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

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
251
Ropes Wealth Advisors
Massachusetts
$952K
CAG
252
Csenge Advisory Group
Florida
$945K +$282K +2,555 +43%
BPC
253
Banque Pictet & Cie
Switzerland
$939K +$23K +209 +3%
PNAA
254
Pictet North America Advisors
Switzerland
$939K +$23K +209 +3%
ECM
255
Evergreen Capital Management
Washington
$937K +$194K +1,762 +26%
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
$930K -$1.36M -12,362 -59%
OCG
257
Opus Capital Group
Ohio
$929K -$30.3K -275 -3%
CFFP
258
Center for Financial Planning
Michigan
$865K +$68.8K +624 +9%
FCI
259
Financial Counselors Inc
Kansas
$847K -$40.8K -370 -5%
CC
260
Callan Capital
California
$846K -$55.1K -500 -6%
HSA
261
HBK Sorce Advisory
Pennsylvania
$841K +$338K +3,071 +68%
VBFP
262
Valtinson Bruner Financial Planning
Minnesota
$823K -$59.4K -539 -7%
IWP
263
IAG Wealth Partners
Wisconsin
$821K -$93.3K -847 -10%
US Bancorp
264
US Bancorp
Minnesota
$792K -$28.4K -258 -3%
EWA
265
EverSource Wealth Advisors
Alabama
$789K -$62.2K -564 -7%
RCA
266
Resonant Capital Advisors
Wisconsin
$777K -$8.82K -80 -1%
TWA
267
TCI Wealth Advisors
Arizona
$776K -$6.39K -58 -0.8%
Prudential Financial
268
Prudential Financial
New Jersey
$769K +$767K +6,961 New
CA
269
CGN Advisors
Kansas
$766K +$10.7K +97 +1%
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$761K +$210K +1,905 +38%
TAM
271
Tocqueville Asset Management
New York
$755K -$551 -5 -0.1%
JMPWA
272
JP Morgan Private Wealth Advisors
California
$746K +$319K +2,892 +75%
PWM
273
PBMares Wealth Management
Virginia
$739K -$21.5K -195 -3%
AT
274
American Trust
Kentucky
$738K +$736K +6,681 New
CFO
275
Collective Family Office
Pennsylvania
$736K +$734K +6,665 New