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

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
126
Aletheian Wealth Advisors
Washington
$4.39M +$311K +2,520 +8%
PWM
127
Perigon Wealth Management
California
$4.35M +$44.9K +364 +1%
CA
128
Clune & Associates
Illinois
$4.35M -$75.1K -609 -2%
BFG
129
Bleakley Financial Group
New Jersey
$4.27M +$1.24M +10,052 +46%
SIA
130
Strategic Investment Advisors
Michigan
$4.23M +$472K +3,827 +14%
CPA
131
Cardiff Park Advisors
California
$4.22M +$2.96K +24 +0.1%
GA
132
GFS Advisors
Texas
$4.15M – – –
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$4.11M -$57.7K -468 -2%
NFW
134
Noble Family Wealth
Florida
$4.09M +$336K +2,722 +10%
RWP
135
RWA Wealth Partners
Massachusetts
$4.05M -$716K -5,806 -16%
NL
136
NWAM LLC
Washington
$4.04M +$2.59M +20,964 +230%
Renaissance Technologies
137
Renaissance Technologies
New York
$4.03M +$1.37M +11,100 +59%
WF
138
Womack Financial
Texas
$4M +$147K +1,188 +4%
HTC
139
Haverford Trust Company
Pennsylvania
$3.87M – – –
LWMNY
140
Landmark Wealth Management (New York)
New York
$3.83M -$251K -2,036 -7%
R
141
Rebalance
California
$3.75M – – –
FA
142
FDx Advisors
Illinois
$3.71M -$59K -478 -2%
BBW
143
Blue Barn Wealth
Utah
$3.71M -$16.3K -132 -0.5%
CLGM
144
Capitolis Liquid Global Markets
New York
$3.7M -$4.74M -38,400 -58%
CAC
145
Certified Advisory Corp
Florida
$3.59M -$2.84K -23 -0.1%
CFD
146
Creative Financial Designs
Indiana
$3.52M -$54.9K -445 -2%
HWM
147
Hemington Wealth Management
Virginia
$3.47M -$29.9K -242 -0.9%
SW
148
SVB Wealth
Massachusetts
$3.46M +$3.18M +25,764 New
CWA
149
Cornerstone Wealth Advisors
Minnesota
$3.46M -$17.5K -142 -0.5%
SLT
150
St Louis Trust
Missouri
$3.36M -$680K -5,516 -18%