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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
RGNCM
626
R.G. Niederhoffer Capital Management
New York
$637K +$651K +7,900 New
WIM
627
Westside Investment Management
California
$637K +$21.7K +263 +3%
PG
628
Patten Group
Tennessee
$635K -$1.81K -22 -0.3%
MWP
629
MYCIO Wealth Partners
Pennsylvania
$631K +$3.62K +44 +0.6%
PHAM
630
Palisades Hudson Asset Management
Florida
$628K +$58.1K +706 +10%
ADL
631
Asset Dedication LLC
California
$622K -$222K -2,701 -26%
CAL
632
Capital Analysts LLC
Pennsylvania
$616K +$110K +1,337 +21%
SAM
633
Sawgrass Asset Management
Florida
$615K -$28.8K -350 -4%
SPL
634
Smart Portfolios LLC
Washington
$615K +$329 +4 +0.1%
MWA
635
Martel Wealth Advisors
Washington
$615K +$627K +7,620 New
SBWM
636
Sunflower Bank Wealth Management
Arizona
$614K – – –
PCM
637
Pointe Capital Management
Michigan
$607K +$117K +1,424 +23%
CC
638
Callan Capital
California
$604K +$95.9K +1,164 +18%
WCM
639
Wealthcare Capital Management
Virginia
$599K -$21.5K -261 -3%
HA
640
Hays Advisory
Tennessee
$599K +$2.22K +27 +0.4%
GEA
641
Glen Eagle Advisors
New Jersey
$595K +$576 +7 +0.1%
MCM
642
MAI Capital Management
Ohio
$587K -$28.7K -348 -5%
KBFS
643
Kohmann Bosshard Financial Services
Ohio
$585K +$45.7K +555 +8%
CIM
644
Confluence Investment Management
Missouri
$580K -$24K -291 -4%
BWA
645
BlueSky Wealth Advisors
North Carolina
$566K -$12.4K -150 -2%
SYBT
646
Stock Yards Bank & Trust
Kentucky
$565K -$62.8K -762 -10%
FCFC
647
First Commonwealth Financial Corp
Pennsylvania
$564K +$575K +6,984 New
APSP
648
Asset Planning Services (Pennsylvania)
Pennsylvania
$563K +$5.6K +68 +1%
BWM
649
BigSur Wealth Management
Florida
$561K – – –
CWA
650
Cypress Wealth Advisors
California
$560K -$263K -3,198 -32%
24 25
26
27 28