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

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
601
Glass Jacobson Investment Advisors
Maryland
$35.8K – – –
SFS
602
Sunrise Financial Services
Washington
$35.3K +$12.1K +80 +49%
WIM
603
Westside Investment Management
California
$34.9K – – –
AA
604
Addison Advisors
Vermont
$34.1K – – –
MSG
605
Main Street Group
Virginia
$33.5K +$34.8K +230 New
DFA
606
DHJJ Financial Advisors
Illinois
$33.3K +$1.51K +10 +5%
WA
607
WPG Advisers
Maryland
$33.2K – – –
UFPG
608
United Financial Planning Group
New York
$33.2K -$2.42K -16 -7%
BTI
609
Blue Trust Inc
Georgia
$32.5K -$907 -6 -3%
KFP
610
Kerr Financial Planning
California
$31.1K -$30.2K -200 -50%
SFG
611
Strive Financial Group
Indiana
$31K – – –
CT
612
Clearstead Trust
Maine
$30.6K – – –
ACM
613
Accent Capital Management
Ohio
$29.2K – – –
AAG
614
Armstrong Advisory Group
Massachusetts
$29.2K – – –
NWMP
615
Noble Wealth Management PBC
Colorado
$29.2K – – –
TCM
616
TD Capital Management
Tennessee
$28.9K – – –
GI
617
GAMMA Investing
California
$28K -$16.9K -112 -37%
S
618
Sachetta
Massachusetts
$27.5K +$302 +2 +1%
SWM
619
SHP Wealth Management
Massachusetts
$27.3K – – –
CIAS
620
Capital Investment Advisory Services
North Carolina
$25.4K -$2.42K -16 -8%
CA
621
Crewe Advisors
Utah
$24.9K – – –
BWL
622
Bogart Wealth LLC
Virginia
$24.5K – – –
MA
623
MCF Advisors
Kentucky
$23.6K -$4.84K -32 -16%
GCP
624
Gill Capital Partners
Colorado
$23.3K +$24.2K +160 New
GCM
625
Gables Capital Management
Florida
$22.2K – – –
23 24
25
26 27