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

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$75.2K -$17.2K -143 -19%
PCWA
502
Pacific Capital Wealth Advisors
California
$75.1K – – –
GM
503
GeoWealth Management
Illinois
$70.5K +$67.5K +560 New
TCM
504
TruNorth Capital Management
Michigan
$70.3K – – –
GWSG
505
GPS Wealth Strategies Group
Colorado
$64.5K +$12.3K +102 +25%
HIA
506
Harbor Investment Advisory
Maryland
$62.1K – – –
FGC
507
Financial Gravity Companies
Texas
$62K +$59.3K +492 New
EWP
508
Elevation Wealth Partners
California
$60.9K +$241 +2 +0.4%
FWM
509
FSA Wealth Management
Massachusetts
$59.2K +$56.7K +470 New
PGAM
510
Princeton Global Asset Management
New Jersey
$55.2K +$52.8K +438 New
CAL
511
Capital Advisors Ltd
Ohio
$55K – – –
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.2K – – –
GWM
513
Geneos Wealth Management
Colorado
$54K +$46K +382 +813%
JFG
514
JDM Financial Group
Texas
$50.4K – – –
BCMLT
515
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.6K +$30.1K +250 +174%
ST
516
Smithfield Trust
Pennsylvania
$48K -$19.3K -160 -29%
GJIA
517
Glass Jacobson Investment Advisors
Maryland
$47.1K -$4.46K -37 -9%
TCM
518
TD Capital Management
Tennessee
$47.1K +$241 +2 +0.5%
HNB
519
Huntington National Bank
Ohio
$44.1K – – –
BC
520
Barrett & Company
Rhode Island
$43.6K – – –
BTI
521
Blue Trust Inc
Georgia
$41.6K -$5.06K -42 -11%
CMBA
522
C.M. Bidwell & Associates
Hawaii
$39.6K – – –
T
523
Tidemark
California
$36.5K – – –
SIC
524
Salem Investment Counselors
North Carolina
$36.4K – – –
CAS
525
Coppell Advisory Solutions
Texas
$34K -$3.25K -27 -9%
19 20
21
22 23