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

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cornerstone Wealth Management
Missouri
$929K -$45M -443,549 -98%
WT
152
Whittier Trust
California
$927K
SCM
153
SOL Capital Management
Maryland
$920K +$22.3K +220 +2%
BDF
154
Black Diamond Financial
Maryland
$892K +$835K +8,231 New
PA
155
Pinnacle Associates
New York
$882K +$945K +9,315 New
SIAS
156
Shine Investment Advisory Services
Colorado
$859K +$920K +9,077 New
RWA
157
Ropes Wealth Advisors
Massachusetts
$830K
FA
158
FCG Advisors
New Jersey
$813K +$871K +8,590 New
GG
159
Gofen & Glossberg
Illinois
$782K -$27.9K -275 -3%
FCI
160
Financial Counselors Inc
Kansas
$778K +$487K +4,800 +140%
CA
161
Cetera Advisors
Colorado
$761K -$101K -993 -11%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$756K +$327K +3,221 +68%
KeyBank National Association
163
KeyBank National Association
Ohio
$755K
MA
164
MUFG Americas
New York
$728K -$10.1K -100 -1%
PWMAG
165
Pinnacle Wealth Management Advisory Group
New Jersey
$728K +$780K +7,690 New
MFT
166
Moisand Fitzgerald Tamayo
Florida
$698K +$69.6K +686 +10%
PAG
167
Private Advisor Group
New Jersey
$698K +$206K +2,027 +38%
RRC
168
Relaxing Retirement Coach
Massachusetts
$697K -$618K -6,099 -45%
FWCM
169
Ferguson Wellman Capital Management
Oregon
$682K +$730K +7,198 New
AI
170
Atria Investments
North Carolina
$678K -$461K -4,547 -39%
BFPW
171
BOK Financial Private Wealth
Colorado
$673K -$60.9K -601 -8%
FFG
172
Frisch Financial Group
New York
$667K +$715K +7,049 New
Betterment LLC
173
Betterment LLC
New York
$665K +$515K +5,079 +261%
SB
174
Suntrust Banks
Georgia
$660K -$443K -4,366 -39%
AWA
175
Arete Wealth Advisors
Illinois
$653K -$226K -2,229 -24%