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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1201
Poehling Capital Management
Wisconsin
$292K – – –
SSWM
1202
Sheets Smith Wealth Management
North Carolina
$290K -$8.59K -104 -3%
LW
1203
Linscomb Wealth
Texas
$290K – – –
T. Rowe Price Associates
1204
T. Rowe Price Associates
Maryland
$289K -$466K -5,647 -62%
CFS
1205
CGC Financial Services
Oregon
$289K – – –
CSWM
1206
Cassady Schiller Wealth Management
Ohio
$287K – – –
FFL
1207
Financial Freedom LLC
Ohio
$285K -$48.9K -592 -15%
DT
1208
Diversified Trust
Tennessee
$285K -$72.7K -880 -21%
RFG
1209
RFP Financial Group
Georgia
$283K +$15.1K +183 +6%
TCM
1210
Tandem Capital Management
New Jersey
$283K -$5.78K -70 -2%
IA
1211
Insight Advisors
Pennsylvania
$283K -$2.56K -31 -0.9%
Mackenzie Financial
1212
Mackenzie Financial
Ontario, Canada
$282K -$2.04M -24,679 -88%
SWM
1213
Silverlake Wealth Management
Vermont
$282K -$26.5K -321 -9%
RIA
1214
Realta Investment Advisors
Delaware
$282K -$8.26K -100 -3%
TCBWMS
1215
Texas Capital Bank Wealth Management Services
Texas
$281K – – –
SCM
1216
Spreng Capital Management
Ohio
$281K -$3.06K -37 -1%
CIA
1217
Cladis Investment Advisory
Montana
$281K – – –
IHWM
1218
Iron Horse Wealth Management
Iowa
$280K -$7.51K -91 -3%
FL
1219
FreeGulliver LLC
Louisiana
$280K – – –
SFG
1220
Synergy Financial Group
California
$279K – – –
ML
1221
McAdam LLC
Pennsylvania
$278K +$1.73K +21 +0.6%
HWMA
1222
Heritage Wealth Management (Arizona)
Arizona
$277K +$1.98K +24 +0.7%
HFO
1223
Heritage Family Offices
Arizona
$277K +$273K +3,310 New
CRWM
1224
Castle Rock Wealth Management
California
$276K +$1.98K +24 +0.7%
CI
1225
Clal Insurance
Israel
$276K – – –