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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
301
Highland Private Wealth Management
Washington
$3.21M – – –
PFA
302
Paradigm Financial Advisors
Missouri
$3.21M -$622K -9,882 -16%
CL
303
COWA LLC
Oklahoma
$3.16M +$19.6K +311 +0.6%
BAM
304
Belpointe Asset Management
Nevada
$3.14M -$2.1M -33,382 -39%
CA
305
CSM Advisors
Pennsylvania
$3.14M – – –
TCBWMS
306
Texas Capital Bank Wealth Management Services
Texas
$3.13M – – –
TIM
307
Tortoise Investment Management
New York
$3.13M -$23K -366 -0.7%
DCM
308
Discovery Capital Management
Connecticut
$3.1M +$3.2M +50,875 New
SFG
309
Summit Financial Group
West Virginia
$3.09M -$3.77K -60 -0.1%
VFA
310
Valeo Financial Advisors
Indiana
$3.07M -$178K -2,822 -5%
WIC
311
Whitegate Investment Counselors
New Hampshire
$3.07M +$440 +7 +0%
APA
312
American Portfolios Advisors
New York
$3.06M +$403K +6,403 +15%
BCFS
313
Butensky & Cohen Financial Security
Florida
$3.06M +$77.6K +1,234 +3%
BCM
314
Boltwood Capital Management
California
$2.99M -$213K -3,385 -6%
CAM
315
Carret Asset Management
New York
$2.99M -$14.8K -235 -0.5%
GG
316
Gofen & Glossberg
Illinois
$2.94M -$36.5K -580 -1%
LK
317
Lumbard & Kellner
New Hampshire
$2.94M -$4.66K -74 -0.2%
RIG
318
Ramiah Investment Group
Wisconsin
$2.91M +$165K +2,620 +6%
CPO
319
Cerity Partners OCIO
New York
$2.9M -$9.44K -150 -0.3%
TC
320
Trilogy Capital
California
$2.88M +$63.5K +1,010 +2%
AA
321
Aufman Associates
Pennsylvania
$2.87M -$26.2K -417 -0.9%
CPIG
322
Chicago Partners Investment Group
Illinois
$2.86M +$126 +2 +0%
KAH
323
Kathryn A. Hall
$2.85M – – –
TI
324
Truepoint Inc
Ohio
$2.85M -$39.6K -630 -1%
RWM
325
Raffa Wealth Management
District of Columbia
$2.84M -$17.4K -276 -0.6%
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