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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Angeles Wealth Management
California
$499K – – –
JCM
1027
Jacobi Capital Management
Pennsylvania
$495K +$1.82K +25 +0.4%
APW
1028
Austin Private Wealth
Texas
$493K -$55.3K -760 -10%
WF
1029
WinCap Financial
Massachusetts
$493K +$19.5K +268 +4%
PFA
1030
Portland Financial Advisors
New York
$492K +$53.1K +730 +12%
NPAN
1031
Northeast Planning Associates NH
New Hampshire
$492K – – –
IWA
1032
Independent Wealth Advisors
North Carolina
$491K +$485K +6,673 New
CCA
1033
Clarity Capital Advisors
Florida
$490K +$7.49K +103 +2%
MPWT
1034
MassMutual Private Wealth & Trust
Connecticut
$486K +$366K +5,037 +321%
PAI
1035
Pittenger & Anderson Inc
Nebraska
$485K – – –
OWM
1036
Orgel Wealth Management
Wisconsin
$485K – – –
AAM
1037
Aureus Asset Management
Massachusetts
$484K +$479K +6,584 New
MSWM
1038
McGlone Suttner Wealth Management
Wisconsin
$484K +$50.4K +693 +12%
BCPWM
1039
Bradley & Co Private Wealth Management
Florida
$483K – – –
IIC
1040
Ironwood Investment Counsel
Arizona
$480K +$15.6K +214 +3%
NFP
1041
NorthLanding Financial Partners
New York
$480K – – –
AA
1042
Argent Advisors
Louisiana
$478K – – –
CA
1043
Capital Advantage
California
$478K +$472K +6,495 New
HW
1044
Hamilton Wealth
California
$477K +$11.5K +158 +2%
AWS
1045
Alliance Wealth Strategies
Virginia
$476K +$470K +6,467 New
PHWM
1046
Pine Harbor Wealth Management
Maryland
$475K +$53.4K +734 +13%
BWMG
1047
Barnes Wealth Management Group
California
$470K +$24.4K +335 +6%
WPP
1048
Whalerock Point Partners
Rhode Island
$469K – – –
BWP
1049
Balboa Wealth Partners
Arizona
$463K -$6.4K -88 -1%
RWM
1050
Rockwood Wealth Management
Pennsylvania
$460K +$455K +6,254 New
40 41
42
43 44