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Vanguard FTSE All-World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Pinnacle Wealth Management Group
Michigan
$2.28M -$64.9K -1,103 -3%
BAM
402
Belpointe Asset Management
Nevada
$2.27M -$64.4K -1,095 -3%
Cetera Investment Advisers
403
Cetera Investment Advisers
Illinois
$2.21M +$22.9K +389 +1%
KeyBank National Association
404
KeyBank National Association
Ohio
$2.19M -$171K -2,905 -7%
MWA
405
Monograph Wealth Advisors
California
$2.19M
NI
406
NYL Investors
New York
$2.18M -$318K -5,400 -12%
SBH
407
Segall Bryant & Hamill
Illinois
$2.17M +$2.22M +37,699 New
BIAS
408
Beacon Investment Advisory Services
New Jersey
$2.17M -$84.5K -1,436 -4%
KCM
409
Kanawha Capital Management
Virginia
$2.15M -$5.88K -100 -0.3%
CAM
410
Cozad Asset Management
Illinois
$2.13M -$79.7K -1,354 -4%
CG
411
Colony Group
Massachusetts
$2.13M +$190K +3,237 +10%
SCI
412
S&CO Inc
Massachusetts
$2.12M -$190K -3,234 -8%
TSW
413
Thompson Siegel & Walmsley
Virginia
$2.12M -$132K -2,241 -6%
MSFS
414
Main Street Financial Solutions
Pennsylvania
$2.12M +$135K +2,287 +7%
MIAN
415
Mariner Independent Advisor Network
Kansas
$2.04M +$130K +2,206 +7%
CGL
416
Clarius Group LLC
Washington
$2.03M
AC
417
Apella Capital
Connecticut
$2.02M +$519K +8,825 +34%
PG
418
Patten Group
Tennessee
$2.02M -$38.3K -651 -2%
NIM
419
Northeast Investment Management
Massachusetts
$1.98M +$40.3K +684 +2%
CWM
420
Cherrydale Wealth Management
New Jersey
$1.96M +$2M +34,070 New
MFA
421
Mayflower Financial Advisors
Massachusetts
$1.95M +$45.3K +770 +2%
CAL
422
Capital Advisors Ltd
Ohio
$1.94M +$46.6K +792 +2%
FC
423
Family CFO
California
$1.94M +$24.9K +424 +1%
SW
424
SVB Wealth
Massachusetts
$1.92M -$662K -11,245 -25%
SRC
425
Sage Rhino Capital
California
$1.91M -$1.18K -20 -0.1%