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Vanguard Total World Stock ETF
VT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
201
Dorsey & Whitney Trust
South Dakota
$2.67M -$722K -8,447 -21%
IC
202
Iconiq Capital
California
$2.62M +$2.22K +26 +0.1%
WA
203
Wealthstream Advisors
New York
$2.61M +$364K +4,263 +16%
FG
204
Foster Group
Iowa
$2.61M +$668K +7,820 +35%
CC
205
Claybrook Capital
Massachusetts
$2.6M +$11.8K +138 +0.5%
FCA
206
FinTrust Capital Advisors
South Carolina
$2.59M +$1.93M +22,650 +306%
UOTTAIMCU
207
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.55M – – –
MFA
208
Mayflower Financial Advisors
Massachusetts
$2.55M +$234K +2,737 +10%
MPW
209
Monterey Private Wealth
California
$2.55M -$25.5K -298 -1%
EWM
210
Endowment Wealth Management
Wisconsin
$2.53M -$18.3K -214 -0.7%
BL
211
Balentine LLC
Georgia
$2.49M +$190K +2,228 +8%
EWA
212
EverSource Wealth Advisors
Alabama
$2.43M +$912K +10,672 +61%
STA
213
Summit Trail Advisors
New York
$2.41M +$21.8K +255 +0.9%
AC
214
Addison Capital
Pennsylvania
$2.41M -$2.9K -34 -0.1%
CM
215
Columbus Macro
Pennsylvania
$2.38M +$334K +3,905 +17%
ACI
216
Alpha Cubed Investments
California
$2.35M -$404K -4,733 -15%
TWP
217
Total Wealth Planning
Ohio
$2.34M +$292K +3,418 +14%
MWM
218
Modera Wealth Management
New Jersey
$2.32M -$54.9K -643 -2%
WP
219
Westmount Partners
California
$2.3M +$2.28M +26,673 New
BV
220
Boxwood Ventures
Illinois
$2.26M +$2.24M +26,192 New
LAM
221
Lakewood Asset Management
Illinois
$2.25M +$2.23M +26,148 New
SFP
222
Sweet Financial Partners
Minnesota
$2.21M -$55.4K -649 -2%
APW
223
Austin Private Wealth
Texas
$2.21M +$2.19M +25,658 New
ZCA
224
Zeke Capital Advisors
Pennsylvania
$2.19M +$2.17M +25,373 New
CMP
225
Coston McIsaac & Partners
Maine
$2.17M +$166K +1,946 +8%
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9
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