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

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
26
Moller Wealth Partners
$23.3M +$189K +1,618 +0.8%
UCFA
27
United Capital Financial Advisors
Texas
$21.7M -$152K -1,301 -0.7%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$21.5M -$2.47M -21,183 -11%
FFW
29
Fusion Family Wealth
New York
$18.6M +$2.09M +17,930 +13%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$16.1M +$1.23M +10,544 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$15.6M +$3.72M +31,892 +32%
AB
32
AT Bancorp
Iowa
$15.3M +$51.5K +442 +0.3%
BWA
33
BlueSky Wealth Advisors
North Carolina
$15.2M +$75.3K +646 +0.5%
TC
34
Trilogy Capital
California
$14.9M +$14.5M +124,570 New
LRIA
35
Leonard Rickey Investment Advisors
Washington
$12.2M +$11.9M +102,361 New
SP
36
Symmetry Partners
Connecticut
$11.8M +$705K +6,050 +7%
BFG
37
Barber Financial Group
Kansas
$10.5M +$10.3M +88,308 New
Franklin Resources
38
Franklin Resources
California
$10.3M – – –
CAM
39
Congress Asset Management
Massachusetts
$9.95M +$454K +3,894 +5%
FLPIM
40
F.L. Putnam Investment Management
Massachusetts
$9.89M +$1.15M +9,860 +13%
PP
41
PrairieView Partners
Minnesota
$9.68M +$9.46M +81,160 New
Ameriprise
42
Ameriprise
Minnesota
$9.03M +$864K +7,418 +11%
MCIM
43
Meadow Creek Investment Management
Georgia
$8.69M +$194K +1,666 +2%
PC
44
Premise Capital
Illinois
$7.55M -$26.8K -230 -0.4%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$7.51M +$607K +5,208 +9%
VFA
46
Voya Financial Advisors
Connecticut
$7.24M -$3.48M -29,848 -33%
EP
47
Elkfork Partners
Oregon
$7.15M +$160K +1,372 +2%
CNBT
48
Canandaigua National Bank & Trust
New York
$6.84M -$121K -1,035 -2%
ACM
49
AlphaStar Capital Management
North Carolina
$6.74M -$301K -2,585 -4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$6.66M +$5.18M +44,428 +390%
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