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

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$4.71M -$1.05M -7,601 -19%
TIM
127
Tortoise Investment Management
New York
$4.65M -$25.8K -186 -0.6%
CPA
128
Cardiff Park Advisors
California
$4.48M +$2.91K +21 +0.1%
NL
129
NWAM LLC
Washington
$4.46M +$160K +1,157 +4%
BFG
130
Bleakley Financial Group
New Jersey
$4.43M -$106K -762 -2%
WF
131
Womack Financial
Texas
$4.4M +$151K +1,090 +4%
BBW
132
Blue Barn Wealth
Utah
$4.27M +$325K +2,344 +8%
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$4.26M -$95.6K -690 -2%
GA
134
GFS Advisors
Texas
$4.09M -$304K -2,193 -7%
PWM
135
Perigon Wealth Management
California
$4.09M -$513K -3,701 -11%
HTC
136
Haverford Trust Company
Pennsylvania
$4.06M -$41.8K -302 -1%
RIA
137
Regal Investment Advisors
Michigan
$4.01M +$480K +3,464 +14%
FFA
138
Farther Finance Advisors
California
$4M +$1.93M +13,921 +98%
R
139
Rebalance
California
$3.97M
MML Investors Services
140
MML Investors Services
Massachusetts
$3.96M -$1.6M -11,561 -29%
SIA
141
Strategic Investment Advisors
Michigan
$3.96M -$4.32M -31,168 -99%
LWMNY
142
Landmark Wealth Management (New York)
New York
$3.95M -$109K -789 -3%
HCA
143
Harpswell Capital Advisors
Maine
$3.84M +$3.73M +26,912 New
CFD
144
Creative Financial Designs
Indiana
$3.82M +$90.3K +652 +2%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$3.81M +$346K +2,497 +10%
CAC
146
Certified Advisory Corp
Florida
$3.77M -$34.9K -252 -0.9%
AllianceBernstein
147
AllianceBernstein
Tennessee
$3.72M -$4.27M -30,812 -54%
FA
148
FDx Advisors
Illinois
$3.69M -$231K -1,666 -6%
RWP
149
RWA Wealth Partners
Massachusetts
$3.66M -$615K -4,440 -15%
HWM
150
Hemington Wealth Management
Virginia
$3.64M -$44.5K -321 -1%