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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
476
Sterling Financial Planning
New Jersey
$2.83M -$118K -1,304 -4%
SFG
477
Seamount Financial Group
Colorado
$2.83M +$132K +1,455 +5%
CFA
478
Cahill Financial Advisors
Minnesota
$2.81M -$35.9K -396 -1%
BTI
479
Blue Trust Inc
Georgia
$2.77M -$1.4M -15,458 -34%
FLI
480
Family Legacy Inc
South Carolina
$2.76M -$20K -220 -0.7%
SFPM
481
Sensible Financial Planning & Management
Massachusetts
$2.74M -$100K -1,107 -4%
DWM
482
Destination Wealth Management
California
$2.73M +$92.3K +1,018 +4%
LFWA
483
LBJ Family Wealth Advisors
Texas
$2.73M +$726 +8 +0%
PRP
484
Peak Retirement Planning
Ohio
$2.72M -$1.19M -13,103 -31%
PWM
485
Perigon Wealth Management
California
$2.7M +$144K +1,588 +6%
RWM
486
Rialto Wealth Management
New York
$2.64M -$64.4K -710 -2%
IFA
487
Index Fund Advisors
California
$2.64M +$1.82M +20,102 +228%
IWC
488
Infinity Wealth Counsel
Ohio
$2.63M +$22.2K +245 +0.9%
BFM
489
Broadview Financial Management
Wisconsin
$2.63M -$138K -1,517 -5%
AIM
490
AMI Investment Management
Indiana
$2.63M +$42K +463 +2%
JWM
491
Johnson Wealth Management
North Dakota
$2.62M +$2.6M +28,638 New
BCM
492
BTC Capital Management
Iowa
$2.62M
Bank Julius Baer & Co
493
Bank Julius Baer & Co
Switzerland
$2.59M +$6.08K +67 +0.2%
OSAM
494
O'Shaughnessy Asset Management
Connecticut
$2.59M -$36.7K -405 -1%
RCG
495
Regatta Capital Group
California
$2.58M +$53.2K +587 +2%
CC
496
Courier Capital
New York
$2.58M +$2.27M +25,000 +784%
OO
497
Obsido Oy
$2.57M +$225K +2,484 +10%
UA
498
Unison Advisors
District of Columbia
$2.56M -$30.3K -334 -1%
CGPCS
499
Capital Group Private Client Services
California
$2.56M +$22.3K +246 +0.9%
OIA
500
OneDigital Investment Advisors
Kansas
$2.56M +$1.23M +13,517 +94%