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

Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
351
Fiera Capital (Canada)
Quebec, Canada
$245K -$90.5K -870 -25%
WIA
352
World Investment Advisors
California
$239K -$9.15K -88 -3%
BWM
353
Baystate Wealth Management
Massachusetts
$238K -$90.6K -871 -25%
CL
354
CPWM LLC
Washington
$238K +$19.1K +184 +8%
AWS
355
Atria Wealth Solutions
New York
$236K +$38.1K +366 +17%
EFS
356
Essex Financial Services
Connecticut
$236K – – –
MWM
357
Madison Wealth Management
Ohio
$236K +$26.1K +251 +11%
PS
358
Portfolio Solutions
Michigan
$235K – – –
GPA
359
Guidance Point Advisors
Massachusetts
$235K +$416 +4 +0.2%
IA
360
IFP Advisors
Florida
$232K -$1.25K -12 -0.6%
BOPW
361
Brandywine Oak Private Wealth
Pennsylvania
$230K -$204K -1,960 -44%
BO
362
BRR OpCo
Ohio
$220K – – –
FFN
363
Focus Financial Network
Minnesota
$218K -$171K -1,646 -41%
BC
364
Bartlett & Co
Ohio
$216K +$2.7K +26 +1%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$216K +$2.7K +26 +1%
CL
366
CIM LLC
New York
$215K -$4.26K -41 -2%
EFG
367
Everhart Financial Group
Ohio
$212K +$238K +2,288 New
FAM
368
Formidable Asset Management
Ohio
$208K -$36.2K -348 -14%
TWM
369
Tanager Wealth Management
United Kingdom
$208K +$232K +2,236 New
FF
370
Financial Futures
New Jersey
$207K -$56.5K -543 -20%
BG
371
Bahl & Gaynor
Ohio
$207K -$3.12K -30 -1%
IWC
372
Integrated Wealth Concepts
Massachusetts
$206K -$624 -6 -0.3%
WF
373
Warner Financial
Maryland
$206K +$231K +2,218 New
MPCG
374
Matrix Private Capital Group
New York
$205K – – –
US Bancorp
375
US Bancorp
Minnesota
$203K +$31.9K +307 +16%