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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JDLA
801
J. Derek Lewis & Associates
California
$576K +$65K +426 +13%
FSWA
802
Financial Synergies Wealth Advisors
Texas
$574K -$610 -4 -0.1%
GHI
803
Gross & Hartman Investments
Pennsylvania
$573K +$13.3K +87 +2%
CCWM
804
Cassaday & Co Wealth Management
Virginia
$573K
GWA
805
Gutierrez Wealth Advisory
Arkansas
$573K +$2.14K +14 +0.4%
OC
806
Optima Capital
Oregon
$569K +$1.68K +11 +0.3%
VWA
807
VSM Wealth Advisory
Maryland
$564K +$1.98K +13 +0.4%
CVM
808
Cheviot Value Management
California
$560K
TA
809
Tactive Advisors
Florida
$559K
CM
810
Columbus Macro
Pennsylvania
$559K -$153 -1 -0%
FFA
811
First Foundation Advisors
California
$557K
APP
812
Avantax Planning Partners
Iowa
$557K
Empower Advisory Group
813
Empower Advisory Group
Colorado
$554K +$539K +3,531 New
AC
814
Avenir Corporation
Virginia
$551K +$536K +3,513 New
TI
815
Trexquant Investment
Connecticut
$548K +$533K +3,493 New
CIA
816
Capital Investment Advisors
Georgia
$545K +$192K +1,260 +57%
PHS
817
Pekin Hardy Strauss
Illinois
$545K +$530K +3,471 New
ONB
818
Old National Bancorp
Indiana
$541K +$119K +781 +29%
BHWM
819
Beacon Hill Wealth Management
$540K +$525K +3,438 New
RI
820
Rinkey Investments
California
$539K
HDIM
821
Hanson & Doremus Investment Management
Vermont
$539K +$25.5K +167 +5%
SG Americas Securities
822
SG Americas Securities
New York
$538K
FFM
823
Forum Financial Management
Illinois
$535K -$8.24K -54 -2%
PA
824
Perennial Advisors
New York
$534K
IAIM
825
International Assets Investment Management
Florida
$533K +$102K +668 +24%