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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
1201
Santori & Peters Inc
Pennsylvania
$201K +$189K +2,985 New
IBOK
1202
Independence Bank of Kentucky
Kentucky
$198K – – –
CFG
1203
Chapman Financial Group
Hawaii
$182K +$172K +2,711 New
OIA
1204
Optimum Investment Advisors
Illinois
$177K – – –
QWM
1205
Quaker Wealth Management
New Jersey
$172K +$162K +2,566 New
MWA
1206
Medallion Wealth Advisors
Connecticut
$171K -$3.17K -50 -2%
EWA
1207
EverSource Wealth Advisors
Alabama
$167K -$179K -2,830 -53%
NC
1208
North Capital
Utah
$163K +$9.5K +150 +7%
TFM
1209
TFC Financial Management
Massachusetts
$161K +$152K +2,396 New
SC
1210
Solstein Capital
California
$155K – – –
UFF
1211
USA Financial Formulas
Michigan
$152K -$83.8K -1,323 -37%
BTI
1212
Blue Trust Inc
Georgia
$149K – – –
RDFA
1213
Ritter Daniher Financial Advisory
Ohio
$148K – – –
IFS
1214
Intelligent Financial Strategies
Minnesota
$148K +$17.7K +280 +15%
EWM
1215
Evermay Wealth Management
Virginia
$134K – – –
EWP
1216
Elevation Wealth Partners
California
$134K +$886 +14 +0.7%
AAP
1217
Arax Advisory Partners
Colorado
$134K +$5.76K +91 +33%
FFA
1218
Frazier Financial Advisors
Ohio
$132K +$886 +14 +0.7%
MCM
1219
MV Capital Management
Maryland
$131K – – –
CPG
1220
Cornerstone Planning Group
New Jersey
$128K -$11.3K -179 -9%
BG
1221
Bollard Group
Massachusetts
$118K +$823 +13 +0.7%
LFA
1222
LGT Financial Advisors
Texas
$117K – – –
ITIM
1223
Indiana Trust & Investment Management
Indiana
$117K – – –
AWM
1224
AllSquare Wealth Management
New York
$114K – – –
PWM
1225
Provident Wealth Management
Tennessee
$112K +$105K +1,666 New
47 48
49
50 51