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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
626
Sax Wealth Advisors
New Jersey
$2.07M +$456K +4,774 +26%
BF
627
Brooklyn FI
New York
$2.06M +$147K +1,537 +8%
DF
628
Dunhill Financial
United Kingdom
$2.06M +$269K +2,819 +15%
RC
629
Roundview Capital
New Jersey
$2.06M +$144K +1,511 +8%
GWMR
630
GC Wealth Management RIA
Massachusetts
$2.06M +$63.5K +664 +3%
MBT
631
Montecito Bank & Trust
California
$2.05M +$95K +994 +5%
DADC
632
D.A. Davidson & Co
Montana
$2.05M -$16.8K -176 -0.8%
DWM
633
Dakota Wealth Management
Florida
$2.05M -$371K -3,886 -15%
KPWS
634
Kestra Private Wealth Services
Texas
$2.04M -$24.4K -255 -1%
Mitsubishi UFJ Trust & Banking
635
Mitsubishi UFJ Trust & Banking
Japan
$2.03M +$2.01M +21,000 New
HCM
636
Hall Capital Management
Rhode Island
$2.02M +$69.3K +725 +4%
CA
637
CGN Advisors
Kansas
$2.02M -$49.3K -516 -2%
FNBOO
638
First National Bank of Omaha
Nebraska
$2.01M -$216K -2,264 -10%
SIS
639
Sound Income Strategies
Florida
$1.99M -$46.5K -487 -2%
FPWM
640
Five Pine Wealth Management
Idaho
$1.99M +$124K +1,299 +7%
FWMP
641
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.98M -$582K -6,085 -23%
BWM
642
BKM Wealth Management
Wisconsin
$1.98M -$295K -3,085 -13%
OCM
643
Orion Capital Management
California
$1.98M +$64.9K +679 +3%
IP
644
Investment Partners
Ohio
$1.97M +$287 +3 +0%
Verition Fund Management
645
Verition Fund Management
Connecticut
$1.97M +$1.95M +20,434 New
AF
646
Advisornet Financial
Minnesota
$1.95M -$11.2K -117 -0.6%
CF
647
Centaurus Financial
California
$1.95M -$107K -1,117 -5%
MMPW
648
Mitchell McLeod Pugh & Williams
Alabama
$1.94M +$27.8K +291 +1%
ST
649
Smithfield Trust
Pennsylvania
$1.93M -$46K -481 -2%
PBF
650
Petix & Botte Financial
California
$1.92M +$810K +8,480 +74%