675 New
JDLA
804
J. Derek Lewis & Associates
California
$576K +$65K +426 +13%
FSWA
805
Financial Synergies Wealth Advisors
Texas
$574K -$610 -4 -0.1%
GHI
806
Gross & Hartman Investments
Pennsylvania
$573K +$13.3K +87 +2%
CCWM
807
Cassaday & Co Wealth Management
Virginia
$573K – – –
GWA
808
Gutierrez Wealth Advisory
Arkansas
$573K +$2.14K +14 +0.4%
OC
809
Optima Capital
Oregon
$569K +$1.68K +11 +0.3%
VWA
810
VSM Wealth Advisory
Maryland
$564K +$1.98K +13 +0.4%
CVM
811
Cheviot Value Management
California
$560K – – –
TA
812
Tactive Advisors
Florida
$559K – – –
CM
813
Columbus Macro
Pennsylvania
$559K -$153 -1 -0%
FFA
814
First Foundation Advisors
California
$557K – – –
APP
815
Avantax Planning Partners
Iowa
$557K – – –
Empower Advisory Group
816
Empower Advisory Group
Colorado
$554K +$539K +3,531 New
AC
817
Avenir Corporation
Virginia
$551K +$536K +3,513 New
TI
818
Trexquant Investment
Connecticut
$548K +$533K +3,493 New
CIA
819
Capital Investment Advisors
Georgia
$545K +$192K +1,260 +57%
PHS
820
Pekin Hardy Strauss
Illinois
$545K +$530K +3,471 New
ONB
821
Old National Bancorp
Indiana
$541K +$119K +781 +29%
BHWM
822
Beacon Hill Wealth Management
$540K +$525K +3,438 New
RI
823
Rinkey Investments
California
$539K – – –
HDIM
824
Hanson & Doremus Investment Management
Vermont
$539K +$25.5K +167 +5%
SG Americas Securities
825
SG Americas Securities
New York
$538K – – –