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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Congress Wealth Management
876
Congress Wealth Management
Massachusetts
$643K +$271K +3,286 +63%
NAM
877
NorthCrest Asset Manangement
Minnesota
$642K +$700K +8,490 New
GSC
878
Ground Swell Capital
South Carolina
$641K +$699K +8,472 New
ONSWM
879
Old North State Wealth Management
North Carolina
$640K +$29.2K +354 +4%
PTC
880
Private Trust Company
Ohio
$638K +$51.8K +628 +8%
GEA
881
Glen Eagle Advisors
New Jersey
$636K -$10.1K -123 -1%
FCFC
882
First Commonwealth Financial Corp
Pennsylvania
$633K -$287K -3,479 -29%
TW
883
Towerpoint Wealth
California
$632K -$94.3K -1,144 -12%
FWM
884
Fairhaven Wealth Management
Illinois
$629K +$138K +1,668 +25%
VCM
885
Verde Capital Management
Michigan
$621K +$56.3K +683 +9%
LIM
886
Loudon Investment Management
New Hampshire
$619K – – –
SDWIA
887
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$618K +$112K +1,353 +20%
Luther King Capital Management (LKCM)
888
Luther King Capital Management (LKCM)
Texas
$617K +$6.84K +83 +1%
AC
889
Anson Capital
Georgia
$616K -$534K -6,477 -44%
LWM
890
Liberty Wealth Management
California
$613K +$12.8K +155 +2%
GIM
891
Goelzer Investment Management
Indiana
$611K +$742 +9 +0.1%
DSC
892
Duncker Streett & Co
Missouri
$610K – – –
AWA
893
Arete Wealth Advisors
Illinois
$608K -$1.5M -18,176 -69%
Western Wealth Management
894
Western Wealth Management
Colorado
$608K -$54.7K -663 -8%
MWM
895
Marion Wealth Management
Pennsylvania
$608K +$26.7K +324 +4%
Iconiq Capital
896
Iconiq Capital
California
$605K +$7.17K +87 +1%
C
897
Certuity
Florida
$604K +$43.9K +533 +7%
WP
898
WealthShield Partners
North Carolina
$603K -$8.57K -104 -1%
Busey Bank
899
Busey Bank
Illinois
$602K -$6.43K -78 -1%
SP
900
SWS Partners
Ohio
$596K +$907 +11 +0.1%