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

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
151
Leavell Investment Management
Alabama
$222K -$22.9K -235 -10%
TCM
152
Tradition Capital Management
New Jersey
$221K +$3.5K +36 +2%
ZIM
153
Zacks Investment Management
Illinois
$221K +$216K +2,219 New
SCG
154
Sonata Capital Group
Washington
$219K
SI
155
SII Investments
Wisconsin
$213K -$2.43K -25 -1%
GA
156
Geneva Advisors
Illinois
$205K +$200K +2,060 New
DWT
157
Dorsey & Whitney Trust
South Dakota
$201K +$197K +2,022 New
CCM
158
Causeway Capital Management
California
$199K +$195K +2,000 New
EWM
159
Evercore Wealth Management
New York
$185K +$49K +504 +37%
APSP
160
Asset Planning Services (Pennsylvania)
Pennsylvania
$154K +$584 +6 +0.4%
CC
161
Cassaday & Co
Virginia
$136K
US Bancorp
162
US Bancorp
Minnesota
$127K -$39.4K -405 -24%
JFGIW
163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K
CPIG
164
Chicago Partners Investment Group
Illinois
$120K -$60K -617 -34%
GT
165
Glenmede Trust
Pennsylvania
$96K
BAM
166
Barrett Asset Management
New York
$90K
LWCFA
167
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90K
ZB
168
Zions Bancorporation
Utah
$75K
ACM
169
Argentus Capital Management
Texas
$69K +$19.9K +205 +42%
GAM
170
Gemmer Asset Management
California
$65K +$292 +3 +0.5%
RWM
171
Raffa Wealth Management
District of Columbia
$60.7K +$3.4K +35 +6%
WEC
172
Winslow Evans & Crocker
Massachusetts
$58.5K -$13.6K -140 -19%
WTB
173
Washington Trust Bank
Washington
$54K
WA
174
WFG Advisors
Texas
$53K +$17.5K +180 +51%
VanEck Associates
175
VanEck Associates
New York
$44K +$42.9K +441 New