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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
326
IndexIQ Advisors
New York
$982K -$510K -7,455 -35%
HCM
327
Hollencrest Capital Management
California
$981K +$7.6K +111 +0.8%
CWM
328
Concert Wealth Management
California
$955K +$82.6K +1,207 +10%
AWP
329
Ascent Wealth Partners
New York
$948K +$60.9K +890 +7%
CA
330
Cetera Advisors
Colorado
$947K +$422K +6,162 +84%
BPC
331
Banque Pictet & Cie
Switzerland
$943K -$496K -7,250 -35%
CB
332
Chemical Bank
Michigan
$935K -$30.5K -445 -3%
LGWM
333
Litman Gregory Wealth Management
California
$927K +$898K +13,120 New
GI
334
Glovista Investments
New Jersey
$918K +$507K +7,400 +132%
IAS
335
INR Advisory Services
Pennsylvania
$914K -$13.1M -190,726 -94%
FNBTCON
336
First National Bank & Trust Co of Newtown
Pennsylvania
$913K +$885K +12,930 New
B
337
Bailard
California
$907K -$58.5K -855 -6%
WTB
338
Washington Trust Bank
Washington
$903K +$876K +12,790 New
ZIM
339
Zacks Investment Management
Illinois
$887K -$216K -3,158 -20%
LIA
340
LBMC Investment Advisors
Tennessee
$885K +$403K +5,890 +89%
BFS
341
Bradley Foster & Sargent
Connecticut
$882K +$28.4K +415 +3%
BFA
342
Bragg Financial Advisors
North Carolina
$866K +$235K +3,439 +39%
RJT
343
Raymond James Trust
Florida
$858K +$117K +1,704 +16%
SAM
344
Sawgrass Asset Management
Florida
$842K – – –
ZF
345
Zhang Financial
Michigan
$830K +$21K +307 +3%
GA
346
GFS Advisors
Texas
$822K +$75.8K +1,107 +11%
AWM
347
Avior Wealth Management
Nebraska
$822K +$304K +4,436 +62%
NAMP
348
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$804K +$97.2K +1,420 +14%
PP
349
Patten & Patten
Tennessee
$797K -$131K -1,920 -15%
DSC
350
Duncker Streett & Co
Missouri
$788K +$138K +2,017 +22%
12 13
14
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