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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
876
Financial Perspectives
Minnesota
$843K +$363 +4 +0%
CFO
877
CVA Family Office
Colorado
$843K +$2.09K +23 +0.3%
LCG
878
Lynx Capital Group
Ohio
$840K – – –
VWA
879
VSM Wealth Advisory
Maryland
$825K -$192K -2,122 -19%
KWM
880
Kassira Wealth Management
Tennessee
$822K +$815K +8,986 New
BM
881
Berman McAleer
Maryland
$821K +$814K +8,979 New
BIM
882
Bridges Investment Management
Nebraska
$819K +$252K +2,777 +45%
NDSI
883
Newman Dignan & Sheerar Inc
Rhode Island
$816K -$59.3K -654 -7%
ORC
884
O'Rourke & Company
Massachusetts
$812K +$55.2K +609 +7%
FWM
885
Fingerlakes Wealth Management
New York
$811K -$41.5K -458 -5%
Luther King Capital Management (LKCM)
886
Luther King Capital Management (LKCM)
Texas
$810K -$10.3K -113 -1%
ONB
887
Old National Bancorp
Indiana
$810K -$49.1K -541 -6%
PB
888
Pinnacle Bancorp
Nebraska
$808K -$83.5K -920 -9%
GCM
889
Gibraltar Capital Management
Oklahoma
$808K -$1.46M -16,102 -65%
HI
890
Hudock Inc
Pennsylvania
$807K – – –
ULWM
891
Upper Left Wealth Management
Florida
$802K -$4.26K -47 -0.5%
WRPWM
892
Werba Rubin Papier Wealth Management
California
$799K +$52.9K +583 +7%
RFS
893
Richardson Financial Services
Massachusetts
$794K +$9.34K +103 +1%
GIA
894
Gladstone Institutional Advisory
Florida
$794K +$10.7K +118 +1%
CD
895
Chapin Davis
Maryland
$791K -$6.17K -68 -0.8%
AR
896
Apeiron RIA
Texas
$787K -$31.7K -350 -4%
FPTW
897
Franklin, Parlapiano, Turner & Welch
Texas
$786K – – –
SWM
898
Spire Wealth Management
Virginia
$783K +$95.4K +1,052 +14%
RMAM
899
Raab & Moskowitz Asset Management
New Jersey
$782K -$3.63K -40 -0.5%
FLPIM
900
F.L. Putnam Investment Management
Massachusetts
$780K -$21K -231 -3%