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

Name Holding Trade Value Shares
Change
Change in
Stake
ST
76
Stifel Trust
Missouri
$620K
DY
77
Dowling & Yahnke
California
$617K
TYCC
78
Texas Yale Capital Corp
Florida
$574K +$560K +5,370 New
SWM
79
SVA Wealth Management
Wisconsin
$573K +$6.78K +65 +1%
NCMW
80
Northern Capital Management (Wisconsin)
Wisconsin
$549K +$178K +1,710 +50%
CTC
81
Central Trust Company
Missouri
$512K +$24K +230 +5%
CM
82
CS McKee
Pennsylvania
$502K +$490K +4,700 New
WA
83
WBH Advisory
Maryland
$487K +$4.17K +40 +0.9%
CCM
84
Carlson Capital Management
Minnesota
$442K -$99.7K -956 -19%
ABC
85
Associated Banc-Corp
Wisconsin
$427K +$417K +4,000 New
WT
86
Whittier Trust
California
$405K +$348K +3,340 +742%
MIH
87
Madison Investment Holdings
Wisconsin
$387K +$41K +393 +12%
LC
88
Lourd Capital
California
$361K
WCM
89
Weik Capital Management
Pennsylvania
$331K
Creative Planning
90
Creative Planning
Kansas
$310K +$64.6K +619 +27%
MWM
91
Modera Wealth Management
New Jersey
$298K
AIG
92
American International Group
New York
$298K -$6.99K -67 -2%
LCM
93
Liberty Capital Management
Michigan
$293K +$4.17K +40 +1%
JP Morgan Chase
94
JP Morgan Chase
New York
$290K +$18.7K +179 +7%
ECAM
95
East Coast Asset Management
Massachusetts
$286K +$44.4K +426 +19%
ASN
96
Advisory Services Network
Georgia
$279K +$272K +2,610 New
HCMT
97
Highland Capital Management (Tennessee)
Tennessee
$275K +$269K +2,575 New
V
98
Veritable
Delaware
$273K
WTC
99
WhitTier Trust Company
Nevada
$260K +$253K +2,430 New
SC
100
SouthState Corp
Florida
$256K