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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
151
Boston Family Office
Massachusetts
$259K
TIM
152
Tortoise Investment Management
New York
$257K -$23.5K -400 -8%
CLOS
153
Compagnie Lombard Odier SCmA
Switzerland
$254K
CFA
154
Capstone Financial Advisors
Illinois
$254K +$259K +4,409 New
DCM
155
Driehaus Capital Management
Illinois
$248K +$252K +4,302 New
EWA
156
EP Wealth Advisors
California
$244K -$29.3K -500 -11%
SPC
157
Sigma Planning Corp
Michigan
$242K +$247K +4,204 New
CFA
158
Cahill Financial Advisors
Minnesota
$241K +$15.6K +266 +7%
SAM
159
Summit Asset Management
Tennessee
$240K +$245K +4,170 New
HS
160
Huntington Steele
Pennsylvania
$232K
AAM
161
Autus Asset Management
Arizona
$215K -$1.29K -22 -0.6%
KeyBank National Association
162
KeyBank National Association
Ohio
$211K +$215K +3,665 New
SI
163
SII Investments
Wisconsin
$210K -$261K -4,453 -55%
FWP
164
FAS Wealth Partners
Kansas
$206K +$209K +3,567 New
CG
165
Cutler Group
California
$204K +$208K +3,546 New
LPT
166
Legacy Private Trust
Wisconsin
$203K +$206K +3,515 New
KCPG
167
Kavar Capital Partners Group
Kansas
$201K
LRPA
168
L. Roy Papp & Associates
Arizona
$201K +$205K +3,495 New
MA
169
MUFG Americas
New York
$182K
BBPWM
170
Blue Bell Private Wealth Management
Pennsylvania
$173K
IWMPD
171
Integrated Wealth Management (Palm Desert)
California
$165K
EDRH
172
Edmond de Rothschild Holding
Switzerland
$158K
MLIC
173
Mandatum Life Insurance Company
Finland
$147K +$150K +2,560 New
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$146K
BAM
175
Barrett Asset Management
New York
$135K