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

Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
CGN Advisors
Kansas
$820K +$16K +149 +2%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$810K +$149K +1,388 +25%
EWA
278
EverSource Wealth Advisors
Alabama
$807K -$6.02K -56 -0.8%
TWA
279
TCI Wealth Advisors
Arizona
$805K +$2.58K +24 +0.3%
AC
280
Anson Capital
Georgia
$798K +$126K +1,172 +20%
BIP
281
Brandes Investment Partners
California
$794K +$742K +6,903 New
TAM
282
Tocqueville Asset Management
New York
$787K
EWA
283
Encompass Wealth Advisors
Oregon
$785K +$20.4K +190 +3%
FLPIM
284
F.L. Putnam Investment Management
Massachusetts
$784K -$3.16M -29,395 -81%
NGA
285
Naples Global Advisors
Florida
$781K +$67.2K +625 +10%
RFS
286
Richardson Financial Services
Massachusetts
$773K +$722K +6,720 New
TSW
287
Thompson Siegel & Walmsley
Virginia
$763K +$476K +4,433 +201%
FA
288
Faithward Advisors
Pennsylvania
$762K -$200K -1,862 -21%
EBA
289
Eagle Bay Advisors
New York
$757K -$1.38M -12,796 -66%
CA
290
CoreCap Advisors
Michigan
$755K +$60.3K +561 +9%
IWP
291
IAG Wealth Partners
Wisconsin
$749K -$95K -884 -12%
WPWM
292
Windward Private Wealth Management
Kansas
$738K +$141K +1,309 +26%
WF
293
Warner Financial
Maryland
$724K +$10.2K +95 +2%
DWT
294
Dorsey & Whitney Trust
South Dakota
$718K
AHC
295
Anderson Hoagland & Co
Missouri
$711K -$715K -6,654 -51%
MOS
296
MGO One Seven
Ohio
$711K +$49K +456 +8%
FMWA
297
Forvis Mazars Wealth Advisors
Missouri
$709K -$734K -6,831 -53%
SC
298
SouthState Corp
Florida
$700K +$56.9K +529 +10%
MWM
299
MorganRosel Wealth Management
Colorado
$679K +$116K +1,075 +22%
HIGP
300
Hill Investment Group Partners
Missouri
$671K