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

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
26
Efficient Advisors
Ohio
$32.3M +$1.44M +14,360 +5%
Bank of America
27
Bank of America
North Carolina
$31.9M -$670K -6,666 -2%
Wells Fargo
28
Wells Fargo
California
$30.9M +$4.96M +49,282 +20%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$30.7M -$4.91M -48,811 -14%
BlackRock
30
BlackRock
New York
$30.5M +$2.31M +23,017 +8%
FFW
31
Fusion Family Wealth
New York
$29.5M -$1.62M -16,139 -5%
Creative Planning
32
Creative Planning
Kansas
$28.6M +$1.39M +13,872 +5%
FSC
33
Full Sail Capital
Oklahoma
$26.7M -$1.46M -14,479 -5%
Corient Private Wealth
34
Corient Private Wealth
Florida
$26.4M +$46.8M +465,062 New
LNC
35
Lincoln National Corp
Pennsylvania
$26.1M +$968K +9,627 +4%
EWM
36
Empirical Wealth Management
Washington
$25M +$2.24M +22,258 +10%
AC
37
Apella Capital
Connecticut
$22.6M +$2.26M +22,442 +11%
HighTower Advisors
38
HighTower Advisors
Illinois
$20.1M +$1.78M +17,721 +10%
PP
39
PrairieView Partners
Minnesota
$19M +$894K +8,887 +5%
Goldman Sachs
40
Goldman Sachs
New York
$18.4M -$241K -2,392 -1%
BHWM
41
Beaird Harris Wealth Management
Texas
$18.4M +$406K +4,040 +2%
CB
42
Commerce Bank
Missouri
$18.1M -$938K -9,325 -5%
GGS
43
Galvin Gaustad & Stein
Arizona
$17.8M +$2.79M +27,746 +19%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$17.3M +$536K +5,327 +3%
MG
45
Mather Group
Illinois
$16.6M -$1.04M -10,376 -6%
Vontobel Holding
46
Vontobel Holding
Switzerland
$15.9M +$503K +5,000 +3%
FWP
47
Falcon Wealth Planning
California
$15.9M +$1.27M +12,654 +9%
Osaic Holdings
48
Osaic Holdings
Arizona
$15.4M +$3.02M +30,009 +25%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$15.4M -$2.32M -23,103 -13%
SW
50
SVB Wealth
Massachusetts
$15M +$1.49M +14,849 +11%
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