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

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
501
BerganKDV Wealth Management
Minnesota
$3.8K +$3.72K +37 New
BCMLT
502
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.39K – – –
MAWA
503
Moss Adams Wealth Advisors
Washington
$3.19K +$3.12K +31 New
PCTC
504
Perkins Coie Trust Company
Washington
$3.08K – – –
ATC
505
Adirondack Trust Company
New York
$2.77K – – –
BWA
506
BDO Wealth Advisors
Florida
$2.67K – – –
GEA
507
Glen Eagle Advisors
New Jersey
$2.49K -$5.83K -58 -71%
AWM
508
Abound Wealth Management
Tennessee
$2.41K +$2.31K +23 New
SIS
509
Sound Income Strategies
Florida
$2.37K +$1.91K +19 +475%
BA
510
Bellwether Advisors
Nebraska
$2.27K +$101 +1 +5%
CAS
511
Coppell Advisory Solutions
Texas
$2.26K +$2.21K +22 New
CASC
512
Coppell Advisory Solutions Corp
Texas
$2.26K +$2.21K +22 New
LF
513
Lee Financial
Texas
$2.06K – – –
BSB
514
Bangor Savings Bank
Maine
$2K – – –
RG
515
Retirement Group
California
$2K +$1.51K +15 New
IGWM
516
ICA Group Wealth Management
Colorado
$1.98K +$1.91K +19 New
OFG
517
Oxford Financial Group
Indiana
$1.85K -$31.3K -311 -95%
BCMIO
518
Beacon Capital Management Inc (Ohio)
Ohio
$1.85K +$1.81K +18 New
LS
519
Leelyn Smith
Illinois
$1.75K -$603 -6 -26%
SWM
520
Sugarloaf Wealth Management
Georgia
$1.6K – – –
CSWM
521
Cassady Schiller Wealth Management
Ohio
$1.54K +$1.51K +15 New
QC
522
Quent Capital
New York
$1.47K – – –
LFA
523
Legend Financial Advisors
Pennsylvania
$1.23K – – –
CWAF
524
Core Wealth Advisors (Florida)
Florida
$1.13K – – –
TAM
525
Tucker Asset Management
Colorado
$932 +$905 +9 New
19 20
21
22 23