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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Congress Wealth Management
Massachusetts
$565K -$26.1K -315 -4%
MWM
1002
Maripau Wealth Management
Indiana
$565K -$6.88K -83 -1%
HWA
1003
Heritage Wealth Advisors
Virginia
$564K +$11K +133 +2%
FNBOH
1004
First National Bank of Hutchinson
Kansas
$564K
BST
1005
Bath Savings Trust
Maine
$564K +$4.15K +50 +0.7%
GWM
1006
Greenwich Wealth Management
Connecticut
$562K -$228K -2,749 -29%
FWI
1007
Facet Wealth Inc
Maryland
$561K -$1.19M -14,315 -70%
FPCG
1008
Forum Private Client Group
Indiana
$560K -$6.05K -73 -1%
FIBT
1009
First International Bank & Trust
North Dakota
$557K -$118K -1,420 -17%
CAGAS
1010
Capital Advisory Group Advisory Services
Minnesota
$556K -$269K -3,243 -32%
HWMA
1011
Heritage Wealth Management (Arizona)
Arizona
$556K +$281K +3,384 +101%
MWM
1012
Marion Wealth Management
Pennsylvania
$556K +$6.38K +77 +1%
SWM
1013
Stockman Wealth Management
Montana
$552K
PMG
1014
ProVise Management Group
Florida
$550K -$44K -531 -7%
TCOO
1015
Trust Company of Oklahoma
Oklahoma
$550K -$77K -929 -12%
FWM
1016
Fairhaven Wealth Management
Illinois
$548K
IP
1017
Ignite Planners
California
$544K +$499K +6,024 New
GWP
1018
Gateway Wealth Partners
Wisconsin
$542K +$545K +6,576 New
UF
1019
Univest Financial
Pennsylvania
$541K +$544K +6,563 New
CAM
1020
Cozad Asset Management
Illinois
$534K -$51.7K -624 -9%
RPGK
1021
Retirement Planning Group (Kansas)
Kansas
$533K
CSWM
1022
Cassady Schiller Wealth Management
Ohio
$532K -$153K -1,847 -22%
AG
1023
Advocate Group
Minnesota
$528K +$181K +2,184 +52%
MSAM
1024
Moloney Securities Asset Management
Missouri
$526K +$116K +1,403 +28%
SVWAG
1025
Sound View Wealth Advisors Group
Georgia
$526K +$493K +5,951 New