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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1251
Mattern Capital Management
Colorado
$340K
JFG
1252
Jefferies Financial Group
New York
$337K
OWA
1253
Oak Wealth Advisors
Illinois
$336K +$356K +3,770 New
JTWM
1254
Jackson Thornton Wealth Management
Alabama
$335K -$756 -8 -0.2%
SMA
1255
Sage Mountain Advisors
Georgia
$334K +$332K +3,509 +1,432%
MFC
1256
Morris Financial Concepts
South Carolina
$334K -$133K -1,412 -27%
SIM
1257
Stratos Investment Management
Ohio
$333K -$189K -2,002 -35%
PPWM
1258
Perissos Private Wealth Management
Oklahoma
$332K +$472 +5 +0.1%
FA
1259
Faithward Advisors
Pennsylvania
$330K -$64K -677 -15%
DT
1260
Diversified Trust
Tennessee
$330K
TCM
1261
TD Capital Management
Tennessee
$330K +$6.14K +65 +2%
GS
1262
GWN Securities
Florida
$330K +$343K +3,634 New
MIC
1263
Meridian Investment Counsel
California
$329K
SBIA
1264
Sheaff Brock Investment Advisors
Indiana
$329K -$24K -254 -6%
WA
1265
Wealthstream Advisors
New York
$328K +$2.08K +22 +0.6%
WPWM
1266
Windward Private Wealth Management
Kansas
$327K -$13.7K -145 -4%
MW
1267
Marcum Wealth
Ohio
$325K -$4.71M -49,854 -93%
BI
1268
Ballast Inc
Kentucky
$325K
FWM
1269
Forza Wealth Management
Florida
$325K
GVAG
1270
Great Valley Advisor Group
Delaware
$324K -$75.9K -803 -18%
DWAM
1271
Duncan Williams Asset Management
Tennessee
$323K +$32.8K +347 +11%
BH
1272
Burk Holdings
Oklahoma
$323K +$343K +3,628 New
MSWM
1273
McGlone Suttner Wealth Management
Wisconsin
$322K +$78.1K +827 +30%
PP
1274
Prosperity Planning
Missouri
$321K
SFP
1275
Strategic Financial Partners
Oregon
$320K +$567 +6 +0.2%