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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
976
Liberty Wealth Management
California
$657K +$3.22M +40,619 +501%
FWA
977
FSC Wealth Advisors
New York
$656K +$8.8K +111 +2%
CB
978
Community Bank
New York
$656K -$99.9K -1,260 -15%
WP
979
WealthShield Partners
North Carolina
$649K -$43.1K -544 -7%
FineMark National Bank & Trust
980
FineMark National Bank & Trust
Florida
$647K -$146K -1,838 -20%
GSEP
981
Golden State Equity Partners
California
$647K +$25.6K +323 +5%
BA
982
Bluesphere Advisors
Pennsylvania
$647K -$13.9K -176 -2%
LIM
983
Loudon Investment Management
New Hampshire
$645K -$70.5K -890 -11%
NSIM
984
North Star Investment Management
Illinois
$642K +$18.6K +235 +3%
Quantbot Technologies
985
Quantbot Technologies
New York
$640K +$417K +5,264 +266%
Level Four Advisory Services
986
Level Four Advisory Services
Texas
$640K -$11.6K -146 -2%
BL
987
BFSG LLC
California
$638K +$17.6K +222 +3%
RWM
988
Raffa Wealth Management
District of Columbia
$632K -$451K -5,694 -44%
PWMAG
989
Pinnacle Wealth Management Advisory Group
New Jersey
$632K -$118K -1,486 -17%
WC
990
Waterloo Capital
Texas
$630K +$566K +7,136 New
WE
991
Wealth Effects
Massachusetts
$630K -$19.7K -249 -3%
BIP Wealth
992
BIP Wealth
Georgia
$627K -$9.35K -118 -2%
Daymark Wealth Partners
993
Daymark Wealth Partners
Ohio
$626K +$10.8K +136 +2%
HFS
994
Heritage Financial Services
Massachusetts
$625K +$560K +7,069 New
SFG
995
Sovereign Financial Group
Connecticut
$624K +$118K +1,488 +27%
ORG
996
Optimist Retirement Group
Washington
$620K +$556K +7,012 New
PTC
997
Private Trust Company
Ohio
$615K -$117K -1,476 -17%
LWA
998
Lantern Wealth Advisors
New York
$613K +$550K +6,943 New
CAL
999
Capital Advisors Ltd
Ohio
$606K -$630K -7,949 -54%
PSB
1000
Piscataqua Savings Bank
New Hampshire
$605K +$713 +9 +0.1%