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

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
501
WBH Advisory
Maryland
$285K – – –
SC
502
Sepio Capital
Utah
$284K +$29.8K +190 +12%
PWP
503
Parkwoods Wealth Partners
New York
$279K +$284K +1,810 New
MCP
504
Miller Capital Partners
Michigan
$279K – – –
AIM
505
Athena Investment Management
California
$278K – – –
CHC
506
City Holding Co
West Virginia
$278K +$282K +1,800 New
FIA
507
Foundations Investment Advisors
Arizona
$277K +$282K +1,797 New
BWM
508
BCO Wealth Management
New Mexico
$274K – – –
AP
509
Appleton Partners
Massachusetts
$272K -$78.4K -500 -22%
PL
510
Plancorp LLC
Missouri
$270K +$278K +1,771 New
VA
511
Vident Advisory
Georgia
$269K +$157 +1 +0.1%
JIC
512
Joel Isaacson & Co
New York
$266K -$2.82K -18 -1%
CFG
513
Citizens Financial Group
Rhode Island
$266K +$270K +1,723 New
FWP
514
FAS Wealth Partners
Kansas
$264K -$1.73K -11 -0.6%
EIP
515
Ellis Investment Partners
Pennsylvania
$263K +$40.3K +257 +18%
SEIA
516
Signature Estate & Investment Advisors
California
$262K +$25.3K +161 +10%
EBA
517
Eagle Bay Advisors
New York
$258K +$19.1K +122 +8%
XPN
518
XY Planning Network
Montana
$257K +$262K +1,668 New
PAM
519
Pacific Asset Management
Washington
$257K +$1.41K +9 +0.5%
KFI
520
Key Financial Inc
Pennsylvania
$252K – – –
PSCM
521
Per Stirling Capital Management
Texas
$249K -$19K -121 -7%
TP
522
Trailhead Planners
Minnesota
$249K +$253K +1,611 New
MWM
523
Modern Wealth Management
Kansas
$248K +$157 +1 +0.1%
NHC
524
Nicholas Hoffman & Company
Georgia
$248K +$252K +1,606 New
GM
525
GeoWealth Management
Illinois
$246K +$34.2K +218 +16%
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