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

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
251
Kingsview Wealth Management
Oregon
$290K -$14K -134 -5%
RDWM
252
Red Door Wealth Management
Tennessee
$289K – – –
SYBT
253
Stock Yards Bank & Trust
Kentucky
$288K – – –
DMC
254
Drexel Morgan & Co
Pennsylvania
$287K – – –
WCM
255
Weik Capital Management
Pennsylvania
$284K – – –
WA
256
WBH Advisory
Maryland
$282K -$8.02K -77 -3%
CBFP
257
Cedar Brook Financial Partners
Ohio
$270K +$14.3K +137 +6%
CFGS
258
Concourse Financial Group Securities
Alabama
$268K -$28.6K -274 -10%
PS
259
Portfolio Solutions
Michigan
$266K -$8.23K -79 -3%
WTC
260
WhitTier Trust Company
Nevada
$256K -$20.6K -198 -8%
AF
261
Allworth Financial
California
$252K -$32.9K -316 -12%
GPA
262
Guidance Point Advisors
Massachusetts
$251K +$6.25K +60 +3%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$250K +$7.82K +75 +3%
BC
264
Bartlett & Co
Ohio
$250K +$7.82K +75 +3%
BDF
265
Black Diamond Financial
Maryland
$245K -$66K -633 -21%
OL
266
Optas LLC
Texas
$239K – – –
BG
267
Bahl & Gaynor
Ohio
$236K -$15.3K -147 -6%
CL
268
CIM LLC
New York
$233K +$222K +2,133 New
BWM
269
Brickley Wealth Management
California
$223K +$217K +2,087 New
VCA
270
Verdence Capital Advisors
Maryland
$220K – – –
JFGLC
271
Johnson Financial Group LLC (Colorado)
Colorado
$217K -$19.9K -191 -8%
RI
272
Ridgewood Investments
New Jersey
$211K +$209K +2,006 New
FWIA
273
Fort Washington Investment Advisors
Ohio
$209K +$207K +1,986 New
HFS
274
Haverford Financial Services
Pennsylvania
$206K +$204K +1,955 New
SFS
275
Summit Financial Strategies
Ohio
$202K +$200K +1,919 New
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11
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