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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
S
401
SimplyRich
California
$2.33M +$101K +1,276 +4%
LP
402
LGL Partners
Pennsylvania
$2.32M -$2.52K -32 -0.1%
TF
403
Tompkins Financial
New York
$2.32M -$236 -3 -0%
DWM
404
Doyle Wealth Management
Florida
$2.29M -$82.4K -1,046 -3%
MIM
405
Marco Investment Management
Georgia
$2.29M – – –
GWM
406
Geneos Wealth Management
Colorado
$2.28M +$1.28M +16,285 +113%
AW
407
Alpha Windward
Massachusetts
$2.26M -$262K -3,320 -10%
BEAM
408
Baker Ellis Asset Management
Washington
$2.26M -$284K -3,610 -11%
CTA
409
Chesley Taft & Associates
Illinois
$2.24M -$99.3K -1,260 -4%
GMA
410
Goldstein Munger & Associates
California
$2.18M -$320K -4,064 -12%
RMAM
411
Raab & Moskowitz Asset Management
New Jersey
$2.17M -$116K -1,469 -5%
TF
412
Trek Financial
Arizona
$2.17M +$2.3M +29,174 New
WTC
413
WhitTier Trust Company
Nevada
$2.15M +$1.15M +14,556 +102%
PB
414
Pinnacle Bancorp
Nebraska
$2.12M +$2.24M +28,446 New
CG
415
Cutler Group
California
$2.1M +$1.72M +21,779 +340%
SSB
416
Sandy Spring Bank
Maryland
$2.1M -$65.5K -832 -3%
WAM
417
Wealthspire Advisors (Maryland)
Maryland
$2.09M +$234K +2,965 +12%
DWM
418
Destination Wealth Management
California
$2.09M -$212K -2,686 -9%
HS
419
HighVista Strategies
Massachusetts
$2.09M +$347K +4,400 +19%
GRP
420
Global Retirement Partners
California
$2.07M -$58.8K -746 -3%
WCG
421
Wall Capital Group
Arizona
$2.06M +$23.8K +302 +1%
FNBTCON
422
First National Bank & Trust Co of Newtown
Pennsylvania
$2.06M -$22.8K -290 -1%
LGWM
423
Litman Gregory Wealth Management
California
$2.05M +$26.2K +333 +1%
BFM
424
Broadview Financial Management
Wisconsin
$2.05M -$642K -8,146 -23%
CWM
425
Concentric Wealth Management
California
$2.01M +$62K +787 +3%
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