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Vanguard FTSE Emerging Markets ETF
VWO

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
2001
Sunbelt Securities
Texas
$184K -$106K -2,289 -35%
DIP
2002
DT Investment Partners
Pennsylvania
$182K – – –
SAM
2003
S.A. Mason
Michigan
$178K -$1.16K -25 -0.6%
SWM
2004
Sugarloaf Wealth Management
Georgia
$170K -$45.3K -975 -20%
AWM
2005
Atticus Wealth Management
Florida
$168K +$33.6K +724 +23%
POIA
2006
Pin Oak Investment Advisors
Texas
$167K – – –
BWL
2007
Bogart Wealth LLC
Virginia
$166K +$46 +1 +0%
SNB
2008
Security National Bank
Nebraska
$163K +$172K +3,698 New
VCM
2009
Versant Capital Management
Arizona
$162K +$372 +8 +0.2%
PWA
2010
Physician Wealth Advisors
Utah
$158K +$167K +3,598 New
CIA
2011
Cape Investment Advisory
Georgia
$158K +$10.6K +228 +7%
UFF
2012
USA Financial Formulas
Michigan
$157K -$38.9K -837 -19%
RMP
2013
Richards, Merrill & Peterson
Washington
$157K +$165K +3,555 New
NWMP
2014
Noble Wealth Management PBC
Colorado
$154K +$163K +3,502 New
DFA
2015
DHJJ Financial Advisors
Illinois
$152K – – –
CWP
2016
Concord Wealth Partners
Virginia
$150K -$57.8K -1,244 -27%
KSB
2017
Kennebec Savings Bank
Maine
$148K – – –
RL
2018
Rogco LP
Oklahoma
$147K -$127K -2,732 -45%
FCT
2019
First Community Trust
Iowa
$146K – – –
CW
2020
Curio Wealth
Maryland
$146K +$154K +3,308 New
CSC
2021
Caldwell Sutter Capital
California
$144K +$9.48K +204 +7%
LWCFA
2022
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$142K – – –
CIAS
2023
CBIZ Investment Advisory Services
Ohio
$141K +$46 +1 +0%
RI
2024
Ridgewood Investments
New Jersey
$140K +$36.2K +778 +32%
BBPWM
2025
Blue Bell Private Wealth Management
Pennsylvania
$139K +$14.8K +318 +11%
79 80
81
82 83