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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
526
Berkshire Bank
Massachusetts
$1.41M +$1.43M +17,817 New
22CM
527
20/20 Capital Management
California
$1.41M -$38.1K -474 -3%
LIM
528
Leavell Investment Management
Alabama
$1.39M -$149K -1,858 -10%
SWM
529
SVA Wealth Management
Wisconsin
$1.39M -$136K -1,688 -9%
CAM
530
Covenant Asset Management
New Jersey
$1.39M -$11.6K -145 -0.8%
AAS
531
Annex Advisory Services
Wisconsin
$1.39M -$15.4K -192 -1%
CWA
532
Capital Wealth Alliance
Arizona
$1.38M +$81.1K +1,010 +6%
CAM
533
Cresset Asset Management
Illinois
$1.37M +$164K +2,042 +13%
NB
534
NBT Bank
New York
$1.37M -$32.5K -405 -2%
MCM
535
MAI Capital Management
Ohio
$1.35M -$120K -1,498 -8%
RMAM
536
Raab & Moskowitz Asset Management
New Jersey
$1.34M -$44.4K -553 -3%
MW
537
Marcum Wealth
Ohio
$1.33M -$64.5K -804 -5%
QT
538
Quantbot Technologies
New York
$1.33M +$754K +9,389 +126%
AI
539
Atria Investments
North Carolina
$1.32M -$137K -1,702 -9%
HPWM
540
Highland Private Wealth Management
Washington
$1.31M +$503K +6,262 +61%
BFA
541
Beacon Financial Advisory
Ohio
$1.3M -$111K -1,377 -8%
BWCS
542
Beirne Wealth Consulting Services
Connecticut
$1.3M +$9.39K +117 +0.7%
CIM
543
Cambria Investment Management
California
$1.3M +$14.5K +181 +1%
FWIA
544
Fort Washington Investment Advisors
Ohio
$1.3M -$81.1K -1,010 -6%
REMS
545
Real Estate Management Services
$1.29M -$1.28M -15,900 -49%
AFG
546
Arkansas Financial Group
Arkansas
$1.29M +$205K +2,556 +19%
N
547
Natixis
France
$1.28M -$151K -1,884 -10%
SSW
548
Smith Shellnut Wilson
Mississippi
$1.26M – – –
SLT
549
St Louis Trust
Missouri
$1.26M – – –
IWC
550
Integrated Wealth Concepts
Massachusetts
$1.26M +$235K +2,923 +23%
20 21
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