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

Name Holding Trade Value Shares
Change
Change in
Stake
AHC
51
Anderson Hoagland & Co
Missouri
$14.5M -$4.51M -33,319 -22%
AWA
52
Arete Wealth Advisors
Illinois
$14.2M +$411K +3,035 +3%
GGS
53
Galvin Gaustad & Stein
Arizona
$13.9M +$1.61M +11,920 +13%
FHA
54
First Horizon Advisors
Tennessee
$13.6M +$662K +4,893 +5%
FWP
55
Falcon Wealth Planning
California
$12.9M +$1.36M +10,049 +12%
EWA
56
Exencial Wealth Advisors
Oklahoma
$12.9M -$57.6M -425,598 -82%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$12.2M +$278K +2,057 +2%
UB
58
UMB Bank
Missouri
$11.8M +$11.2M +82,489 +1,451%
MG
59
MilWealth Group
Wisconsin
$11.5M +$234K +1,728 +2%
PWS
60
Paragon Wealth Strategies
Florida
$11.2M +$1.49M +11,041 +15%
PGA
61
Portland Global Advisors
Maine
$10.9M +$692K +5,118 +7%
JP Morgan Chase
62
JP Morgan Chase
New York
$10.2M -$3.02M -22,333 -23%
CCM
63
Carlson Capital Management
Minnesota
$10M -$1.51M -11,192 -13%
IA
64
IndexIQ Advisors
New York
$10M -$11.2M -82,580 -53%
BOPW
65
Brandywine Oak Private Wealth
Pennsylvania
$9.89M +$608K +4,494 +7%
PIFP
66
Partners in Financial Planning
Virginia
$9.85M +$381K +2,817 +4%
ACA
67
Atlas Capital Advisors
Wyoming
$9.61M +$2.39M +17,670 +33%
FA
68
FDx Advisors
Illinois
$9.29M -$383K -2,834 -4%
RWP
69
RWA Wealth Partners
Massachusetts
$9.19M +$4.84M +35,802 +109%
CCA
70
Checchi Capital Advisers
California
$9.15M +$2.49M +18,397 +37%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$9.07M -$398K -2,944 -4%
HWM
72
Hemington Wealth Management
Virginia
$8.57M +$1.58M +11,699 +20%
VA
73
Valmark Advisers
Ohio
$8.56M -$462K -3,416 -5%
TFCP
74
Twin Focus Capital Partners
Massachusetts
$8.48M -$200K -1,478 -2%
AFS
75
Annapolis Financial Services
Maryland
$8.37M +$216K +1,599 +3%