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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
926
Polaris Wealth Advisory Group
California
$85K +$86.6K +1,132 New
HIIFS
927
Harel Insurance Investments & Financial Services
Israel
$84K -$153K -2,000 -64%
AP
928
Atwood & Palmer
Missouri
$83K
TC
929
Trust Company
Kansas
$76K -$49.4K -646 -39%
CPA
930
Clear Perspective Advisors
Illinois
$76K +$19.7K +258 +34%
OBWP
931
O'Brien Wealth Partners
Massachusetts
$76K +$76.6K +1,001 New
SMG
932
Spectrum Management Group
Indiana
$74K -$72.7K -950 -49%
POIA
933
Pin Oak Investment Advisors
Texas
$72K -$661K -8,641 -90%
AWA
934
Acorn Wealth Advisors
Michigan
$72K
ACS
935
Archford Capital Strategies
Illinois
$70K +$64.7K +846 New
CHP
936
Cable Hill Partners
Oregon
$68K +$55.9K +731 +418%
GI
937
Gradient Investments
Minnesota
$68K +$60.1K +785 +695%
Rockefeller Capital Management
938
Rockefeller Capital Management
New York
$67K +$68.1K +890 New
MSFP
939
Mark Sheptoff Financial Planning
Connecticut
$66K
DOA
940
D'Orazio & Associates
Virginia
$65K +$4.59K +60 +8%
HFM
941
Hartford Financial Management
Connecticut
$63K -$823K -10,757 -93%
FFW
942
Fusion Family Wealth
New York
$63K -$26.8K -350 -30%
PW
943
Price Wealth
Texas
$62K -$7.65K -100 -11%
FMTCOCP
944
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61.5K
CFA
945
Camarda Financial Advisors
Florida
$61K
FWM
946
Focused Wealth Management
New York
$61K +$77 +1 +0.1%
CBT
947
Capital Bank & Trust
California
$60K -$210K -2,750 -77%
FMB
948
Field & Main Bank
Kentucky
$60K
AC
949
Avestar Capital
New York
$58K -$1.16M -15,175 -95%
WAM
950
Watermark Asset Management
California
$57K -$12.6K -164 -18%