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

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$1.13M +$647K +5,723 +162%
SWA
177
Stratos Wealth Advisors
Ohio
$1.11M +$1.03M +9,140 New
AL
178
Aspiriant LLC
California
$1.11M +$1.03M +9,102 New
SFPM
179
Sensible Financial Planning & Management
Massachusetts
$1.1M +$1.02M +8,995 New
SC
180
Schoolcraft Capital
Colorado
$1.09M -$88.3K -781 -8%
AFAS
181
Acorn Financial Advisory Services
Virginia
$1.06M +$193K +1,703 +24%
KeyBank National Association
182
KeyBank National Association
Ohio
$1M
MAS
183
Managed Account Services
Florida
$1M -$8.71K -77 -1%
PHAM
184
Palisades Hudson Asset Management
Florida
$1M +$10.4K +92 +1%
FCI
185
Financial Counselors Inc
Kansas
$998K
EA
186
Elm Advisors
California
$969K -$248K -2,190 -22%
KWM
187
Kingsview Wealth Management
Oregon
$964K +$584K +5,162 +188%
CA
188
Cetera Advisors
Colorado
$949K +$43.5K +385 +5%
IA
189
IndexIQ Advisors
New York
$933K -$10.1M -89,060 -92%
PWM
190
PBMares Wealth Management
Virginia
$903K +$36.1K +319 +4%
TWA
191
TCI Wealth Advisors
Arizona
$858K +$5.99K +53 +0.8%
CFFP
192
Center for Financial Planning
Michigan
$844K -$4.75K -42 -0.6%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$817K +$25.9K +229 +4%
AWM
194
AllSquare Wealth Management
New York
$816K -$6.22K -55 -0.8%
TAM
195
Tocqueville Asset Management
New York
$804K +$33.9K +300 +5%
ZF
196
Zhang Financial
Michigan
$797K +$6.22K +55 +0.9%
PFO
197
Pathstone Family Office
New Jersey
$791K +$734K +6,491 New
ASN
198
Advisory Services Network
Georgia
$784K +$102K +900 +16%
WPWM
199
Windward Private Wealth Management
Kansas
$778K +$722K +6,383 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$769K +$23.5K +208 +3%