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

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
126
Regal Investment Advisors
Michigan
$305K +$43.2K +443 +17%
ECAM
127
East Coast Asset Management
Massachusetts
$302K -$74.5K -764 -20%
DSC
128
Duncker Streett & Co
Missouri
$302K +$56.1K +575 +23%
CCMG
129
Clark Capital Management Group
Pennsylvania
$281K -$235K -2,411 -46%
WA
130
WBH Advisory
Maryland
$278K -$163K -1,670 -37%
SC
131
SouthState Corp
Florida
$266K +$30.2K +310 +13%
HCMT
132
Highland Capital Management (Tennessee)
Tennessee
$265K -$14.1K -145 -5%
YMRC
133
Yorktown Management & Research Company
Virginia
$248K – – –
AFG
134
American Financial Group
Ohio
$233K – – –
LIC
135
Lodestar Investment Counsel
Illinois
$228K – – –
CS
136
Credit Suisse
Switzerland
$225K -$142K -1,455 -39%
MWM
137
Modera Wealth Management
New Jersey
$224K -$79.1K -811 -26%
VFA
138
Voya Financial Advisors
Connecticut
$220K +$215K +2,202 New
WCWM
139
Wooster Corthell Wealth Management
Connecticut
$215K – – –
EA
140
Elm Advisors
California
$208K +$205K +2,100 New
PSI
141
Pinnacle Summer Investments
Virginia
$163K – – –
EWM
142
Evercore Wealth Management
New York
$134K +$132K +1,350 New
DADC
143
D.A. Davidson & Co
Montana
$121K +$6.44K +66 +6%
BAM
144
Barrett Asset Management
New York
$89K -$205K -2,100 -70%
LWCFA
145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89K – – –
Victory Capital Management
146
Victory Capital Management
Texas
$74K – – –
GAM
147
Gemmer Asset Management
California
$64K -$14.8K -152 -19%
CC
148
Cassaday & Co
Virginia
$63K -$22.3M -228,339 -100%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$62K +$60.9K +625 New
WTB
150
Washington Trust Bank
Washington
$54K -$41.9K -430 -44%