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

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
526
Coppell Advisory Solutions
Texas
$34K -$3.25K -27 -9%
NFA
527
Northwest Financial Advisors
Virginia
$33.8K +$32.3K +268 New
DJSG
528
D.J. St. Germain
Massachusetts
$33.4K – – –
GWMI
529
Guardian Wealth Management (Illinois)
Illinois
$32.4K +$1.33K +11 +4%
W
530
WealthCollab
Washington
$31.1K – – –
IA
531
IFP Advisors
Florida
$29.3K +$10K +83 +55%
WIM
532
Westside Investment Management
California
$28.2K – – –
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$26.1K +$25K +207 New
POIA
534
Pin Oak Investment Advisors
Texas
$26K +$25.6K +212 New
ACM
535
Accent Capital Management
Ohio
$25.2K – – –
AAG
536
Armstrong Advisory Group
Massachusetts
$25.2K – – –
RCM
537
Robinson Capital Management
Michigan
$25K – – –
GI
538
GAMMA Investing
California
$24.6K +$15.2K +126 +183%
FP
539
Financial Perspectives
Minnesota
$22K – – –
AA
540
Ancora Advisors
Ohio
$21.5K – – –
BWL
541
Bogart Wealth LLC
Virginia
$21.1K – – –
AWM
542
Abound Wealth Management
Tennessee
$21K +$1.57K +13 +8%
MA
543
MCF Advisors
Kentucky
$20.4K -$17.8K -148 -48%
FDCP
544
Foster Dykema Cabot & Partners
Massachusetts
$19.5K +$18.7K +155 New
GCM
545
Gables Capital Management
Florida
$19.1K – – –
EWM
546
Evermay Wealth Management
Virginia
$18.9K -$603 -5 -3%
NPP
547
New Potomac Partners
Maryland
$18.9K +$18.1K +150 New
Fifth Third Bancorp
548
Fifth Third Bancorp
Ohio
$18K – – –
LB
549
Legacy Bridge
Iowa
$17.6K – – –
UIA
550
Ulland Investment Advisors
Minnesota
$16K – – –