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Vanguard Real Estate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Adam Scott Argyle Capital Partners LLC | 7,939 | $707,520.18 | $729,832.27 | $22,312.09 | 3.15% |
 Caldwell Trust Co Caldwell Trust Co | 7,366 | $653,427.47 | $675,167.56 | $21,740.09 | 3.33% |
 Farnam Financial LLC Farnam Financial LLC | 14,295 | $1.38M | $1.3M | -$74,977.43 | -5.44% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,756 | $780,881.31 | $802,224.72 | $21,343.41 | 2.73% |
 Sara Amparan Prospera Capital Management LLC | 2,232 | $217,047 | $204,306.12 | -$12,740.88 | -5.87% |
 Base Wealth Management LLC Base Wealth Management LLC | 3,706 | $335,546.25 | $339,321.36 | $3,775.11 | 1.13% |
 Brent Garcia Broadwater Capital Management LLC | 15 | $1,325 | $1,384.8 | $59.8 | 4.51% |
 Basepoint Wealth LLC Basepoint Wealth LLC | 1,210 | $107,287.59 | $110,666.6 | $3,379.01 | 3.15% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 71,064 | $6.48M | $6.5M | $18,685.64 | 0.29% |
 Invested Advisors Invested Advisors | 6,683 | $595,821.56 | $615,805.03 | $19,983.47 | 3.35% |
 Berman McAleer LLC Berman McAleer LLC | 4,524 | $413,583.99 | $415,122.24 | $1,538.25 | 0.37% |
 Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 2,837 | $251,642 | $260,493.34 | $8,851.34 | 3.52% |
 Manske Wealth Management Manske Wealth Management | 4,594 | $409,385.41 | $423,337.1 | $13,951.69 | 3.41% |
 Wallace Jones WJ Financial Advisors LLC | 4,412 | $390,765.22 | $406,654.04 | $15,888.82 | 4.07% |
 Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,101 | $99,541.01 | $100,581.85 | $1,040.84 | 1.05% |
 Gassan Kassira Kassira Wealth Management LLC | 14,412 | $1.31M | $1.32M | $11,229.79 | 0.86% |
 Thomas J. Hayes Great Hill Capital LLC | 9,584 | $861,997.07 | $877,750.64 | $15,753.57 | 1.83% |
 David K. Gilmore Equity Wealth Partners LLC | 4,196 | $391,231.31 | $382,947.94 | -$8,283.37 | -2.12% |
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