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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
201
Circle Wealth Management
New Jersey
$275K +$1.07K +16 +0.4%
RI
202
Ridgewood Investments
New Jersey
$274K – – –
BWP
203
BSW Wealth Partners
Colorado
$271K -$46K -688 -15%
CFB
204
Cullen/Frost Bankers
Texas
$271K – – –
CFA
205
Cahill Financial Advisors
Minnesota
$266K +$2.01K +30 +0.8%
BSW
206
Buckingham Strategic Wealth
Missouri
$266K +$263K +3,935 New
WCM
207
Windham Capital Management
Massachusetts
$253K +$17.5K +261 +7%
SCM
208
SOL Capital Management
Maryland
$253K +$20.1K +300 +9%
TFCP
209
Twin Focus Capital Partners
Massachusetts
$249K +$246K +3,684 New
NFG
210
Next Financial Group
Texas
$241K +$168K +2,511 +237%
CHP
211
Cable Hill Partners
Oregon
$237K -$1.79M -26,778 -88%
FAM
212
Formidable Asset Management
Ohio
$236K – – –
ASN
213
Advisory Services Network
Georgia
$236K +$4.82K +72 +2%
LRPA
214
L. Roy Papp & Associates
Arizona
$236K +$234K +3,495 New
AW
215
ACG Wealth
Georgia
$224K +$803 +12 +0.4%
CFMC
216
Curbstone Financial Management Corp
New Hampshire
$223K -$1.67K -25 -0.8%
BCM
217
Bienville Capital Management
New York
$220K – – –
RW
218
Rand Wealth
Maryland
$219K +$216K +3,236 New
CA
219
Clearstead Advisors
Ohio
$217K +$803 +12 +0.4%
CAI
220
Capital Advisors Inc
Oklahoma
$215K – – –
KWM
221
Kingsview Wealth Management
Oregon
$215K +$213K +3,185 New
CB
222
Chemical Bank
Michigan
$204K +$202K +3,020 New
SIAS
223
Shine Investment Advisory Services
Colorado
$203K +$201K +3,008 New
GC
224
Garde Capital
Washington
$202K -$105K -1,575 -35%
KTC
225
Kistler-Tiffany Companies
Pennsylvania
$200K +$201 +3 +0.1%
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