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

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
601
Gables Capital Management
Florida
$21.7K – – –
EWM
602
Evermay Wealth Management
Virginia
$21.4K – – –
T
603
Tidemark
California
$20.5K – – –
LB
604
Legacy Bridge
Iowa
$20K – – –
PSFG
605
Park Square Financial Group
Georgia
$19.7K -$5.54K -40 -22%
UIA
606
Ulland Investment Advisors
Minnesota
$18K – – –
VA
607
Vestwell Advisors
New York
$17.4K – – –
BF
608
BOK Financial
Oklahoma
$17K +$16.5K +119 New
MAS
609
MPWM Advisory Solutions
Georgia
$16.1K – – –
EB
610
Eastern Bank
Massachusetts
$15.7K – – –
FGAM
611
Financial Gravity Asset Management
Texas
$15.4K +$15K +108 New
CC
612
Corsicana & Co
Texas
$15K +$14.5K +105 New
VWM
613
Vermillion Wealth Management
Minnesota
$14.3K -$2.63K -19 -16%
SS
614
Sunbelt Securities
Texas
$14.3K +$5.96K +43 +75%
PAM
615
Palisade Asset Management
Minnesota
$14.1K +$13.7K +99 New
HFS
616
Hantz Financial Services
Michigan
$14K +$13.2K +95 New
HWA
617
Heartwood Wealth Advisors
Virginia
$13.8K +$13.4K +97 New
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$13.5K +$13.2K +95 New
HWP
619
Highline Wealth Partners
California
$13.4K – – –
RDFA
620
Ritter Daniher Financial Advisory
Ohio
$13K -$1.11K -8 -8%
CW
621
Curio Wealth
Maryland
$12.5K -$1.66K -12 -12%
ITIM
622
Indiana Trust & Investment Management
Indiana
$11.5K – – –
HFM
623
Hartford Financial Management
Connecticut
$11.4K +$2.77K +20 +33%
SGK
624
Steigerwald Gordon & Koch
Virginia
$11.3K +$10.9K +79 New
CWP
625
Concord Wealth Partners
Virginia
$11.1K -$16.8K -121 -61%
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25
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