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

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
426
Bartlett & Co Wealth Management
Ohio
$293K – – –
TC
427
TownSquare Capital
Utah
$290K +$17.2K +143 +7%
AHC
428
Anderson Hoagland & Co
Missouri
$284K -$44.1K -366 -14%
DWM
429
Drive Wealth Management
Utah
$283K +$4.22K +35 +2%
TP
430
Tranquility Partners
Tennessee
$276K -$62.7K -520 -19%
MFGM
431
Marshall Financial Group (Maryland)
Maryland
$272K +$4.1K +34 +2%
EAM
432
Everstar Asset Management
North Carolina
$270K +$259K +2,145 New
RFP
433
Root Financial Partners
California
$270K +$258K +2,140 New
CIA
434
Capital Investment Advisors
Georgia
$267K -$7.71K -64 -3%
AWM
435
Avior Wealth Management
Nebraska
$265K +$1.21K +10 +0.5%
FNBOMD
436
First National Bank of Mount Dora
Florida
$265K – – –
TPA
437
Trivium Point Advisory
Connecticut
$259K -$11.7K -97 -4%
OWP
438
ORG Wealth Partners
Texas
$258K +$247K +2,051 New
WA
439
WBH Advisory
Maryland
$257K – – –
IIA
440
Integral Investment Advisors
California
$252K -$18.3K -152 -7%
QWM
441
Quadcap Wealth Management
Texas
$249K -$512K -4,251 -68%
CL
442
CIM LLC
New York
$247K – – –
IF
443
Ironwood Financial
Arizona
$245K – – –
RBC
444
Roble Belko & Company
Pennsylvania
$244K +$1.93K +16 +0.8%
SWM
445
Sterling Wealth Management
Illinois
$241K -$5.3K -44 -2%
SOAG
446
Silver Oak Advisory Group
Oregon
$241K -$21K -174 -8%
BFC
447
Bedel Financial Consulting
Indiana
$240K -$482 -4 -0.2%
NCG
448
Newport Capital Group
New Jersey
$239K – – –
QCM
449
QRG Capital Management
Illinois
$239K +$229K +1,898 New
CA
450
Clearstead Advisors
Ohio
$239K +$52.3K +434 +30%
16 17
18
19 20