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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
951
Patten Group
Tennessee
$676K -$40.7K -491 -6%
LIM
952
Loudon Investment Management
New Hampshire
$675K -$3.81K -46 -0.6%
RWA
953
Ropes Wealth Advisors
Massachusetts
$671K -$2.75M -33,165 -80%
ESB
954
Essex Savings Bank
Connecticut
$669K +$80.3K +968 +14%
CIP
955
Capital Insight Partners
Arizona
$666K -$85K -1,025 -11%
AWA
956
Arkadios Wealth Advisors
Georgia
$665K -$1.72M -20,793 -72%
AFS
957
AFG Fiduciary Services
Massachusetts
$662K -$483K -5,825 -42%
ONSWM
958
Old North State Wealth Management
North Carolina
$661K -$807K -9,737 -55%
WP
959
WealthShield Partners
North Carolina
$661K -$2.98K -36 -0.4%
LGWM
960
Litman Gregory Wealth Management
California
$661K +$28.3K +341 +4%
PTC
961
Private Trust Company
Ohio
$659K -$109K -1,309 -14%
IFA
962
Index Fund Advisors
California
$659K -$49.8K -601 -7%
Chevy Chase Trust
963
Chevy Chase Trust
Maryland
$657K -$8.29K -100 -1%
FFA
964
Farther Finance Advisors
California
$651K +$654K +7,893 New
EWM
965
Endowment Wealth Management
Wisconsin
$648K +$5.55K +67 +0.9%
FFS
966
Founders Financial Securities
Maryland
$648K -$11.8K -142 -2%
IC
967
Iconiq Capital
California
$646K +$9.04K +109 +1%
SMFG
968
Sumitomo Mitsui Financial Group
Japan
$645K -$64K -772 -9%
GPA
969
Guidance Point Advisors
Massachusetts
$639K -$10.3K -124 -2%
VFP
970
Verus Financial Partners
Virginia
$636K -$16.6K -200 -3%
AA
971
AlphaMark Advisors
Kentucky
$636K +$29K +350 +5%
RCAG
972
Rehmann Capital Advisory Group
Michigan
$636K +$6.96K +84 +1%
YIA
973
YHB Investment Advisors
Connecticut
$628K +$17.3K +209 +3%
MIM
974
Marco Investment Management
Georgia
$627K
PIA
975
Panoramic Investment Advisors
Colorado
$627K +$630K +7,597 New