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Vanguard FTSE Developed Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1301
Callan Capital
California
$815K +$412 +9 +0%
RLIM
1302
Red Lighthouse Investment Management
New York
$811K
AFG
1303
Atomi Financial Group
New York
$807K +$472K +10,307 +126%
DL
1304
DOHJ LLC
Washington
$806K +$5.72K +125 +0.7%
RWPA
1305
Richard W. Paul & Associates
Michigan
$804K -$11.8K -258 -1%
TPWM
1306
Twelve Points Wealth Management
Massachusetts
$802K +$3.2K +70 +0.4%
VWM
1307
Venturi Wealth Management
Texas
$796K -$2.7K -59 -0.3%
MA
1308
Modus Advisors
Minnesota
$786K -$15.6K -341 -2%
ARIS
1309
Advanced Research Investment Solutions
California
$785K +$4.67K +102 +0.6%
MIFH
1310
Migdal Insurance & Financial Holdings
Israel
$785K +$140K +3,070 +21%
GJIA
1311
Glass Jacobson Investment Advisors
Maryland
$781K +$138K +3,016 +20%
WC
1312
Woodstock Corp
Massachusetts
$779K
PBF
1313
Petix & Botte Financial
California
$778K +$229 +5 +0%
LAM
1314
LifePro Asset Management
California
$776K +$812K +17,744 New
KWA
1315
Kingswood Wealth Advisors
California
$773K +$809K +17,682 New
MM
1316
Main Management
California
$773K +$54.4K +1,188 +7%
BL
1317
BCWM LLC
Kansas
$773K -$72.5K -1,585 -8%
WP
1318
WealthSource Partners
California
$771K +$24.2K +528 +3%
ULWM
1319
Upper Left Wealth Management
Florida
$759K -$37.5K -820 -5%
MCM
1320
Mattern Capital Management
Colorado
$759K
CW
1321
Cook Wealth
North Carolina
$757K +$831K +18,149 New
CFP
1322
Catalyst Financial Partners
Massachusetts
$753K +$53.8K +1,175 +7%
SC
1323
Scotia Capital
Ontario, Canada
$753K -$62.9K -1,374 -7%
CT
1324
Clearstead Trust
Maine
$751K +$686 +15 +0.1%
HF
1325
Halpern Financial
Virginia
$746K +$403K +8,800 +106%