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

Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
226
R.H. Bluestein & Co
Michigan
$340K -$115K -1,287 -27%
WIA
227
World Investment Advisors
California
$335K – – –
EH
228
Equitable Holdings
New York
$331K -$4.73K -53 -2%
SBH
229
Segall Bryant & Hamill
Illinois
$326K – – –
AG
230
AlphaSimPlex Group
Massachusetts
$320K -$595K -6,660 -67%
TAM
231
Tradition Asset Management
Virginia
$319K +$38.9K +435 +15%
AA
232
Advisory Alpha
Michigan
$317K +$31.7K +355 +12%
PWLP
233
Prio Wealth Limited Partnership
Massachusetts
$316K -$40.2K -450 -12%
VCM
234
Vivaldi Capital Management
Illinois
$315K +$265K +2,965 New
MCM
235
Maxim Capital Management
California
$299K – – –
RWM
236
Raffa Wealth Management
District of Columbia
$288K – – –
BDF
237
Black Diamond Financial
Maryland
$286K -$686K -7,685 -72%
EC
238
Estate Counselors
Wisconsin
$285K -$43.8K -490 -14%
William Blair & Company
239
William Blair & Company
Illinois
$285K -$1.61K -18 -0.6%
DAS
240
Dynamic Advisor Solutions
Arizona
$284K +$263K +2,941 New
MCA
241
Magnolia Capital Advisors
Mississippi
$282K +$3.48K +39 +1%
GSWM
242
Golden State Wealth Management
California
$282K +$196K +2,198 +306%
LCM
243
Liberty Capital Management
Michigan
$281K +$260K +2,911 New
JIC
244
Johnson Investment Counsel
Ohio
$279K -$58.1K -650 -18%
KWM
245
Kingsview Wealth Management
Oregon
$279K -$4.47K -50 -2%
CIA
246
Capital Investment Advisors
Georgia
$278K – – –
CFGS
247
Concourse Financial Group Securities
Alabama
$272K +$26.8K +300 +12%
KA
248
Klingman & Associates
New York
$269K -$134K -1,505 -35%
RDWM
249
Red Door Wealth Management
Tennessee
$265K – – –
WA
250
WBH Advisory
Maryland
$265K – – –