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

Name Holding Trade Value Shares
Change
Change in
Stake
MSG
626
Main Street Group
Virginia
$35.5K – – –
UFPG
627
United Financial Planning Group
New York
$35.3K +$157 +1 +0.4%
WA
628
WPG Advisers
Maryland
$35.2K – – –
CIAS
629
Capital Investment Advisory Services
North Carolina
$35K +$8.31K +53 +30%
DFA
630
DHJJ Financial Advisors
Illinois
$33.9K -$1.25K -8 -4%
CI
631
Cordant Inc
Oregon
$32.9K +$33.4K +213 New
CT
632
Clearstead Trust
Maine
$32.4K – – –
OWP
633
ORG Wealth Partners
Texas
$31.2K -$22.3K -142 -41%
ACM
634
Accent Capital Management
Ohio
$30.9K – – –
AAG
635
Armstrong Advisory Group
Massachusetts
$30.9K – – –
KFP
636
Kerr Financial Planning
California
$30.9K – – –
NWMP
637
Noble Wealth Management PBC
Colorado
$30.9K – – –
GI
638
GAMMA Investing
California
$29.6K – – –
S
639
Sachetta
Massachusetts
$29.5K +$314 +2 +1%
CFG
640
CKW Financial Group
Hawaii
$29K +$29K +185 New
SWM
641
SHP Wealth Management
Massachusetts
$28.9K – – –
SGFG
642
Silver Grove Financial Group
New York
$28.2K +$28.6K +182 +18,200%
CA
643
Crewe Advisors
Utah
$26.4K – – –
BWL
644
Bogart Wealth LLC
Virginia
$26K – – –
SFS
645
Sunrise Financial Services
Washington
$25K -$12.6K -80 -33%
MA
646
MCF Advisors
Kentucky
$25K – – –
GCP
647
Gill Capital Partners
Colorado
$24.7K – – –
TWIM
648
TIAA Wealth Investment Management
New York
$23.7K +$24.2K +154 New
GCM
649
Gables Capital Management
Florida
$23.5K – – –
LB
650
Legacy Bridge
Iowa
$21.6K – – –