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Vanguard FTSE Emerging Markets ETF
VWO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
2001
Integral Investment Advisors
California
$315K – – –
MAM
2002
Madison Asset Management
Wisconsin
$315K – – –
TCA
2003
Trifecta Capital Advisors
Illinois
$314K – – –
RCA
2004
Riverview Capital Advisers
Massachusetts
$314K – – –
SA
2005
SFI Advisors
New Jersey
$314K +$318K +5,845 New
EFA
2006
Edge Financial Advisors
Illinois
$314K +$14.4K +266 +5%
SAP
2007
Strategic Advisory Partners
North Carolina
$314K +$317K +5,833 New
AWM
2008
Accurate Wealth Management
Florida
$312K -$73.1K -1,345 -19%
EPW
2009
Evergreen Private Wealth
Colorado
$311K -$16.8K -310 -5%
BFA
2010
Ballast Financial Advisors
Pennsylvania
$311K +$314K +5,782 New
RCM
2011
Raleigh Capital Management
North Carolina
$310K -$48.3K -889 -13%
WCM
2012
Wealthcare Capital Management
Virginia
$310K -$257K -4,729 -45%
WWM
2013
Whalen Wealth Management
Nevada
$310K +$5.76K +106 +2%
TIAAOA
2014
Teachers Insurance & Annuity Association of America
New York
$309K -$7.93K -146 -2%
SHF
2015
Stage Harbor Financial
Massachusetts
$306K -$33.6K -619 -10%
IFA
2016
Index Fund Advisors
California
$304K -$73.9K -1,360 -19%
AA
2017
Argent Advisors
Louisiana
$303K +$435 +8 +0.1%
CAAM
2018
Cornerstone Advisors Asset Management
Pennsylvania
$303K +$25.7K +474 +9%
CF
2019
Claris Financial
Virginia
$303K -$33.8K -623 -10%
LFASL
2020
Lugano Financial Advisors SA (LFA)
Switzerland
$302K – – –
SCM
2021
SB Capital Management
California
$302K +$305K +5,613 New
NAS
2022
NWF Advisory Services
California
$301K -$2.17K -40 -0.7%
TF
2023
Thayer Financial
North Carolina
$300K +$303K +5,582 New
RWC
2024
Rare Wolf Capital
Washington
$300K +$303K +5,580 New
WHCFA
2025
William Howard & Co Financial Advisors
Tennessee
$300K +$2.17K +40 +0.7%
79 80
81
82 83