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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1276
Strategic Financial Partners
Oregon
$320K +$567 +6 +0.2%
SWM
1277
Stockman Wealth Management
Montana
$320K +$10.3K +109 +3%
MIM
1278
Moseley Investment Management
Florida
$320K +$12.7K +134 +4%
PCM
1279
Poehling Capital Management
Wisconsin
$320K +$6.05K +64 +2%
FWP
1280
FAS Wealth Partners
Kansas
$319K -$450K -4,764 -57%
FOFP
1281
Fee-Only Financial Planning
South Carolina
$319K -$37.8K -400 -10%
AM
1282
Atwater Malick
Pennsylvania
$317K – – –
GPA
1283
Guidance Point Advisors
Massachusetts
$316K +$55K +582 +20%
FNWM
1284
Financial Network Wealth Management
Utah
$316K – – –
LSIA
1285
LaSalle St. Investment Advisors
Illinois
$316K +$29.4K +311 +10%
IW
1286
Instrumental Wealth
Florida
$314K -$340K -3,601 -51%
RA
1287
Resolute Advisors
California
$314K -$92.5K -979 -22%
FCB
1288
First County Bank
Connecticut
$312K +$99K +1,048 +43%
PAS
1289
PKS Advisory Services
New York
$312K +$331K +3,500 New
BCA
1290
Bay Colony Advisors
Massachusetts
$312K +$11.5K +122 +4%
LW
1291
Linscomb Wealth
Texas
$312K -$2.83K -30 -0.9%
GIM
1292
Gold Investment Management
Alberta, Canada
$311K +$2.36K +25 +0.7%
CAS
1293
Coppell Advisory Solutions
Texas
$311K +$50.3K +532 +18%
WTFG
1294
Wood Tarver Financial Group
Idaho
$309K +$329K +3,480 New
RFG
1295
RFP Financial Group
Georgia
$309K -$318K -3,367 -49%
IA
1296
IFC Advisors
California
$308K +$327K +3,461 New
CCT
1297
Capital City Trust
Florida
$307K – – –
EF
1298
Elite Financial
Idaho
$307K +$326K +3,446 New
MFS
1299
McNamara Financial Services
Massachusetts
$306K -$2.83K -30 -0.9%
BWM
1300
Blossom Wealth Management
California
$306K +$21.9K +232 +7%