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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAA
1126
Peregrine Asset Advisers
Oregon
$212K +$206K +1,352 New
FCA
1127
FLC Capital Advisors
California
$212K -$27.9K -183 -12%
GFG
1128
Grantvest Financial Group
New Jersey
$212K +$206K +1,349 New
TFA
1129
Trinity Financial Advisors
Ohio
$211K +$205K +1,344 New
PWM
1130
Penobscot Wealth Management
Maine
$211K +$205K +1,342 New
TI
1131
Truepoint Inc
Ohio
$208K +$202K +1,325 New
BWL
1132
Bogart Wealth LLC
Virginia
$207K +$305 +2 +0.2%
MLFP
1133
MPS Loria Financial Planners
Illinois
$207K -$28.8K -189 -13%
VAF
1134
Values Added Financial
District of Columbia
$206K -$21.4K -140 -10%
RWS
1135
Rochester Wealth Strategies
Michigan
$206K +$200K +1,314 New
PMFA
1136
Plante Moran Financial Advisors
Michigan
$206K – – –
CF
1137
Clarity Financial
Texas
$204K +$199K +1,302 New
CHJWM
1138
Carlton Hofferkamp & Jenks Wealth Management
Texas
$203K +$198K +1,300 New
GF
1139
Goodman Financial
Texas
$203K +$197K +1,292 New
AIM
1140
Archer Investment Management
Texas
$203K +$197K +1,291 New
WFS
1141
Weitzel Financial Services
Iowa
$201K +$197K +1,291 New
GWM
1142
Geneos Wealth Management
Colorado
$201K – – –
IMC Chicago
1143
IMC Chicago
Illinois
$200K +$195K +1,277 New
T
1144
Tidemark
California
$200K – – –
CWM
1145
Connecticut Wealth Management
Connecticut
$200K -$43K -282 -18%
BTI
1146
Blue Trust Inc
Georgia
$199K -$751K -4,921 -79%
RPC
1147
Rossmore Private Capital
Connecticut
$195K – – –
BWM
1148
BigSur Wealth Management
Florida
$195K – – –
AF
1149
Align Financial
Minnesota
$194K – – –
APFP
1150
Action Point Financial Planning
Michigan
$192K +$186K +1,221 New