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

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
76
Liberty Capital Management
Michigan
$248K +$239K +2,500 New
CNB
77
City National Bank
Delaware
$246K +$236K +2,473 New
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$227K -$647K -6,773 -75%
CS
79
Credit Suisse
Switzerland
$226K +$217K +2,275 New
Goldman Sachs
80
Goldman Sachs
New York
$218K +$209K +2,190 New
WCWM
81
Wooster Corthell Wealth Management
Connecticut
$215K -$51.6K -540 -20%
SC
82
Scotia Capital
Ontario, Canada
$214K +$205K +2,150 New
JP Morgan Chase
83
JP Morgan Chase
New York
$202K +$194K +2,030 New
PSI
84
Pinnacle Summer Investments
Virginia
$178K – – –
Ameriprise
85
Ameriprise
Minnesota
$143K +$41.4K +434 +44%
EWM
86
Evercore Wealth Management
New York
$134K – – –
TAIM
87
TD Ameritrade Investment Management
Nebraska
$132K +$7.45K +78 +6%
Creative Planning
88
Creative Planning
Kansas
$128K +$11.7K +123 +11%
Brown Advisory
89
Brown Advisory
Maryland
$125K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$90K +$86.4K +905 New
LWCFA
91
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89K – – –
DADC
92
D.A. Davidson & Co
Montana
$80K +$60.5K +634 +350%
MCM
93
Munder Capital Management
Michigan
$79K +$21.5K +225 +39%
Invesco
94
Invesco
Georgia
$77K – – –
RACM
95
R & A Capital Management
New Hampshire
$74K – – –
WT
96
Whittier Trust
California
$45K – – –
JIR
97
James Investment Research
Ohio
$38K +$36.6K +383 New
HNB
98
Huntington National Bank
Ohio
$37K – – –
RIA
99
Regal Investment Advisors
Michigan
$32K – – –
NES
100
New England Securities
New York
$28K -$13.4K -140 -33%