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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1076
Lumature Wealth Partners
Georgia
$348K +$9.76K +92 +3%
SIG
1077
Sargent Investment Group
Maryland
$347K
MWM
1078
Mascoma Wealth Management
New Hampshire
$347K +$15.6K +147 +5%
SW
1079
StrongBox Wealth
Missouri
$346K
FANJ
1080
Financial Architects (New Jersey)
New Jersey
$344K +$5.73K +54 +2%
SFWA
1081
Summit Financial Wealth Advisors
Louisiana
$343K -$848 -8 -0.2%
DTC
1082
Davidson Trust Company
Washington
$343K
CHA
1083
Cooper/Haims Advisors
New York
$341K +$106 +1 +0%
QCM
1084
Quest Capital Management
Texas
$341K +$212 +2 +0.1%
GLA
1085
Good Life Advisors
Pennsylvania
$340K +$79.2K +747 +29%
PWP
1086
Personal Wealth Partners
Minnesota
$340K +$110K +1,039 +45%
PP
1087
Patten & Patten
Tennessee
$338K
SMC
1088
Smith, Moore & Co
Missouri
$338K +$22.5K +212 +7%
AUB
1089
Atlantic Union Bankshares
Virginia
$338K +$62.7K +591 +22%
PCM
1090
Prelude Capital Management
New York
$336K +$350K +3,300 New
TAIM
1091
TD Ameritrade Investment Management
Nebraska
$335K +$66.9K +631 +17%
LRIA
1092
Leonard Rickey Investment Advisors
Washington
$335K +$108K +1,017 +45%
AWA
1093
Arkadios Wealth Advisors
Georgia
$333K -$14.6K -138 -4%
IWA
1094
Inspirion Wealth Advisors
Illinois
$332K +$3.08K +29 +0.9%
MIM
1095
Moseley Investment Management
Florida
$328K +$106 +1 +0%
KFGK
1096
Keystone Financial Group (Kentucky)
Kentucky
$328K +$742 +7 +0.2%
SRC
1097
Sage Rhino Capital
California
$326K
RFO
1098
RiverGlades Family Offices
Florida
$324K
CT
1099
Caldwell Trust
Florida
$324K +$22.4K +211 +7%
IWP
1100
Icon Wealth Partners
Texas
$323K