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

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
326
Private Trust Company
Ohio
$670K -$10.2K -83 -2%
DCM
327
DGS Capital Management
New Jersey
$659K +$10.6K +86 +2%
PFG
328
PAX Financial Group
Texas
$657K -$19.2K -156 -3%
GF
329
Gries Financial
Ohio
$653K
BCG
330
Breakwater Capital Group
New Jersey
$652K -$16.5K -134 -3%
BCI
331
Brinker Capital Investments
Pennsylvania
$647K -$351K -2,849 -37%
CCA
332
Clarity Capital Advisors
Florida
$646K +$2.22K +18 +0.4%
PWMA
333
Pension & Wealth Management Advisors
Massachusetts
$643K +$22.5K +182 +4%
US Bancorp
334
US Bancorp
Minnesota
$638K +$100K +814 +21%
DFA
335
DHK Financial Advisors
New Hampshire
$637K +$3.33K +27 +0.6%
EWM
336
Evergreen Wealth Management
Michigan
$636K -$9.99K -81 -2%
AWA
337
Arete Wealth Advisors
Illinois
$636K +$37.1K +301 +7%
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$633K +$233K +1,892 +67%
AIM
339
Anchor Investment Management
South Carolina
$632K -$17.1K -139 -3%
KA
340
Klingman & Associates
New York
$625K -$11.8K -96 -2%
FFA
341
Frazier Financial Advisors
Ohio
$625K +$3.21K +26 +0.6%
WT
342
Whittier Trust
California
$623K
SH
343
SLT Holdings
Arizona
$620K +$569K +4,613 New
EBA
344
Eagle Bay Advisors
New York
$613K -$142K -1,152 -20%
TCOV
345
Trust Company of Vermont
Vermont
$602K
OCG
346
Opus Capital Group
Ohio
$597K -$9.99K -81 -2%
SWP
347
Stratos Wealth Partners
Ohio
$593K -$349K -2,828 -39%
AP
348
Appleton Partners
Massachusetts
$587K +$28.7K +233 +6%
RFS
349
Richardson Financial Services
Massachusetts
$587K +$1.48K +12 +0.3%
LWM
350
Lodestone Wealth Management
Washington
$586K -$7.65K -62 -1%