We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
801
Petix & Botte Financial
California
$242K – – –
PWG
802
Portside Wealth Group
Utah
$241K +$2.76K +23 +1%
LWM
803
Liberty Wealth Management
California
$240K +$960 +8 +0.4%
JWM
804
JDH Wealth Management
California
$239K +$244K +2,035 New
DC
805
Davenport & Co
Virginia
$235K +$6.36K +53 +3%
CNC
806
Citizens & Northern Corp
Pennsylvania
$235K – – –
SSWG
807
Seven Springs Wealth Group
Tennessee
$235K – – –
AA
808
Addison Advisors
Vermont
$235K – – –
SWA
809
Strategies Wealth Advisors
Michigan
$235K -$30.4K -253 -12%
UFAC
810
Urban Financial Advisory Corp
Illinois
$234K +$46.6K +388 +24%
TA
811
TFB Advisors
Kansas
$233K – – –
HTC
812
Haverford Trust Company
Pennsylvania
$231K – – –
OFS
813
OneAscent Financial Services
Alabama
$228K +$233K +1,937 New
VPF
814
Vantage Point Financial
Illinois
$227K +$232K +1,933 New
PFS
815
Prospera Financial Services
Texas
$226K +$230K +1,919 New
HWMG
816
Hurlow Wealth Management Group
Indiana
$224K +$9.6K +80 +4%
RF
817
RHS Financial
California
$223K +$228K +1,901 New
FWI
818
Facet Wealth Inc
Maryland
$221K -$6K -50 -3%
SPC
819
Sigma Planning Corp
Michigan
$221K +$1.56K +13 +0.7%
CW
820
Cabot-Wellington
Massachusetts
$218K – – –
CAM
821
Columbia Asset Management
Michigan
$218K +$223K +1,855 New
CCC
822
Compass Capital Corp
Massachusetts
$217K +$215K +1,795 New
GSWM
823
Golden State Wealth Management
California
$215K +$220K +1,833 New
WB
824
WesBanco Bank
West Virginia
$214K – – –
CC
825
Cypress Capital
Tennessee
$213K +$217K +1,810 New
31 32
33
34 35