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

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$522K +$2.09K +20 +0.4%
MAFM
202
Mid Atlantic Financial Management
Pennsylvania
$520K +$35.3K +338 +7%
RWA
203
Ropes Wealth Advisors
Massachusetts
$497K -$422K -4,049 -46%
RFC
204
Regions Financial Corp
Alabama
$495K +$23.6K +226 +5%
B
205
Bridgeworth
Alabama
$493K -$16K -153 -3%
RTC
206
Riverview Trust Company
Washington
$474K
FCIM
207
Fairview Capital Investment Management
California
$473K
FPTW
208
Franklin, Parlapiano, Turner & Welch
Texas
$466K
VCM
209
Vivaldi Capital Management
Illinois
$462K -$81.7K -783 -15%
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
$460K
CCM
211
Covington Capital Management
California
$449K
PC
212
Premise Capital
Illinois
$419K -$1.74M -16,629 -81%
AA
213
Advisory Alpha
Michigan
$410K +$6.47K +62 +2%
BRWA
214
B. Riley Wealth Advisors
Florida
$410K +$9.6K +92 +2%
CPIG
215
Chicago Partners Investment Group
Illinois
$399K +$2.3K +22 +0.6%
AWA
216
Arete Wealth Advisors
Illinois
$398K -$85.9K -823 -18%
NC
217
NewSquare Capital
Pennsylvania
$398K +$16.2K +155 +4%
William Blair & Company
218
William Blair & Company
Illinois
$394K -$27.3K -262 -7%
ACM
219
Armbruster Capital Management
New York
$387K
LFA
220
Landmark Financial Advisors
Kentucky
$377K +$67.8K +650 +22%
IB
221
Intrust Bank
Kansas
$377K +$78.3K +750 +26%
BSWM
222
Boston Standard Wealth Management
Massachusetts
$374K +$6.16K +59 +2%
KA
223
Klingman & Associates
New York
$366K +$6.89K +66 +2%
RPG
224
Resource Planning Group
Georgia
$361K -$51.5K -494 -13%
ADL
225
Asset Dedication LLC
California
$355K +$22.1K +212 +7%