We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
676
Perigon Wealth Management
California
$208K +$207K +2,612 New
DI
677
Diligent Investors
California
$207K
ADL
678
Asset Dedication LLC
California
$205K +$203K +2,570 New
TIM
679
Tortoise Investment Management
New York
$203K -$18.2K -230 -8%
HCP
680
Holt Capital Partners
Texas
$202K
WRM
681
Westport Resources Management
Connecticut
$200K
BL
682
Balentine LLC
Georgia
$185K +$184K +2,323 New
WTC
683
WhitTier Trust Company
Nevada
$181K
BCI
684
Brinker Capital Investments
Pennsylvania
$172K +$4.67K +59 +3%
IWC
685
Integrated Wealth Counsel
California
$166K +$36.4K +460 +28%
BKA
686
Brick & Kyle Associates
Pennsylvania
$165K -$23.7K -300 -13%
RFS
687
Rockefeller Financial Services
New York
$155K +$135K +1,700 +680%
HDIM
688
Hanson & Doremus Investment Management
Vermont
$148K +$3.56K +45 +2%
KKAMG
689
Kernodle & Katon Asset Management Group
Arkansas
$147K +$146K +1,849 New
FFC
690
First Financial Corp
Indiana
$141K
M
691
MOTCO
Texas
$139K -$24.6K -311 -15%
Victory Capital Management
692
Victory Capital Management
Texas
$138K
PMFA
693
Plante Moran Financial Advisors
Michigan
$138K +$91.5K +1,156 +203%
BMM
694
Buffington Mohr McNeal
Idaho
$137K
SMG
695
Spectrum Management Group
Indiana
$134K +$7.92K +100 +6%
FWP
696
Fiduciary Wealth Partners
Massachusetts
$128K +$205K +2,588 New
GAM
697
Gemmer Asset Management
California
$126K -$9.34K -118 -7%
FWM
698
Focused Wealth Management
New York
$126K +$15.2K +192 +14%
VHAM
699
Van Hulzen Asset Management
California
$126K +$125K +1,582 New
CHC
700
City Holding Co
West Virginia
$122K +$11.9K +150 +11%