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

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Transamerica Financial Advisors
Florida
$229K +$237K +1,981 New
FHA
227
Flagship Harbor Advisors
Massachusetts
$225K +$599 +5 +0.3%
WA
228
Winfield Associates
Ohio
$216K
PWM
229
Paulson Wealth Management
Illinois
$214K -$5.27K -44 -2%
SMC
230
Smith, Moore & Co
Missouri
$214K +$222K +1,857 New
NGA
231
Naples Global Advisors
Florida
$211K
US Bancorp
232
US Bancorp
Minnesota
$211K +$60.7K +507 +38%
EWM
233
Empirical Wealth Management
Washington
$211K +$219K +1,827 New
RI
234
Ridgewood Investments
New Jersey
$207K +$12.5K +104 +6%
Comerica Bank
235
Comerica Bank
Texas
$204K
BWP
236
Baldwin Wealth Partners
Massachusetts
$200K
CF
237
Centaurus Financial
California
$199K +$206K +1,723 New
APA
238
American Portfolios Advisors
New York
$185K
SFM
239
Signet Financial Management
New Jersey
$175K -$46.8K -391 -21%
BAMG
240
Brand Asset Management Group
Missouri
$166K +$173K +1,441 New
APSP
241
Asset Planning Services (Pennsylvania)
Pennsylvania
$163K +$1.08K +9 +0.6%
B
242
Bridgeworth
Alabama
$161K +$168K +1,405 New
BFC
243
Bedel Financial Consulting
Indiana
$157K +$1.08K +9 +0.7%
BWM
244
BerganKDV Wealth Management
Minnesota
$155K +$161K +1,345 New
SWP
245
Strategic Wealth Partners
Ohio
$150K -$65.6K -548 -30%
LJHT
246
Laurie J. Hall Trustee
$150K
OIA
247
Optimum Investment Advisors
Illinois
$144K +$20.6K +172 +16%
AF
248
Advisornet Financial
Minnesota
$131K +$107K +891 +367%
FNB
249
Farmers National Bank
Kentucky
$125K
WF
250
WealthTrust Fairport
Ohio
$111K