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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
1051
O'Shaughnessy Asset Management
Connecticut
$517K +$290K +3,390 +131%
AG
1052
Ascent Group
Virginia
$515K -$46.7K -547 -8%
BW
1053
BIP Wealth
Georgia
$514K -$98.4K -1,152 -16%
PAMG
1054
Patton Albertson Miller Group
Tennessee
$513K -$27.6K -323 -5%
DAS
1055
Diversify Advisory Services
Utah
$509K +$511K +5,982 New
HFS
1056
Howard Financial Services
Texas
$505K +$4.19K +49 +0.8%
WRPWM
1057
Werba Rubin Papier Wealth Management
California
$504K +$11.8K +138 +2%
BSG
1058
Black Swift Group
Colorado
$499K -$844K -9,880 -63%
SAM
1059
S.A. Mason
Michigan
$499K +$2.22K +26 +0.5%
RCI
1060
RS Crum Inc
California
$496K -$19.2K -225 -4%
GIM
1061
Goelzer Investment Management
Indiana
$490K -$68.9K -806 -12%
ML
1062
Mayport LLC
Massachusetts
$489K +$133K +1,552 +38%
DDPIC
1063
Deroy & Devereaux Private Investment Counsel
Michigan
$489K +$59.1K +692 +14%
RWM
1064
Revisor Wealth Management
Ohio
$487K +$476K +5,571 New
W
1065
WorthPointe
California
$486K +$278K +3,251 +138%
UFF
1066
USA Financial Formulas
Michigan
$485K -$66.2K -775 -12%
EWP
1067
Elevation Wealth Partners
California
$484K -$5.21K -61 -1%
MFIMFI
1068
Mesirow Financial Investment Management - Fixed Income
Illinois
$481K
JE
1069
JMAC Enterprises
Pennsylvania
$480K -$7.01K -82 -1%
TA
1070
TFB Advisors
Kansas
$480K +$313K +3,661 +155%
BC
1071
Barrett & Company
Rhode Island
$480K +$684 +8 +0.1%
PCA
1072
Prosperity Capital Advisors
Ohio
$479K +$134K +1,574 +40%
IC
1073
Iconiq Capital
California
$470K -$234K -2,740 -34%
BCM
1074
Boltwood Capital Management
California
$469K
HFA
1075
Highland Financial Advisors
New Jersey
$469K -$4.6M -53,806 -91%