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

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
126
Connors Investor Services
Pennsylvania
$3.44M +$58.5K +425 +2%
BSWM
127
Boston Standard Wealth Management
Massachusetts
$3.43M +$142K +1,029 +4%
JMPWA
128
JP Morgan Private Wealth Advisors
California
$3.35M +$246K +1,786 +8%
RWI
129
Red Wave Investments
Pennsylvania
$3.3M
BP
130
Ballentine Partners
Massachusetts
$3.23M
KAS
131
Kestra Advisory Services
Texas
$3.17M +$163K +1,183 +5%
RPSA
132
Richard P. Slaughter Associates
Texas
$3.01M +$819K +5,948 +36%
Truist Financial
133
Truist Financial
North Carolina
$2.98M +$15.7K +114 +0.5%
GIA
134
GHP Investment Advisors
Colorado
$2.94M +$35.9K +261 +1%
GVAG
135
Great Valley Advisor Group
Delaware
$2.92M +$24.4K +177 +0.8%
AC
136
Alexandria Capital
Virginia
$2.89M -$2.75K -20 -0.1%
IP
137
Investment Partners
Ohio
$2.87M +$115K +834 +4%
LL
138
LPWM LLC
Minnesota
$2.75M +$109K +791 +4%
MWP
139
Moller Wealth Partners
$2.69M +$54.8K +398 +2%
OC
140
Oppenheimer & Co
New York
$2.55M -$90.7K -659 -3%
CCM
141
Causeway Capital Management
California
$2.54M +$2.61M +18,972 New
HCA
142
Harbour Capital Advisors
Virginia
$2.5M +$22.3K +162 +0.9%
GA
143
GFS Advisors
Texas
$2.43M +$217K +1,579 +10%
CP
144
Camelot Portfolios
Ohio
$2.43M -$403K -2,928 -14%
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$2.4M +$183K +1,327 +8%
QFA
146
Quattro Financial Advisors
Texas
$2.39M -$1.64M -11,919 -41%
BBW
147
Blue Barn Wealth
Utah
$2.37M +$127K +925 +6%
Northern Trust
148
Northern Trust
Illinois
$2.36M -$869K -6,312 -26%
NL
149
NWAM LLC
Washington
$2.32M -$19.5K -142 -0.8%
SLT
150
St Louis Trust
Missouri
$2.3M +$103K +750 +5%