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Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1726
Sunrise Financial Services
Washington
$4.16K +$4.22K +47 New
NWM
1727
Navigoe Wealth Management
California
$4K +$4.13K +46 New
GA
1728
GoalVest Advisory
New York
$3.89K – – –
MSWA
1729
Marshall & Sterling Wealth Advisors
New York
$3.75K +$3.77K +42 New
CWP
1730
Concord Wealth Partners
Virginia
$3.46K -$1.17K -13 -25%
HWM
1731
HighMark Wealth Management
Minnesota
$3.39K +$180 +2 +6%
JWM
1732
Jessup Wealth Management
Ohio
$3.19K +$3.23K +36 New
MDA
1733
Minot DeBlois Advisors
Massachusetts
$3.1K -$43K -479 -93%
IRC
1734
Investors Research Corp
Georgia
$3.1K – – –
CMP
1735
Coston McIsaac & Partners
Maine
$3K +$90 +1 +3%
OP
1736
ORG Partners
Indiana
$2.83K – – –
HFS
1737
Hughes Financial Services
Virginia
$2.74K – – –
LA
1738
LM Advisors
California
$2.57K -$211K -2,343 -91%
Allianz Asset Management
1739
Allianz Asset Management
Germany
$2.48K +$90 +1 +4%
VWWMG
1740
Vermillion & White Wealth Management Group
Pennsylvania
$2.48K – – –
AI
1741
Arvest Investments
Arkansas
$2.21K +$2.25K +25 New
LWMI
1742
Legacy Wealth Management (Idaho)
Idaho
$2.12K -$9.8K -109 -82%
FMP
1743
Financial Management Professionals
Texas
$1.77K – – –
BWM
1744
Bullock Wealth Management
Indiana
$1.67K -$90 -1 -5%
FC
1745
Fairscale Capital
New Hampshire
$1.59K – – –
OHWP
1746
Oak Harbor Wealth Partners
North Carolina
$1.59K – – –
AFC
1747
Ares Financial Consulting
California
$1.56K +$1.62K +18 New
HWP
1748
Highline Wealth Partners
California
$1.42K +$1.44K +16 New
BC
1749
Broadwater Capital
Massachusetts
$1.33K – – –
PAM
1750
Parvin Asset Management
South Dakota
$1.24K +$1.26K +14 New