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

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
151
Regions Financial Corp
Alabama
$426K -$15K -150 -3%
AWM
152
AllSquare Wealth Management
New York
$408K
ACM
153
Armbruster Capital Management
New York
$405K -$62.3K -625 -14%
B
154
Bridgeworth
Alabama
$396K +$100K +1,007 +35%
CPIG
155
Chicago Partners Investment Group
Illinois
$390K +$287K +2,874 +310%
DWT
156
Dorsey & Whitney Trust
South Dakota
$389K +$32.5K +326 +9%
CCMH
157
Cornerstone Capital Management Holdings
New York
$382K +$88.6K +888 +31%
WA
158
WBH Advisory
Maryland
$381K +$371K +3,717 New
BBA
159
BLB&B Advisors
Pennsylvania
$375K
LPC
160
Loeb Partners Corp
New York
$373K
CL
161
Choreo LLC
Illinois
$341K +$331K +3,320 New
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$335K +$14.7K +147 +5%
DT
163
Diversified Trust
Tennessee
$332K
EWA
164
Exencial Wealth Advisors
Oklahoma
$331K +$25.5K +256 +9%
PHAM
165
Palisades Hudson Asset Management
Florida
$328K -$11.1K -111 -3%
EFS
166
Essex Financial Services
Connecticut
$285K +$277K +2,775 New
DMC
167
Drexel Morgan & Co
Pennsylvania
$280K
WCM
168
Weik Capital Management
Pennsylvania
$277K
LC
169
Lourd Capital
California
$276K
BG
170
Bahl & Gaynor
Ohio
$272K
EWM
171
Empirical Wealth Management
Washington
$268K +$260K +2,612 New
Comerica Bank
172
Comerica Bank
Texas
$261K +$8.38K +84 +4%
TI
173
Truepoint Inc
Ohio
$257K
WA
174
WP Advisors
California
$244K +$199 +2 +0.1%
TCM
175
Tradition Capital Management
New Jersey
$243K +$12.7K +127 +6%