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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1501
Lodestone Wealth Management
Washington
$201K -$1.93K -21 -0.9%
NHC
1502
Nicholas Hoffman & Company
Georgia
$201K +$207K +2,261 New
FCM
1503
Fortis Capital Management
Washington
$200K -$47K -513 -19%
PIA
1504
Panoramic Investment Advisors
Colorado
$200K +$207K +2,257 New
BA
1505
Ballast Advisors
Minnesota
$200K -$7.79K -85 -4%
FA
1506
Fountainhead AM
New Jersey
$198K +$458 +5 +0.2%
DWS
1507
Dynamic Wealth Strategies
California
$196K -$6.69K -73 -3%
MWP
1508
MYCIO Wealth Partners
Pennsylvania
$195K – – –
HNB
1509
Hilltop National Bank
Wyoming
$192K -$1.74K -19 -0.9%
GKIM
1510
GW&K Investment Management
Massachusetts
$188K – – –
SC
1511
SouthState Corp
Florida
$184K -$971K -10,591 -84%
CIAS
1512
Capital Investment Advisory Services
North Carolina
$184K +$32.7K +357 +21%
PWPS
1513
Pinnacle Wealth Planning Services
Ohio
$180K +$13.8K +150 +8%
HCM
1514
Hollencrest Capital Management
California
$179K +$112K +1,217 +151%
QWM
1515
Quaker Wealth Management
New Jersey
$178K +$183K +2,000 +28,571%
CFFP
1516
Center for Financial Planning
Michigan
$178K -$44K -480 -19%
CNBTD
1517
Citizens National Bank Trust Department
Mississippi
$174K – – –
Twin Tree Management
1518
Twin Tree Management
Texas
$173K +$179K +1,955 New
GAA
1519
Global Assets Advisory
Florida
$163K +$103K +1,125 New
ADL
1520
Asset Dedication LLC
California
$163K +$17.7K +193 +12%
NEWAS
1521
N.E.W. Advisory Services
Wisconsin
$159K – – –
HDIM
1522
Hanson & Doremus Investment Management
Vermont
$152K -$6.14K -67 -4%
MB
1523
MidFirst Bank
Oklahoma
$151K – – –
VWA
1524
Valued Wealth Advisors
Utah
$150K +$9.54K +104 +7%
LFASL
1525
Lugano Financial Advisors SA (LFA)
Switzerland
$148K – – –