We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIOP
501
Fiduciary Trust International of Pennsylvania
Pennsylvania
$633K -$51.6K -652 -8%
DAS
502
Dynamic Advisor Solutions
Arizona
$630K -$41.3K -522 -6%
IWMPD
503
Integrated Wealth Management (Palm Desert)
California
$629K -$25.2K -318 -4%
RPGK
504
Retirement Planning Group (Kansas)
Kansas
$622K -$300K -3,790 -33%
NFG
505
Nations Financial Group
Iowa
$621K +$617K +7,789 New
LIM
506
Loudon Investment Management
New Hampshire
$614K – – –
CGL
507
Clarius Group LLC
Washington
$614K +$610K +7,712 New
SFM
508
Signet Financial Management
New Jersey
$610K +$236K +2,977 +64%
SCM
509
SCS Capital Management
Massachusetts
$610K +$605K +7,645 New
EAMA
510
EFG Asset Management (Americas)
Florida
$599K +$17.2K +217 +3%
GT
511
Glenview Trust
Kentucky
$599K +$595K +7,511 New
CDIA
512
Capital Directions Investment Advisors
Georgia
$587K – – –
PCTC
513
Perkins Coie Trust Company
Washington
$577K -$34.5K -436 -6%
NEPWA
514
New England Private Wealth Advisors
Massachusetts
$574K +$46.1K +582 +9%
UBWV
515
United Bank (West Virginia)
West Virginia
$573K – – –
ZIM
516
Zacks Investment Management
Illinois
$571K +$567K +7,161 New
TYCC
517
Texas Yale Capital Corp
Florida
$570K -$226K -2,850 -29%
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$569K +$565K +7,138 New
WA
519
Wealth Architects
California
$563K +$23.8K +301 +4%
AHS
520
Aspiriant Holdings S3
California
$559K +$18.5K +234 +3%
CAM
521
Crestone Asset Management
Colorado
$559K +$555K +7,014 New
RCAG
522
Rehmann Capital Advisory Group
Michigan
$558K +$65.8K +831 +13%
SSWM
523
Sheets Smith Wealth Management
North Carolina
$556K +$2.38K +30 +0.4%
VV
524
Valentine Ventures
Oregon
$550K -$8.95K -113 -2%
MMPW
525
Mitchell McLeod Pugh & Williams
Alabama
$550K – – –
19 20
21
22 23