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

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$2.09M -$410K -2,877 -16%
MWM
202
Mittelman Wealth Management
Massachusetts
$2.05M +$173K +1,215 +9%
IPW
203
Intergy Private Wealth
Colorado
$2.04M +$74.9K +526 +4%
SA
204
Sincerus Advisory
New York
$2.03M +$47.4K +333 +2%
PP
205
PDS Planning
Ohio
$2.02M +$20.9K +147 +1%
ACGA
206
Atlanta Consulting Group Advisors
Georgia
$2M
GIA
207
GHP Investment Advisors
Colorado
$1.99M +$5.13K +36 +0.3%
CFG
208
Cassilly Financial Group
Maryland
$1.93M +$1.92M +13,480 New
PA
209
Procyon Advisors
Connecticut
$1.93M +$3.56K +25 +0.2%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$1.92M +$231K +1,624 +14%
WA
211
Waverly Advisors
Alabama
$1.88M -$44K -309 -2%
CCP
212
Cushing Capital Partners
Wisconsin
$1.83M -$96.6K -678 -5%
PCM
213
Payne Capital Management
New York
$1.81M +$53.3K +374 +3%
ZF
214
Zhang Financial
Michigan
$1.8M -$11.1K -78 -0.6%
PAS
215
Park Avenue Securities
New York
$1.79M +$60.5K +425 +4%
GCM
216
Gibraltar Capital Management
Oklahoma
$1.78M
SWM
217
Silverlake Wealth Management
Vermont
$1.76M +$450K +3,158 +35%
ASN
218
Advisory Services Network
Georgia
$1.75M +$39.5K +277 +2%
DWM
219
Diversify Wealth Management
Utah
$1.74M -$5.9M -41,447 -78%
EWA
220
Elevate Wealth Advisory
Georgia
$1.7M +$1.57K +11 +0.1%
SFS
221
Summit Financial Strategies
Ohio
$1.7M +$251K +1,759 +17%
Brown Advisory
222
Brown Advisory
Maryland
$1.68M
AAS
223
Asset Allocation Strategies
Michigan
$1.67M +$98.8K +694 +6%
MHS
224
M Holdings Securities
Oregon
$1.64M -$1.57K -11 -0.1%
AFA
225
Alpha Financial Advisors
North Carolina
$1.64M -$103K -725 -6%