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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
$780K +$30.1K +199 +4%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$779K -$29.3K -194 -4%
SC
328
SouthState Corp
Florida
$776K – – –
EP
329
Essential Partners
California
$775K +$258K +1,709 +47%
FWA
330
FSM Wealth Advisors
Ohio
$769K +$144K +951 +22%
CIBC World Market
331
CIBC World Market
Ontario, Canada
$769K +$304K +2,010 +62%
RIM
332
Rockbridge Investment Management
New York
$765K -$12.7K -84 -2%
YIM
333
Yoffe Investment Management
Pennsylvania
$760K – – –
BCG
334
Breakwater Capital Group
New Jersey
$759K +$41.6K +275 +6%
TCM
335
Triumph Capital Management
Colorado
$759K +$692K +4,581 +735%
BI
336
Beckerman Institutional
New Jersey
$749K – – –
WANY
337
Wealthspire Advisors (New York)
New York
$737K +$176K +1,167 +30%
M&T Bank
338
M&T Bank
New York
$737K -$1.06K -7 -0.1%
FWI
339
Facet Wealth Inc
Maryland
$733K +$163K +1,079 +27%
AIM
340
Anchor Investment Management
South Carolina
$728K +$19.6K +130 +3%
P
341
&Partners
Tennessee
$727K -$412K -2,725 -35%
PTC
342
Private Trust Company
Ohio
$719K -$13.8K -91 -2%
RI
343
Ridgewood Investments
New Jersey
$719K +$745K +4,932 New
UBS AM
344
UBS AM
Illinois
$718K +$445K +2,944 +149%
PAG
345
Private Advisor Group
New Jersey
$717K +$285K +1,885 +62%
ST
346
Sentinel Trust
Texas
$707K +$733K +4,848 New
PWMA
347
Pension & Wealth Management Advisors
Massachusetts
$698K – – –
ES
348
Eagle Strategies
New York
$691K -$8.16K -54 -1%
DF
349
Dunhill Financial
United Kingdom
$686K +$157K +1,037 +28%
BCI
350
Brinker Capital Investments
Pennsylvania
$681K -$139K -917 -16%