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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
1301
Fee-Only Financial Planning
South Carolina
$300K -$18.3K -200 -6%
ML
1302
McAdam LLC
Pennsylvania
$300K +$20.5K +224 +7%
LWMNY
1303
Landmark Wealth Management (New York)
New York
$298K +$36.6K +399 +13%
FNWM
1304
Financial Network Wealth Management
Utah
$297K -$18.7K -204 -6%
ACA
1305
Affinity Capital Advisors
California
$297K -$20K -218 -6%
HL
1306
HeadInvest LLC
Maine
$296K – – –
PA
1307
PFG Advisors
Arizona
$295K -$8.16K -89 -3%
SG
1308
Sharper & Granite
California
$294K -$168K -1,830 -36%
MWM
1309
McNaughton Wealth Management
California
$293K – – –
PP
1310
Prosperity Planning
Missouri
$293K – – –
AM
1311
Atwater Malick
Pennsylvania
$291K – – –
KJWM
1312
Kiley Juergens Wealth Management
Washington
$291K +$301K +3,282 New
2WWM
1313
21 West Wealth Management
California
$291K +$20.3K +221 +7%
1CP
1314
1015 Capital Partners
Pennsylvania
$290K +$58.6K +639 +24%
PS
1315
Pinney & Scofield
Massachusetts
$290K +$275 +3 +0.1%
WCG
1316
Weaver Consulting Group
California
$290K – – –
Avantax Planning Partners
1317
Avantax Planning Partners
Iowa
$289K +$48.9K +533 +20%
Clal Insurance
1318
Clal Insurance
Israel
$289K – – –
VF
1319
Vawter Financial
Ohio
$289K -$55.1K -601 -16%
PFM
1320
Peak Financial Management
Massachusetts
$288K -$45.4K -495 -13%
BOM
1321
Bank of Marin
California
$287K -$79.3K -865 -21%
SFP
1322
Strategic Financial Partners
Oregon
$287K -$24.8K -271 -8%
IA
1323
IFC Advisors
California
$286K – – –
LPP
1324
Life Planning Partners
Florida
$286K +$183 +2 +0.1%
GWP
1325
Gateway Wealth Partners
Wisconsin
$285K +$295K +3,216 New