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

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
301
Causeway Capital Management
California
$62K -$244K -2,400 -80%
TC
302
Truvestments Capital
Florida
$62K +$61K +600 New
LPWM
303
Lake Point Wealth Management
Texas
$58K -$1.62M -15,879 -97%
PFBT
304
Parkside Financial Bank & Trust
Missouri
$56K – – –
WAP
305
Wealthcare Advisory Partners
Pennsylvania
$54K – – –
PB
306
Pinnacle Bancorp
Nebraska
$53K – – –
OIA
307
Optimum Investment Advisors
Illinois
$51K -$21.9K -215 -31%
APA
308
American Portfolios Advisors
New York
$48.1K -$17.3K -170 -27%
NCM
309
Next Capital Management
New York
$46K – – –
CWA
310
Clarus Wealth Advisors
Arizona
$42K – – –
TI
311
Truehand Inc
New Hampshire
$42K – – –
DWM
312
Destination Wealth Management
California
$42K +$40.7K +400 New
GEA
313
Glen Eagle Advisors
New Jersey
$36K – – –
GWM
314
Geneos Wealth Management
Colorado
$33K -$193K -1,898 -85%
TNBTD
315
Trustmark National Bank Trust Department
Mississippi
$31K – – –
MA
316
MCF Advisors
Kentucky
$29K +$12.1K +119 +76%
RCAG
317
Rehmann Capital Advisory Group
Michigan
$28.7K +$28K +275 New
IA
318
IFP Advisors
Florida
$26K -$50.8K -499 -67%
CHP
319
Cable Hill Partners
Oregon
$26K -$48.1K -473 -65%
LYV
320
Live Your Vision
Pennsylvania
$26K +$25.4K +250 New
EI
321
Ellevest Inc
New York
$25K +$24.7K +243 New
PCG
322
Private Capital Group
Connecticut
$22K – – –
NFG
323
Next Financial Group
Texas
$21K -$80.8K -794 -79%
SMFS
324
Squar Milner Financial Services
California
$21K – – –
BMM
325
Buffington Mohr McNeal
Idaho
$21K +$20.8K +204 New
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13
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