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

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$67K – – –
JFG
602
JDM Financial Group
Texas
$67K – – –
HR
603
Howe & Rusling
New York
$65.7K – – –
CFB
604
Cullen/Frost Bankers
Texas
$65.4K +$7.84K +50 +13%
IAIM
605
International Assets Investment Management
Florida
$64.1K +$10.4K +66 +19%
PWAM
606
Private Wealth Asset Management
Iowa
$63.3K – – –
HIA
607
Highland Investment Advisors
Florida
$62.5K +$63.5K +405 New
DF
608
Downshift Financial
Colorado
$61.4K +$62.4K +398 New
W
609
WealthCollab
Washington
$59.7K – – –
SWM
610
Spire Wealth Management
Virginia
$58.6K -$54.3K -346 -48%
BIM
611
Breakwater Investment Management
Washington
$58.3K +$59.3K +378 New
HNB
612
Huntington National Bank
Ohio
$57.1K – – –
HAP
613
Harbor Asset Planning
Massachusetts
$54.8K +$314 +2 +0.6%
BC
614
Barrett & Company
Rhode Island
$53.4K – – –
SFG
615
Strive Financial Group
Indiana
$48.6K +$15.5K +99 +46%
SIC
616
Salem Investment Counselors
North Carolina
$46.9K – – –
AA
617
Ancora Advisors
Ohio
$45.8K -$784 -5 -2%
AUB
618
Atlantic Union Bankshares
Virginia
$44.4K +$45.2K +288 New
FP
619
Financial Perspectives
Minnesota
$44.3K -$1.41K -9 -3%
DJSG
620
D.J. St. Germain
Massachusetts
$40.9K – – –
CTB
621
Country Trust Bank
Illinois
$40.9K +$41.6K +265 New
GJIA
622
Glass Jacobson Investment Advisors
Maryland
$38K – – –
SRCM
623
Signature Resources Capital Management
California
$38K – – –
WIM
624
Westside Investment Management
California
$36.7K – – –
AA
625
Addison Advisors
Vermont
$36.1K – – –
23 24
25
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