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

Name Holding Trade Value Shares
Change
Change in
Stake
DY
101
Dowling & Yahnke
California
$529K
BBA
102
BLB&B Advisors
Pennsylvania
$528K
CCM
103
Carlson Capital Management
Minnesota
$523K +$138K +1,404 +34%
Creative Planning
104
Creative Planning
Kansas
$521K +$55.4K +565 +12%
IF
105
Ironwood Financial
Arizona
$510K +$1.31M +13,393 New
CCMG
106
Clark Capital Management Group
Pennsylvania
$499K -$509K -5,192 -50%
RNS
107
Robert N. Shapiro
$493K +$507K +5,171 New
BCM
108
Bares Capital Management
Texas
$483K
ABC
109
Associated Banc-Corp
Wisconsin
$467K +$88.2K +900 +23%
WA
110
WBH Advisory
Maryland
$427K -$7.84K -80 -2%
AWM
111
AllSquare Wealth Management
New York
$426K +$438K +4,470 New
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$424K +$10.8K +110 +3%
CSIA
113
Charles Schwab Investment Advisory
California
$424K +$436K +4,451 New
V
114
Veritable
Delaware
$416K +$177K +1,810 +71%
CTC
115
Central Trust Company
Missouri
$406K
KA
116
Klingman & Associates
New York
$405K +$417K +4,250 New
MIH
117
Madison Investment Holdings
Wisconsin
$380K +$2.94K +30 +0.8%
NCMW
118
Northern Capital Management (Wisconsin)
Wisconsin
$366K -$88.2K -900 -19%
ECAM
119
East Coast Asset Management
Massachusetts
$363K +$84.1K +858 +29%
CS
120
Credit Suisse
Switzerland
$355K +$116K +1,181 +46%
AA
121
Ancora Advisors
Ohio
$323K
LC
122
Lourd Capital
California
$322K
AIG
123
American International Group
New York
$309K -$22.8K -233 -7%
WCM
124
Weik Capital Management
Pennsylvania
$301K
LPC
125
Loeb Partners Corp
New York
$295K