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

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
326
Ritter Daniher Financial Advisory
Ohio
$381K +$272K +2,704 +270%
CTC
327
Central Trust Company
Missouri
$369K +$21.5K +214 +6%
AG
328
Ascent Group
Virginia
$366K -$5.03K -50 -1%
HWA
329
Heartwood Wealth Advisors
Virginia
$364K -$4.63K -46 -1%
IWC
330
Integrated Wealth Concepts
Massachusetts
$363K +$132K +1,314 +59%
CBFP
331
Cedar Brook Financial Partners
Ohio
$362K +$44.6K +444 +14%
PPW
332
Parcion Private Wealth
Washington
$351K +$343K +3,413 New
CAM
333
Cresset Asset Management
Illinois
$350K – – –
SS
334
Simplicity Solutions
Minnesota
$346K +$338K +3,364 New
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$344K +$337K +3,349 New
TP
336
Tranquility Partners
Tennessee
$344K +$336K +3,344 New
MCA
337
Maryland Capital Advisors
Maryland
$342K -$87.4K -869 -21%
SBH
338
Segall Bryant & Hamill
Illinois
$341K – – –
FWP
339
FAS Wealth Partners
Kansas
$339K +$3.72K +37 +1%
RBC
340
Roble Belko & Company
Pennsylvania
$332K +$47.9K +476 +17%
JIC
341
Johnson Investment Counsel
Ohio
$327K -$1.31K -13 -0.4%
FFA
342
First Foundation Advisors
California
$322K +$101 +1 +0%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$321K +$314K +3,124 New
SC
344
Scotia Capital
Ontario, Canada
$319K +$312K +3,104 New
MWM
345
Madison Wealth Management
Ohio
$316K +$52.7K +524 +21%
PA
346
Parallel Advisors
California
$313K -$173K -1,723 -36%
GG
347
Gofen & Glossberg
Illinois
$306K -$65.1K -647 -18%
CA
348
Cullinan Associates
Kentucky
$302K +$296K +2,939 New
CTA
349
Chesley Taft & Associates
Illinois
$296K -$36.7K -365 -11%
AF
350
Allworth Financial
California
$295K +$7.84K +78 +3%