We are live on ! Find out more
VT icon

Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
826
Prosperity Wealth Management
California
$219K +$226K +1,889 New
SGI
827
Summit Global Investments
Utah
$218K +$225K +1,877 New
EGWAG
828
Elwood & Goetz Wealth Advisory Group
Georgia
$216K +$223K +1,867 New
CW
829
Cabot-Wellington
Massachusetts
$216K – – –
GSWM
830
Golden State Wealth Management
California
$213K +$598 +5 +0.3%
MGWM
831
Marks Group Wealth Management
Minnesota
$213K +$10.5K +88 +5%
BPAMU
832
BTG Pactual Asset Management US
New York
$213K +$15.4K +129 +8%
WB
833
WesBanco Bank
West Virginia
$211K – – –
QCM
834
QRG Capital Management
Illinois
$211K +$217K +1,816 New
RFA
835
RTD Financial Advisors
Pennsylvania
$210K +$6.22K +52 +3%
BCI
836
Brinker Capital Investments
Pennsylvania
$210K +$217K +1,812 New
OPS
837
Orion Portfolio Solutions
Nebraska
$210K +$217K +1,812 New
CC
838
Cypress Capital
Tennessee
$210K – – –
EI
839
eCIO Inc
Wisconsin
$209K +$216K +1,805 New
SCA
840
Sage Capital Advisors
South Dakota
$209K +$359 +3 +0.2%
CG
841
Clifford Group
Massachusetts
$208K -$120 -1 -0.1%
WIA
842
Wealthedge Investment Advisors
New York
$208K -$37K -309 -15%
DI
843
Disciplined Investors
Texas
$207K +$5.14K +43 +2%
FFS
844
Founders Financial Securities
Maryland
$207K +$213K +1,780 New
LL
845
LPWM LLC
Minnesota
$207K +$213K +1,781 New
CCB
846
Country Club Bank
Missouri
$205K +$212K +1,770 New
CWM
847
Cornerstone Wealth Management
Missouri
$205K – – –
FCA
848
FLC Capital Advisors
California
$204K – – –
HAFS
849
Hapanowicz & Associates Financial Services
Pennsylvania
$203K – – –
TC
850
Truvestments Capital
Florida
$202K +$104K +872 +100%
32 33
34
35 36