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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
1051
Jackson Creek Investment Advisors
Colorado
$633K -$10.9K -103 -2%
GF
1052
Gries Financial
Ohio
$633K +$26.9K +254 +5%
MWM
1053
Mascoma Wealth Management
New Hampshire
$633K +$244K +2,309 +65%
VR
1054
Viridian RIA
Washington
$632K -$569K -5,380 Closed
SPWM
1055
Spartan Planning & Wealth Management
North Carolina
$627K +$612K +5,784 New
NEWAS
1056
N.E.W. Advisory Services
Wisconsin
$621K +$357K +3,374 +100%
ANBT
1057
American National Bank & Trust
Texas
$614K +$44.3K +419 +8%
FMWA
1058
Forvis Mazars Wealth Advisors
Missouri
$610K
AFP
1059
Ausdal Financial Partners
Iowa
$607K -$5.98M -56,476 -91%
PFWA
1060
Paces Ferry Wealth Advisors
Georgia
$606K +$4.66K +44 +0.8%
SIA
1061
Sage Investment Advisers
New York
$606K +$51.4K +486 +10%
W
1062
WorthPointe
California
$604K -$818K -7,728 -58%
MFIMFI
1063
Mesirow Financial Investment Management - Fixed Income
Illinois
$603K
CHA
1064
Carmichael Hill & Associates
Maryland
$603K +$73.7K +696 +14%
OPWM
1065
Oakwell Private Wealth Management
Texas
$602K
HPC
1066
HM Payson & Co
Maine
$601K -$847 -8 -0.1%
WFA
1067
WMG Financial Advisors
Tennessee
$601K +$39.3K +371 +7%
FPCG
1068
Forum Private Client Group
Indiana
$599K +$585K +5,528 New
RGF
1069
Retirement Guys Formula
Ohio
$595K -$467K -4,413 -45%
BWA
1070
BDO Wealth Advisors
Florida
$594K
SFG
1071
Steward Financial Group
Texas
$594K +$2.33K +22 +0.4%
CMA
1072
Cedar Mountain Advisors
Oregon
$591K -$40.7K -385 -7%
SIA
1073
SkyView Investment Advisors
New Jersey
$590K +$87.2K +824 +16%
H
1074
HoyleCohen
California
$587K +$1.06K +10 +0.2%
WBCM
1075
Wilson & Boucher Capital Management
California
$585K