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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
676
Inspirion Wealth Advisors
Illinois
$519K +$31.3K +375 +6%
SNT
677
Security National Trust
West Virginia
$518K -$16.7K -200 -3%
PCM
678
Pointe Capital Management
Michigan
$517K +$22.5K +269 +5%
OAM
679
Occidental Asset Management
California
$516K +$9.78K +117 +2%
PHAM
680
Palisades Hudson Asset Management
Florida
$508K +$5.18K +62 +1%
KFA
681
Kelleher Financial Advisors
New York
$500K +$22.1K +265 +5%
MIH
682
Madison Investment Holdings
Wisconsin
$498K +$90.7K +1,086 +22%
UR
683
USCA RIA
Texas
$494K
NFP
684
Narus Financial Partners
Utah
$493K -$4.76K -57 -1%
OIA
685
Optimum Investment Advisors
Illinois
$492K -$23K -275 -4%
ANTB
686
AMG National Trust Bank
Colorado
$491K +$185K +2,217 +60%
KFP
687
Keystone Financial Planning
Ohio
$485K
KIA
688
KCM Investment Advisors
California
$482K +$34K +407 +8%
RMCM
689
Reynders McVeigh Capital Management
Massachusetts
$481K -$64.8K -775 -12%
PFA
690
Pinnacle Family Advisors
Missouri
$481K -$1.17K -14 -0.2%
HIM
691
Hutchens Investment Management
New Hampshire
$479K
DC
692
Davenport & Co
Virginia
$479K +$93.3K +1,117 +24%
KCM
693
Kornitzer Capital Management
Kansas
$478K
FANJ
694
Financial Architects (New Jersey)
New Jersey
$473K -$38.7K -463 -8%
GT
695
Glenview Trust
Kentucky
$472K -$33.9K -406 -7%
FNBSF
696
First National Bank Sioux Falls
South Dakota
$466K
RG
697
Renaissance Group
Kentucky
$463K
WIM
698
Westside Investment Management
California
$462K -$4.18K -50 -0.9%
APP
699
Avantax Planning Partners
Iowa
$458K +$137K +1,638 +42%
OSNBOA
700
Old Second National Bank of Aurora
Illinois
$457K -$10.4K -125 -2%