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

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
301
Paradigm Financial Advisors
Missouri
$455K -$21.2K -157 -4%
CAM
302
Cresset Asset Management
Illinois
$455K – – –
FWP
303
FAS Wealth Partners
Kansas
$451K – – –
CA
304
Continuum Advisory
Idaho
$445K +$218K +1,610 +94%
CBFP
305
Cedar Brook Financial Partners
Ohio
$433K -$31K -229 -7%
IPW
306
Intergy Private Wealth
Colorado
$433K +$437K +3,229 New
IP
307
Ignite Planners
California
$423K +$440K +3,251 New
ULWM
308
Upper Left Wealth Management
Florida
$412K +$413K +3,052 New
SYBT
309
Stock Yards Bank & Trust
Kentucky
$410K +$39.8K +294 +11%
SIC
310
SJS Investment Consulting
Ohio
$408K +$412K +3,044 New
ADL
311
Asset Dedication LLC
California
$405K +$34.9K +258 +9%
JIC
312
Johnson Investment Counsel
Ohio
$402K – – –
SOAG
313
Silver Oak Advisory Group
Oregon
$402K +$406K +3,002 New
SI
314
Stephens Inc
Arkansas
$399K +$5.01K +37 +1%
RTS
315
Round Table Services
New Jersey
$387K +$149K +1,098 +61%
PCIA
316
Prime Capital Investment Advisors
Kansas
$385K +$389K +2,873 New
RDWM
317
Red Door Wealth Management
Tennessee
$381K +$2.17K +16 +0.6%
KWM
318
Kingsview Wealth Management
Oregon
$373K +$13.3K +98 +4%
KA
319
Klingman & Associates
New York
$370K – – –
RBC
320
Roble Belko & Company
Pennsylvania
$369K – – –
HWM
321
HB Wealth Management
Georgia
$368K +$372K +2,748 New
CC
322
Callan Capital
California
$365K +$369K +2,728 New
AFG
323
Allegheny Financial Group
Pennsylvania
$364K +$3.65K +27 +1%
WCM
324
Weik Capital Management
Pennsylvania
$362K – – –
WIA
325
World Investment Advisors
California
$361K -$1.22K -9 -0.3%
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13
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