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

Name Holding Trade Value Shares
Change
Change in
Stake
JF
326
JMN Financial
Ohio
$738K +$734K +5,151 New
BI
327
Beckerman Institutional
New Jersey
$737K
M&T Bank
328
M&T Bank
New York
$726K -$285 -2 -0%
FA
329
Fountainhead AM
New Jersey
$724K -$10.6M -74,689 -94%
PTC
330
Private Trust Company
Ohio
$720K +$5.7K +40 +0.8%
SFSG
331
Sound Financial Strategies Group
Mississippi
$716K -$2.85K -20 -0.4%
BCG
332
Breakwater Capital Group
New Jersey
$707K +$15K +105 +2%
AIM
333
Anchor Investment Management
South Carolina
$697K +$33.5K +235 +5%
ES
334
Eagle Strategies
New York
$687K -$570 -4 -0.1%
PWMA
335
Pension & Wealth Management Advisors
Massachusetts
$686K +$570 +4 +0.1%
AF
336
Allworth Financial
California
$685K +$64.2K +451 +10%
TCOV
337
Trust Company of Vermont
Vermont
$671K -$3.56K -25 -0.5%
TFA
338
Transamerica Financial Advisors
Florida
$666K +$15.1K +106 +2%
WT
339
Whittier Trust
California
$666K -$23.2K -163 -3%
Betterment LLC
340
Betterment LLC
New York
$650K +$368K +2,584 +133%
FFA
341
Frazier Financial Advisors
Ohio
$640K -$22.8K -160 -3%
US Bancorp
342
US Bancorp
Minnesota
$637K -$31.5K -221 -5%
EWM
343
Evergreen Wealth Management
Michigan
$636K -$34.8K -244 -5%
LWM
344
Lodestone Wealth Management
Washington
$625K
FWA
345
FSM Wealth Advisors
Ohio
$620K +$114K +801 +23%
MMA
346
Miracle Mile Advisors
California
$616K +$164K +1,154 +37%
FWI
347
Facet Wealth Inc
Maryland
$615K +$131K +917 +30%
TCOTS
348
Trust Company of the South
North Carolina
$612K
KA
349
Klingman & Associates
New York
$610K
AIS
350
Advocate Investing Services
Maryland
$610K +$606K +4,254 New