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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
726
Sharp Financial Services
Pennsylvania
$598K +$599K +10,203 New
WJWM
727
Williams Jones Wealth Management
New York
$598K – – –
RGC
728
Roberts, Glore & Co
Illinois
$595K +$235K +3,999 +65%
TWA
729
TCI Wealth Advisors
Arizona
$594K – – –
CPP
730
Capasso Planning Partners
South Carolina
$592K +$166K +2,829 +39%
BPFA
731
Barnes Pettey Financial Advisors
Mississippi
$590K -$12.6K -214 -2%
RFP
732
Root Financial Partners
California
$589K +$589K +10,045 New
DSC
733
Duncker Streett & Co
Missouri
$588K -$163K -2,775 -22%
IC
734
IEQ Capital
California
$584K -$358K -6,098 -38%
WWM
735
Western Wealth Management
Colorado
$577K -$142K -2,423 -20%
E
736
ETFidea
New York
$576K +$9.04K +154 +2%
MW
737
Marcum Wealth
Ohio
$575K -$86K -1,465 -13%
VR
738
Valued Retirements
Texas
$570K – – –
SC
739
Sierra Capital
Florida
$569K -$242K -4,122 -30%
AIA
740
AIMZ Investment Advisors
California
$566K -$120K -2,044 -17%
HB
741
HTLF Bank
Colorado
$560K +$560K +9,550 New
TCM
742
Towneley Capital Management
California
$552K -$618K -10,529 -53%
SAS
743
SMI Advisory Services
Indiana
$549K +$540K +9,202 New
PCA
744
Prosperity Capital Advisors
Ohio
$547K -$310K -5,287 -36%
CDH
745
Charles D. Hyman
$547K – – –
AWM
746
Accurate Wealth Management
Florida
$546K +$528K +8,999 New
LAM
747
Lakewood Asset Management
Illinois
$541K -$9.92K -169 -2%
HFW
748
Horizon Family Wealth
Illinois
$538K – – –
IRAG
749
Investment Research & Advisory Group
Georgia
$536K -$6.34K -108 -1%
SOAG
750
Silver Oak Advisory Group
Oregon
$530K +$997 +17 +0.2%
28 29
30
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