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

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Sterling Wealth Management
Illinois
$290K +$1.41K +9 +0.5%
TCM
502
Triumph Capital Management
Colorado
$290K -$522K -3,327 -64%
UB
503
UMB Bank
Missouri
$289K -$69.8K -445 -19%
AFG
504
Allegheny Financial Group
Pennsylvania
$285K -$184K -1,174 -39%
WA
505
WBH Advisory
Maryland
$285K – – –
SC
506
Sepio Capital
Utah
$284K +$29.8K +190 +12%
PWP
507
Parkwoods Wealth Partners
New York
$279K +$284K +1,810 New
MCP
508
Miller Capital Partners
Michigan
$279K – – –
AIM
509
Athena Investment Management
California
$278K – – –
CHC
510
City Holding Co
West Virginia
$278K +$282K +1,800 New
FIA
511
Foundations Investment Advisors
Arizona
$277K +$282K +1,797 New
BWM
512
BCO Wealth Management
New Mexico
$274K – – –
AP
513
Appleton Partners
Massachusetts
$272K -$78.4K -500 -22%
PL
514
Plancorp LLC
Missouri
$270K +$278K +1,771 New
VA
515
Vident Advisory
Georgia
$269K +$157 +1 +0.1%
JIC
516
Joel Isaacson & Co
New York
$266K -$2.82K -18 -1%
CFG
517
Citizens Financial Group
Rhode Island
$266K +$270K +1,723 New
FWP
518
FAS Wealth Partners
Kansas
$264K -$1.73K -11 -0.6%
EIP
519
Ellis Investment Partners
Pennsylvania
$263K +$40.3K +257 +18%
SEIA
520
Signature Estate & Investment Advisors
California
$262K +$25.3K +161 +10%
EBA
521
Eagle Bay Advisors
New York
$258K +$19.1K +122 +8%
XPN
522
XY Planning Network
Montana
$257K +$262K +1,668 New
PAM
523
Pacific Asset Management
Washington
$257K +$1.41K +9 +0.5%
KFI
524
Key Financial Inc
Pennsylvania
$252K – – –
PSCM
525
Per Stirling Capital Management
Texas
$249K -$19K -121 -7%
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