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

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Procyon Advisors
Connecticut
$30K – – –
MWM
302
MBE Wealth Management
Wisconsin
$26K +$33.1K +333 New
GWM
303
Geneos Wealth Management
Colorado
$25K +$5.47K +55 +20%
SIM
304
Sonora Investment Management
Arizona
$24K +$24.9K +250 +481%
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$22K -$43.6K -438 -61%
PB
306
Pinnacle Bancorp
Nebraska
$20K – – –
IA
307
IFP Advisors
Florida
$18K +$895 +9 +4%
GRP
308
Global Retirement Partners
California
$18K +$17.2K +173 +288%
CWC
309
Carolinas Wealth Consulting
North Carolina
$17K +$21.4K +215 New
SAM
310
S.A. Mason
Michigan
$16K -$9.95K -100 -33%
CFB
311
Cullen/Frost Bankers
Texas
$16K +$19.9K +200 New
WQ
312
Wealth Quarterback
New Jersey
$15.5K – – –
MAM
313
Meeder Asset Management
Ohio
$15K – – –
SPIA
314
Steward Partners Investment Advisory
New York
$15K +$796 +8 +4%
FP
315
Financial Perspectives
Minnesota
$13.7K – – –
CT
316
Caldwell Trust
Florida
$12.1K – – –
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$12K -$67.9K -683 -81%
CMBA
318
C.M. Bidwell & Associates
Hawaii
$12K – – –
RMC
319
Resources Management Corp
Connecticut
$12K – – –
M
320
MOTCO
Texas
$11K -$97.4K -979 -87%
LB
321
Legacy Bridge
Iowa
$11K – – –
TL
322
TrueWealth LLC
Georgia
$11K +$14K +141 New
IF
323
Ironwood Financial
Arizona
$10K – – –
CA
324
Clearstead Advisors
Ohio
$10K +$12.7K +128 New
EIP
325
Ellis Investment Partners
Pennsylvania
$9K -$9.45K -95 -43%