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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
151
Twin Focus Capital Partners
Massachusetts
$3.33M -$164K -1,705 -5%
DWT
152
Dorsey & Whitney Trust
South Dakota
$3.28M +$2.88M +30,000 +799%
ACI
153
Alpha Cubed Investments
California
$3.28M – – –
BCA
154
Berman Capital Advisors
Georgia
$3.24M +$841K +8,746 +36%
NG
155
Northstar Group
New York
$3.2M +$43.8K +456 +1%
KAS
156
Kestra Advisory Services
Texas
$3.17M -$1.08M -11,192 -26%
VCAM
157
Van Cleef Asset Management
Ohio
$3.16M – – –
PA
158
Parallel Advisors
California
$3.01M +$101K +1,051 +4%
LC
159
Lindbrook Capital
California
$2.99M -$71.9K -748 -2%
RWA
160
Ropes Wealth Advisors
Massachusetts
$2.96M +$2.57M +26,735 +1,043%
CC
161
Claybrook Capital
Massachusetts
$2.94M -$607K -6,308 -17%
SWM
162
Spire Wealth Management
Virginia
$2.87M +$2.84M +29,511 New
MFA
163
Mayflower Financial Advisors
Massachusetts
$2.85M +$117K +1,219 +4%
SFC
164
SYM Financial Corp
Indiana
$2.8M +$65.1K +677 +2%
VCM
165
Versant Capital Management
Arizona
$2.77M -$111K -1,150 -4%
SFA
166
Sequoia Financial Advisors
Ohio
$2.75M -$368K -3,822 -12%
SQA
167
Simon Quick Advisors
New Jersey
$2.7M +$140K +1,451 +6%
DY
168
Dowling & Yahnke
California
$2.69M +$96 +1 +0%
HIP
169
HUB Investment Partners
Texas
$2.63M +$2.6M +27,012 New
ACA
170
Ackerman Capital Advisors
Texas
$2.6M -$1.12M -11,625 -30%
TIM
171
Tortoise Investment Management
New York
$2.59M -$37K -385 -1%
NCM
172
Neumann Capital Management
California
$2.58M +$113K +1,171 +5%
MWM
173
Modera Wealth Management
New Jersey
$2.57M +$112K +1,169 +5%
MPW
174
Monterey Private Wealth
California
$2.54M +$264K +2,750 +12%
FAAM
175
First Ascent Asset Management
Colorado
$2.51M +$192K +2,000 +8%
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