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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Modern Wealth Management
1251
Modern Wealth Management
Kansas
$313K +$281K +3,547 New
FNWM
1252
Financial Network Wealth Management
Utah
$313K -$41.4K -523 -13%
PA
1253
PFG Advisors
Arizona
$312K -$12K -151 -4%
NCM
1254
Northwest Capital Management
Oregon
$311K +$6.5K +82 +2%
OWM
1255
Opes Wealth Management
California
$311K -$157K -1,975 -36%
PP
1256
Prosperity Planning
Missouri
$311K +$279K +3,518 New
OWA
1257
Octavia Wealth Advisors
Ohio
$309K +$277K +3,494 New
Laird Norton Wetherby Wealth Management
1258
Laird Norton Wetherby Wealth Management
California
$308K +$276K +3,485 New
CSWM
1259
Cassady Schiller Wealth Management
Ohio
$307K -$72.4K -913 -21%
RFO
1260
RiverGlades Family Offices
Florida
$306K -$6.58K -83 -2%
LW
1261
Linscomb Wealth
Texas
$306K +$17K +214 +7%
SSWM
1262
Sheets Smith Wealth Management
North Carolina
$305K -$27.6K -348 -9%
PCM
1263
Poehling Capital Management
Wisconsin
$305K +$5.94K +75 +2%
CFS
1264
CGC Financial Services
Oregon
$305K – – –
GA
1265
Gordian Advisors
Arizona
$305K +$273K +3,449 New
ACM
1266
AUA Capital Management
Pennsylvania
$304K +$273K +3,439 New
MCC
1267
Money Concepts Capital
Florida
$304K +$17K +215 +7%
MBFW
1268
Morton Brown Family Wealth
Pennsylvania
$304K +$15.5K +195 +6%
WP
1269
Wealthspan Partners
Iowa
$303K +$79 +1 +0%
SWM
1270
Stockman Wealth Management
Montana
$303K – – –
CGL
1271
Clarius Group LLC
Washington
$303K – – –
RFN
1272
RDA Financial Network
Iowa
$303K +$2.38K +30 +0.9%
PWM
1273
Paulson Wealth Management
Illinois
$303K -$7.05K -89 -3%
HCA
1274
Horan Capital Advisors
Ohio
$300K – – –
NCMW
1275
Northern Capital Management (Washington)
Washington
$300K – – –