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

Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
126
Boston Standard Wealth Management
Massachusetts
$3.11M +$72.9K +575 +2%
BP
127
Ballentine Partners
Massachusetts
$3.1M -$65.5K -517 -2%
CIS
128
Connors Investor Services
Pennsylvania
$2.98M +$135K +1,065 +5%
Kovitz Investment Group Partners
129
Kovitz Investment Group Partners
Illinois
$2.92M +$78.6K +620 +3%
CP
130
Camelot Portfolios
Ohio
$2.85M +$433K +3,419 +18%
GIA
131
GHP Investment Advisors
Colorado
$2.83M -$166K -1,310 -6%
UFA
132
US Financial Advisors
Massachusetts
$2.76M +$131K +1,036 +5%
Truist Financial
133
Truist Financial
North Carolina
$2.76M +$1.54M +12,125 +130%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$2.63M -$459K -3,625 -15%
KAS
135
Kestra Advisory Services
Texas
$2.62M -$241K -1,904 -9%
OC
136
Oppenheimer & Co
New York
$2.5M -$60.4K -477 -2%
MWP
137
Moller Wealth Partners
$2.46M +$239K +1,890 +11%
AWM
138
Aberdeen Wealth Management
Illinois
$2.44M -$253K -2,000 -10%
LL
139
LPWM LLC
Minnesota
$2.39M +$87K +687 +4%
HCA
140
Harbour Capital Advisors
Virginia
$2.37M -$20.8K -164 -0.9%
ABC
141
Associated Banc-Corp
Wisconsin
$2.31M +$3.74M +29,551 New
IP
142
Investment Partners
Ohio
$2.3M +$379K +2,988 +20%
OCG
143
Opus Capital Group
Ohio
$2.29M +$568K +4,484 +34%
CST
144
Charles Schwab Trust
Nevada
$2.27M -$85.7K -676 -4%
NL
145
NWAM LLC
Washington
$2.23M +$26.1K +206 +1%
WFI
146
West Family Investments
California
$2.13M
Northern Trust
147
Northern Trust
Illinois
$2.12M +$24.1K +190 +1%
SLT
148
St Louis Trust
Missouri
$2.1M
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$2.1M
Barclays
150
Barclays
United Kingdom
$2.07M