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Vanguard FTSE Developed Markets ETF
VEA

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
2026
Heritage Wealth Management (California)
California
$426K – – –
RIL
2027
Rothschild Investment LLC
Illinois
$425K +$466 +8 +0.1%
YIM
2028
Yoffe Investment Management
Pennsylvania
$425K – – –
MWM
2029
Mascagni Wealth Management
Mississippi
$424K +$63.6K +1,092 +18%
PAWA
2030
Palo Alto Wealth Advisors
California
$424K +$72.4K +1,243 +22%
SG
2031
Stanich Group
New York
$423K +$58 +1 +0%
SIC
2032
Salem Investment Counselors
North Carolina
$423K +$17.6K +302 +4%
PWA
2033
Physician Wealth Advisors
Utah
$422K +$4.84K +83 +1%
CFO
2034
Custos Family Office
Texas
$421K -$1.9M -32,678 -82%
CFS
2035
CRA Financial Services
New Jersey
$421K +$2.91K +50 +0.7%
HR
2036
Howe & Rusling
New York
$421K -$4.08K -70 -1%
APA
2037
Astoria Portfolio Advisors
New York
$419K -$14.9K -256 -4%
LSIA
2038
LaSalle St. Investment Advisors
Illinois
$418K +$27.4K +471 +7%
BWM
2039
BCS Wealth Management
Tennessee
$418K -$3.67K -63 -0.9%
WAM
2040
Worth Asset Management
Texas
$418K -$2.26M -38,800 -85%
SIM
2041
Synergy Investment Management
Florida
$417K – – –
AIA
2042
AssuredPartners Investment Advisors
Florida
$417K +$1.11K +19 +0.3%
SHIM
2043
Stone House Investment Management
Pennsylvania
$416K +$31.7K +544 +8%
CWM
2044
Calamos Wealth Management
Illinois
$414K -$186K -3,187 -32%
BB
2045
Berkshire Bank
Massachusetts
$414K +$23.9K +410 +6%
BW
2046
Balance Wealth
Ohio
$414K +$402K +6,906 New
SC
2047
Scratch Capital
Idaho
$408K +$1.05K +18 +0.3%
KCM
2048
Kendall Capital Management
Maryland
$408K – – –
PCS
2049
Private Client Services
Kentucky
$407K +$68.8K +1,180 +21%
EWA
2050
Evolution Wealth Advisors
Florida
$405K -$6.93K -119 -2%
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82
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