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

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$14.9M +$10.4M +82,618 +218%
AHC
52
Anderson Hoagland & Co
Missouri
$14.9M +$620K +4,942 +4%
GGS
53
Galvin Gaustad & Stein
Arizona
$14.6M +$1.77M +14,094 +14%
AWA
54
Arete Wealth Advisors
Illinois
$14.5M +$1.47M +11,704 +11%
SW
55
SVB Wealth
Massachusetts
$14.3M -$819K -6,524 -5%
ST
56
Spinnaker Trust
Maine
$13.9M +$322K +2,567 +2%
FWP
57
Falcon Wealth Planning
California
$13.6M +$1.66M +13,219 +14%
US Bancorp
58
US Bancorp
Minnesota
$13M -$1.46M -11,625 -10%
EWA
59
Exencial Wealth Advisors
Oklahoma
$11.8M -$96.2K -767 -0.8%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$11.7M +$420K +3,348 +4%
MG
61
MilWealth Group
Wisconsin
$11M +$327K +2,605 +3%
PGA
62
Portland Global Advisors
Maine
$10.6M +$502K +4,004 +5%
UB
63
UMB Bank
Missouri
$10.4M -$530K -4,225 -5%
JP Morgan Chase
64
JP Morgan Chase
New York
$9.93M +$502K +4,002 +5%
ACA
65
Atlas Capital Advisors
Wyoming
$9.63M +$758K +6,040 +8%
PIFP
66
Partners in Financial Planning
Virginia
$9.43M +$216K +1,723 +2%
BOPW
67
Brandywine Oak Private Wealth
Pennsylvania
$9.2M +$85.7K +683 +0.9%
MG
68
Mather Group
Illinois
$8.56M +$2.41M +19,246 +39%
FA
69
FDx Advisors
Illinois
$8.44M -$153K -1,218 -2%
CCA
70
Checchi Capital Advisers
California
$8.4M -$61.9K -493 -0.7%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$8.29M -$95.1K -758 -1%
RJA
72
Raymond James & Associates
Florida
$8.27M +$886K +7,059 +12%
VA
73
Valmark Advisers
Ohio
$8.01M +$96K +765 +1%
TFCP
74
Twin Focus Capital Partners
Massachusetts
$7.75M -$94.1K -750 -1%
AFS
75
Annapolis Financial Services
Maryland
$7.72M -$23.8K -190 -0.3%