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

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
276
Destination Wealth Management
California
$15K +$11.4K +94 New
PCTC
277
Perkins Coie Trust Company
Washington
$14K – – –
BWA
278
Burt Wealth Advisors
Maryland
$12K +$12.3K +102 New
PMFA
279
Plante Moran Financial Advisors
Michigan
$10K -$26K -215 -73%
KCPG
280
Kavar Capital Partners Group
Kansas
$10K +$9.66K +80 New
MA
281
MCF Advisors
Kentucky
$9K -$36.5K -302 -79%
HDIM
282
Hanson & Doremus Investment Management
Vermont
$9K – – –
NSIM
283
North Star Investment Management
Illinois
$9K – – –
PO
284
Private Ocean
California
$9K – – –
GAM
285
Gemmer Asset Management
California
$8K -$1.81K -15 -18%
MIM
286
Macroview Investment Management
Maryland
$8K +$8.58K +71 New
GRP
287
Global Retirement Partners
California
$7K – – –
PK
288
Pflug Koory
Nebraska
$7K +$6.64K +55 New
LFG
289
LifePlan Financial Group
Ohio
$7K +$7.25K +60 New
EWM
290
Elmwood Wealth Management
California
$5.96K +$6.04K +50 New
SPIA
291
Steward Partners Investment Advisory
New York
$5K – – –
WP
292
WealthShield Partners
North Carolina
$5K – – –
NR
293
Newfound Research
Massachusetts
$4K -$362 -3 -8%
OIA
294
OneDigital Investment Advisors
Kansas
$4K – – –
WIM
295
Westside Investment Management
California
$3.54K +$3.62K +30 New
BCI
296
Brinker Capital Investments
Pennsylvania
$3K – – –
AOWM
297
Alpha Omega Wealth Management
Virginia
$3K +$3.38K +28 New
WEC
298
Winslow Evans & Crocker
Massachusetts
$2.98K – – –
TI
299
Truepoint Inc
Ohio
$2.51K -$267K -2,209 -88%
CAL
300
Capital Analysts LLC
Pennsylvania
$2K – – –
9 10 11
12
13