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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
976
McLean Asset Management
Virginia
$417K – – –
TFP
977
Tilia Fiduciary Partners
North Carolina
$416K +$402K +5,830 New
DWS
978
Discipline Wealth Solutions
South Carolina
$416K +$193K +2,798 +92%
TC
979
Trilogy Capital
California
$415K – – –
CAAS
980
Capital Asset Advisory Services
Michigan
$415K +$401K +5,816 New
CWM
981
Cherrydale Wealth Management
New Jersey
$412K +$1.93K +28 +0.5%
PHWM
982
Pine Harbor Wealth Management
Maryland
$409K +$1.93K +28 +0.5%
BA
983
Bristlecone Advisors
Washington
$407K – – –
PCIA
984
Prime Capital Investment Advisors
Kansas
$407K -$3.11K -45 -0.8%
MLL
985
Moody Lynn & Lieberson
Massachusetts
$407K +$1.66K +24 +0.4%
EP
986
Ehrenkranz Partners
New York
$405K +$392K +5,682 New
TCM
987
TD Capital Management
Tennessee
$405K +$1.17K +17 +0.3%
NAS
988
Nicolet Advisory Services
Wisconsin
$402K -$72.4K -1,049 -16%
PCA
989
Pallas Capital Advisors
Massachusetts
$399K – – –
VW
990
Vance Wealth
California
$398K -$27.8K -403 -7%
GSAM
991
Grant Street Asset Management
Pennsylvania
$398K +$897 +13 +0.2%
PCA
992
Purkiss Capital Advisors
Connecticut
$396K +$383K +5,550 New
VAS
993
Vestmark Advisory Solutions
Massachusetts
$395K +$382K +5,535 New
SC
994
Sapient Capital
Indiana
$395K -$4.8M -69,568 -93%
EPM
995
Elm Partners Management
Pennsylvania
$394K +$381K +5,526 New
PBF
996
Petix & Botte Financial
California
$394K -$43.3K -628 -10%
HSA
997
HBK Sorce Advisory
Pennsylvania
$392K +$71.4K +1,034 +23%
VIP
998
Vantage Investment Partners
Missouri
$392K – – –
WFPG
999
Waller Financial Planning Group
Ohio
$391K +$2.97K +43 +0.8%
CT
1000
Caldwell Trust
Florida
$390K -$20.7K -300 -5%
38 39
40
41 42