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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
1251
Beckerman Institutional
New Jersey
$340K +$56.7K +600 +19%
MCM
1252
Mattern Capital Management
Colorado
$340K – – –
JFG
1253
Jefferies Financial Group
New York
$337K – – –
OWA
1254
Oak Wealth Advisors
Illinois
$336K +$356K +3,770 New
JTWM
1255
Jackson Thornton Wealth Management
Alabama
$335K -$756 -8 -0.2%
SMA
1256
Sage Mountain Advisors
Georgia
$334K +$332K +3,509 +1,432%
MFC
1257
Morris Financial Concepts
South Carolina
$334K -$133K -1,412 -27%
SIM
1258
Stratos Investment Management
Ohio
$333K -$189K -2,002 -35%
PPWM
1259
Perissos Private Wealth Management
Oklahoma
$332K +$472 +5 +0.1%
FA
1260
Faithward Advisors
Pennsylvania
$330K -$64K -677 -15%
DT
1261
Diversified Trust
Tennessee
$330K – – –
TCM
1262
TD Capital Management
Tennessee
$330K +$6.14K +65 +2%
GS
1263
GWN Securities
Florida
$330K +$343K +3,634 New
MIC
1264
Meridian Investment Counsel
California
$329K – – –
SBIA
1265
Sheaff Brock Investment Advisors
Indiana
$329K -$24K -254 -6%
WA
1266
Wealthstream Advisors
New York
$328K +$2.08K +22 +0.6%
WPWM
1267
Windward Private Wealth Management
Kansas
$327K -$13.7K -145 -4%
MW
1268
Marcum Wealth
Ohio
$325K -$4.71M -49,854 -93%
BI
1269
Ballast Inc
Kentucky
$325K – – –
FWM
1270
Forza Wealth Management
Florida
$325K – – –
GVAG
1271
Great Valley Advisor Group
Delaware
$324K -$75.9K -803 -18%
DWAM
1272
Duncan Williams Asset Management
Tennessee
$323K +$32.8K +347 +11%
BH
1273
Burk Holdings
Oklahoma
$323K +$343K +3,628 New
MSWM
1274
McGlone Suttner Wealth Management
Wisconsin
$322K +$78.1K +827 +30%
PP
1275
Prosperity Planning
Missouri
$321K – – –