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

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$868K +$41.6K +367 +5%
TA
227
Tectonic Advisors
Texas
$851K +$161K +1,422 +21%
PHAM
228
Palisades Hudson Asset Management
Florida
$842K +$2.27K +20 +0.2%
CFFP
229
Center for Financial Planning
Michigan
$826K -$340K -2,998 -27%
JMPWA
230
JP Morgan Private Wealth Advisors
California
$817K -$357K -3,148 -28%
ASN
231
Advisory Services Network
Georgia
$806K -$18.7K -165 -2%
FCI
232
Financial Counselors Inc
Kansas
$798K -$39K -344 -4%
PWM
233
Praetorian Wealth Management
California
$786K +$865K +7,622 New
CFO
234
Collective Family Office
Pennsylvania
$766K +$842K +7,420 New
AC
235
Anson Capital
Georgia
$745K +$4.2K +37 +0.5%
TFA
236
Tobias Financial Advisors
Florida
$743K +$817K +7,203 New
ES
237
Eagle Strategies
New York
$742K -$364K -3,212 -31%
BAM
238
Baldrige Asset Management
Pennsylvania
$741K +$28.2K +249 +4%
NWM
239
Northwest Wealth Management
Iowa
$737K -$164K -1,442 -17%
ECM
240
Evergreen Capital Management
Washington
$733K -$149K -1,314 -16%
FA
241
Faithward Advisors
Pennsylvania
$731K +$15.8K +139 +2%
PWM
242
PBMares Wealth Management
Virginia
$721K +$227 +2 +0%
VBFP
243
Valtinson Bruner Financial Planning
Minnesota
$711K +$143K +1,263 +22%
TAM
244
Tocqueville Asset Management
New York
$706K – – –
LWAC
245
Laurel Wealth Advisors (California)
California
$692K +$760K +6,701 New
JFGLC
246
Johnson Financial Group LLC (Colorado)
Colorado
$656K +$455K +4,011 +171%
JTWM
247
Jackson Thornton Wealth Management
Alabama
$655K +$158K +1,394 +28%
IPW
248
Intergy Private Wealth
Colorado
$648K +$76.8K +677 +12%
GT
249
Glenmede Trust
Pennsylvania
$647K -$184K -1,624 -21%
DWT
250
Dorsey & Whitney Trust
South Dakota
$644K – – –
8 9
10
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