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

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
551
Rothschild Investment LLC
Illinois
$130K – – –
AF
552
Align Financial
Minnesota
$129K +$128K +900 New
FW
553
Fairway Wealth
Ohio
$126K +$2.71K +19 +2%
SIS
554
Sound Income Strategies
Florida
$123K +$44.4K +312 +61%
SWP
555
Strategic Wealth Partners
Ohio
$108K +$43.4K +305 +68%
SWM
556
Spire Wealth Management
Virginia
$104K -$91.3K -641 -47%
HI
557
Harbour Investments
Wisconsin
$103K -$25.2K -177 -20%
TCM
558
Triumph Capital Management
Colorado
$89.3K +$88.7K +623 New
MWA
559
Medallion Wealth Advisors
Connecticut
$83.9K +$2.28K +16 +3%
WG
560
Wellington Group
Indiana
$81.7K +$81.2K +570 New
Russell Investments Group
561
Russell Investments Group
United Kingdom
$79.9K -$1.71K -12 -2%
AI
562
Atomic Invest
New York
$77K +$76.3K +536 New
HIA
563
Harbor Investment Advisory
Maryland
$75K – – –
TFM
564
TFC Financial Management
Massachusetts
$73.8K – – –
ANBT
565
American National Bank & Trust
Texas
$71.7K – – –
GSWM
566
Golden State Wealth Management
California
$65.3K +$997 +7 +2%
PGAM
567
Princeton Global Asset Management
New Jersey
$62.8K – – –
IAIM
568
International Assets Investment Management
Florida
$62.7K +$62.2K +437 New
JFG
569
JDM Financial Group
Texas
$62.2K +$4.84K +34 +9%
CAL
570
Capital Advisors Ltd
Ohio
$62K – – –
HR
571
Howe & Rusling
New York
$61.1K – – –
KFP
572
Kerr Financial Planning
California
$58.6K +$28.5K +200 +100%
W
573
WealthCollab
Washington
$55.5K +$19.9K +140 +57%
HAP
574
Harbor Asset Planning
Massachusetts
$50.6K +$1.14K +8 +2%
CFB
575
Cullen/Frost Bankers
Texas
$50.6K +$1.14K +8 +2%