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

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Paracle Advisors
Washington
$274K +$270K +2,542 New
WA
177
WP Advisors
California
$259K +$1.92K +18 +0.8%
TCM
178
Tradition Capital Management
New Jersey
$258K +$1.81K +17 +0.7%
LIC
179
Lodestar Investment Counsel
Illinois
$249K
FHA
180
Flagship Harbor Advisors
Massachusetts
$247K +$1.17K +11 +0.5%
BRWA
181
B. Riley Wealth Advisors
Florida
$238K +$8.62K +81 +4%
PWLP
182
Prio Wealth Limited Partnership
Massachusetts
$232K +$19.1K +180 +9%
LC
183
Lourd Capital
California
$227K -$62.2K -585 -22%
JFGLC
184
Johnson Financial Group LLC (Colorado)
Colorado
$226K
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$218K +$212K +1,991 +7,658%
LIM
186
Leavell Investment Management
Alabama
$217K
SPWA
187
SteelBridge Private Wealth Advisors
Florida
$214K +$211K +1,980 New
AEPG
188
American Economic Planning Group
New Jersey
$211K -$6.91K -65 -3%
AIA
189
Allegis Investment Advisors
Idaho
$207K +$204K +1,919 New
EWM
190
Evercore Wealth Management
New York
$200K
APSP
191
Asset Planning Services (Pennsylvania)
Pennsylvania
$148K +$1.17K +11 +0.8%
US Bancorp
192
US Bancorp
Minnesota
$122K +$64K +602 +115%
FNB
193
Farmers National Bank
Kentucky
$117K -$26.6K -250 -19%
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K -$21.6K -203 -16%
FANJ
195
Financial Architects (New Jersey)
New Jersey
$114K +$10.3K +97 +10%
BEAM
196
Baker Ellis Asset Management
Washington
$108K +$106K +1,000 New
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
GT
198
Glenmede Trust
Pennsylvania
$99K
BWP
199
Baldwin Wealth Partners
Massachusetts
$99K +$97.3K +915 New
BAM
200
Barrett Asset Management
New York
$97K