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Vanguard Global ex-US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$258K +$241K +5,061 +689%
BlackRock
227
BlackRock
New York
$254K
FIM
228
Freedom Investment Management
Connecticut
$251K -$1.57K -33 -0.6%
GTWM
229
Global Trust Wealth Management
Florida
$250K +$16.2K +341 +6%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$246K +$33.2K +698 +14%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$242K -$64.9K -1,363 -20%
JFGLC
232
Johnson Financial Group LLC (Colorado)
Colorado
$242K
BTWM
233
Baker Tilly Wealth Management
Wisconsin
$240K
QCM
234
Quantinno Capital Management
New York
$234K +$18K +377 +8%
PWM
235
Perigon Wealth Management
California
$230K -$13.4K -281 -5%
CIC
236
Cutler Investment Counsel
Oregon
$228K -$6.71K -141 -3%
Squarepoint
237
Squarepoint
New York
$224K +$240K +5,042 New
BWA
238
Basecamp Wealth Advisors
Washington
$219K
FWI
239
Facet Wealth Inc
Maryland
$215K +$231K +4,845 New
CIA
240
Compass Ion Advisors
Pennsylvania
$213K -$86.9K -1,826 -28%
FFN
241
Focus Financial Network
Minnesota
$211K -$1.19K -25 -0.5%
CTWM
242
Cherry Tree Wealth Management
Minnesota
$211K -$12.3K -259 -5%
KA
243
Klingman & Associates
New York
$210K
RI
244
Ridgewood Investments
New Jersey
$208K +$223K +4,676 New
CFG
245
Citizens Financial Group
Rhode Island
$207K
AR
246
Apeiron RIA
Texas
$206K +$10.2K +214 +5%
FCAM
247
First Citizens Asset Management
North Carolina
$205K +$220K +4,614 New
AWE
248
Avidian Wealth Enterprises
Texas
$205K +$219K +4,605 New
EAN
249
Excelsior Advisor Network
Colorado
$201K +$215K +4,525 New
CC
250
Climber Capital
Switzerland
$201K -$704K -14,785 -77%