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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
926
Heritage Wealth Management (Arizona)
Arizona
– -$239K -2,322 Closed
RF
927
RHS Financial
California
– -$220K -2,141 Closed
TI
928
Truepoint Inc
Ohio
– -$220K -2,134 Closed
PBF
929
Petix & Botte Financial
California
– -$212K -2,062 Closed
AWG
930
Altus Wealth Group
Colorado
– -$208K -2,021 Closed
C
931
Certuity
Florida
– -$206K -2,002 Closed
LF
932
Lee Financial
Texas
– -$55.5K -539 Closed
BWM
933
BKM Wealth Management
Wisconsin
– -$42.7K -415 Closed
RFA
934
Resurgent Financial Advisors
Georgia
– -$23.3K -227 Closed
RIM
935
Rockbridge Investment Management
New York
– -$16.2K -157 Closed
FCG
936
Financial Connections Group
California
– -$21K -145 Closed
LPP
937
Life Planning Partners
Florida
– -$14.1K -137 Closed
OP
938
ORG Partners
Indiana
– -$9.05K -88 Closed
TWM
939
Tradition Wealth Management
Minnesota
– -$7K -69 Closed
PS
940
Planned Solutions
California
– -$6.28K -61 Closed
LA
941
LM Advisors
California
– -$5.86K -57 Closed
AWM
942
Able Wealth Management
New Jersey
– -$3.89K -38 Closed
ICM
943
Islay Capital Management
Texas
– -$3.91K -38 Closed
GIA
944
GHP Investment Advisors
Colorado
– -$2.16K -21 Closed
MFA
945
Morling Financial Advisors
California
– -$1.54K -15 Closed
MBFW
946
Morton Brown Family Wealth
Pennsylvania
– -$1.13K -11 Closed
MGI
947
MayTech Global Investments
New York
– -$1.05K -10 Closed
NMG
948
New Millennium Group
Utah
– -$206 -2 Closed