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

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Armbruster Capital Management
New York
$222K +$206K +1,825 New
JWM
302
Jeppson Wealth Management
California
$220K -$2.6K -23 -1%
MPCG
303
Matrix Private Capital Group
New York
$219K +$45.6K +403 +29%
SFM
304
Signet Financial Management
New Jersey
$214K +$198K +1,755 New
WFA
305
Wade Financial Advisory
California
$212K +$196K +1,737 New
SFG
306
StrategIQ Financial Group
Indiana
$212K +$197K +1,738 New
RI
307
Ridgewood Investments
New Jersey
$211K – – –
SWP
308
Summit Wealth Partners
Florida
$210K -$362K -3,197 -65%
BWM
309
Baystate Wealth Management
Massachusetts
$183K +$1.02K +9 +0.6%
BFC
310
Bedel Financial Consulting
Indiana
$178K +$2.6K +23 +2%
EC
311
Estate Counselors
Wisconsin
$171K -$175K -1,550 -53%
RIM
312
Rockbridge Investment Management
New York
$170K -$1.13K -10 -0.7%
BAM
313
Barrett Asset Management
New York
$162K +$33.9K +300 +29%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$151K – – –
VFA
315
Valeo Financial Advisors
Indiana
$146K +$12.2K +108 +10%
CWC
316
Carolinas Wealth Consulting
North Carolina
$141K +$88.8K +785 +209%
FWM
317
FSA Wealth Management
Massachusetts
$141K +$131K +1,157 New
US Bancorp
318
US Bancorp
Minnesota
$134K +$18.7K +165 +17%
NFG
319
Next Financial Group
Texas
$129K +$7.13K +63 +6%
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K -$22.6K -200 -16%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$126K +$34.3K +303 +42%
CA
322
Crewe Advisors
Utah
$121K – – –
BWP
323
Baldwin Wealth Partners
Massachusetts
$100K – – –
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K – – –
APA
325
American Portfolios Advisors
New York
$97.9K +$3.39K +30 +4%