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

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
226
Avidian Wealth Enterprises
Texas
$1.25M -$44.4K -400 -3%
LSAG
227
Lake Street Advisors Group
New Hampshire
$1.24M
LFG
228
Larson Financial Group
Missouri
$1.22M +$28.5K +257 +2%
HHGA
229
Halbert Hargrove Global Advisors
California
$1.21M -$19.2K -173 -1%
Prudential Financial
230
Prudential Financial
New Jersey
$1.2M +$476K +4,291 +62%
AI
231
Atria Investments
North Carolina
$1.18M +$133K +1,194 +12%
CTWM
232
Cherry Tree Wealth Management
Minnesota
$1.13M -$10.2K -92 -0.9%
OC
233
Oppenheimer & Co
New York
$1.11M -$457K -4,118 -28%
IPW
234
Intergy Private Wealth
Colorado
$1.11M +$14.8K +133 +1%
WF
235
Welch & Forbes
Massachusetts
$1.11M -$55.5K -500 -5%
ASN
236
Advisory Services Network
Georgia
$1.08M +$17.5K +158 +2%
PWM
237
Praetorian Wealth Management
California
$1.08M +$19K +171 +2%
PWLP
238
Prio Wealth Limited Partnership
Massachusetts
$1.07M
CP
239
Camelot Portfolios
Ohio
$1.07M -$159K -1,432 -12%
CA
240
Continuum Advisory
Idaho
$1.07M +$65.1K +586 +6%
EFN
241
Equita Financial Network
Pennsylvania
$1.06M +$1.11M +10,000 New
MWM
242
Merriman Wealth Management
Washington
$1.04M -$51K -459 -4%
TCWM
243
Total Clarity Wealth Management
Illinois
$1.03M -$455K -4,101 -30%
EWM
244
Evergreen Wealth Management
Michigan
$998K +$25K +225 +2%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$996K -$184K -1,654 -15%
MFG
246
Merit Financial Group
Georgia
$972K +$6.99K +63 +0.7%
Deutsche Bank
247
Deutsche Bank
Germany
$970K -$130K -1,172 -11%
M&T Bank
248
M&T Bank
New York
$956K -$295K -2,660 -23%
Charles Schwab
249
Charles Schwab
California
$948K +$991K +8,928 New
PA
250
Paragon Advisors
Texas
$947K -$5.76M -51,853 -85%