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

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$3.07M +$280K +2,068 +10%
Truist Financial
127
Truist Financial
North Carolina
$3.03M +$94.1K +695 +3%
GIA
128
GHP Investment Advisors
Colorado
$2.96M -$47K -347 -2%
AC
129
Alexandria Capital
Virginia
$2.96M -$418K -3,085 -12%
GVAG
130
Great Valley Advisor Group
Delaware
$2.95M +$2.93M +21,638 New
CP
131
Camelot Portfolios
Ohio
$2.88M -$155K -1,142 -5%
IP
132
Investment Partners
Ohio
$2.81M +$370K +2,736 +15%
LL
133
LPWM LLC
Minnesota
$2.71M +$182K +1,347 +7%
OC
134
Oppenheimer & Co
New York
$2.69M +$38.3K +283 +1%
MWP
135
Moller Wealth Partners
$2.69M +$70.2K +519 +3%
HCA
136
Harbour Capital Advisors
Virginia
$2.52M +$6.09K +45 +0.2%
Barclays
137
Barclays
United Kingdom
$2.42M +$217K +1,607 +10%
NL
138
NWAM LLC
Washington
$2.39M +$18.4K +136 +0.8%
Renaissance Technologies
139
Renaissance Technologies
New York
$2.32M -$6.1M -45,100 -73%
BBW
140
Blue Barn Wealth
Utah
$2.29M +$2.27M +16,807 New
CST
141
Charles Schwab Trust
Nevada
$2.29M -$87.7K -648 -4%
WCFA
142
Walkner Condon Financial Advisors
Wisconsin
$2.27M +$457K +3,379 +26%
GA
143
GFS Advisors
Texas
$2.27M +$157K +1,160 +8%
RPSA
144
Richard P. Slaughter Associates
Texas
$2.26M +$475K +3,506 +27%
SLT
145
St Louis Trust
Missouri
$2.24M +$10.4K +77 +0.5%
RIA
146
Regal Investment Advisors
Michigan
$2.23M +$320K +2,366 +17%
SFS
147
Sowell Financial Services
Arkansas
$1.99M -$16.7M -123,535 -89%
WCWM
148
Wooster Corthell Wealth Management
Connecticut
$1.98M -$2.71K -20 -0.1%
MWM
149
Merriman Wealth Management
Washington
$1.96M +$13.7K +101 +0.7%
KBFS
150
Kohmann Bosshard Financial Services
Ohio
$1.94M – – –