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

Name Holding Trade Value Shares
Change
Change in
Stake
FA
301
Fortis Advisors
Pennsylvania
$51K -$7.59K -85 -14%
SPIA
302
Steward Partners Investment Advisory
New York
$49K +$27.5K +308 +154%
PFBT
303
Parkside Financial Bank & Trust
Missouri
$44K – – –
BWM
304
BerganKDV Wealth Management
Minnesota
$44K +$40.5K +453 New
JWM
305
Janiczek Wealth Management
Colorado
$43K +$39.8K +445 +22,250%
First Manhattan
306
First Manhattan
New York
$41K – – –
TI
307
Truehand Inc
New Hampshire
$39K – – –
CWM
308
Cedar Wealth Management
California
$38K -$538K -6,023 -94%
CAAS
309
Capital Asset Advisory Services
Michigan
$38K -$7.15K -80 -18%
CMBA
310
C.M. Bidwell & Associates
Hawaii
$36K +$19.4K +217 +137%
JIR
311
James Investment Research
Ohio
$30K -$17K -190 -38%
Franklin Resources
312
Franklin Resources
California
$29K -$7.67M -85,884 -100%
SIM
313
Sonora Investment Management
Arizona
$24K -$4.64K -52 -17%
PB
314
Pinnacle Bancorp
Nebraska
$24K – – –
GWM
315
Geneos Wealth Management
Colorado
$22K -$7.77K -87 -27%
CWC
316
Carolinas Wealth Consulting
North Carolina
$21K – – –
GRP
317
Global Retirement Partners
California
$18K -$3.84K -43 -18%
FP
318
Financial Perspectives
Minnesota
$16.9K – – –
FANJ
319
Financial Architects (New Jersey)
New Jersey
$15K -$59.2K -663 -81%
LB
320
Legacy Bridge
Iowa
$14K – – –
RMC
321
Resources Management Corp
Connecticut
$14K – – –
TL
322
TrueWealth LLC
Georgia
$14K – – –
IF
323
Ironwood Financial
Arizona
$13K – – –
CA
324
Clearstead Advisors
Ohio
$12K – – –
EIP
325
Ellis Investment Partners
Pennsylvania
$12K – – –