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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
626
Cape Ann Savings Bank
Massachusetts
$581K – – –
MFA
627
McClarren Financial Advisors
Pennsylvania
$581K +$1.58K +26 +0.3%
APSP
628
Asset Planning Services (Pennsylvania)
Pennsylvania
$576K +$1.28K +21 +0.2%
SW
629
SkyOak Wealth
Michigan
$576K +$28K +461 +5%
SPP
630
Single Point Partners
Massachusetts
$575K +$365 +6 +0.1%
FHC
631
First Horizon Corporation
Tennessee
$572K – – –
RWMH
632
Riverpoint Wealth Management Holdings
Illinois
$558K – – –
UF
633
Univest Financial
Pennsylvania
$555K – – –
WB
634
Webster Bank
Connecticut
$554K -$25.4K -418 -4%
SWM
635
SeaCrest Wealth Management
New York
$553K +$60K +987 +12%
AWA
636
Arete Wealth Advisors
Illinois
$551K -$7K -115 -1%
ATC
637
Argent Trust Co
Tennessee
$545K – – –
IIC
638
Integrated Investment Consultants
Michigan
$544K +$545K +8,959 New
GG
639
Gleason Group
Kentucky
$542K +$1.46K +24 +0.3%
IP
640
Intellectus Partners
California
$524K +$525K +8,637 New
CTC
641
Central Trust Company
Missouri
$523K +$3.71K +61 +0.7%
CSPIA
642
Cary Street Partners Investment Advisory
Virginia
$523K +$5.78K +95 +1%
JFGLC
643
Johnson Financial Group LLC (Colorado)
Colorado
$517K – – –
CGA
644
Crescent Grove Advisors
Illinois
$514K -$16.7K -275 -3%
MA
645
MBA Advisors
Pennsylvania
$511K +$512K +8,421 New
LCM
646
Logan Capital Management
Pennsylvania
$499K +$500K +8,227 New
RVPG
647
Relative Value Partners Group
$497K -$40.4K -665 -8%
LWCFA
648
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$493K – – –
KOMWMG
649
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$489K +$304 +5 +0.1%
PBF
650
Petix & Botte Financial
California
$487K -$66.5K -1,094 -12%
24 25
26
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