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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
451
Houlihan Financial Resource Group
Virginia
$3.1M +$55.1K +641 +2%
FHA
452
Flagship Harbor Advisors
Massachusetts
$3.09M +$27.1K +315 +0.9%
SFP
453
Shepherd Financial Partners
Massachusetts
$3.09M +$169K +1,963 +6%
OCM
454
Orion Capital Management
California
$3.07M -$35K -407 -1%
SAS
455
Stelac Advisory Services
New York
$3.06M +$405K +4,716 +15%
SPC
456
Sigma Planning Corp
Michigan
$3.04M -$113K -1,312 -3%
AL
457
Aspiriant LLC
California
$3.03M -$904K -10,527 -22%
RPWA
458
Regent Peak Wealth Advisors
Georgia
$3.02M +$3.13M +36,386 New
BWA
459
BlueSky Wealth Advisors
North Carolina
$3.01M +$34.6K +403 +1%
FDS
460
Freedom Day Solutions
Texas
$3.01M +$477K +5,550 +18%
MWM
461
Madison Wealth Management
Ohio
$3M -$135K -1,568 -4%
SFPM
462
Sensible Financial Planning & Management
Massachusetts
$2.97M -$67.8K -789 -2%
IAN
463
Integrated Advisors Network
Texas
$2.96M +$155K +1,806 +5%
VFA
464
Valeo Financial Advisors
Indiana
$2.93M +$2.61M +30,375 +620%
TWM
465
Tradition Wealth Management
Minnesota
$2.92M +$237K +2,759 +9%
CAL
466
Capital Advisors Ltd
Ohio
$2.9M -$229K -2,669 -7%
AWM
467
Arista Wealth Management
Nevada
$2.89M -$2.06M -24,010 -41%
DFC
468
DBK Financial Counsel
Ohio
$2.87M +$1.19M +13,817 +67%
SC
469
Savant Capital
Illinois
$2.86M +$674K +7,839 +29%
AP
470
Adero Partners
California
$2.85M -$369K -4,297 -11%
WIA
471
World Investment Advisors
California
$2.85M +$608K +7,072 +26%
KPWS
472
Kestra Private Wealth Services
Texas
$2.85M +$197K +2,293 +7%
NWM
473
Northcape Wealth Management
New York
$2.84M +$346K +4,025 +13%
WLIM
474
White Lighthouse Investment Management
Massachusetts
$2.84M +$239K +2,786 +9%
SFP
475
Sterling Financial Planning
New Jersey
$2.84M -$16K -186 -0.5%
17 18
19
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