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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
901
Strategic Financial Planning
Texas
$662K +$842 +9 +0.1%
SSC
902
Syverson Strege & Co
Iowa
$662K +$3.46K +37 +0.5%
LIM
903
Loudon Investment Management
New Hampshire
$660K – – –
First National Trust
904
First National Trust
Pennsylvania
$659K -$3.65K -39 -0.5%
Luther King Capital Management (LKCM)
905
Luther King Capital Management (LKCM)
Texas
$659K +$7.76K +83 +1%
KW
906
KWB Wealth
California
$655K -$136K -1,456 -15%
FIBT
907
First International Bank & Trust
North Dakota
$655K -$6.36K -68 -0.8%
SP
908
SWS Partners
Ohio
$652K +$760K +8,133 New
TPWA
909
TRUE Private Wealth Advisors
Oregon
$649K +$36.8K +394 +5%
Chevy Chase Trust
910
Chevy Chase Trust
Maryland
$646K -$49.1K -525 -6%
Avidian Wealth Enterprises
911
Avidian Wealth Enterprises
Texas
$646K +$4.21K +45 +0.6%
HIS
912
Horizon Investment Services
Indiana
$645K -$51.8K -554 -6%
WP
913
WealthShield Partners
North Carolina
$645K +$24.5K +262 +3%
HIM
914
Harbour Investment Management
Washington
$644K -$6.54K -70 -0.9%
FFS
915
Founders Financial Securities
Maryland
$641K +$496K +5,300 +197%
FNB
916
Farmers National Bank
Kentucky
$634K -$4.02K -43 -0.5%
AWM
917
Aevitas Wealth Management
Massachusetts
$633K -$4.39K -47 -0.6%
GPA
918
Guidance Point Advisors
Massachusetts
$633K +$33.9K +363 +5%
NFP
919
Narus Financial Partners
Utah
$629K +$23.1K +247 +3%
Tocqueville Asset Management
920
Tocqueville Asset Management
New York
$626K +$12.6K +135 +2%
Thompson Siegel & Walmsley
921
Thompson Siegel & Walmsley
Virginia
$625K -$17K -182 -2%
EWM
922
Endowment Wealth Management
Wisconsin
$625K +$18K +193 +3%
Iconiq Capital
923
Iconiq Capital
California
$619K +$8.13K +87 +1%
LGWM
924
Litman Gregory Wealth Management
California
$615K -$1.59M -16,986 -69%
CL
925
COWA LLC
Oklahoma
$614K +$49.3K +527 +7%