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

Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Ancora Advisors
Ohio
$242K
AFG
177
American Financial Group
Ohio
$241K
LIC
178
Lodestar Investment Counsel
Illinois
$236K
SEI Investments
179
SEI Investments
Pennsylvania
$234K -$84.9K -851 -27%
FHA
180
Flagship Harbor Advisors
Massachusetts
$231K
BRWA
181
B. Riley Wealth Advisors
Florida
$218K -$6.08K -61 -3%
JFGLC
182
Johnson Financial Group LLC (Colorado)
Colorado
$215K +$209K +2,093 New
AEPG
183
American Economic Planning Group
New Jersey
$207K +$201K +2,019 New
LIM
184
Leavell Investment Management
Alabama
$206K +$200K +2,010 New
PWLP
185
Prio Wealth Limited Partnership
Massachusetts
$202K +$196K +1,970 New
EWM
186
Evercore Wealth Management
New York
$190K
APSP
187
Asset Planning Services (Pennsylvania)
Pennsylvania
$140K -$20.3K -204 -13%
FNB
188
Farmers National Bank
Kentucky
$132K +$15K +150 +13%
JFGIW
189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K
CPP
190
Crow Point Partners
Massachusetts
$124K +$121K +1,211 New
GT
191
Glenmede Trust
Pennsylvania
$99K
FANJ
192
Financial Architects (New Jersey)
New Jersey
$98K +$30.8K +309 +48%
BAM
193
Barrett Asset Management
New York
$92K
LWCFA
194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K
WA
195
WFG Advisors
Texas
$85K
ZB
196
Zions Bancorporation
Utah
$77K
AF
197
Allworth Financial
California
$72K +$64.6K +648 +1,322%
CPA
198
Clear Perspective Advisors
Illinois
$68K
WEC
199
Winslow Evans & Crocker
Massachusetts
$62.9K +$2.39K +24 +4%
ADL
200
Asset Dedication LLC
California
$61K