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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
526
Destination Wealth Management
California
$2.02M -$180K -2,187 -8%
IAS
527
Insigneo Advisory Services
Florida
$2.01M +$561K +6,800 +35%
AWM
528
Abound Wealth Management
Tennessee
$2.01M +$84.7K +1,027 +4%
V
529
VeraBank
Texas
$2.01M +$116K +1,406 +6%
EDRIA
530
Edmonds Duncan Registered Investment Advisors
Kansas
$2M +$59.4K +720 +3%
WPC
531
Waters Parkerson & Co
Louisiana
$2M +$76.8K +931 +4%
FAM
532
Flaharty Asset Management
Florida
$1.98M +$612K +7,418 +40%
BSB
533
Bangor Savings Bank
Maine
$1.96M +$52.3K +634 +3%
BFA
534
BBJS Financial Advisors
Washington
$1.96M +$192K +2,331 +10%
FA
535
FDx Advisors
Illinois
$1.96M -$270K -3,270 -11%
WFA
536
Websterrogers Financial Advisors
South Carolina
$1.95M +$26.5K +321 +1%
UA
537
Unison Advisors
District of Columbia
$1.95M +$6.6K +80 +0.3%
ACA
538
Affinity Capital Advisors
California
$1.95M -$1.27M -15,430 -37%
VCM
539
Vivaldi Capital Management
Illinois
$1.93M +$205K +2,491 +11%
CWM
540
Cornerstone Wealth Management
Missouri
$1.93M -$74.3K -901 -3%
LPAM
541
Lodestar Private Asset Management
California
$1.93M -$81.4K -987 -4%
LGA
542
Lebenthal Global Advisors
New York
$1.92M +$2.1M +25,415 New
CC
543
Callan Capital
California
$1.92M +$110K +1,336 +6%
OFS
544
OneAscent Financial Services
Alabama
$1.91M +$2.07M +25,071 New
BWA
545
Bordeaux Wealth Advisors
California
$1.91M +$588K +7,135 +39%
OIA
546
OneDigital Investment Advisors
Kansas
$1.89M -$162K -1,959 -7%
MHIC
547
Marble Harbor Investment Counsel
Massachusetts
$1.89M -$57.7K -700 -3%
SWA
548
Sax Wealth Advisors
New Jersey
$1.88M -$64.2K -778 -3%
BCM
549
BTC Capital Management
Iowa
$1.86M – – –
IA
550
IFG Advisors
Missouri
$1.86M +$85.3K +1,035 +4%
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