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Vanguard FTSE Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1976
RKL Wealth Management
Pennsylvania
$229K +$215K +4,634 New
PHIC
1977
Pine Haven Investment Counsel
Massachusetts
$228K – – –
TWA
1978
Trellis Wealth Advisors
California
$228K – – –
CBA
1979
Coastal Bridge Advisors
Connecticut
$227K +$213K +4,593 New
WG
1980
Welch Group
Alabama
$227K +$213K +4,586 New
B
1981
Bensler
Washington
$227K +$213K +4,582 New
PSP
1982
Pacific Sage Partners
Washington
$226K +$212K +4,570 New
CP
1983
Capital Planning
Washington
$226K – – –
TCM
1984
Traynor Capital Management
Pennsylvania
$226K +$211K +4,541 New
WP
1985
WealthPLAN Partners
Nebraska
$224K -$28.7K -618 -12%
VIA
1986
Vickerman Investment Advisors
Washington
$224K – – –
CPCM
1987
Cardinal Point Capital Management
Ontario, Canada
$224K -$95.2K -2,053 -31%
CFA
1988
Capstone Financial Advisors
Illinois
$223K +$210K +4,518 New
FFO
1989
Fiduciary Family Office
Florida
$223K – – –
ACM
1990
Avalon Capital Management
California
$223K -$395K -8,525 -65%
WAL
1991
W Advisors LLC
Tennessee
$222K +$46 +1 +0%
ECM
1992
EagleClaw Capital Management
Massachusetts
$222K – – –
FP
1993
Fiduciary Planning
Florida
$222K -$20.9K -450 -9%
DWP
1994
Destiny Wealth Partners
Florida
$221K – – –
BA
1995
Bellwether Advisors
Nebraska
$220K – – –
LF
1996
Lighthouse Financial
Florida
$220K -$11.5K -249 -5%
CWG
1997
Crown Wealth Group
North Carolina
$219K +$205K +4,424 New
PWPS
1998
Pinnacle Wealth Planning Services
Ohio
$218K +$205K +4,417 New
B
1999
Birchbrook
Maine
$218K – – –
KWM
2000
Keebeck Wealth Management
Illinois
$218K +$204K +4,406 New