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

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Mission Wealth Management
California
$2.64M -$75.6K -686 -3%
IP
152
Investment Partners
Ohio
$2.57M -$18.8K -171 -0.7%
PA
153
Pinnacle Associates
New York
$2.54M -$4.74K -43 -0.2%
MMA
154
Miracle Mile Advisors
California
$2.51M -$1.05M -9,490 -29%
SCM
155
SOL Capital Management
Maryland
$2.51M +$60.6K +550 +2%
BP
156
Ballentine Partners
Massachusetts
$2.41M -$82K -744 -3%
UB
157
UMB Bank
Missouri
$2.39M -$320K -2,901 -12%
NFW
158
Noble Family Wealth
Florida
$2.39M +$17.9K +162 +0.8%
RWI
159
Red Wave Investments
Pennsylvania
$2.38M
PP
160
PDS Planning
Ohio
$2.37M -$41K -372 -2%
GIA
161
GHP Investment Advisors
Colorado
$2.36M -$206K -1,872 -8%
KAS
162
Kestra Advisory Services
Texas
$2.35M +$589K +5,342 +34%
EAM
163
Evanson Asset Management
California
$2.35M -$456K -4,136 -16%
GA
164
GFS Advisors
Texas
$2.34M -$25.8K -234 -1%
KSWA
165
Kathleen S. Wright Associates
Pennsylvania
$2.34M +$50.9K +462 +2%
DS
166
DRW Securities
Illinois
$2.31M +$211K +1,911 +10%
AWM
167
Aberdeen Wealth Management
Illinois
$2.28M
FCC
168
Flower City Capital
New York
$2.27M +$136K +1,236 +6%
RIA
169
Regal Investment Advisors
Michigan
$2.27M -$70.2K -637 -3%
NL
170
NWAM LLC
Washington
$2.24M +$1.18M +10,665 +111%
CFD
171
Creative Financial Designs
Indiana
$2.23M +$165K +1,493 +8%
LL
172
LPWM LLC
Minnesota
$2.22M -$102K -925 -4%
PFO
173
Pathstone Family Office
New Jersey
$2.21M +$57.1K +518 +3%
BBW
174
Blue Barn Wealth
Utah
$2.2M +$39.9K +362 +2%
CRI
175
Colonial River Investments
Virginia
$2.18M +$2.17M +19,731 New