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

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
276
Colonial River Investments
Virginia
$621K +$629K +5,012 New
WPWM
277
Windward Private Wealth Management
Kansas
$618K -$28.1K -224 -4%
JTWM
278
Jackson Thornton Wealth Management
Alabama
$613K
KA
279
Klingman & Associates
New York
$594K +$255K +2,033 +74%
RPG
280
Resource Planning Group
Georgia
$592K +$2.38K +19 +0.4%
MAM
281
Madison Asset Management
Wisconsin
$590K -$15.5M -123,198 -96%
BEAM
282
Baker Ellis Asset Management
Washington
$568K
HCMT
283
Highland Capital Management (Tennessee)
Tennessee
$562K
Baird Financial Group
284
Baird Financial Group
Wisconsin
$554K -$8.16K -65 -1%
RC
285
RegentAtlantic Capital
New Jersey
$550K -$1.11M -8,826 -67%
SWM
286
Soundmark Wealth Management
Washington
$538K
BAMG
287
Brand Asset Management Group
Missouri
$533K +$26K +207 +5%
CCM
288
Covington Capital Management
California
$521K
RIM
289
Rockbridge Investment Management
New York
$518K +$306K +2,442 +144%
RFC
290
Regions Financial Corp
Alabama
$510K +$251 +2 +0%
MA
291
MAS Advisors
Florida
$508K
TSS
292
Two Sigma Securities
New York
$502K +$509K +4,053 New
DSA
293
Droms Strauss Advisors
Missouri
$500K
BRWA
294
B. Riley Wealth Advisors
Florida
$499K +$4.01K +32 +0.8%
FFN
295
Focus Financial Network
Minnesota
$490K +$496K +3,954 New
MOS
296
MGO One Seven
Ohio
$485K +$17.6K +140 +4%
GG
297
Gofen & Glossberg
Illinois
$478K +$5.9K +47 +1%
B
298
Bridgeworth
Alabama
$470K -$78.7K -627 -14%
EH
299
Equitable Holdings
New York
$470K -$28.5K -227 -6%
MPCG
300
Matrix Private Capital Group
New York
$461K