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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
401
Schechter Investment Advisors
Michigan
$4.16M -$293K -3,702 -7%
EGWAG
402
Elwood & Goetz Wealth Advisory Group
Georgia
$4.13M +$24.3K +307 +0.7%
KPWS
403
Kestra Private Wealth Services
Texas
$4.13M +$642K +8,100 +21%
HI
404
Human Investing
Oregon
$4.12M -$337K -4,256 -8%
WA
405
WBH Advisory
Maryland
$4.11M +$727K +9,171 +25%
AWM
406
Abound Wealth Management
Tennessee
$3.99M +$1.48M +18,638 +70%
GFWA
407
Grey Fox Wealth Advisors
Delaware
$3.98M +$383K +4,838 +12%
TCG
408
Transcendent Capital Group
Oklahoma
$3.97M +$3.56M +44,894 New
CIR
409
Clear Investment Research
Georgia
$3.97M -$108K -1,368 -3%
OC
410
Oppenheimer & Co
New York
$3.96M +$1.31M +16,513 +58%
RTC
411
Riverview Trust Company
Washington
$3.96M – – –
NCM
412
Narwhal Capital Management
Georgia
$3.95M +$1.87M +23,626 +112%
W
413
WealthCollab
Washington
$3.92M +$3.52M +44,375 New
TW
414
Traveka Wealth
California
$3.91M +$3.51M +44,226 New
CAC
415
Certified Advisory Corp
Florida
$3.9M -$695K -8,770 -17%
UI
416
Unconventional Investor
New Hampshire
$3.88M +$389K +4,913 +13%
CL
417
Choreo LLC
Illinois
$3.85M -$551K -6,950 -14%
SFP
418
Shepherd Financial Partners
Massachusetts
$3.84M +$403K +5,090 +13%
AMG
419
Asset Management Group
Connecticut
$3.83M -$114K -1,436 -3%
FPAS
420
Focus Partners Advisor Solutions
Missouri
$3.83M -$1.03M -13,043 -23%
SWA
421
Stratos Wealth Advisors
Ohio
$3.82M -$59.8K -754 -2%
RFC
422
Regions Financial Corp
Alabama
$3.81M +$93K +1,173 +3%
TWP
423
TFO Wealth Partners
Ohio
$3.81M +$7.85K +99 +0.2%
SLT
424
St Louis Trust
Missouri
$3.8M – – –
FAN
425
Financial Advisors Network
California
$3.8M +$76.8K +969 +2%
15 16
17
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