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Vanguard FTSE Developed Markets ETF
VEA

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2001
Hollencrest Capital Management
California
$406K +$70.3K +1,312 +23%
HWP
2002
Hibernia Wealth Partners
Louisiana
$405K +$381K +7,112 New
HWMC
2003
Heritage Wealth Management (California)
California
$405K -$375 -7 -0.1%
FP
2004
Fiduciary Planning
Florida
$404K -$8.09K -151 -2%
RIL
2005
Rothschild Investment LLC
Illinois
$404K +$102K +1,906 +37%
HR
2006
Howe & Rusling
New York
$404K +$123K +2,292 +48%
YIM
2007
Yoffe Investment Management
Pennsylvania
$404K – – –
WWM
2008
Whalen Wealth Management
Nevada
$404K -$52.2K -975 -12%
SG
2009
Stanich Group
New York
$402K +$13.7K +255 +4%
TF
2010
TME Financial
California
$402K +$15.5K +290 +4%
BWM
2011
BCS Wealth Management
Tennessee
$401K +$3.38K +63 +0.9%
AWM
2012
Able Wealth Management
New Jersey
$401K -$18.7K -349 -5%
IFS
2013
Intelligent Financial Strategies
Minnesota
$400K +$2.14K +40 +0.6%
FMN
2014
Financial Management Network
California
$398K +$4.07K +76 +1%
CFS
2015
CRA Financial Services
New Jersey
$398K +$25.9K +483 +7%
SIM
2016
Synergy Investment Management
Florida
$397K -$37.8K -706 -9%
PWA
2017
Physician Wealth Advisors
Utah
$396K +$1.55K +29 +0.4%
DA
2018
Detalus Advisors
Missouri
$396K -$7.18K -134 -2%
MA
2019
Maxele Advisors
Missouri
$396K +$47.8K +892 +15%
AIA
2020
AssuredPartners Investment Advisors
Florida
$395K -$77.6K -1,449 -17%
HIS
2021
Harvest Investment Services
Illinois
$393K -$37.9K -708 -9%
EWA
2022
Evolution Wealth Advisors
Florida
$392K +$13.4K +251 +4%
CPCP
2023
Cedar Point Capital Partners
Iowa
$392K -$41K -765 -10%
PPW
2024
Pasadena Private Wealth
California
$389K +$8.25K +154 +2%
AF
2025
Apexium Financial
Texas
$389K -$27K -504 -7%
79 80
81
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