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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1026
Capital Planning
Washington
$285K – – –
CC
1027
Cypress Capital
Tennessee
$284K – – –
EWA
1028
Elevate Wealth Advisory
Georgia
$283K +$2.75K +18 +1%
BHFP
1029
Blom & Howell Financial Planning
California
$282K +$21.7K +142 +9%
CG
1030
Clifford Group
Massachusetts
$281K – – –
IWN
1031
Independent Wealth Network
Iowa
$279K +$8.09K +53 +3%
CWM
1032
Cornerstone Wealth Management
Missouri
$278K -$1.37K -9 -0.5%
OCM
1033
Objective Capital Management
Ohio
$275K +$153 +1 +0.1%
MWM
1034
Maltin Wealth Management
New Jersey
$274K +$915 +6 +0.3%
MIM
1035
Marco Investment Management
Georgia
$270K – – –
HAFS
1036
Hapanowicz & Associates Financial Services
Pennsylvania
$270K – – –
CW
1037
CreativeOne Wealth
Kansas
$270K +$262K +1,718 New
AFS
1038
Axiom Financial Strategies
Indiana
$269K +$915 +6 +0.4%
PIA
1039
Perennial Investment Advisors
California
$268K +$261K +1,710 New
FC
1040
Financial Consulate
Maryland
$268K +$261K +1,708 New
AIS
1041
American Investment Services
Massachusetts
$268K +$1.53K +10 +0.6%
ZI
1042
ZEGA Investments
Florida
$268K +$260K +1,707 New
SG
1043
Strid Group
Pennsylvania
$267K +$458 +3 +0.2%
AGP
1044
Aspire Growth Partners
Florida
$267K – – –
XT
1045
XTX Topco
Cayman Islands
$265K -$821K -5,380 -76%
TF
1046
Tandem Financial
Colorado
$265K +$21.1K +138 +9%
AG
1047
Ascent Group
Virginia
$265K -$59.4K -389 -19%
CFS
1048
Cannon Financial Strategists
Georgia
$264K +$8.54K +56 +3%
PNC
1049
Point Nemo Capital
Texas
$264K +$9.92K +65 +4%
CFG
1050
Carr Financial Group
Massachusetts
$264K -$1.98K -13 -0.8%
40 41
42
43 44