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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Bartlett & Co
Ohio
$529K +$60.2K +1,001 +13%
RG
102
Rathbones Group
United Kingdom
$515K +$15.3K +255 +3%
CIA
103
Choate Investment Advisors
Massachusetts
$513K +$10.5K +175 +2%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$501K -$20.1K -335 -4%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$463K -$49.6K -825 -10%
SIM
106
Sigma Investment Management
Oregon
$424K -$208K -3,468 -33%
MC
107
Moors & Cabot
Massachusetts
$412K -$220K -3,655 -35%
BWP
108
BSW Wealth Partners
Colorado
$396K -$74.2K -1,235 -16%
MCC
109
Mid Continent Capital
Illinois
$362K -$26.1K -435 -7%
DY
110
Dowling & Yahnke
California
$360K
CA
111
Cambridge Associates
Massachusetts
$355K -$426K -7,085 -55%
EAM
112
Evanson Asset Management
California
$344K +$3.43K +57 +1%
W
113
Wealthquest
Ohio
$339K +$339K +5,638 New
RBC
114
Ronald Blue & Co
Georgia
$332K -$256K -4,251 -44%
BWFM
115
Bridgewater Wealth & Financial Management
Maryland
$319K +$319K +5,303 New
QI
116
QS Investors
New York
$307K +$306K +5,095 New
LWCFA
117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K
SC
118
Scotia Capital
Ontario, Canada
$301K
CFA
119
Cahill Financial Advisors
Minnesota
$299K -$187K -3,108 -39%
DI
120
Dalton Investments
Nevada
$295K -$37.9K -631 -11%
CFA
121
Capstone Financial Advisors
Illinois
$283K +$282K +4,699 New
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$273K +$74.1K +1,232 +37%
KCPG
123
Kavar Capital Partners Group
Kansas
$271K
BFO
124
Boston Family Office
Massachusetts
$271K +$270K +4,500 New
YMRC
125
Yorktown Management & Research Company
Virginia
$265K