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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Dakota Wealth Management
801
Dakota Wealth Management
Florida
$906K -$178K -1,908 -14%
FP
802
Financial Perspectives
Minnesota
$905K +$235K +2,517 +29%
LWM
803
Liberty Wealth Management
California
$903K +$30.3K +324 +3%
MFT
804
Moisand Fitzgerald Tamayo
Florida
$902K -$27.2K -291 -3%
CFMC
805
Curbstone Financial Management Corp
New Hampshire
$900K – – –
CFS
806
CRA Financial Services
New Jersey
$895K -$17.1K -183 -2%
HF
807
Halpern Financial
Virginia
$883K – – –
GDP
808
Great Diamond Partners
Maine
$879K -$10.6K -113 -1%
RFG
809
Range Financial Group
Oregon
$873K +$34.2K +366 +3%
TDWM
810
Topel & Distasi Wealth Management
California
$872K -$12.9K -138 -1%
NorthRock Partners
811
NorthRock Partners
Minnesota
$870K +$7.01K +75 +0.7%
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$870K +$306K +3,275 +45%
FTS
813
Fifth Third Securities
Ohio
$866K +$64.1K +686 +7%
1IA
814
1834 Investment Advisors
Wisconsin
$866K +$71.2K +761 +8%
NSIM
815
North Star Investment Management
Illinois
$862K +$7.57K +81 +0.8%
IA
816
IFG Advisors
Missouri
$860K +$254K +2,720 +34%
TC
817
Trust Company
Kansas
$850K -$257K -2,751 -21%
LMKC
818
L.M. Kohn & Company
Ohio
$849K +$20.9K +223 +2%
Jones Financial Companies
819
Jones Financial Companies
Missouri
$844K -$868K -9,287 -47%
WP
820
WMS Partners
Maryland
$844K +$110K +1,174 +13%
CA
821
Claro Advisors
Massachusetts
$843K – – –
GWCM
822
Godshalk Welsh Capital Management
Pennsylvania
$839K – – –
Exencial Wealth Advisors
823
Exencial Wealth Advisors
Oklahoma
$837K +$4.96K +53 +0.5%
BA
824
Bluesphere Advisors
Pennsylvania
$832K -$21.5K -230 -2%
CPWMP
825
Cardinal Point Wealth Management Partners
California
$826K – – –