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

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
401
TrustCore Financial Services
Tennessee
$48K – – –
UFF
402
USA Financial Formulas
Michigan
$45K -$2.89K -21 -6%
CMBA
403
C.M. Bidwell & Associates
Hawaii
$42K – – –
SIM
404
Sonora Investment Management
Arizona
$42K +$8.81K +64 +26%
OFG
405
Oxford Financial Group
Indiana
$42K +$42.8K +311 New
SFP
406
Sterling Financial Planning
New Jersey
$40K – – –
BWM
407
BerganKDV Wealth Management
Minnesota
$39K +$38.5K +280 +1,867%
GRP
408
Global Retirement Partners
California
$38K -$27.4K -199 -41%
LWA
409
Lenox Wealth Advisors
New York
$38K – – –
PCM
410
Penserra Capital Management
California
$37K +$38.5K +280 New
PB
411
Pinnacle Bancorp
Nebraska
$34K +$138 +1 +0.4%
GI
412
Gradient Investments
Minnesota
$31K – – –
WWM
413
Wolff Wiese Magana
California
$31K +$138 +1 +0.4%
CFA
414
Cahill Financial Advisors
Minnesota
$31K +$31.7K +230 New
GWMIA
415
Global Wealth Management Investment Advisory
Florida
$31K +$32.2K +234 New
RCM
416
Robinson Capital Management
Michigan
$27K -$13.8K -100 -33%
CCA
417
Column Capital Advisors
Indiana
$26K -$20.9K -152 -44%
PWM
418
Prentice Wealth Management
New York
$26K – – –
CG
419
Cutler Group
California
$26K +$27.5K +200 New
FP
420
Financial Perspectives
Minnesota
$23.4K – – –
IBOK
421
Independence Bank of Kentucky
Kentucky
$23K – – –
NFSG
422
Newbridge Financial Services Group
Florida
$22K +$23.1K +168 New
VNA
423
Valley National Advisers
Pennsylvania
$21K – – –
LB
424
Legacy Bridge
Iowa
$19K – – –
IF
425
Ironwood Financial
Arizona
$17K – – –
15 16
17
18 19