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

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
551
Cape Investment Advisory
Georgia
$47.6K -$273K -2,217 -86%
BC
552
Barrett & Company
Rhode Island
$46.5K – – –
HAP
553
Harbor Asset Planning
Massachusetts
$46.1K +$42.4K +344 New
GJIA
554
Glass Jacobson Investment Advisors
Maryland
$44.5K +$2.22K +18 +6%
RF
555
Rossby Financial
Florida
$43.5K +$3.58K +29 +10%
BTI
556
Blue Trust Inc
Georgia
$41.7K +$18.8K +152 +96%
GI
557
GAMMA Investing
California
$41K +$13.8K +112 +58%
FP
558
Financial Perspectives
Minnesota
$39.7K +$14.9K +121 +69%
SIC
559
Salem Investment Counselors
North Carolina
$38.8K – – –
DJSG
560
D.J. St. Germain
Massachusetts
$35.6K – – –
EWP
561
Elevation Wealth Partners
California
$33.4K +$247 +2 +0.8%
W
562
WealthCollab
Washington
$33.2K – – –
WIM
563
Westside Investment Management
California
$32K – – –
FGC
564
Financial Gravity Companies
Texas
$31.2K +$28.6K +232 New
WA
565
WPG Advisers
Maryland
$30.6K – – –
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
$30.1K -$3.21K -26 -10%
WWM
567
Woodside Wealth Management
Massachusetts
$29.7K – – –
PWAM
568
Private Wealth Asset Management
Iowa
$29.6K – – –
BWL
569
Bogart Wealth LLC
Virginia
$29.5K +$6.42K +52 +31%
DFA
570
DHJJ Financial Advisors
Illinois
$28.5K +$26.2K +212 New
CT
571
Clearstead Trust
Maine
$28.2K +$25.9K +210 New
LWA
572
Lowe Wealth Advisors
Maryland
$27.4K – – –
AA
573
Ancora Advisors
Ohio
$27.1K -$864 -7 -3%
ACM
574
Accent Capital Management
Ohio
$26.9K – – –
AAG
575
Armstrong Advisory Group
Massachusetts
$26.9K – – –
21 22
23
24 25