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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
801
Portside Wealth Group
Utah
$241K +$2.76K +23 +1%
LWM
802
Liberty Wealth Management
California
$240K +$960 +8 +0.4%
JWM
803
JDH Wealth Management
California
$239K +$244K +2,035 New
DC
804
Davenport & Co
Virginia
$235K +$6.36K +53 +3%
CNC
805
Citizens & Northern Corp
Pennsylvania
$235K – – –
SSWG
806
Seven Springs Wealth Group
Tennessee
$235K – – –
AA
807
Addison Advisors
Vermont
$235K – – –
SWA
808
Strategies Wealth Advisors
Michigan
$235K -$30.4K -253 -12%
UFAC
809
Urban Financial Advisory Corp
Illinois
$234K +$46.6K +388 +24%
TA
810
TFB Advisors
Kansas
$233K – – –
HTC
811
Haverford Trust Company
Pennsylvania
$231K – – –
OFS
812
OneAscent Financial Services
Alabama
$228K +$233K +1,937 New
VPF
813
Vantage Point Financial
Illinois
$227K +$232K +1,933 New
PFS
814
Prospera Financial Services
Texas
$226K +$230K +1,919 New
HWMG
815
Hurlow Wealth Management Group
Indiana
$224K +$9.6K +80 +4%
RF
816
RHS Financial
California
$223K +$228K +1,901 New
FWI
817
Facet Wealth Inc
Maryland
$221K -$6K -50 -3%
SPC
818
Sigma Planning Corp
Michigan
$221K +$1.56K +13 +0.7%
CW
819
Cabot-Wellington
Massachusetts
$218K – – –
CAM
820
Columbia Asset Management
Michigan
$218K +$223K +1,855 New
CCC
821
Compass Capital Corp
Massachusetts
$217K +$215K +1,795 New
GSWM
822
Golden State Wealth Management
California
$215K +$220K +1,833 New
WB
823
WesBanco Bank
West Virginia
$214K – – –
CC
824
Cypress Capital
Tennessee
$213K +$217K +1,810 New
CF
825
Conquis Financial
California
$212K +$217K +1,807 New
31 32
33
34 35