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

Name Holding Trade Value Shares
Change 		Change in
Stake
S
601
Sachetta
Massachusetts
$26.8K +$855 +6 +3%
SWM
602
SHP Wealth Management
Massachusetts
$26.8K +$26.6K +187 New
CA
603
Crewe Advisors
Utah
$24.5K – – –
BWL
604
Bogart Wealth LLC
Virginia
$24.1K -$570 -4 -2%
SFS
605
Sunrise Financial Services
Washington
$23.2K +$23.1K +162 New
GCM
606
Gables Capital Management
Florida
$21.8K – – –
EWM
607
Evermay Wealth Management
Virginia
$21.5K – – –
HFS
608
Hantz Financial Services
Michigan
$21K +$7.83K +55 +58%
T
609
Tidemark
California
$20.6K – – –
LB
610
Legacy Bridge
Iowa
$20.1K – – –
RDFA
611
Ritter Daniher Financial Advisory
Ohio
$19.9K +$6.84K +48 +53%
UIA
612
Ulland Investment Advisors
Minnesota
$18K – – –
MAS
613
MPWM Advisory Solutions
Georgia
$16.2K – – –
EB
614
Eastern Bank
Massachusetts
$15.8K – – –
CC
615
Corsicana & Co
Texas
$15.1K – – –
AG
616
AmeriFlex Group
Nevada
$14.4K -$14.1K -99 -50%
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$13.6K – – –
HWP
618
Highline Wealth Partners
California
$13.5K – – –
CIA
619
Cape Investment Advisory
Georgia
$12.9K -$11.4K -80 -47%
CW
620
Curio Wealth
Maryland
$12.7K – – –
SEP
621
Signature Equity Partners
Ohio
$12.4K +$12.2K +86 New
ITIM
622
Indiana Trust & Investment Management
Indiana
$11.6K – – –
HFM
623
Hartford Financial Management
Connecticut
$11.5K – – –
BOJHT
624
Bank of Jackson Hole Trust
Wyoming
$11.2K – – –
CWP
625
Concord Wealth Partners
Virginia
$11.2K – – –
23 24
25
26 27