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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1001
Liberty Wealth Management
California
$226K +$1.12K +8 +0.5%
VFA
1002
Voya Financial Advisors
Connecticut
$226K +$223K +1,593 New
NDSI
1003
Newman Dignan & Sheerar Inc
Rhode Island
$226K +$224K +1,604 New
SCM
1004
SOL Capital Management
Maryland
$225K – – –
LIA
1005
Lynx Investment Advisory
District of Columbia
$223K +$839 +6 +0.4%
DAS
1006
Diversify Advisory Services
Utah
$222K -$225K -1,608 -51%
PGFC
1007
Peapack-Gladstone Financial Corp
New Jersey
$221K +$8.53K +61 +4%
CAM
1008
Concorde Asset Management
Michigan
$220K +$5.73K +41 +3%
PAM
1009
Palisade Asset Management
Minnesota
$220K +$16.6K +119 +8%
CWM
1010
Connecticut Wealth Management
Connecticut
$219K -$2.38K -17 -1%
MWM
1011
McCartney Wealth Management
Missouri
$219K +$217K +1,555 New
KA
1012
Klingman & Associates
New York
$215K – – –
AA
1013
AF Advisors
California
$215K -$22.4K -160 -10%
BST
1014
Bath Savings Trust
Maine
$214K – – –
LWM
1015
Lakeridge Wealth Management
Ohio
$214K +$419 +3 +0.2%
ADL
1016
Asset Dedication LLC
California
$214K – – –
FH
1017
Financial Harvest
Florida
$213K – – –
RFA
1018
RTD Financial Advisors
Pennsylvania
$213K -$25.9K -185 -11%
MLFP
1019
MPS Loria Financial Planners
Illinois
$213K +$1.54K +11 +0.7%
PFG
1020
Pinnacle Financial Group
Illinois
$212K – – –
RGC
1021
Roberts, Glore & Co
Illinois
$210K – – –
EWA
1022
Elevate Wealth Advisory
Georgia
$210K +$1.26K +9 +0.6%
OCA
1023
OpenArc Corporate Advisory
Georgia
$209K +$207K +1,481 New
EGA
1024
E&G Advisors
Texas
$209K +$559 +4 +0.3%
FSWA
1025
Financial Synergies Wealth Advisors
Texas
$207K +$205K +1,470 New
39 40
41
42 43