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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1026
Mount Yale Investment Advisors
Colorado
$207K +$205K +1,465 New
VAS
1027
Vestmark Advisory Solutions
Massachusetts
$207K +$205K +1,465 New
EMAM
1028
Encompass More Asset Management
California
$205K +$203K +1,453 New
HAS
1029
HBW Advisory Services
California
$204K +$202K +1,446 New
MW
1030
Members Wealth
Pennsylvania
$204K +$195K +1,396 New
CIA
1031
Capital Investment Advisors
Georgia
$203K +$202K +1,443 New
RCG
1032
Ruane, Cunniff & Goldfarb
New York
$201K +$199K +1,426 New
LL
1033
LPWM LLC
Minnesota
$201K -$8.53K -61 -4%
RWM
1034
Raffa Wealth Management
District of Columbia
$199K +$1.54K +11 +0.8%
PMFA
1035
Plante Moran Financial Advisors
Michigan
$199K -$11.2K -80 -5%
BFS
1036
Beacon Financial Strategies
North Carolina
$198K +$197K +1,406 New
CA
1037
Crewe Advisors
Utah
$196K – – –
CA
1038
CoreCap Advisors
Michigan
$187K +$47.8K +342 +35%
BWL
1039
Bogart Wealth LLC
Virginia
$186K +$5.87K +42 +3%
T
1040
Tidemark
California
$180K – – –
RPC
1041
Rossmore Private Capital
Connecticut
$176K +$19.6K +140 +13%
BWM
1042
BigSur Wealth Management
Florida
$175K -$49.9K -357 -22%
AF
1043
Align Financial
Minnesota
$174K +$172K +1,233 New
GWM
1044
Geneos Wealth Management
Colorado
$173K – – –
SC
1045
SouthState Corp
Florida
$170K +$5.59K +40 +3%
PMIM
1046
Prudent Man Investment Management
Colorado
$165K -$58K -415 -26%
OCM
1047
Osbon Capital Management
Massachusetts
$160K +$158K +1,133 New
PCTC
1048
Perkins Coie Trust Company
Washington
$159K – – –
MCA
1049
Maryland Capital Advisors
Maryland
$155K – – –
TCM
1050
Triumph Capital Management
Colorado
$154K +$153K +1,094 New
40 41
42
43 44