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

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
276
Benjamin F. Edwards & Company
Missouri
$623K -$2.71K -27 -0.4%
HIGP
277
Hill Investment Group Partners
Missouri
$600K -$29.3K -291 -5%
NGA
278
Naples Global Advisors
Florida
$570K +$10.1K +100 +2%
JTWM
279
Jackson Thornton Wealth Management
Alabama
$562K -$32.7K -325 -6%
FHA
280
Flagship Harbor Advisors
Massachusetts
$557K -$34.6K -344 -6%
LCM
281
Liberty Capital Management
Michigan
$540K +$4.83K +48 +0.9%
CFO
282
CVA Family Office
Colorado
$540K +$248K +2,470 +89%
WF
283
Warner Financial
Maryland
$540K +$305K +3,033 +137%
SC
284
SouthState Corp
Florida
$540K – – –
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$538K +$402 +4 +0.1%
CA
286
CoreCap Advisors
Michigan
$525K -$62.2K -619 -11%
ADL
287
Asset Dedication LLC
California
$525K +$127K +1,264 +33%
SWP
288
Stratos Wealth Partners
Ohio
$519K +$59.9K +596 +13%
TFA
289
Tobias Financial Advisors
Florida
$518K -$210K -2,089 -29%
NWM
290
Northwest Wealth Management
Iowa
$505K -$217K -2,159 -31%
WPWM
291
Windward Private Wealth Management
Kansas
$491K – – –
GF
292
Gries Financial
Ohio
$490K -$84.3K -838 -15%
BRWA
293
B. Riley Wealth Advisors
Florida
$475K +$97.3K +968 +27%
CSPIA
294
Cary Street Partners Investment Advisory
Virginia
$472K -$158K -1,569 -25%
PTC
295
Private Trust Company
Ohio
$466K – – –
GW
296
GW & Wade
Massachusetts
$465K -$11.8K -117 -3%
FNT
297
First National Trust
Pennsylvania
$465K -$445K -4,426 -49%
BEAM
298
Baker Ellis Asset Management
Washington
$457K -$13.4K -133 -3%
JWCA
299
J.W. Cole Advisors
Florida
$455K +$11K +109 +3%
SRC
300
Shufro Rose & Co
New York
$447K +$75.5K +751 +21%
10 11
12
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