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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
326
Truepoint Inc
Ohio
$5.28M -$885K -10,678 -14%
EWA
327
Evolution Wealth Advisors
Florida
$5.28M +$5.3M +63,962 New
PWM
328
Perigon Wealth Management
California
$5.26M +$3.94M +47,561 +293%
RJT
329
Raymond James Trust
Florida
$5.26M +$45.4K +547 +0.9%
AFO
330
Allie Family Office
Florida
$5.21M +$406K +4,893 +8%
PRWA
331
Platte River Wealth Advisors
Colorado
$5.21M -$434K -5,234 -8%
EW
332
Evoke Wealth
California
$5.17M -$143K -1,728 -3%
PI
333
PFS Investments
Georgia
$5.04M +$302K +3,647 +6%
PP
334
PDS Planning
Ohio
$5.01M +$1.3M +15,686 +35%
UBG
335
United Bank (Georgia)
Georgia
$4.99M +$207K +2,492 +4%
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$4.97M -$459K -5,535 -8%
RIA
337
Regal Investment Advisors
Michigan
$4.94M +$103K +1,244 +2%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$4.91M -$499K -6,023 -9%
BHWM
339
Beaird Harris Wealth Management
Texas
$4.9M +$680K +8,202 +16%
CAM
340
Campion Asset Management
Virginia
$4.9M -$252K -3,040 -5%
AWM
341
Arista Wealth Management
Nevada
$4.85M +$4.87M +58,756 New
PCH
342
PGIM Custom Harvest
New Jersey
$4.82M +$4.84M +58,397 New
AF
343
Affiance Financial
Minnesota
$4.81M +$59.9K +723 +1%
FA
344
Forefront Analytics
Pennsylvania
$4.81M -$1.2M -14,416 -20%
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
$4.79M +$262K +3,163 +6%
FPAS
346
Focus Partners Advisor Solutions
Missouri
$4.78M -$748K -9,021 -13%
FI
347
FIDELIS iM
Oregon
$4.78M +$175K +2,107 +4%
TFF
348
The Family Firm
Maryland
$4.77M -$212K -2,558 -4%
FFM
349
Flagstone Financial Management
Nebraska
$4.75M +$4.77M +57,538 New
LFG
350
Larson Financial Group
Missouri
$4.72M -$49K -591 -1%