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

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$301K +$36.9K +273 +14%
CA
352
CGN Advisors
Kansas
$295K +$66K +488 +29%
CL
353
CIM LLC
New York
$292K +$14.7K +109 +5%
FWIA
354
Fort Washington Investment Advisors
Ohio
$289K +$14.6K +108 +5%
MFGM
355
Marshall Financial Group (Maryland)
Maryland
$286K +$289K +2,135 New
BDF
356
Black Diamond Financial
Maryland
$282K +$29.1K +215 +11%
FNBOMD
357
First National Bank of Mount Dora
Florida
$281K – – –
NFG
358
Next Financial Group
Texas
$281K +$93.2K +689 +49%
PA
359
Pinnacle Associates
New York
$280K +$282K +2,088 New
OL
360
Optas LLC
Texas
$279K -$24.6K -182 -8%
RI
361
Ridgewood Investments
New Jersey
$277K -$2.3K -17 -0.8%
WWM
362
Western Wealth Management
Colorado
$275K +$278K +2,052 New
ACP
363
Aveo Capital Partners
Colorado
$273K +$3.11K +23 +1%
VCM
364
Vivaldi Capital Management
Illinois
$267K – – –
TP
365
Tranquility Partners
Tennessee
$264K – – –
BWM
366
Baystate Wealth Management
Massachusetts
$263K +$63.9K +472 +32%
HFS
367
Haverford Financial Services
Pennsylvania
$262K – – –
MGIA
368
Moneta Group Investment Advisors
Missouri
$262K +$6.63K +49 +3%
RWIA
369
Roger Wittlin Investment Advisory
California
$261K +$264K +1,952 New
NCG
370
Newport Capital Group
New Jersey
$254K – – –
SWP
371
Stratos Wealth Partners
Ohio
$253K +$9.06K +67 +4%
IWC
372
Integrated Wealth Concepts
Massachusetts
$247K -$607K -4,485 -71%
EFG
373
Everhart Financial Group
Ohio
$247K -$87.1K -644 -26%
OIA
374
OneDigital Investment Advisors
Kansas
$246K +$676 +5 +0.3%
EPM
375
Elm Partners Management
Pennsylvania
$245K -$5.95K -44 -2%
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