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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
951
Spinnaker Investment Group
California
$505K -$28.5K -346 -5%
AT
952
Avalon Trust
New Mexico
$501K -$33K -400 -6%
VWA
953
Visionary Wealth Advisors
Illinois
$497K -$501K -6,071 -48%
WRPWM
954
Werba Rubin Papier Wealth Management
California
$496K +$103K +1,253 +24%
ACM
955
Advisors Capital Management
New Jersey
$492K +$49.1K +595 +10%
GF
956
Gries Financial
Ohio
$486K +$9.65K +117 +2%
TF
957
Tompkins Financial
New York
$486K -$257K -3,112 -33%
WA
958
Wealth Architects
California
$485K -$60.9K -738 -10%
BFS
959
Bradley Foster & Sargent
Connecticut
$483K – – –
NF
960
Nikulski Financial
Iowa
$482K -$26.4K -320 -5%
NCM
961
NCM Capital Management
New Jersey
$481K -$13.9K -169 -3%
WP
962
WMS Partners
Maryland
$480K -$59.5K -722 -10%
CAM
963
Cozad Asset Management
Illinois
$479K +$4.95K +60 +1%
NS
964
NBC Securities
Alabama
$477K +$520K +6,305 New
GWM
965
Greenwich Wealth Management
Connecticut
$476K – – –
CAGAS
966
Capital Advisory Group Advisory Services
Minnesota
$475K +$517K +6,273 New
PI
967
PFG Investments
New York
$473K +$40.8K +495 +9%
LBC
968
Lowe Brockenbrough & Co
Virginia
$472K -$33.8K -410 -6%
HT
969
Heritage Trust
Oklahoma
$470K -$13.2K -160 -3%
DI
970
Diligent Investors
California
$470K +$179K +2,175 +54%
LW
971
Libra Wealth
California
$466K – – –
CA
972
Claro Advisors
Massachusetts
$466K +$29.3K +355 +6%
HFS
973
Howard Financial Services
Texas
$464K +$5.61K +68 +1%
WAG
974
Winthrop Advisory Group
Massachusetts
$462K -$48.6K -590 -9%
KCPG
975
Kavar Capital Partners Group
Kansas
$462K +$503K +6,104 New