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Vanguard FTSE All-World ex-US Small-Cap Index Fund
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
326
Cedar Wealth Management
Walnut Creek,
California
| – | -$183K | -1,525 | -100% |
|
|
GT
327
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$180K | -1,519 | Closed |
|
|
IWM
328
IHT Wealth Management
Chicago,
Illinois
| – | -$95K | -809 | Closed |
|
|
IIC
329
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$61K | -512 | Closed |
|
|
PWM
330
Perigon Wealth Management
San Francisco,
California
| – | -$24K | -201 | Closed |
|
|
PMFA
331
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$10K | -80 | Closed |
|
|
PO
332
Private Ocean
San Rafael,
California
| – | -$9K | -80 | Closed |
|
|
CAL
333
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$2K | -14 | Closed |
|
334
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$359 | +3 | New |
|