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

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arete Wealth Advisors
Illinois
$907K +$631K +5,916 +263%
BWM
177
Brickley Wealth Management
California
$901K -$873K -8,174 -50%
BDF
178
Black Diamond Financial
Maryland
$891K -$84.9K -795 -9%
KeyBank National Association
179
KeyBank National Association
Ohio
$891K +$4.91K +46 +0.6%
AC
180
Avestar Capital
New York
$886K
DWT
181
Dorsey & Whitney Trust
South Dakota
$859K
MA
182
MUFG Americas
New York
$838K
RHBC
183
R.H. Bluestein & Co
Michigan
$821K +$182K +1,708 +30%
BSWM
184
Boston Standard Wealth Management
Massachusetts
$808K +$391K +3,660 +101%
EA
185
Elm Advisors
California
$793K +$30.4K +285 +4%
B
186
Bridgeworth
Alabama
$785K +$326K +3,054 +76%
RRC
187
Relaxing Retirement Coach
Massachusetts
$782K
GG
188
Gofen & Glossberg
Illinois
$764K -$10.7K -100 -1%
FA
189
FCG Advisors
New Jersey
$753K -$215K -2,010 -23%
NAS
190
Nicolet Advisory Services
Wisconsin
$752K -$89.7K -840 -11%
Brown Advisory
191
Brown Advisory
Maryland
$688K -$313K -2,930 -32%
WTC
192
WhitTier Trust Company
Nevada
$686K
CA
193
Cetera Advisors
Colorado
$682K -$28.7K -269 -4%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$667K -$34.6K -324 -5%
FWCM
195
Ferguson Wellman Capital Management
Oregon
$667K -$2.13K -20 -0.3%
SFP
196
Strategic Financial Planning
Texas
$661K +$635K +5,951 New
RZH
197
Relyea Zuckerberg Hanson
Connecticut
$652K +$627K +5,873 New
AWM
198
AllSquare Wealth Management
New York
$644K +$33.7K +316 +6%
CWM
199
Cedar Wealth Management
California
$622K +$268K +2,515 +82%
PAG
200
Private Advisor Group
New Jersey
$611K -$5.76K -54 -1%