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

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49.5K – – –
JFG
527
JDM Financial Group
Texas
$45.8K – – –
GM
528
GeoWealth Management
Illinois
$45.1K -$19.9K -166 -30%
NWMP
529
Noble Wealth Management PBC
Colorado
$44.8K +$47K +391 New
TCM
530
TD Capital Management
Tennessee
$42.2K -$601 -5 -1%
CMBA
531
C.M. Bidwell & Associates
Hawaii
$42.1K +$6.49K +54 +17%
BC
532
Barrett & Company
Rhode Island
$39.6K – – –
CFB
533
Cullen/Frost Bankers
Texas
$39.1K +$41K +341 New
ME
534
McIlrath & Eck
Washington
$36.3K -$43K -358 -53%
GJIA
535
Glass Jacobson Investment Advisors
Maryland
$35.8K -$7.33K -61 -16%
PSFG
536
Park Square Financial Group
Georgia
$34.5K +$36.2K +301 New
CFGS
537
Concourse Financial Group Securities
Alabama
$33.7K -$36.5K -304 -51%
SIC
538
Salem Investment Counselors
North Carolina
$33.1K – – –
CAS
539
Coppell Advisory Solutions
Texas
$30.9K – – –
DJSG
540
D.J. St. Germain
Massachusetts
$30.3K – – –
BCMLT
541
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.3K -$15.6K -130 -33%
HNB
542
Huntington National Bank
Ohio
$29.8K – – –
GWMI
543
Guardian Wealth Management (Illinois)
Illinois
$29.5K +$120 +1 +0.4%
GWM
544
Geneos Wealth Management
Colorado
$29.5K -$20.5K -171 -40%
SIM
545
Synergy Investment Management
Florida
$28.6K +$30K +250 New
W
546
WealthCollab
Washington
$28.3K – – –
T
547
Tidemark
California
$27.5K -$6.01K -50 -17%
WIM
548
Westside Investment Management
California
$27.2K – – –
POIA
549
Pin Oak Investment Advisors
Texas
$27K – – –
WA
550
WPG Advisers
Maryland
$26.1K +$27.4K +228 New
20 21
22
23 24