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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
826
Cypress Wealth Services
California
$403K – – –
BFS
827
Bradley Foster & Sargent
Connecticut
$403K +$144 +1 +0%
CF
828
Centaurus Financial
California
$403K +$52.9K +368 +14%
FCG
829
Fielder Capital Group
Tennessee
$402K +$431 +3 +0.1%
PCG
830
Prosperity Consulting Group
Maryland
$400K -$53.1K -369 -11%
FVWA
831
Foster Victor Wealth Advisors
South Carolina
$398K +$387K +2,688 New
FLPIM
832
F.L. Putnam Investment Management
Massachusetts
$397K +$413K +2,872 New
Baird Financial Group
833
Baird Financial Group
Wisconsin
$395K -$148K -1,028 -26%
MC
834
Moors & Cabot
Massachusetts
$390K -$24.9K -173 -6%
CAM
835
Claret Asset Management
Quebec, Canada
$389K – – –
KCA
836
Kastel Capital Advisors
Massachusetts
$388K – – –
VPF
837
Vantage Point Financial
Illinois
$387K +$109K +760 +37%
WFA
838
West Financial Advisors
Iowa
$386K +$24.3K +169 +6%
TPCM
839
Templeton & Phillips Capital Management
Tennessee
$384K – – –
IAIM
840
International Assets Investment Management
Florida
$384K +$23K +160 +6%
BEC
841
Blue Edge Capital
Virginia
$382K -$531K -3,693 -57%
CFO
842
Callan Family Office
Pennsylvania
$380K -$10.2K -71 -3%
MWM
843
Melfa Wealth Management
Massachusetts
$380K -$12.7K -88 -3%
FWM
844
FFT Wealth Management
Pennsylvania
$379K +$394K +2,740 New
CC
845
Courier Capital
New York
$379K -$288 -2 -0.1%
OFS
846
OneAscent Financial Services
Alabama
$377K +$393K +2,729 New
WAG
847
Winthrop Advisory Group
Massachusetts
$377K +$392K +2,725 New
CAAS
848
Capital Asset Advisory Services
Michigan
$373K -$48K -334 -12%
MWM
849
McCartney Wealth Management
Missouri
$373K +$164K +1,139 +73%
GFP
850
Gryphon Financial Partners
Ohio
$372K +$115K +801 +42%