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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1026
Pillar Financial Advisors
Kentucky
$500K – – –
AWM
1027
Angeles Wealth Management
California
$499K – – –
JCM
1028
Jacobi Capital Management
Pennsylvania
$495K +$1.82K +25 +0.4%
APW
1029
Austin Private Wealth
Texas
$493K -$55.3K -760 -10%
WF
1030
WinCap Financial
Massachusetts
$493K +$19.5K +268 +4%
PFA
1031
Portland Financial Advisors
New York
$492K +$53.1K +730 +12%
NPAN
1032
Northeast Planning Associates NH
New Hampshire
$492K – – –
IWA
1033
Independent Wealth Advisors
North Carolina
$491K +$485K +6,673 New
CCA
1034
Clarity Capital Advisors
Florida
$490K +$7.49K +103 +2%
MPWT
1035
MassMutual Private Wealth & Trust
Connecticut
$486K +$366K +5,037 +321%
PAI
1036
Pittenger & Anderson Inc
Nebraska
$485K – – –
OWM
1037
Orgel Wealth Management
Wisconsin
$485K – – –
AAM
1038
Aureus Asset Management
Massachusetts
$484K +$479K +6,584 New
MSWM
1039
McGlone Suttner Wealth Management
Wisconsin
$484K +$50.4K +693 +12%
BCPWM
1040
Bradley & Co Private Wealth Management
Florida
$483K – – –
IIC
1041
Ironwood Investment Counsel
Arizona
$480K +$15.6K +214 +3%
NFP
1042
NorthLanding Financial Partners
New York
$480K – – –
AA
1043
Argent Advisors
Louisiana
$478K – – –
CA
1044
Capital Advantage
California
$478K +$472K +6,495 New
HW
1045
Hamilton Wealth
California
$477K +$11.5K +158 +2%
AWS
1046
Alliance Wealth Strategies
Virginia
$476K +$470K +6,467 New
PHWM
1047
Pine Harbor Wealth Management
Maryland
$475K +$53.4K +734 +13%
BWMG
1048
Barnes Wealth Management Group
California
$470K +$24.4K +335 +6%
WPP
1049
Whalerock Point Partners
Rhode Island
$469K – – –
BWP
1050
Balboa Wealth Partners
Arizona
$463K -$6.4K -88 -1%
40 41
42
43 44