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

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
276
Eagle Strategies
New York
$611K -$104K -960 -15%
JTWM
277
Jackson Thornton Wealth Management
Alabama
$603K +$5.76K +53 +1%
AA
278
Aire Advisors
California
$593K -$695K -6,400 -54%
OCFG
279
O'Connor Financial Group
Illinois
$585K +$582K +5,357 New
LCM
280
Liberty Capital Management
Michigan
$584K +$9.89K +91 +2%
CFO
281
CVA Family Office
Colorado
$574K – – –
SC
282
SouthState Corp
Florida
$574K – – –
VWA
283
Visionary Wealth Advisors
Illinois
$564K -$173K -1,590 -24%
ADL
284
Asset Dedication LLC
California
$555K -$2.61K -24 -0.5%
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$545K -$26.7K -246 -5%
TFA
286
Tobias Financial Advisors
Florida
$544K -$5.76K -53 -1%
FHA
287
Flagship Harbor Advisors
Massachusetts
$540K -$51.4K -473 -9%
SAM
288
Stone Asset Management
Texas
$535K -$968K -8,914 -65%
SAG
289
SageView Advisory Group
California
$533K +$126K +1,156 +31%
GF
290
Gries Financial
Ohio
$520K – – –
MWM
291
MorganRosel Wealth Management
Colorado
$507K +$89.5K +824 +22%
NWM
292
Northwest Wealth Management
Iowa
$503K -$32.8K -302 -6%
HSA
293
HBK Sorce Advisory
Pennsylvania
$496K -$2.67M -24,539 -84%
WPWM
294
Windward Private Wealth Management
Kansas
$496K -$26.5K -244 -5%
PTC
295
Private Trust Company
Ohio
$495K – – –
EFG
296
Everhart Financial Group
Ohio
$495K +$203K +1,872 +70%
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
$495K -$6.52K -60 -1%
BJL
298
Brighton Jones LLC
Washington
$492K +$29.1K +268 +6%
BEAM
299
Baker Ellis Asset Management
Washington
$486K – – –
GW
300
GW & Wade
Massachusetts
$477K -$16.4K -151 -3%
10 11
12
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