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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
876
Cypress Wealth Services
California
$443K -$14.5K -95 -3%
MA
877
Montag & Associates
Georgia
$443K +$65.6K +430 +18%
PFA
878
Pure Financial Advisors
California
$441K -$115K -751 -21%
CAM
879
Claret Asset Management
Quebec, Canada
$441K – – –
CA
880
CoreCap Advisors
Michigan
$440K +$33K +216 +8%
SIS
881
Sound Income Strategies
Florida
$438K +$154K +1,012 +57%
TPCM
882
Templeton & Phillips Capital Management
Tennessee
$436K – – –
RAM
883
Readystate Asset Management
Illinois
$435K +$422K +2,769 New
CA
884
COFG Advisors
Illinois
$434K +$422K +2,763 New
BSWM
885
Boston Standard Wealth Management
Massachusetts
$433K +$35.2K +231 +9%
CC
886
Courier Capital
New York
$432K +$1.98K +13 +0.5%
FWM
887
FFT Wealth Management
Pennsylvania
$432K +$1.53K +10 +0.4%
OCA
888
OpenArc Corporate Advisory
Georgia
$431K +$193K +1,267 +86%
FNWA
889
Financial Network Wealth Advisors
Utah
$430K +$130K +855 +45%
KNW
890
Kesler Norman & Wride
Utah
$429K +$417K +2,730 New
PP
891
Prosperity Planning
Missouri
$425K +$5.8K +38 +1%
FAI
892
Fiduciary Advisors Inc
Missouri
$425K -$95.1K -623 -19%
MWM
893
McCartney Wealth Management
Missouri
$423K +$610 +4 +0.1%
BW
894
Blalock Williams
Alabama
$423K +$147K +962 +55%
EPP
895
ETF Portfolio Partners
Kansas
$420K -$43.9K -288 -10%
DI
896
Disciplined Investors
Texas
$417K +$16.2K +106 +4%
PF
897
Phoenix Financial
Israel
$417K +$79.8K +523 +24%
SSWM
898
Smith Salley Wealth Management
North Carolina
$414K – – –
MCM
899
MontVue Capital Management
Virginia
$413K – – –
RIP
900
RAM Investment Partners
Washington
$413K -$53.4K -350 -12%
34 35
36
37 38