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

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
176
Chicago Partners Investment Group
Illinois
$489K +$121 +1 +0%
SWM
177
SVA Wealth Management
Wisconsin
$486K
AA
178
Advisory Alpha
Michigan
$483K -$1.82M -15,033 -79%
KBFS
179
Kohmann Bosshard Financial Services
Ohio
$475K -$2.29K -19 -0.5%
SWM
180
SeaCrest Wealth Management
New York
$459K +$8.82K +73 +2%
HCMT
181
Highland Capital Management (Tennessee)
Tennessee
$457K +$21.4K +177 +5%
PAG
182
Private Advisor Group
New Jersey
$451K +$231K +1,915 +102%
KA
183
Klingman & Associates
New York
$447K +$40.5K +335 +10%
BBA
184
BLB&B Advisors
Pennsylvania
$435K
ACM
185
Armbruster Capital Management
New York
$411K
BRWA
186
B. Riley Wealth Advisors
Florida
$400K +$53.9K +446 +15%
CL
187
Choreo LLC
Illinois
$397K +$725 +6 +0.2%
William Blair & Company
188
William Blair & Company
Illinois
$397K +$37.4K +310 +10%
DT
189
Diversified Trust
Tennessee
$386K
IA
190
IFP Advisors
Florida
$380K
SC
191
Savant Capital
Illinois
$378K -$47.6K -394 -11%
WA
192
WBH Advisory
Maryland
$373K
CIA
193
Capital Investment Advisors
Georgia
$353K +$358K +2,962 New
Kayne Anderson Rudnick Investment Management
194
Kayne Anderson Rudnick Investment Management
California
$346K +$352K +2,915 New
PWLP
195
Prio Wealth Limited Partnership
Massachusetts
$336K +$60.4K +500 +22%
EFS
196
Essex Financial Services
Connecticut
$334K +$338K +2,800 New
OMC
197
Old Mission Capital
Illinois
$329K +$334K +2,762 New
DMC
198
Drexel Morgan & Co
Pennsylvania
$326K
Northern Trust
199
Northern Trust
Illinois
$325K +$1.33K +11 +0.4%
TCM
200
Tradition Capital Management
New Jersey
$322K -$83.4K -690 -20%