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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
926
Tortoise Investment Management
New York
$299K -$66.1K -800 -19%
NP
927
NorthRock Partners
Minnesota
$298K -$13.1K -159 -4%
TCM
928
Tradewinds Capital Management
Washington
$298K +$19.2K +232 +7%
OIWM
929
OptiFour Integrated Wealth Management
Virginia
$294K -$48.6K -588 -15%
CPA
930
Court Place Advisors
Maryland
$294K -$37.2K -450 -12%
Lido Advisors
931
Lido Advisors
California
$294K +$14.6K +177 +6%
GWM
932
Greenwich Wealth Management
Connecticut
$293K
BHTS
933
Bar Harbor Trust Services
Maine
$290K -$19.8K -240 -7%
NSAM
934
North Star Asset Management
Wisconsin
$290K
ACM
935
Ategra Capital Management
Virginia
$289K +$275K +3,323 New
PFSC
936
Peoples Financial Services Corp
Pennsylvania
$287K -$9.09K -110 -3%
OWP
937
Obermeyer Wealth Partners
Colorado
$287K
IC
938
Inverness Counsel
New York
$286K
Jane Street
939
Jane Street
New York
$282K -$21.4M -258,901 -99%
SIG
940
Sargent Investment Group
Maryland
$282K
TVWM
941
Tower View Wealth Management
Wisconsin
$282K +$26.8K +325 +11%
TAT
942
TD Ameritrade Trust
Colorado
$280K -$14.7K -178 -5%
HCA
943
Horan Capital Advisors
Ohio
$280K -$12.6K -153 -5%
IWP
944
Icon Wealth Partners
Texas
$280K
SWM
945
Segment Wealth Management
Texas
$279K +$661 +8 +0.2%
VCM
946
Vigilant Capital Management
Maine
$279K +$141K +1,712 +115%
ATFA
947
All Terrain Financial Advisors
Minnesota
$277K -$45.4K -550 -15%
WCWM
948
Wooster Corthell Wealth Management
Connecticut
$276K
RWM
949
Raffa Wealth Management
District of Columbia
$275K +$2.81K +34 +1%
DJSG
950
D.J. St. Germain
Massachusetts
$275K +$4.3K +52 +2%