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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%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$64K
HNB
236
Huntington National Bank
Ohio
$55K
HT
237
Heritage Trust
Oklahoma
$52K
MA
238
MCF Advisors
Kentucky
$45K +$37.5K +322 +546%
PG
239
Patten Group
Tennessee
$43K
GEA
240
Glen Eagle Advisors
New Jersey
$41.1K +$117 +1 +0.3%
GWM
241
Geneos Wealth Management
Colorado
$41K
UBS AM
242
UBS AM
Illinois
$37.2K +$11.1K +95 +44%
CTC
243
Central Trust Company
Missouri
$36K
PMFA
244
Plante Moran Financial Advisors
Michigan
$35K +$25.1K +215 +269%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$33K
SCA
246
Stuart Chaussee & Associates
California
$26K +$25.1K +215 New
LCM
247
Liberty Capital Management
Michigan
$25K
CBT
248
Capital Bank & Trust
California
$24K
PWM
249
Perigon Wealth Management
California
$24K +$23.4K +201 New
VFA
250
Valeo Financial Advisors
Indiana
$21K +$3.38K +29 +19%