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

Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$27.8M +$2.34M +22,468 +8%
SP
27
Symmetry Partners
Connecticut
$27.3M +$928K +8,928 +3%
FSC
28
Full Sail Capital
Oklahoma
$25.4M +$1.88M +18,101 +7%
BlackRock
29
BlackRock
New York
$25.4M -$253K -2,438 -0.9%
Creative Planning
30
Creative Planning
Kansas
$24.5M +$1.22M +11,707 +5%
Wells Fargo
31
Wells Fargo
California
$23.3M -$1.29M -12,365 -5%
LNC
32
Lincoln National Corp
Pennsylvania
$22.7M +$699K +6,726 +3%
EWM
33
Empirical Wealth Management
Washington
$20.5M +$2.45M +23,597 +12%
AC
34
Apella Capital
Connecticut
$18.4M +$2.1M +20,172 +11%
CB
35
Commerce Bank
Missouri
$17.2M -$383K -3,687 -2%
Goldman Sachs
36
Goldman Sachs
New York
$16.8M +$15.9M +153,021 +543%
HighTower Advisors
37
HighTower Advisors
Illinois
$16.5M +$1.42M +13,666 +8%
PP
38
PrairieView Partners
Minnesota
$16.3M +$289K +2,777 +2%
BHWM
39
Beaird Harris Wealth Management
Texas
$16.2M +$8.92M +85,802 +97%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$16M -$3.04M -29,262 -14%
MG
41
Mather Group
Illinois
$15.9M +$7.9M +75,984 +79%
CCP
42
Corient Capital Partners
California
$15.1M +$30.6M +294,133 +1,094%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$15.1M +$1.3M +12,471 +8%
Vontobel Holding
44
Vontobel Holding
Switzerland
$13.9M – – –
GGS
45
Galvin Gaustad & Stein
Arizona
$13.5M +$1.87M +17,974 +14%
FWP
46
Falcon Wealth Planning
California
$13.2M +$2.12M +20,344 +17%
MWM
47
Modera Wealth Management
New Jersey
$13M +$1.62M +15,575 +13%
JFGLC
48
Johnson Financial Group LLC (Colorado)
Colorado
$12.4M +$13.2M +126,767 +1,994%
SW
49
SVB Wealth
Massachusetts
$12.2M +$482K +4,634 +4%
LPL Financial
50
LPL Financial
California
$11.7M -$603K -5,801 -4%