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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1526
Lodestone Wealth Management
Washington
$208K -$9.75K -102 -5%
EW
1527
Element Wealth
Mississippi
$208K +$206K +2,152 New
TWP
1528
Triad Wealth Partners
Kansas
$207K +$200K +2,094 New
LFS
1529
Legacy Financial Strategies
Kansas
$207K +$205K +2,149 New
3FI
1530
3 Factor Indexing
California
$207K -$45.8K -479 -18%
DWS
1531
Dynamic Wealth Strategies
California
$207K -$6.88K -72 -3%
TTIC
1532
Tower Trust & Investment Company
Iowa
$206K -$70.6K -739 -26%
ARA
1533
Approach Retirement Advisors
Alabama
$206K +$204K +2,137 New
WP
1534
Wealthspan Partners
Iowa
$206K +$204K +2,137 New
CSA
1535
Cottage Street Advisors
Massachusetts
$206K +$204K +2,132 New
GKIM
1536
GW&K Investment Management
Massachusetts
$205K – – –
HA
1537
Hegarty Advisors
New York
$205K +$203K +2,123 New
UAG
1538
United Advisor Group
Ohio
$204K -$26.3K -275 -11%
MAWA
1539
Moss Adams Wealth Advisors
Washington
$204K +$202K +2,118 New
PWA
1540
Prairie Wealth Advisors
Nebraska
$204K – – –
CAM
1541
Cidel Asset Management
Ontario, Canada
$204K +$202K +2,112 New
CWM
1542
Chicago Wealth Management
Illinois
$203K +$201K +2,105 New
PA
1543
PFG Advisors
Arizona
$203K -$118K -1,230 -37%
BRPW
1544
Ballast Rock Private Wealth
South Carolina
$202K -$30.3K -317 -13%
AWA
1545
Alaska Wealth Advisors
Alaska
$201K +$199K +2,083 New
WIP
1546
WealthCare Investment Partners
Rhode Island
$201K +$199K +2,080 New
SC
1547
SouthState Corp
Florida
$198K -$2.2K -23 -1%
CNBTD
1548
Citizens National Bank Trust Department
Mississippi
$189K – – –
TIAAOA
1549
Teachers Insurance & Annuity Association of America
New York
$183K +$68.4K +716 +61%
PWPS
1550
Pinnacle Wealth Planning Services
Ohio
$181K -$14.3K -150 -7%