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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
1251
Heritage Wealth Management (Arizona)
Arizona
$360K +$352K +3,326 New
TCM
1252
TD Capital Management
Tennessee
$359K +$285K +2,696 +438%
CHA
1253
Cooper/Haims Advisors
New York
$358K +$6.99K +66 +2%
CFS
1254
Cannon Financial Strategists
Georgia
$358K -$70.6K -667 -17%
Forum Financial Management
1255
Forum Financial Management
Illinois
$357K -$10.8K -102 -3%
ORC
1256
O'Rourke & Company
Massachusetts
$357K +$43.6K +412 +14%
BF
1257
Blankinship & Foster
California
$356K -$49.8K -471 -13%
RFO
1258
RiverGlades Family Offices
Florida
$353K – – –
BWM
1259
BNC Wealth Management
Oregon
$353K +$4.02K +38 +1%
CNBTD
1260
Citizens National Bank Trust Department
Mississippi
$351K -$50.3K -475 -12%
Alesco Advisors
1261
Alesco Advisors
New York
$349K – – –
AF
1262
Advisornet Financial
Minnesota
$348K +$29.1K +275 +9%
PWA
1263
Pillar Wealth Advisors
Pennsylvania
$347K +$212 +2 +0.1%
PCM
1264
Poehling Capital Management
Wisconsin
$347K +$1.8K +17 +0.5%
GAB
1265
German American Bancorp
Indiana
$346K -$146K -1,382 -30%
PBT
1266
Pictet Bank & Trust
Bahamas
$346K -$42.3K -400 -11%
TGAM
1267
TBH Global Asset Management
Tennessee
$346K -$15.2K -144 -4%
VC
1268
Veracity Capital
Georgia
$345K +$9.95K +94 +3%
MIM
1269
Moseley Investment Management
Florida
$344K -$529 -5 -0.2%
KTC
1270
Kistler-Tiffany Companies
Pennsylvania
$344K +$74.7K +706 +29%
IWP
1271
Icon Wealth Partners
Texas
$343K – – –
CPA
1272
Capital Planning Advisors
California
$342K +$39.9K +377 +14%
LRIA
1273
Leonard Rickey Investment Advisors
Washington
$338K -$80.6K -762 -20%
KFGK
1274
Keystone Financial Group (Kentucky)
Kentucky
$338K +$11K +104 +3%
SouthState Corp
1275
SouthState Corp
Florida
$337K -$55.6K -525 -14%