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

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
276
Prosperity Planning
Missouri
$320K +$297K +2,628 New
CFGS
277
Concourse Financial Group Securities
Alabama
$313K +$2.94K +26 +1%
PS
278
Portfolio Solutions
Michigan
$308K – – –
CBFP
279
Cedar Brook Financial Partners
Ohio
$307K -$5.77K -51 -2%
AF
280
Allworth Financial
California
$304K +$11.2K +99 +4%
GPA
281
Guidance Point Advisors
Massachusetts
$298K +$7.01K +62 +3%
WTC
282
WhitTier Trust Company
Nevada
$296K – – –
BCWM
283
Bartlett & Co Wealth Management
Ohio
$280K -$8.48K -75 -3%
BC
284
Bartlett & Co
Ohio
$280K -$8.48K -75 -3%
VCA
285
Verdence Capital Advisors
Maryland
$278K +$22.6K +200 +10%
OL
286
Optas LLC
Texas
$277K – – –
BG
287
Bahl & Gaynor
Ohio
$273K – – –
BDF
288
Black Diamond Financial
Maryland
$265K -$17.2K -152 -7%
CL
289
CIM LLC
New York
$262K -$6.45K -57 -3%
BWM
290
Brickley Wealth Management
California
$254K -$226 -2 -0.1%
VBFP
291
Valtinson Bruner Financial Planning
Minnesota
$253K +$228K +2,019 New
JFGLC
292
Johnson Financial Group LLC (Colorado)
Colorado
$251K – – –
FWIA
293
Fort Washington Investment Advisors
Ohio
$242K – – –
HFS
294
Haverford Financial Services
Pennsylvania
$238K – – –
OGF
295
Orin Green Financial
California
$238K +$221K +1,954 New
EFG
296
Everhart Financial Group
Ohio
$238K +$221K +1,956 New
IWC
297
Integrated Wealth Concepts
Massachusetts
$233K +$216K +1,910 New
SFS
298
Summit Financial Strategies
Ohio
$231K -$2.71K -24 -1%
NCG
299
Newport Capital Group
New Jersey
$231K +$215K +1,900 New
DBT
300
Dubuque Bank & Trust
Iowa
$230K +$214K +1,889 New
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