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

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$50K -$40.4K -414 -45%
RWM
152
Raffa Wealth Management
District of Columbia
$49.9K – – –
CG
153
Cleary Gull
Wisconsin
$39K +$38.3K +393 New
HNB
154
Huntington National Bank
Ohio
$38K +$37.5K +385 New
NC
155
NewSquare Capital
Pennsylvania
$36K – – –
Canada Life
156
Canada Life
Manitoba, Canada
$29K +$3.22K +33 +12%
NFG
157
Next Financial Group
Texas
$24K – – –
CAL
158
Capital Analysts LLC
Pennsylvania
$20.4K – – –
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$17.6K +180 New
HCP
160
Holt Capital Partners
Texas
$16K – – –
SEI Investments
161
SEI Investments
Pennsylvania
$14K +$10.1K +104 +260%
S
162
SignatureFD
Georgia
$11K -$4.39K -45 -28%
FHA
163
First Horizon Advisors
Tennessee
$10K – – –
W
164
Wealthfront
California
$9K +$7.41K +76 +760%
IFA
165
Interactive Financial Advisors
Illinois
$5K – – –
SIA
166
SeaBridge Investment Advisors
New Jersey
$5K – – –
WA
167
WFG Advisors
Texas
$4K +$878 +9 +33%
KCM
168
Karp Capital Management
California
$3K – – –
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$1K – – –
Kayne Anderson Rudnick Investment Management
170
Kayne Anderson Rudnick Investment Management
California
– -$3.34M -35,020 Closed
CCM
171
Covington Capital Management
California
– -$1.56M -16,379 Closed
RJFSA
172
Raymond James Financial Services Advisors
Florida
– -$1.51M -15,868 Closed
HL
173
Harding Loevner
New Jersey
– -$1.39M -14,600 Closed
IF
174
Ironwood Financial
Arizona
– -$1.31M -13,388 -100%
RT
175
Reliance Trust
Georgia
– -$617K -6,470 Closed