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Vanguard FTSE All-World ex-US ETF
VEU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
201
Pathstone Family Office
New Jersey
$8.6M +$8.59M +158,736 +2,502%
PFM
202
Phillips Financial Management
Indiana
$8.48M -$26K -481 -0.3%
WCA
203
Waypoint Capital Advisors
Minnesota
$8.32M – – –
MFAM
204
M Financial Asset Management
Oregon
$8.3M +$56.1K +1,036 +0.7%
RPSA
205
Richard P. Slaughter Associates
Texas
$8.25M +$1.83M +33,772 +27%
ECM
206
Evergreen Capital Management
Washington
$8.2M -$224K -4,140 -3%
DF
207
Dunhill Financial
United Kingdom
$8.12M +$1.28M +23,603 +18%
LSAG
208
Lake Street Advisors Group
New Hampshire
$8.05M -$1.51M -27,924 -15%
PWM
209
PRW Wealth Management
Massachusetts
$8.03M +$8.67M +160,149 New
DADC
210
D.A. Davidson & Co
Montana
$8M -$164K -3,034 -2%
BHWM
211
Beaird Harris Wealth Management
Texas
$7.92M -$62.3K -1,152 -0.7%
CRC
212
Curi RMB Capital
Illinois
$7.78M +$221K +4,082 +3%
VWA
213
VERITY Wealth Advisors
United States
$7.6M +$243K +4,495 +3%
CTWM
214
Cherry Tree Wealth Management
Minnesota
$7.57M +$96.3K +1,780 +1%
BPWM
215
Badgley Phelps Wealth Managers
Washington
$7.51M -$57.8K -1,068 -0.7%
SFG
216
StrategIQ Financial Group
Indiana
$7.44M -$14.6K -269 -0.2%
BSW
217
Buckingham Strategic Wealth
Missouri
$7.43M -$776K -14,341 -9%
PFPT
218
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.43M -$7.25K -134 -0.1%
P
219
&Partners
Tennessee
$7.42M +$279K +5,149 +4%
BWFA
220
Baltimore-Washington Financial Advisors
Maryland
$7.25M +$1.26M +23,263 +20%
CCG
221
Chatham Capital Group
Georgia
$7.16M +$753K +13,915 +11%
PP
222
PDS Planning
Ohio
$6.99M -$136K -2,507 -2%
TW
223
TrinityPoint Wealth
Connecticut
$6.98M +$66.7K +1,232 +0.9%
MPW
224
Monterey Private Wealth
California
$6.98M +$109K +2,008 +2%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.92M -$359K -6,643 -5%
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