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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
826
Geometric Wealth Advisors
District of Columbia
$529K
AH
827
Addis & Hill
Pennsylvania
$529K -$6.1K -40 -1%
HIM
828
Harbour Investment Management
Washington
$528K
ACM
829
AUA Capital Management
Pennsylvania
$525K
CI
830
CPR Investments
Michigan
$524K +$510K +3,341 New
WP
831
WealthSpring Partners
California
$523K +$458 +3 +0.1%
TTWM
832
TCV Trust & Wealth Management
Virginia
$523K
CPA
833
Capital Performance Advisors
California
$522K +$507K +3,326 New
CAM
834
Clark Asset Management
New Hampshire
$521K +$143K +939 +39%
ADL
835
Asset Dedication LLC
California
$515K +$292K +1,914 +140%
TCM
836
Traynor Capital Management
Pennsylvania
$512K +$9.61K +63 +2%
JSSH
837
J. Safra Sarasin Holding
$512K +$497K +3,260 New
EP
838
Edgestream Partners
New Jersey
$508K -$51.9K -340 -10%
NF
839
Nikulski Financial
Iowa
$503K -$3.36K -22 -0.7%
NRC
840
New Republic Capital
North Carolina
$502K +$193K +1,264 +65%
CFD
841
Creative Financial Designs
Indiana
$502K -$15.3K -100 -3%
IWP
842
Innova Wealth Partners
Pennsylvania
$502K +$110K +718 +29%
Nuveen
843
Nuveen
North Carolina
$501K +$487K +3,191 New
BEW
844
Burton Enright Welch
California
$501K +$13K +85 +3%
HWA
845
Heartwood Wealth Advisors
Virginia
$499K +$763 +5 +0.2%
AF
846
Advisornet Financial
Minnesota
$498K -$124K -810 -20%
SEIA
847
Signature Estate & Investment Advisors
California
$495K -$63.5K -416 -12%
KL
848
KWMG LLC
Kansas
$491K +$5.64K +37 +1%
JBA
849
Johnson Bixby & Associates
Washington
$488K +$475K +3,111 New
TWM
850
Thrive Wealth Management
Pennsylvania
$488K -$157K -1,027 -25%