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Vanguard Real Estate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CP C Pace Texas Yale Capital Corp. | 36,955 | $3.09M | $3.39M | $302,032.47 | 9.78% |
 Chilton Investment Chilton Investment Co Inc. | 7,409 | $677,292.71 | $679,479.39 | $2,186.68 | 0.32% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,284 | $1.69M | $1.76M | $68,959.38 | 4.07% |
 Field & Main Bank Field & Main Bank | 19,524 | $1.7M | $1.79M | $89,872.59 | 5.28% |
 Point72 Asset Management LP Point72 Asset Management LP | 38,396 | $3.7M | $3.51M | -$191,480.57 | -5.17% |
 Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 21,795 | $1.88M | $2M | $121,909.52 | 6.48% |
 SkyOak Wealth SkyOak Wealth LLC | 4,009 | $328,313.89 | $368,787.91 | $40,474.02 | 12.33% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 32,209 | $2.87M | $2.94M | $68,605.17 | 2.39% |
| YA Yinka Akinsola Blue Trust Inc. | 13,117 | $1.13M | $1.19M | $50,762.79 | 4.48% |
 Jeff Ameen Spire Wealth Management | 7,170 | $626,995.08 | $655,624.8 | $28,629.72 | 4.57% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 235,265 | $21.93M | $21.58M | -$350,687.75 | -1.6% |
 Kyle P. Smith NewEdge Wealth LLC | 32,155 | $2.72M | $2.94M | $220,410.03 | 8.11% |
 Matt Hunter Heartland Bank & Trust Co. | 2,163 | $208,578.09 | $199,763.86 | -$8,814.23 | -4.23% |
 Dipen Mehta Invst LLC | 4,512 | $393,629.31 | $413,208.96 | $19,579.65 | 4.97% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 186,201 | $16.66M | $17.01M | $349,502.33 | 2.1% |
 Kasey Fegan Corsicana & Co. | 257 | $22,795.9 | $23,582.32 | $786.42 | 3.45% |
 Joseph Castro Nuveen LLC | 427,805 | $38.38M | $38.65M | $270,229.88 | 0.7% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,914 | $359,711.1 | $358,424.55 | -$1,286.55 | -0.36% |
 Mark Hansen Hansen & Associates Financial Group Inc. | 21,413 | $1.93M | $1.96M | $22,673.83 | 1.17% |
 Tina Tenret Tenret Co. LLC | 2,695 | $225,733.2 | $246,754.2 | $21,021 | 9.31% |
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