We are live on ! Find out more
VSS icon

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

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
Lodestone Wealth Management
Washington
$673K
CA
352
Clearstead Advisors
Ohio
$664K +$203K +1,295 +43%
CA
353
Carson Advisory
Georgia
$663K +$23.2K +148 +4%
DF
354
Dunhill Financial
United Kingdom
$662K -$64.9K -414 -9%
TCOTS
355
Trust Company of the South
North Carolina
$659K
CIA
356
Concurrent Investment Advisors
Florida
$658K +$669K +4,265 New
AIS
357
Advocate Investing Services
Maryland
$657K +$157 +1 +0%
HP
358
Holistic Planning
Texas
$652K +$431K +2,748 +186%
TFA
359
Transamerica Financial Advisors
Florida
$638K -$44.6K -284 -6%
MA
360
Mutual Advisors
Nebraska
$637K +$45K +287 +7%
FFA
361
Frazier Financial Advisors
Ohio
$636K -$627 -4 -0.1%
AF
362
Allworth Financial
California
$633K -$66.4K -423 -9%
SC
363
Scotia Capital
Ontario, Canada
$623K +$1.25K +8 +0.2%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$620K +$67.9K +433 +12%
1WA
365
180 Wealth Advisors
Washington
$618K +$20.7K +132 +3%
AGWCA
366
Annis Gardner Whiting Capital Advisors
Florida
$612K +$52.9K +337 +9%
WS
367
Wedbush Securities
California
$605K +$6.9K +44 +1%
CPIG
368
Chicago Partners Investment Group
Illinois
$601K +$48.5K +309 +8%
GT
369
Glenmede Trust
Pennsylvania
$600K -$15.7K -100 -3%
TC
370
TAGStone Capital
North Carolina
$599K +$3.29K +21 +0.5%
US Bancorp
371
US Bancorp
Minnesota
$592K -$97.9K -624 -14%
ORG
372
Optimist Retirement Group
Washington
$591K -$11.5K -73 -2%
PFG
373
PAX Financial Group
Texas
$587K +$627 +4 +0.1%
SIA
374
Soltis Investment Advisors
Utah
$582K -$8.47K -54 -1%
AFG
375
Altiora Financial Group
Ohio
$578K