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

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
126
Goldman Sachs
New York
$2.91M -$1.42M -12,495 -31%
CWM
127
Congress Wealth Management
Massachusetts
$2.87M -$57.1K -503 -2%
PP
128
PDS Planning
Ohio
$2.87M -$225K -1,984 -7%
CAM
129
Congress Asset Management
Massachusetts
$2.85M -$22.5K -198 -0.7%
TFF
130
The Family Firm
Maryland
$2.84M +$56.7K +500 +2%
RWA
131
RGT Wealth Advisors
Texas
$2.81M -$133K -1,177 -4%
CCP
132
Corient Capital Partners
California
$2.78M +$404K +3,561 +15%
CFO
133
Colony Family Offices
North Carolina
$2.74M +$2.1M +18,505 +231%
CAI
134
Capital Advisors Inc
Oklahoma
$2.69M -$128K -1,127 -4%
MWP
135
Moller Wealth Partners
$2.6M +$203K +1,791 +8%
GIA
136
GHP Investment Advisors
Colorado
$2.57M +$271K +2,392 +11%
Truist Financial
137
Truist Financial
North Carolina
$2.54M +$49.7K +438 +2%
GVAG
138
Great Valley Advisor Group
Delaware
$2.54M +$147K +1,300 +6%
HSA
139
HBK Sorce Advisory
Pennsylvania
$2.45M +$2.69M +23,744 New
BP
140
Ballentine Partners
Massachusetts
$2.33M -$77.2K -681 -3%
RWI
141
Red Wave Investments
Pennsylvania
$2.3M – – –
BBW
142
Blue Barn Wealth
Utah
$2.3M +$128K +1,125 +5%
GA
143
GFS Advisors
Texas
$2.24M +$116K +1,026 +5%
LL
144
LPWM LLC
Minnesota
$2.21M -$72.4K -638 -3%
SAM
145
Stone Asset Management
Texas
$2.15M +$1.72M +15,152 +266%
NL
146
NWAM LLC
Washington
$2.15M +$222K +1,958 +10%
MAM
147
McLean Asset Management
Virginia
$2.11M +$710K +6,263 +43%
Kayne Anderson Rudnick Investment Management
148
Kayne Anderson Rudnick Investment Management
California
$2.04M +$767K +6,764 +52%
WCFA
149
Walkner Condon Financial Advisors
Wisconsin
$2.03M +$216K +1,903 +11%
KAS
150
Kestra Advisory Services
Texas
$2.02M -$293K -2,585 -12%
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