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

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
376
Essex Financial Services
Connecticut
$282K – – –
JWM
377
Jeppson Wealth Management
California
$274K +$2.75K +25 +1%
WRPWM
378
Werba Rubin Papier Wealth Management
California
$271K +$10.1K +92 +4%
PAG
379
Private Advisor Group
New Jersey
$267K -$140K -1,270 -34%
JFGLC
380
Johnson Financial Group LLC (Colorado)
Colorado
$263K +$5.51K +50 +2%
CCWM
381
Cassaday & Co Wealth Management
Virginia
$262K +$37.9K +344 +17%
CA
382
CSM Advisors
Pennsylvania
$260K – – –
GT
383
Glenmede Trust
Pennsylvania
$259K – – –
FPTW
384
Franklin, Parlapiano, Turner & Welch
Texas
$258K – – –
BC
385
Bartlett & Co
Ohio
$257K – – –
BCWM
386
Bartlett & Co Wealth Management
Ohio
$257K – – –
MGIA
387
Moneta Group Investment Advisors
Missouri
$256K -$114K -1,036 -31%
KP
388
Keel Point
Alabama
$256K +$20.9K +190 +9%
RJT
389
Raymond James Trust
Florida
$253K – – –
CIA
390
Capital Investment Advisors
Georgia
$251K +$31.6K +287 +14%
FAM
391
Formidable Asset Management
Ohio
$243K – – –
TSW
392
Thompson Siegel & Walmsley
Virginia
$243K – – –
SB
393
Strategic Blueprint
Georgia
$242K +$2.98K +27 +1%
CL
394
CIM LLC
New York
$240K -$1.98K -18 -0.8%
FWIA
395
Fort Washington Investment Advisors
Ohio
$238K – – –
GPA
396
Guidance Point Advisors
Massachusetts
$237K -$47.6K -432 -17%
WA
397
WBH Advisory
Maryland
$234K -$110 -1 -0%
EWA
398
EP Wealth Advisors
California
$232K +$701K +6,358 +366%
FNBOMD
399
First National Bank of Mount Dora
Florida
$232K – – –
HCMT
400
Highland Capital Management (Tennessee)
Tennessee
$232K – – –
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16
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