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

Name Holding Trade Value Shares
Change
Change in
Stake
SF
251
Summit Financial
New Jersey
$423K -$23.5K -208 -6%
RHBC
252
R.H. Bluestein & Co
Michigan
$419K +$26.6K +235 +7%
WIA
253
World Investment Advisors
California
$415K -$14K -124 -4%
CAM
254
Cresset Asset Management
Illinois
$414K -$2.21M -19,501 -85%
SBH
255
Segall Bryant & Hamill
Illinois
$413K – – –
AG
256
AlphaSimPlex Group
Massachusetts
$404K – – –
KW
257
KWB Wealth
California
$380K +$353K +3,123 New
BRWA
258
B. Riley Wealth Advisors
Florida
$377K -$221K -1,952 -39%
ZIM
259
Zacks Investment Management
Illinois
$371K +$21K +186 +7%
EH
260
Equitable Holdings
New York
$366K +$2.71K +24 +0.8%
GC
261
Gratus Capital
Georgia
$358K +$332K +2,936 New
VCM
262
Vivaldi Capital Management
Illinois
$357K – – –
JIC
263
Johnson Investment Counsel
Ohio
$351K -$48K -424 -13%
CIA
264
Capital Investment Advisors
Georgia
$346K -$4.64K -41 -1%
William Blair & Company
265
William Blair & Company
Illinois
$343K -$16.5K -146 -5%
KA
266
Klingman & Associates
New York
$339K – – –
WA
267
WBH Advisory
Maryland
$337K +$679 +6 +0.2%
SYBT
268
Stock Yards Bank & Trust
Kentucky
$337K +$3.96K +35 +1%
RDWM
269
Red Door Wealth Management
Tennessee
$334K – – –
DMC
270
Drexel Morgan & Co
Pennsylvania
$333K – – –
V
271
Veritable
Delaware
$333K +$309K +2,735 New
JMPWA
272
JP Morgan Private Wealth Advisors
California
$330K +$307K +2,711 New
WCM
273
Weik Capital Management
Pennsylvania
$329K – – –
AFG
274
Allegheny Financial Group
Pennsylvania
$329K +$305K +2,697 New
NAS
275
Nicolet Advisory Services
Wisconsin
$328K -$20K -177 -6%