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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1351
Jessup Wealth Management
Ohio
$223K -$775 -10 -0.3%
AWG
1352
Altus Wealth Group
Colorado
$223K – – –
CTA
1353
Colonial Trust Advisors
South Carolina
$223K -$155K -2,000 -40%
TC
1354
Tacita Capital
Ontario, Canada
$220K -$33.7K -435 -13%
WA
1355
Wealth Alliance
New York
$220K -$70.2K -906 -24%
PA
1356
Paragon Advisors
Texas
$218K -$124K -1,598 -35%
CWS
1357
Confluence Wealth Services
Pennsylvania
$218K -$18.6K -240 -8%
AF
1358
Atala Financial
California
$217K – – –
KFI
1359
Key Financial Inc
Pennsylvania
$217K – – –
ISL
1360
Ingalls & Snyder LLC
New York
$215K +$222K +2,864 New
AWMG
1361
Alliance Wealth Management Group
New Jersey
$215K +$222K +2,861 New
TCM
1362
Towercrest Capital Management
Pennsylvania
$215K +$222K +2,861 New
ACM
1363
Ardent Capital Management
Ohio
$214K – – –
LIA
1364
Lynx Investment Advisory
District of Columbia
$213K +$220K +2,842 New
BI
1365
Breachway Investments
Rhode Island
$213K – – –
WA
1366
Wealthstar Advisors
Texas
$211K +$155 +2 +0.1%
CL
1367
CVFG LLC
Indiana
$211K +$217K +2,803 New
VAG
1368
VisionPoint Advisory Group
Texas
$210K +$217K +2,801 New
CMAI
1369
Capital Management Associates Inc
Minnesota
$210K – – –
FFA
1370
Founders Financial Alliance
North Carolina
$209K +$157K +2,027 +270%
DBRC
1371
D.B. Root & Company
Pennsylvania
$208K +$215K +2,775 New
LSPW
1372
Lake Street Private Wealth
Illinois
$207K -$1.65M -21,288 -89%
OC
1373
Optima Capital
Oregon
$207K +$232 +3 +0.1%
NRWA
1374
North Ridge Wealth Advisors
Oregon
$207K +$143K +1,850 +206%
NLA
1375
Northern Lights Advisors
Washington
$206K +$213K +2,748 New
53 54
55
56 57