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

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
401
Franklin Resources
California
$63K +$104 +1 +0.1%
LWCFA
402
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K
MA
403
Montag & Associates
Georgia
$61K
HS
404
Horan Securities
United States
$59K
SWM
405
Spire Wealth Management
Virginia
$57K -$126K -1,210 -66%
HNWAG
406
High Net Worth Advisory Group
Florida
$57K -$25.2K -242 -28%
CFGS
407
Concourse Financial Group Securities
Alabama
$57K -$3.85K -37 -6%
PO
408
Private Ocean
California
$57K +$64.7K +622 New
ST
409
Smithfield Trust
Pennsylvania
$52K
KFI
410
Key Financial Inc
Pennsylvania
$46K
TFS
411
TrustCore Financial Services
Tennessee
$44K
JWM
412
Janiczek Wealth Management
Colorado
$41K
RCM
413
Robinson Capital Management
Michigan
$37K +$41.6K +400 New
BBHC
414
Brown Brothers Harriman & Co
New York
$36K +$40.2K +387 New
Bank of Montreal
415
Bank of Montreal
Ontario, Canada
$36K +$181K +1,744 +0.5%
BC
416
Barrett & Company
Rhode Island
$35.2K +$35.6K +342 New
SBL
417
Sargent Bickham Lagudis
Colorado
$34K
HR
418
Howe & Rusling
New York
$33K +$36.5K +351 New
PMFA
419
Plante Moran Financial Advisors
Michigan
$32K +$30.4K +292 +562%
OFG
420
Oxford Financial Group
Indiana
$31K
CMBA
421
C.M. Bidwell & Associates
Hawaii
$29K
PB
422
Pinnacle Bancorp
Nebraska
$28K
SFC
423
SYM Financial Corp
Indiana
$28K
S
424
Surevest
California
$27K
TFGT
425
TS Financial Group (TSFG)
Illinois
$27K +$104 +1 +0.3%