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

Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
426
Silver Oak Advisory Group
Oregon
$245K -$56.2K -479 -19%
WA
427
WBH Advisory
Maryland
$240K
LSA
428
Lion Street Advisors
Texas
$238K +$26.5K +226 +13%
IC
429
IEQ Capital
California
$237K +$237K +2,021 New
CL
430
CIM LLC
New York
$237K -$587 -5 -0.3%
CW
431
CreativeOne Wealth
Kansas
$235K -$1.29K -11 -0.5%
KP
432
Keel Point
Alabama
$235K -$113K -965 -33%
SWM
433
Sterling Wealth Management
Illinois
$230K -$5.05K -43 -2%
RG
434
Renaissance Group
Kentucky
$230K +$230K +1,956 New
IF
435
Ironwood Financial
Arizona
$229K
SEIA
436
Signature Estate & Investment Advisors
California
$226K +$226K +1,924 New
RBC
437
Roble Belko & Company
Pennsylvania
$225K +$2.7K +23 +1%
BFC
438
Bedel Financial Consulting
Indiana
$225K +$2.58K +22 +1%
NCG
439
Newport Capital Group
New Jersey
$223K +$223K +1,900 New
SYBT
440
Stock Yards Bank & Trust
Kentucky
$221K -$11.7K -100 -5%
UFF
441
USA Financial Formulas
Michigan
$219K -$30.4K -259 -12%
BDF
442
Black Diamond Financial
Maryland
$218K
ATC
443
Argent Trust Co
Tennessee
$215K
ACM
444
Armbruster Capital Management
New York
$214K
HP
445
Holistic Planning
Texas
$212K
MWM
446
Moran Wealth Management
Florida
$212K -$474K -4,041 -69%
Lido Advisors
447
Lido Advisors
California
$212K -$36.3K -309 -15%
DWP
448
Destiny Wealth Partners
Florida
$212K
EH
449
Equitable Holdings
New York
$211K +$211K +1,798 New
Barclays
450
Barclays
United Kingdom
$205K