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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis
1051
Natixis
France
$518K +$28.5K +333 +6%
O'Shaughnessy Asset Management
1052
O'Shaughnessy Asset Management
Connecticut
$517K +$290K +3,390 +131%
Ascent Group
1053
Ascent Group
Virginia
$515K -$46.7K -547 -8%
BIP Wealth
1054
BIP Wealth
Georgia
$514K -$98.4K -1,152 -16%
Patton Albertson Miller Group
1055
Patton Albertson Miller Group
Tennessee
$513K -$27.6K -323 -5%
Diversify Advisory Services
1056
Diversify Advisory Services
Utah
$509K +$511K +5,982 New
Howard Financial Services
1057
Howard Financial Services
Texas
$505K +$4.19K +49 +0.8%
Werba Rubin Papier Wealth Management
1058
Werba Rubin Papier Wealth Management
California
$504K +$11.8K +138 +2%
Black Swift Group
1059
Black Swift Group
Colorado
$499K -$844K -9,880 -63%
SAM
1060
S.A. Mason
Michigan
$499K +$2.22K +26 +0.5%
RCI
1061
RS Crum Inc
California
$496K -$19.2K -225 -4%
Goelzer Investment Management
1062
Goelzer Investment Management
Indiana
$490K -$68.9K -806 -12%
Mayport LLC
1063
Mayport LLC
Massachusetts
$489K +$133K +1,552 +38%
Deroy & Devereaux Private Investment Counsel
1064
Deroy & Devereaux Private Investment Counsel
Michigan
$489K +$59.1K +692 +14%
RWM
1065
Revisor Wealth Management
Ohio
$487K +$476K +5,571 New
W
1066
WorthPointe
California
$486K +$278K +3,251 +138%
UFF
1067
USA Financial Formulas
Michigan
$485K -$66.2K -775 -12%
EWP
1068
Elevation Wealth Partners
California
$484K -$5.21K -61 -1%
MFIMFI
1069
Mesirow Financial Investment Management - Fixed Income
Illinois
$481K – – –
JE
1070
JMAC Enterprises
Pennsylvania
$480K -$7.01K -82 -1%
TA
1071
TFB Advisors
Kansas
$480K +$313K +3,661 +155%
BC
1072
Barrett & Company
Rhode Island
$480K +$684 +8 +0.1%
Prosperity Capital Advisors
1073
Prosperity Capital Advisors
Ohio
$479K +$134K +1,574 +40%
Iconiq Capital
1074
Iconiq Capital
California
$470K -$234K -2,740 -34%
BCM
1075
Boltwood Capital Management
California
$469K – – –