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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 – – –
TFS
302
TrustCore Financial Services
Tennessee
$58K +$57.4K +550 New
PFBT
303
Parkside Financial Bank & Trust
Missouri
$57K – – –
CPA
304
Clear Perspective Advisors
Illinois
$53K +$52.2K +500 New
OIA
305
Optimum Investment Advisors
Illinois
$51K +$104 +1 +0.2%
AF
306
Advisornet Financial
Minnesota
$48K -$31.3K -300 -40%
M
307
MOTCO
Texas
$43K -$31.6K -303 -43%
APA
308
American Portfolios Advisors
New York
$42.5K -$6.05K -58 -13%
TI
309
Truehand Inc
New Hampshire
$42K – – –
MA
310
MCF Advisors
Kentucky
$39K +$9.7K +93 +34%
GEA
311
Glen Eagle Advisors
New Jersey
$36.5K +$104 +1 +0.3%
RCAG
312
Rehmann Capital Advisory Group
Michigan
$29.3K +$313 +3 +1%
PB
313
Pinnacle Bancorp
Nebraska
$28K -$25.4K -243 -47%
GWM
314
Geneos Wealth Management
Colorado
$28K -$5.22K -50 -16%
GI
315
Gradient Investments
Minnesota
$27K +$26.4K +253 New
PMFA
316
Plante Moran Financial Advisors
Michigan
$25K +$24.7K +237 New
SPIA
317
Steward Partners Investment Advisory
New York
$25K +$25.3K +242 New
MWM
318
Meridian Wealth Management
Kentucky
$24.3K +$24.1K +231 New
PCG
319
Private Capital Group
Connecticut
$24K – – –
EIP
320
Ellis Investment Partners
Pennsylvania
$23K +$22.9K +219 New
CWM
321
Cranbrook Wealth Management
Michigan
$20K – – –
FBT
322
First Bank & Trust
South Dakota
$20K +$19.8K +190 New
MAM
323
Meeder Asset Management
Ohio
$20K +$20.2K +194 New
HWM
324
Holloway Wealth Management
Florida
$19K – – –
ACS
325
Archford Capital Strategies
Illinois
$18K – – –
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13
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