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

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
126
Elm Advisors
California
$316K – – –
HCMT
127
Highland Capital Management (Tennessee)
Tennessee
$316K +$63.2K +660 +23%
LC
128
Lourd Capital
California
$306K – – –
CA
129
Cetera Advisors
Colorado
$305K +$323K +3,369 New
DSC
130
Duncker Streett & Co
Missouri
$304K +$862 +9 +0.3%
AIG
131
American International Group
New York
$291K -$124K -1,299 -29%
WCM
132
Weik Capital Management
Pennsylvania
$287K – – –
LPC
133
Loeb Partners Corp
New York
$281K – – –
SCM
134
SOL Capital Management
Maryland
$263K +$278K +2,900 New
CCMG
135
Clark Capital Management Group
Pennsylvania
$258K +$26.7K +279 +11%
SC
136
SouthState Corp
Florida
$243K – – –
WA
137
WBH Advisory
Maryland
$236K – – –
YMRC
138
Yorktown Management & Research Company
Virginia
$227K – – –
AFG
139
American Financial Group
Ohio
$213K – – –
AA
140
Ancora Advisors
Ohio
$213K – – –
MWP
141
MYCIO Wealth Partners
Pennsylvania
$210K +$203K +2,124 +1,112%
LIC
142
Lodestar Investment Counsel
Illinois
$209K – – –
CG
143
Colony Group
Massachusetts
$154K -$153K -1,600 -48%
CCM
144
Causeway Capital Management
California
$154K +$163K +1,700 New
PSI
145
Pinnacle Summer Investments
Virginia
$151K +$159K +1,664 New
DADC
146
D.A. Davidson & Co
Montana
$145K +$12.5K +130 +9%
APSP
147
Asset Planning Services (Pennsylvania)
Pennsylvania
$136K +$766 +8 +0.5%
EWM
148
Evercore Wealth Management
New York
$123K – – –
UFA
149
US Financial Advisors
Massachusetts
$95K +$89.7K +936 +807%
LWCFA
150
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$92K – – –
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