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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
KCA
826
Kastel Capital Advisors
Massachusetts
$388K +$384K +2,750 New
CC
827
Courier Capital
New York
$387K +$3.35K +24 +0.9%
EPIM
828
Evelyn Partners Investment Management
$382K +$134K +960 +55%
FG
829
Fiduciary Group
Georgia
$380K -$978 -7 -0.3%
RF
830
RHS Financial
California
$379K +$375K +2,685 New
PP
831
Prosperity Planning
Missouri
$379K -$280 -2 -0.1%
ACM
832
Advance Capital Management
Michigan
$378K -$96.6K -691 -21%
HSA
833
HBK Sorce Advisory
Pennsylvania
$377K -$9.23K -66 -3%
ONB
834
Old National Bancorp
Indiana
$376K -$94.8K -678 -20%
BFS
835
BridgePort Financial Solutions
Iowa
$375K +$2.94K +21 +0.8%
MCM
836
MontVue Capital Management
Virginia
$374K – – –
WWM
837
Western Wealth Management
Colorado
$373K -$9.51K -68 -3%
CTC
838
Central Trust Company
Missouri
$372K +$6.15K +44 +2%
SSWM
839
Smith Salley Wealth Management
North Carolina
$372K – – –
PFS
840
Prospera Financial Services
Texas
$372K -$133K -953 -27%
MWML
841
M Wealth Management LLC
California
$371K +$140 +1 +0%
WFA
842
West Financial Advisors
Iowa
$370K +$366K +2,620 New
FAI
843
Fiduciary Advisors Inc
Missouri
$369K +$251K +1,794 +219%
R
844
Rebalance
California
$369K +$7.13K +51 +2%
MM
845
Main Management
California
$368K -$10.9K -78 -3%
BSWM
846
Boston Standard Wealth Management
Massachusetts
$367K -$140 -1 -0%
EGWAG
847
Elwood & Goetz Wealth Advisory Group
Georgia
$366K – – –
CW
848
CreativeOne Wealth
Kansas
$365K +$21.1K +151 +6%
LWIC
849
Leith Wheeler Investment Counsel
British Columbia, Canada
$365K -$5.03K -36 -1%
IAIM
850
International Assets Investment Management
Florida
$365K +$362K +2,587 New
32 33
34
35 36