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

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
176
Blue Barn Wealth
Utah
$2.52M +$140K +1,299 +6%
CWA
177
Cornerstone Wealth Advisors
Minnesota
$2.5M +$454K +4,229 +24%
CM
178
Columbus Macro
Pennsylvania
$2.5M -$269K -2,501 -10%
MWM
179
Mission Wealth Management
California
$2.5M -$91.2K -849 -4%
EAM
180
Evanson Asset Management
California
$2.49M +$37.7K +351 +2%
PIMG
181
Patriot Investment Management Group
Tennessee
$2.45M -$299K -2,783 -12%
GA
182
GFS Advisors
Texas
$2.45M +$51.6K +480 +2%
CIA
183
Compass Ion Advisors
Pennsylvania
$2.44M -$11.9K -111 -0.5%
LWM
184
Lodestone Wealth Management
Washington
$2.44M +$9.89K +92 +0.4%
LL
185
LPWM LLC
Minnesota
$2.41M +$87.9K +818 +4%
AWM
186
Aberdeen Wealth Management
Illinois
$2.37M – – –
NL
187
NWAM LLC
Washington
$2.37M +$2.21M +20,582 New
RWI
188
Red Wave Investments
Pennsylvania
$2.36M -$114K -1,061 -5%
PP
189
PDS Planning
Ohio
$2.35M -$132K -1,226 -6%
TCWM
190
Total Clarity Wealth Management
Illinois
$2.3M +$1.1M +10,268 +105%
IWS
191
Integrity Wealth Solutions
Colorado
$2.3M +$2.15M +19,992 New
FWP
192
Family Wealth Partners
North Carolina
$2.29M +$2.14M +19,923 New
RIA
193
Regal Investment Advisors
Michigan
$2.26M -$107K -994 -5%
VFA
194
Voya Financial Advisors
Connecticut
$2.26M +$173K +1,607 +9%
KSWA
195
Kathleen S. Wright Associates
Pennsylvania
$2.23M -$173K -1,612 -8%
GIA
196
GHP Investment Advisors
Colorado
$2.23M -$110K -1,024 -5%
PAS
197
Park Avenue Securities
New York
$2.21M +$302K +2,809 +17%
PA
198
Pinnacle Associates
New York
$2.19M -$362K -3,370 -15%
NOI
199
Newton One Investments
Delaware
$2.15M +$354K +3,297 +21%
WA
200
Waverly Advisors
Alabama
$2.11M -$132K -1,225 -6%
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