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

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mittelman Wealth Management
Massachusetts
$2.05M +$173K +1,215 +9%
IPW
202
Intergy Private Wealth
Colorado
$2.04M +$74.9K +526 +4%
SA
203
Sincerus Advisory
New York
$2.03M +$47.4K +333 +2%
PP
204
PDS Planning
Ohio
$2.02M +$20.9K +147 +1%
ACGA
205
Atlanta Consulting Group Advisors
Georgia
$2M – – –
GIA
206
GHP Investment Advisors
Colorado
$1.99M +$5.13K +36 +0.3%
CFG
207
Cassilly Financial Group
Maryland
$1.93M +$1.92M +13,480 New
PA
208
Procyon Advisors
Connecticut
$1.93M +$3.56K +25 +0.2%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.92M +$231K +1,624 +14%
WA
210
Waverly Advisors
Alabama
$1.88M -$44K -309 -2%
CCP
211
Cushing Capital Partners
Wisconsin
$1.83M -$96.6K -678 -5%
PCM
212
Payne Capital Management
New York
$1.81M +$53.3K +374 +3%
ZF
213
Zhang Financial
Michigan
$1.8M -$11.1K -78 -0.6%
PAS
214
Park Avenue Securities
New York
$1.79M +$60.5K +425 +4%
GCM
215
Gibraltar Capital Management
Oklahoma
$1.78M – – –
SWM
216
Silverlake Wealth Management
Vermont
$1.76M +$450K +3,158 +35%
ASN
217
Advisory Services Network
Georgia
$1.75M +$39.5K +277 +2%
DWM
218
Diversify Wealth Management
Utah
$1.74M -$5.9M -41,447 -78%
EWA
219
Elevate Wealth Advisory
Georgia
$1.7M +$1.57K +11 +0.1%
SFS
220
Summit Financial Strategies
Ohio
$1.7M +$251K +1,759 +17%
Brown Advisory
221
Brown Advisory
Maryland
$1.68M – – –
AAS
222
Asset Allocation Strategies
Michigan
$1.67M +$98.8K +694 +6%
MHS
223
M Holdings Securities
Oregon
$1.64M -$1.57K -11 -0.1%
AFA
224
Alpha Financial Advisors
North Carolina
$1.64M -$103K -725 -6%
CAM
225
Congress Asset Management
Massachusetts
$1.63M -$153K -1,073 -9%