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

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
376
Soltis Investment Advisors
Utah
$531K +$26.5K +186 +5%
ML
377
McAdam LLC
Pennsylvania
$526K +$85.9K +603 +20%
DF
378
Dunhill Financial
United Kingdom
$526K
ONB
379
Old National Bancorp
Indiana
$518K
EP
380
Essential Partners
California
$517K +$72.3K +508 +16%
CPIG
381
Chicago Partners Investment Group
Illinois
$516K +$41.7K +293 +10%
MT
382
Midwest Trust
Kansas
$511K +$37.7K +265 +8%
JIC
383
Johnson Investment Counsel
Ohio
$508K +$114K +799 +29%
GT
384
Glenmede Trust
Pennsylvania
$502K +$499K +3,501 New
Vanguard Personalized Indexing Management
385
Vanguard Personalized Indexing Management
California
$500K
FMWA
386
Forvis Mazars Wealth Advisors
Missouri
$498K
PP
387
Prosperity Planning
Missouri
$497K -$427 -3 -0.1%
AWE
388
Avidian Wealth Enterprises
Texas
$492K -$140K -985 -22%
ODIJL
389
One Day In July LLC
Vermont
$490K -$671K -4,708 -58%
CMMS
390
Comprehensive Money Management Services
Florida
$489K -$15K -105 -3%
FF
391
Farnam Financial
Arizona
$484K +$481K +3,377 New
TSMHT
392
Thurston Springer Miller Herd & Titak
Indiana
$483K +$441K +3,097 +1,122%
AF
393
Advisornet Financial
Minnesota
$480K +$42.6K +299 +10%
CCA
394
Clarity Capital Advisors
Florida
$479K -$211K -1,482 -31%
MCA
395
Maryland Capital Advisors
Maryland
$477K -$9.12K -64 -2%
AFO
396
Aurelius Family Office
New Hampshire
$477K -$9.97K -70 -2%
AC
397
Anson Capital
Georgia
$477K +$1.42K +10 +0.3%
CA
398
CGN Advisors
Kansas
$475K -$26.6K -187 -5%
SAI
399
Savvy Advisors Inc
New York
$473K -$59K -414 -11%
VFA
400
Valeo Financial Advisors
Indiana
$473K +$8.97K +63 +2%