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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
801
MGO Private Wealth
California
$1.01M +$132K +1,498 +15%
LFAS
802
Level Four Advisory Services
Texas
$1M +$30.2K +342 +3%
VWA
803
VSM Wealth Advisory
Maryland
$992K -$146K -1,651 -13%
WT
804
Washington Trust
Rhode Island
$989K -$21.3K -241 -2%
AG
805
AlTi Global
New York
$982K -$1.63M -18,505 -63%
DWM
806
Dopkins Wealth Management
New York
$978K +$43.4K +492 +5%
AT
807
American Trust
Kentucky
$972K +$963K +10,914 New
MG
808
Mather Group
Illinois
$970K -$122K -1,383 -11%
AAM
809
Ameraudi Asset Management
New York
$970K +$216K +2,444 +29%
DW30
810
Drucker Wealth 3.0
New Jersey
$966K -$430K -4,871 -31%
KFA
811
Kelleher Financial Advisors
New York
$965K +$84.7K +960 +10%
MPW
812
MASECO Private Wealth
$965K +$956K +10,839 New
NAS
813
Nicolet Advisory Services
Wisconsin
$964K -$53.9K -611 -5%
AC
814
Apella Capital
Connecticut
$961K +$301K +3,415 +46%
PCMM
815
Piedmont Capital Management (Montana)
Montana
$960K +$6.26K +71 +0.7%
SFS
816
Sowell Financial Services
Arkansas
$959K -$12.7K -144 -1%
Invesco
817
Invesco
Georgia
$957K -$184K -2,089 -16%
WIM
818
Westside Investment Management
California
$954K +$210K +2,382 +29%
FIBT
819
First International Bank & Trust
North Dakota
$952K -$44.1K -500 -4%
FWTB
820
First Western Trust Bank
Colorado
$950K
OC
821
Optima Capital
Oregon
$947K -$287K -3,259 -23%
TA
822
TPG Advisors
Illinois
$938K +$1.24K +14 +0.1%
ACM
823
Armbruster Capital Management
New York
$933K +$2.21K +25 +0.2%
BFG
824
Bouchey Financial Group
New York
$929K
ODA
825
One Degree Advisors
California
$926K -$2.69M -30,530 -75%