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

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
351
Baystate Wealth Management
Massachusetts
$238K -$90.6K -871 -25%
CL
352
CPWM LLC
Washington
$238K +$19.1K +184 +8%
AWS
353
Atria Wealth Solutions
New York
$236K +$38.1K +366 +17%
EFS
354
Essex Financial Services
Connecticut
$236K
MWM
355
Madison Wealth Management
Ohio
$236K +$26.1K +251 +11%
PS
356
Portfolio Solutions
Michigan
$235K
GPA
357
Guidance Point Advisors
Massachusetts
$235K +$416 +4 +0.2%
IA
358
IFP Advisors
Florida
$232K -$1.25K -12 -0.6%
BOPW
359
Brandywine Oak Private Wealth
Pennsylvania
$230K -$204K -1,960 -44%
BO
360
BRR OpCo
Ohio
$220K
FFN
361
Focus Financial Network
Minnesota
$218K -$171K -1,646 -41%
BC
362
Bartlett & Co
Ohio
$216K +$2.7K +26 +1%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$216K +$2.7K +26 +1%
CL
364
CIM LLC
New York
$215K -$4.26K -41 -2%
EFG
365
Everhart Financial Group
Ohio
$212K +$238K +2,288 New
FAM
366
Formidable Asset Management
Ohio
$208K -$36.2K -348 -14%
TWM
367
Tanager Wealth Management
United Kingdom
$208K +$232K +2,236 New
FF
368
Financial Futures
New Jersey
$207K -$56.5K -543 -20%
BG
369
Bahl & Gaynor
Ohio
$207K -$3.12K -30 -1%
IWC
370
Integrated Wealth Concepts
Massachusetts
$206K -$624 -6 -0.3%
WF
371
Warner Financial
Maryland
$206K +$231K +2,218 New
MPCG
372
Matrix Private Capital Group
New York
$205K
US Bancorp
373
US Bancorp
Minnesota
$203K +$31.9K +307 +16%
TF
374
TIAA FSB
Florida
$202K +$226K +2,178 New
FWIA
375
Fort Washington Investment Advisors
Ohio
$200K