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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1226
SigFig Wealth Management
California
$310K +$11.3K +128 +4%
LW
1227
Linscomb Wealth
Texas
$309K -$441 -5 -0.1%
MTC
1228
McDaniel Terry & Co
Texas
$309K -$151K -1,712 -33%
SFP
1229
Strategic Financial Partners
Oregon
$308K -$28.8K -326 -9%
GWS
1230
Greykasell Wealth Strategies
California
$306K -$70.7K -802 -19%
EFS
1231
Essex Financial Services
Connecticut
$306K – – –
EBWM
1232
Eagle Bluffs Wealth Management
Missouri
$306K -$11.8K -134 -4%
FFL
1233
Financial Freedom LLC
Ohio
$305K +$1.41K +16 +0.5%
BH
1234
Burk Holdings
Oklahoma
$305K -$25.8K -292 -8%
PAS
1235
PKS Advisory Services
New York
$303K – – –
CCT
1236
Capital City Trust
Florida
$302K -$49K -555 -14%
EWA
1237
EverSource Wealth Advisors
Alabama
$301K -$18.3K -208 -6%
CAS
1238
Coppell Advisory Solutions
Texas
$300K -$13.8K -157 -4%
PP
1239
Prosperity Planning
Missouri
$299K -$22K -249 -7%
GIM
1240
Gold Investment Management
Alberta, Canada
$299K -$17.2K -195 -6%
SFG
1241
Synergy Financial Group
California
$298K – – –
SW
1242
SteelPeak Wealth
California
$298K -$137K -1,553 -32%
TSWM
1243
Tyler-Stone Wealth Management
Ohio
$298K -$3.79K -43 -1%
HL
1244
HeadInvest LLC
Maine
$297K – – –
PCS
1245
Private Client Services
Kentucky
$297K -$95.7K -1,085 -25%
EFG
1246
Embree Financial Group
Illinois
$296K +$2.73K +31 +0.9%
PIA
1247
Perennial Investment Advisors
California
$295K -$9.79K -111 -3%
SRC
1248
Sage Rhino Capital
California
$294K +$176 +2 +0.1%
ML
1249
McAdam LLC
Pennsylvania
$294K +$21.2K +240 +8%
AM
1250
Atwater Malick
Pennsylvania
$293K -$15K -170 -5%