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

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
301
Homrich & Berg
Georgia
$342K – – –
EFS
302
Essex Financial Services
Connecticut
$341K +$338K +2,500 New
GPA
303
Guidance Point Advisors
Massachusetts
$335K +$1.35K +10 +0.4%
AF
304
Allworth Financial
California
$329K -$4.74K -35 -1%
BO
305
BRR OpCo
Ohio
$325K +$322K +2,380 New
VCA
306
Verdence Capital Advisors
Maryland
$324K – – –
EC
307
Estate Counselors
Wisconsin
$324K +$132K +975 +70%
BC
308
Bartlett & Co
Ohio
$314K – – –
BCWM
309
Bartlett & Co Wealth Management
Ohio
$314K – – –
OL
310
Optas LLC
Texas
$310K – – –
CL
311
CIM LLC
New York
$309K -$17.5K -129 -5%
EFG
312
Everhart Financial Group
Ohio
$308K +$40.1K +296 +15%
BG
313
Bahl & Gaynor
Ohio
$305K – – –
TA
314
Tectonic Advisors
Texas
$303K +$125K +923 +71%
KW
315
KWB Wealth
California
$298K – – –
BDF
316
Black Diamond Financial
Maryland
$296K – – –
FNBOMD
317
First National Bank of Mount Dora
Florida
$286K – – –
ACP
318
Aveo Capital Partners
Colorado
$285K -$6.9K -51 -2%
JFGLC
319
Johnson Financial Group LLC (Colorado)
Colorado
$281K – – –
FWIA
320
Fort Washington Investment Advisors
Ohio
$279K -$9.47K -70 -3%
VCM
321
Vivaldi Capital Management
Illinois
$276K -$127K -942 -32%
SFS
322
Summit Financial Strategies
Ohio
$276K +$274K +2,025 New
DBT
323
Dubuque Bank & Trust
Iowa
$272K +$13.5K +100 +5%
BWM
324
Brickley Wealth Management
California
$271K -$10.7K -79 -4%
TP
325
Tranquility Partners
Tennessee
$269K – – –
11 12
13
14 15