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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
926
Petix & Botte Financial
California
$291K – – –
EP
927
Essential Partners
California
$289K +$62.9K +450 +28%
IWP
928
Innova Wealth Partners
Pennsylvania
$289K +$287K +2,050 New
GC
929
Garde Capital
Washington
$289K +$5.87K +42 +2%
WCP
930
Wick Capital Partners
Pennsylvania
$289K +$76.5K +547 +36%
VPF
931
Vantage Point Financial
Illinois
$288K +$2.24K +16 +0.8%
BWP
932
Balboa Wealth Partners
Arizona
$287K +$5.73K +41 +2%
BRPW
933
Ballast Rock Private Wealth
South Carolina
$286K +$284K +2,030 New
SCA
934
Sage Capital Advisors
South Dakota
$285K +$5.59K +40 +2%
PWP
935
Parkwoods Wealth Partners
New York
$283K +$26.1K +187 +10%
CNC
936
Citizens & Northern Corp
Pennsylvania
$282K – – –
SSWG
937
Seven Springs Wealth Group
Tennessee
$282K – – –
DI
938
Disciplined Investors
Texas
$281K +$27.1K +194 +11%
APWM
939
Argonautica Private Wealth Management
Massachusetts
$280K +$40.3K +288 +17%
BCM
940
Buckhead Capital Management
Georgia
$280K +$63.9K +457 +30%
JIP
941
Jaffetilchin Investment Partners
Florida
$278K – – –
SWA
942
Strategies Wealth Advisors
Michigan
$277K +$839 +6 +0.3%
OLA
943
Oliver Luxxe Assets
New Jersey
$277K -$5.03K -36 -2%
LA
944
Legacy Advisors
Pennsylvania
$276K +$274K +1,960 New
CFM
945
Cornerstone Financial Management
Massachusetts
$275K +$273K +1,950 New
PWM
946
PTM Wealth Management
United States
$274K +$4.89K +35 +2%
KFAA
947
Klaas Financial Asset Advisors
Illinois
$274K +$271K +1,941 New
AFG
948
Allegheny Financial Group
Pennsylvania
$273K +$270K +1,935 New
EFG
949
Everhart Financial Group
Ohio
$270K -$19.6K -140 -7%
STFP
950
Signal Tree Financial Partners
Ohio
$270K +$13.3K +95 +5%
36 37
38
39 40