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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
826
Sage Capital Advisors
South Dakota
$211K +$600 +5 +0.3%
BWP
827
Baldwin Wealth Partners
Massachusetts
$211K +$216K +1,797 New
CG
828
Clifford Group
Massachusetts
$211K +$120 +1 +0.1%
NHC
829
Nicholas Hoffman & Company
Georgia
$208K – – –
CWM
830
Cornerstone Wealth Management
Missouri
$207K – – –
RFA
831
RTD Financial Advisors
Pennsylvania
$207K +$5.64K +47 +3%
FCA
832
FLC Capital Advisors
California
$207K – – –
SWM
833
SeaCrest Wealth Management
New York
$206K -$157K -1,310 -43%
HAFS
834
Hapanowicz & Associates Financial Services
Pennsylvania
$205K – – –
MGWM
835
Marks Group Wealth Management
Minnesota
$205K – – –
CFG
836
Carr Financial Group
Massachusetts
$204K -$2.16K -18 -1%
DI
837
Disciplined Investors
Texas
$203K +$209K +1,745 New
MIM
838
Marco Investment Management
Georgia
$202K – – –
SIA
839
Schechter Investment Advisors
Michigan
$201K – – –
PW
840
Peninsula Wealth
California
$201K +$205K +1,712 New
EI
841
Ellevest Inc
New York
$201K +$1.56K +13 +0.8%
CTC
842
Central Trust Company
Missouri
$188K +$8.88K +74 +5%
BWM
843
BigSur Wealth Management
Florida
$188K – – –
PMIM
844
Prudent Man Investment Management
Colorado
$186K +$190K +1,587 New
FVIM
845
Fort Vancouver Investment Management
Washington
$183K +$18K +150 +11%
ADL
846
Asset Dedication LLC
California
$178K – – –
TC
847
Tacita Capital
Ontario, Canada
$177K – – –
CWM
848
Copia Wealth Management
Oregon
$169K +$173K +1,441 New
BPAMU
849
BTG Pactual Asset Management US
New York
$167K +$205K +1,705 New
CWC
850
Carolinas Wealth Consulting
North Carolina
$166K -$7.92K -66 -4%
32 33
34
35 36