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

Name Holding Trade Value Shares
Change
Change in
Stake
CC
176
Cassaday & Co
Virginia
$13K -$53.8K -514 -80%
UFA
177
US Financial Advisors
Massachusetts
$12K +$12.1K +116 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$11K +$9.41K +90 +643%
JG
179
Jefferies Group
New York
$10K +$10K +96 New
NSIM
180
North Star Investment Management
Illinois
$8K +$7.84K +75 New
IFA
181
Interactive Financial Advisors
Illinois
$6K +$209 +2 +4%
W
182
Wealthfront
California
$5K -$4.18K -40 -47%
SIA
183
SeaBridge Investment Advisors
New Jersey
$5K – – –
WIC
184
Woodmont Investment Counsel
Tennessee
$5K +$5.23K +50 New
S
185
SignatureFD
Georgia
$4K -$7.84K -75 -65%
WA
186
WFG Advisors
Texas
$3K -$941 -9 -25%
SEI Investments
187
SEI Investments
Pennsylvania
$2K -$12.6K -120 -83%
RFA
188
Reilly Financial Advisors
California
$2K +$1.78K +17 New
IF
189
Ironwood Financial
Arizona
$1K – – –
CCWA
190
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.17M -11,826 Closed
TG
191
TCW Group
California
– -$1.06M -10,654 Closed
EWA
192
Exencial Wealth Advisors
Oklahoma
– -$793K -7,564 Closed
ATC
193
Argent Trust Company
Louisiana
– -$638K -6,427 Closed
Creative Planning
194
Creative Planning
Kansas
– -$515K -5,193 Closed
PSI
195
Pinnacle Summer Investments
Virginia
– -$163K -1,641 Closed
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
– -$62K -625 Closed
CAL
197
Capital Analysts LLC
Pennsylvania
– -$20.4K -205 Closed
KCM
198
Karp Capital Management
California
– -$3K -34 Closed