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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
976
WealthShield Partners
North Carolina
$677K +$40.9K +444 +7%
CPCM
977
Cardinal Point Capital Management
Ontario, Canada
$675K – – –
WAG
978
Wiser Advisor Group
Arizona
$672K +$4.24K +46 +0.7%
WE
979
Wealth Effects
Massachusetts
$670K – – –
IW
980
Instrumental Wealth
Florida
$670K -$2.74M -29,768 -81%
DDPIC
981
Deroy & Devereaux Private Investment Counsel
Michigan
$670K +$48.3K +525 +8%
Advisors Capital Management
982
Advisors Capital Management
New Jersey
$669K -$595K -6,457 -48%
MIAS
983
Mason Investment Advisory Services
Virginia
$668K +$1.38K +15 +0.2%
FNBOH
984
First National Bank of Hutchinson
Kansas
$666K – – –
RFG
985
RFP Financial Group
Georgia
$666K +$318K +3,449 +102%
Greenleaf Trust
986
Greenleaf Trust
Michigan
$665K -$3.13K -34 -0.5%
ACA
987
Affinity Capital Advisors
California
$664K -$145K -1,577 -19%
CB
988
Community Bank
New York
$661K -$33.4K -363 -5%
AIM
989
Allen Investment Management
New York
$661K – – –
MFC
990
Mechanics Financial Corp
Ohio
$655K -$75.8K -823 -11%
ORG
991
Optimist Retirement Group
Washington
$654K +$2.03K +22 +0.3%
NRWA
992
North Ridge Wealth Advisors
Oregon
$651K -$162K -1,764 -21%
Level Four Advisory Services
993
Level Four Advisory Services
Texas
$649K -$3.68K -40 -0.6%
FFS
994
Founders Financial Securities
Maryland
$649K -$319K -3,462 -34%
PSB
995
Piscataqua Savings Bank
New Hampshire
$647K -$3.96K -43 -0.6%
LWA
996
Lantern Wealth Advisors
New York
$644K -$26.2K -285 -4%
CNTOF
997
Canandaigua National Trust of Florida
New York
$641K +$606K +6,584 New
RFS
998
Richardson Financial Services
Massachusetts
$638K +$13.6K +148 +2%
AQR Capital Management
999
AQR Capital Management
Connecticut
$638K +$603K +6,545 New
Venture Visionary Partners
1000
Venture Visionary Partners
Ohio
$637K +$63.8K +693 +12%