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Vanguard Total World Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
State Street
151
State Street
Massachusetts
$1.06M
BP
152
Ballentine Partners
Massachusetts
$1.04M +$23.6K +313 +2%
UCFA
153
United Capital Financial Advisors
Texas
$1.03M -$190K -2,520 -16%
VFA
154
Voya Financial Advisors
Connecticut
$1.01M -$167K -2,216 -14%
1WA
155
180 Wealth Advisors
Washington
$1M +$10.8K +143 +1%
FC
156
Fulcrum Capital
Washington
$996K +$988K +13,132 New
SP
157
Sarasin & Partners
United Kingdom
$977K
FA
158
FDx Advisors
Illinois
$944K -$163K -2,160 -15%
WA
159
WBH Advisory
Maryland
$941K -$8.13K -108 -0.9%
SP
160
Successful Portfolios
Florida
$926K +$28.2K +375 +3%
PP
161
PDS Planning
Ohio
$915K -$18.3K -243 -2%
DADC
162
D.A. Davidson & Co
Montana
$906K -$1.58K -21 -0.2%
LIC
163
Lodestar Investment Counsel
Illinois
$887K +$11.3K +150 +1%
RI
164
Ridgewood Investments
New Jersey
$884K +$256K +3,400 +41%
UIA
165
UBP Investment Advisors
Switzerland
$872K
Citigroup
166
Citigroup
New York
$854K -$2.18M -28,911 -72%
OAJ
167
Ogorek Anthony Joseph
New York
$845K -$240K -3,188 -22%
NF
168
Nikulski Financial
Iowa
$834K +$72.4K +962 +9%
CFMC
169
Curbstone Financial Management Corp
New Hampshire
$832K
CIBC World Market
170
CIBC World Market
Ontario, Canada
$814K +$261K +3,473 +48%
BlackRock
171
BlackRock
New York
$753K -$89.2K -1,185 -11%
HB
172
Homrich & Berg
Georgia
$739K
DT
173
Diversified Trust
Tennessee
$735K +$3.01K +40 +0.4%
SWP
174
Stratos Wealth Partners
Ohio
$722K -$40.1K -533 -5%
BAMG
175
Brand Asset Management Group
Missouri
$720K +$4.52K +60 +0.6%