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Vanguard FTSE All-World ex-US Small-Cap Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K – – –
BAM
227
Barrett Asset Management
New York
$107K – – –
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
FPB
229
First PREMIER Bank
South Dakota
$92K – – –
FANJ
230
Financial Architects (New Jersey)
New Jersey
$86K – – –
IWM
231
IHT Wealth Management
Illinois
$86K +$1.98K +17 +2%
CPA
232
Clear Perspective Advisors
Illinois
$75K -$5.83K -50 -7%
ADL
233
Asset Dedication LLC
California
$73K – – –
WAM
234
Wealthspire Advisors (Maryland)
Maryland
$72K +$1.17K +10 +2%
PCG
235
Private Capital Group
Connecticut
$69K +$66.4K +570 New
PFBT
236
Parkside Financial Bank & Trust
Missouri
$64K – – –
HNB
237
Huntington National Bank
Ohio
$55K – – –
HT
238
Heritage Trust
Oklahoma
$52K – – –
MA
239
MCF Advisors
Kentucky
$45K +$37.5K +322 +546%
PG
240
Patten Group
Tennessee
$43K – – –
GEA
241
Glen Eagle Advisors
New Jersey
$41.1K +$117 +1 +0.3%
GWM
242
Geneos Wealth Management
Colorado
$41K – – –
UBS AM
243
UBS AM
Illinois
$37.2K +$11.1K +95 +44%
CTC
244
Central Trust Company
Missouri
$36K – – –
PMFA
245
Plante Moran Financial Advisors
Michigan
$35K +$25.1K +215 +269%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
SCA
247
Stuart Chaussee & Associates
California
$26K +$25.1K +215 New
LCM
248
Liberty Capital Management
Michigan
$25K – – –
CBT
249
Capital Bank & Trust
California
$24K – – –
PWM
250
Perigon Wealth Management
California
$24K +$23.4K +201 New