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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
201
Consilio Wealth Advisors
Washington
$2.1M +$2.34M +26,680 New
SHFA
202
SC&H Financial Advisors
Maryland
$2.1M +$67.1K +764 +3%
PP
203
PDS Planning
Ohio
$2.09M -$218K -2,481 -9%
SFP
204
Sweet Financial Partners
Minnesota
$2.08M +$69.1K +786 +3%
JWCA
205
J.W. Cole Advisors
Florida
$2.06M -$28K -319 -1%
WA
206
Wealthstream Advisors
New York
$2.06M +$21.2K +241 +0.9%
YIH
207
Y-Intercept (HK)
Hong Kong
$2.05M +$1.57M +17,863 +220%
IFS
208
Intelligent Financial Strategies
Minnesota
$2.03M -$337K -3,839 -13%
HWM
209
Hemington Wealth Management
Virginia
$2.02M +$154K +1,748 +7%
SPIA
210
Steward Partners Investment Advisory
New York
$2.02M -$5.18K -59 -0.2%
HIP
211
HUB Investment Partners
Texas
$1.99M +$1.58K +18 +0.1%
NL
212
NEPC LLC
Massachusetts
$1.95M – – –
NCM
213
Neumann Capital Management
California
$1.94M -$170K -1,937 -7%
BCA
214
Bernzott Capital Advisors
California
$1.92M +$738K +8,400 +53%
LC
215
Lindbrook Capital
California
$1.92M +$274K +3,120 +15%
UB
216
UMB Bank
Missouri
$1.89M -$182K -2,068 -8%
LOAMS
217
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.88M +$2.09M +23,820 New
TWP
218
Total Wealth Planning
Ohio
$1.87M +$106K +1,208 +5%
CM
219
Columbus Macro
Pennsylvania
$1.87M +$34.4K +391 +2%
CMP
220
Coston McIsaac & Partners
Maine
$1.83M +$43.8K +498 +2%
V
221
Veritable
Delaware
$1.82M -$170K -1,938 -8%
TB
222
Treynor Bancshares
Iowa
$1.79M +$16.9K +192 +0.9%
FG
223
Foster Group
Iowa
$1.77M +$1.97M +22,438 New
HIIFS
224
Harel Insurance Investments & Financial Services
Israel
$1.77M – – –
SWM
225
Spire Wealth Management
Virginia
$1.75M -$504K -5,741 -21%
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