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

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
176
Investment Partners
Ohio
$2.53M -$281K -2,335 -10%
RIA
177
Regal Investment Advisors
Michigan
$2.53M +$70.9K +588 +3%
MWM
178
Mission Wealth Management
California
$2.53M -$65.3K -542 -3%
PIMG
179
Patriot Investment Management Group
Tennessee
$2.52M -$15.1K -125 -0.6%
CWM
180
Congress Wealth Management
Massachusetts
$2.48M -$427K -3,541 -15%
CIA
181
Choate Investment Advisors
Massachusetts
$2.46M – – –
FWP
182
Family Wealth Partners
North Carolina
$2.4M -$16.4K -136 -0.7%
RWI
183
Red Wave Investments
Pennsylvania
$2.36M -$89.8K -745 -4%
NOI
184
Newton One Investments
Delaware
$2.36M -$28.9K -240 -1%
PNAA
185
Pictet North America Advisors
Switzerland
$2.34M -$222K -1,845 -9%
EWA
186
EP Wealth Advisors
California
$2.3M +$1.84M +15,245 +511%
CIA
187
Compass Ion Advisors
Pennsylvania
$2.28M -$174K -1,440 -7%
WA
188
Wasatch Advisors
Utah
$2.26M +$2.17M +17,961 New
MOS
189
MGO One Seven
Ohio
$2.26M +$1.29M +10,714 +149%
PA
190
Pinnacle Associates
New York
$2.19M +$582K +4,824 +34%
KSWA
191
Kathleen S. Wright Associates
Pennsylvania
$2.13M -$15.3K -127 -0.7%
TFA
192
Transamerica Financial Advisors
Florida
$2.08M -$107K -886 -5%
GIA
193
GHP Investment Advisors
Colorado
$2.08M -$113K -939 -5%
SRC
194
Shufro Rose & Co
New York
$2.06M – – –
TC
195
Trilogy Capital
California
$2.05M -$44.7K -371 -2%
CAM
196
Congress Asset Management
Massachusetts
$2.04M -$614K -5,090 -24%
TA
197
Tectonic Advisors
Texas
$2.02M +$148K +1,230 +8%
CCM
198
Colorado Capital Management
Colorado
$2M -$490K -4,066 -20%
SCM
199
SOL Capital Management
Maryland
$1.99M -$24.1K -200 -1%
SF
200
Summit Financial
New Jersey
$1.98M +$1.41M +11,711 +293%
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