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Vanguard FTSE Emerging Markets ETF
VWO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1976
American Capital Advisory
Idaho
$187K -$28.9K -643 -13%
SS
1977
Sunbelt Securities
Texas
$186K -$3.33K -74 -2%
UBP
1978
Union Bancaire Privee
Switzerland
$183K -$248K -5,518 -56%
CPG
1979
Cornerstone Planning Group
New Jersey
$173K +$72.8K +1,617 +71%
BWL
1980
Bogart Wealth LLC
Virginia
$173K +$1.76K +39 +1%
CSC
1981
Caldwell Sutter Capital
California
$169K +$21.6K +479 +15%
PW
1982
Pandora Wealth
Illinois
$167K +$166K +3,696 New
VCM
1983
Versant Capital Management
Arizona
$167K – – –
HWA
1984
HHM Wealth Advisors
Tennessee
$167K +$34.3K +762 +26%
PWA
1985
Physician Wealth Advisors
Utah
$163K – – –
RMP
1986
Richards, Merrill & Peterson
Washington
$161K – – –
NIM
1987
Nexus Investment Management
Ontario, Canada
$160K +$111K +2,457 New
NWMP
1988
Noble Wealth Management PBC
Colorado
$159K +$675 +15 +0.4%
GM
1989
GeoWealth Management
Illinois
$159K +$22.7K +505 +17%
POIA
1990
Pin Oak Investment Advisors
Texas
$158K – – –
RI
1991
Ridgewood Investments
New Jersey
$157K +$12.7K +282 +9%
BBPWM
1992
Blue Bell Private Wealth Management
Pennsylvania
$156K +$13.9K +308 +10%
DFA
1993
DHJJ Financial Advisors
Illinois
$156K – – –
KSB
1994
Kennebec Savings Bank
Maine
$155K -$2.79K -62 -2%
FCT
1995
First Community Trust
Iowa
$150K – – –
SIS
1996
Sound Income Strategies
Florida
$146K +$7.61K +169 +6%
CW
1997
Curio Wealth
Maryland
$146K -$149K -3,301 -100%
BDPWM
1998
Barnes Dennig Private Wealth Management
Ohio
$145K +$144K +3,206 New
CIAS
1999
CBIZ Investment Advisory Services
Ohio
$144K – – –
VC
2000
Vestor Capital
Illinois
$144K -$6.99M -155,272 -98%
78 79
80
81 82