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

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
301
Lake Point Wealth Management
Texas
$58K -$1.62M -15,879 -97%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$56K – – –
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$54K – – –
PB
304
Pinnacle Bancorp
Nebraska
$53K – – –
OIA
305
Optimum Investment Advisors
Illinois
$51K -$21.9K -215 -31%
APA
306
American Portfolios Advisors
New York
$48.1K -$17.3K -170 -27%
NCM
307
Next Capital Management
New York
$46K – – –
CWA
308
Clarus Wealth Advisors
Arizona
$42K – – –
TI
309
Truehand Inc
New Hampshire
$42K – – –
DWM
310
Destination Wealth Management
California
$42K +$40.7K +400 New
GEA
311
Glen Eagle Advisors
New Jersey
$36K – – –
GWM
312
Geneos Wealth Management
Colorado
$33K -$193K -1,898 -85%
TNBTD
313
Trustmark National Bank Trust Department
Mississippi
$31K – – –
MA
314
MCF Advisors
Kentucky
$29K +$12.1K +119 +76%
RCAG
315
Rehmann Capital Advisory Group
Michigan
$28.7K +$28K +275 New
IA
316
IFP Advisors
Florida
$26K -$50.8K -499 -67%
CHP
317
Cable Hill Partners
Oregon
$26K -$48.1K -473 -65%
LYV
318
Live Your Vision
Pennsylvania
$26K +$25.4K +250 New
EI
319
Ellevest Inc
New York
$25K +$24.7K +243 New
PCG
320
Private Capital Group
Connecticut
$22K – – –
NFG
321
Next Financial Group
Texas
$21K -$80.8K -794 -79%
SMFS
322
Squar Milner Financial Services
California
$21K – – –
BMM
323
Buffington Mohr McNeal
Idaho
$21K +$20.8K +204 New
NFH
324
NEXT Financial Holdings
Texas
$21K +$21.3K +209 New
CWM
325
Cranbrook Wealth Management
Michigan
$20K – – –
11 12
13
14 15