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

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
201
AQR Capital Management
Connecticut
$1.93M +$1.15M +9,329 +184%
SRC
202
Shufro Rose & Co
New York
$1.91M -$12.5K -101 -0.6%
FFA
203
Farther Finance Advisors
California
$1.9M +$1.47M +11,887 +524%
CCWM
204
Cassaday & Co Wealth Management
Virginia
$1.9M -$684K -5,545 -28%
PP
205
PDS Planning
Ohio
$1.89M -$12.5K -101 -0.7%
ACGA
206
Atlanta Consulting Group Advisors
Georgia
$1.87M – – –
BPA
207
Beacon Pointe Advisors
California
$1.87M +$17.6K +143 +1%
SA
208
Sincerus Advisory
New York
$1.87M -$62.7K -508 -4%
WA
209
Waverly Advisors
Alabama
$1.86M +$16.5K +134 +1%
GIA
210
GHP Investment Advisors
Colorado
$1.85M -$89.2K -723 -5%
AAS
211
Asset Allocation Strategies
Michigan
$1.84M -$416K -3,370 -20%
WCWM
212
Wooster Corthell Wealth Management
Connecticut
$1.81M -$1.85K -15 -0.1%
IPW
213
Intergy Private Wealth
Colorado
$1.79M +$28.9K +234 +2%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$1.75M -$130K -1,053 -7%
CAM
215
Congress Asset Management
Massachusetts
$1.75M -$65.4K -530 -4%
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.72M +$1.53M +12,429 +3,359%
BP
217
Ballentine Partners
Massachusetts
$1.72M -$94.2K -764 -6%
CCP
218
Cushing Capital Partners
Wisconsin
$1.7M -$6.54K -53 -0.4%
Northern Trust
219
Northern Trust
Illinois
$1.69M +$34.2K +277 +2%
GCM
220
Gibraltar Capital Management
Oklahoma
$1.67M +$7.4K +60 +0.5%
ZF
221
Zhang Financial
Michigan
$1.66M -$172K -1,392 -10%
KWM
222
Kingsview Wealth Management
Oregon
$1.64M +$138K +1,117 +10%
EWA
223
Elevate Wealth Advisory
Georgia
$1.62M -$174K -1,413 -10%
AFA
224
Alpha Financial Advisors
North Carolina
$1.6M -$123K -995 -8%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$1.6M +$576K +4,673 +64%