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

Name Holding Trade Value Shares
Change
Change in
Stake
CW
401
CreativeOne Wealth
Kansas
$208K +$206K +1,900 New
AIM
402
Athena Investment Management
California
$208K +$206K +1,900 New
BDF
403
Black Diamond Financial
Maryland
$203K +$202K +1,856 New
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$174K -$15.4K -142 -8%
CAL
405
Capital Advisors Ltd
Ohio
$174K
KFI
406
Key Financial Inc
Pennsylvania
$163K +$108K +998 +203%
CSB
407
City State Bank
Iowa
$162K
AAS
408
Ameritas Advisory Services
Nebraska
$159K +$158K +1,451 New
SPIA
409
Steward Partners Investment Advisory
New York
$157K
HI
410
Harbour Investments
Wisconsin
$157K -$21.3K -196 -12%
CA
411
Crewe Advisors
Utah
$154K +$6.95K +64 +5%
SWM
412
Spire Wealth Management
Virginia
$144K +$75.7K +697 +113%
CSPAM
413
Cary Street Partners Asset Management
Virginia
$131K
ME
414
McIlrath & Eck
Washington
$130K -$1.41K -13 -1%
CWC
415
Carolinas Wealth Consulting
North Carolina
$125K
CA
416
Clearstead Advisors
Ohio
$124K -$1.28M -11,828 -91%
Commonwealth Equity Services
417
Commonwealth Equity Services
Massachusetts
$123K +$3.07M +28,299 +3%
LPIC
418
LeJeune Puetz Investment Counsel
Michigan
$123K +$122K +1,123 New
RI
419
Ridgewood Investments
New Jersey
$122K +$121K +1,118 New
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$116K +$22.6K +208 +24%
DI
421
Disciplined Investments
Oklahoma
$113K -$18.1K -167 -14%
RDFA
422
Ritter Daniher Financial Advisory
Ohio
$109K -$294K -2,704 -73%
JHCP
423
Jackson Hole Capital Partners
Oklahoma
$103K +$96.1K +885 +1,427%
GRP
424
Global Retirement Partners
California
$103K +$68.4K +630 +205%
CCA
425
Column Capital Advisors
Indiana
$92.1K +$5.43K +50 +6%