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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
1051
Fidato Wealth
Ohio
$622K -$142K -1,481 -19%
FTS
1052
Fifth Third Securities
Ohio
$617K -$26.2K -274 -4%
CIA
1053
Cladis Investment Advisory
Montana
$616K – – –
SMC
1054
Smith, Moore & Co
Missouri
$615K +$765 +8 +0.1%
VFG
1055
Valley Financial Group
Pennsylvania
$612K -$18.8K -197 -3%
LFP
1056
Leeward Financial Partners
Washington
$607K -$39.2K -410 -6%
PSB
1057
Piscataqua Savings Bank
New Hampshire
$607K -$28.7K -300 -5%
AAS
1058
Asset Allocation Strategies
Michigan
$603K -$50.5K -528 -8%
BPWM
1059
Badgley Phelps Wealth Managers
Washington
$601K +$173K +1,807 +41%
PFA
1060
Portland Financial Advisors
New York
$600K -$5.16K -54 -0.9%
CFA
1061
Churchill Financial Advisors
Kentucky
$597K +$9.56K +100 +2%
NCM
1062
NCM Capital Management
New Jersey
$595K +$573 +6 +0.1%
LW
1063
Libra Wealth
California
$594K – – –
AF
1064
Arrow Financial
New York
$594K – – –
SGI
1065
Summit Global Investments
Utah
$593K +$129K +1,347 +28%
KLCM
1066
KG&L Capital Management
Louisiana
$584K +$10.2K +107 +2%
GAM
1067
Gotham Asset Management
New York
$584K +$64.3K +673 +13%
CSP
1068
Cary Street Partners
Virginia
$582K +$10.5K +110 +2%
AWA
1069
Arbor Wealth Advisors
Michigan
$579K – – –
BL
1070
BFSG LLC
California
$576K +$3.44K +36 +0.6%
TFCP
1071
Twin Focus Capital Partners
Massachusetts
$574K – – –
BHPW
1072
Box Hill Private Wealth
Arizona
$574K +$2.96K +31 +0.5%
BIM
1073
Bridges Investment Management
Nebraska
$569K -$18.3K -191 -3%
XPN
1074
XY Planning Network
Montana
$567K +$150K +1,566 +36%
GWM
1075
Greenwich Wealth Management
Connecticut
$565K +$96 +1 +0%