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

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$540K +$570K +5,949 New
NFC
102
Northeast Financial Consultants
Connecticut
$534K +$564K +5,885 New
LIM
103
Leavell Investment Management
Alabama
$517K -$538K -5,621 -50%
CCM
104
Carlson Capital Management
Minnesota
$498K -$9.77K -102 -2%
RIA
105
Regal Investment Advisors
Michigan
$487K +$167K +1,748 +48%
CCS
106
Crosspoint Capital Strategies
California
$484K +$512K +5,340 New
VFA
107
Voya Financial Advisors
Connecticut
$477K +$98.7K +1,030 +24%
KeyBank National Association
108
KeyBank National Association
Ohio
$463K – – –
IFB
109
iAB Financial Bank
Indiana
$462K +$19.2K +200 +4%
SIA
110
Starfire Investment Advisers
Michigan
$450K – – –
ABC
111
Associated Banc-Corp
Wisconsin
$444K – – –
VC
112
Vicus Capital
Pennsylvania
$442K -$746K -7,790 -62%
MIH
113
Madison Investment Holdings
Wisconsin
$440K +$958 +10 +0.2%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$431K -$97.8K -1,021 -18%
RC
115
RegentAtlantic Capital
New Jersey
$426K -$1.34M -13,967 -75%
Ameriprise
116
Ameriprise
Minnesota
$426K +$81.8K +854 +22%
MFS
117
MSI Financial Services
Massachusetts
$402K -$442K -4,615 -51%
TCM
118
TD Capital Management
Tennessee
$400K -$11.3M -118,142 -96%
CPIG
119
Chicago Partners Investment Group
Illinois
$391K +$2.2K +23 +0.5%
AWM
120
AllSquare Wealth Management
New York
$390K – – –
ECAM
121
East Coast Asset Management
Massachusetts
$386K +$80.6K +841 +25%
FNB
122
Farmers National Bank
Kentucky
$350K -$92.5K -966 -20%
BBA
123
BLB&B Advisors
Pennsylvania
$349K – – –
V
124
Veritable
Delaware
$347K -$101K -1,057 -22%
SFA
125
Sequoia Financial Advisors
Ohio
$335K -$34.5K -360 -9%