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

Name Holding Trade Value Shares
Change
Change in
Stake
VW
226
Vance Wealth
California
$1.61M -$50.8K -357 -3%
BIA
227
Bell Investment Advisors
California
$1.6M +$30.1K +211 +2%
CTWM
228
Cherry Tree Wealth Management
Minnesota
$1.59M +$15.4K +108 +1%
IIM
229
IFC & Insurance Marketing
California
$1.59M +$1.58M +11,102 New
NL
230
NEPC LLC
Massachusetts
$1.56M +$394K +2,768 +34%
PA
231
Pinnacle Associates
New York
$1.56M -$103K -720 -6%
EWA
232
EP Wealth Advisors
California
$1.53M +$1.52M +10,663 New
PWM
233
Praetorian Wealth Management
California
$1.52M +$5.27K +37 +0.3%
ADL
234
Asset Dedication LLC
California
$1.49M +$136K +952 +10%
WF
235
Welch & Forbes
Massachusetts
$1.48M – – –
SCM
236
SOL Capital Management
Maryland
$1.48M -$1.42K -10 -0.1%
AI
237
Atria Investments
North Carolina
$1.46M -$161K -1,133 -10%
CA
238
CoreCap Advisors
Michigan
$1.45M -$11.8K -83 -0.8%
KWM
239
Kingsview Wealth Management
Oregon
$1.45M -$418K -2,937 -23%
Bank of New York Mellon
240
Bank of New York Mellon
New York
$1.41M +$120K +845 +9%
PFA
241
Pure Financial Advisors
California
$1.41M +$75.6K +531 +6%
Citigroup
242
Citigroup
New York
$1.41M -$171K -1,199 -11%
CIA
243
Concurrent Investment Advisors
Florida
$1.4M +$298K +2,091 +27%
NGA
244
Naples Global Advisors
Florida
$1.4M +$24.9K +175 +2%
PA
245
PW Advisors
Florida
$1.39M +$1.38M +9,669 New
GBFP
246
Golden Bell Financial Planning
Georgia
$1.35M -$26.6K -187 -2%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.34M -$39.2K -275 -3%
OC
248
Oppenheimer & Co
New York
$1.33M -$80K -562 -6%
BP
249
Ballentine Partners
Massachusetts
$1.32M -$432K -3,035 -25%
KeyBank National Association
250
KeyBank National Association
Ohio
$1.31M -$13K -91 -1%