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

Name Holding Trade Value Shares
Change
Change in
Stake
IA
576
IFP Advisors
Florida
$80.9K -$102K -676 -55%
WG
577
Wellington Group
Indiana
$75.2K -$8.16K -54 -9%
TFM
578
TFC Financial Management
Massachusetts
$75.1K
MWA
579
Medallion Wealth Advisors
Connecticut
$74.9K -$10.7K -71 -12%
ANBT
580
American National Bank & Trust
Texas
$72.9K
GSWM
581
Golden State Wealth Management
California
$68.3K +$1.97K +13 +3%
PGAM
582
Princeton Global Asset Management
New Jersey
$63.9K
JFG
583
JDM Financial Group
Texas
$63.3K
CAL
584
Capital Advisors Ltd
Ohio
$63K
HR
585
Howe & Rusling
New York
$62.1K
PWAM
586
Private Wealth Asset Management
Iowa
$59.8K +$62K +410 New
W
587
WealthCollab
Washington
$56.4K
CFB
588
Cullen/Frost Bankers
Texas
$54.5K +$3.17K +21 +6%
IAIM
589
International Assets Investment Management
Florida
$51.8K -$13.2K -87 -20%
HAP
590
Harbor Asset Planning
Massachusetts
$51.5K
BC
591
Barrett & Company
Rhode Island
$50.4K
OWP
592
ORG Wealth Partners
Texas
$50.1K -$406K -2,688 -89%
SIC
593
Salem Investment Counselors
North Carolina
$44.3K +$46K +304 New
AA
594
Ancora Advisors
Ohio
$44K
FP
595
Financial Perspectives
Minnesota
$43.2K
DJSG
596
D.J. St. Germain
Massachusetts
$38.6K
HNB
597
Huntington National Bank
Ohio
$37.9K
SRCM
598
Signature Resources Capital Management
California
$35.9K
GJIA
599
Glass Jacobson Investment Advisors
Maryland
$35.8K
SFS
600
Sunrise Financial Services
Washington
$35.3K +$12.1K +80 +49%