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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
626
Hillcrest Wealth Advisors
New Jersey
$790K +$835K +10,600 New
FSC
627
Full Sail Capital
Oklahoma
$788K +$833K +10,567 New
CHA
628
Cedar Hill Associates
Illinois
$787K – – –
DC
629
DeDora Capital
California
$785K -$179K -2,267 -18%
BAM
630
Belpointe Asset Management
Nevada
$778K -$178K -2,255 -18%
1IA
631
1834 Investment Advisors
Wisconsin
$773K -$2.6K -33 -0.3%
UTC
632
Unified Trust Company
Kentucky
$767K +$811K +10,289 New
DWM
633
Dakota Wealth Management
Florida
$763K – – –
AWA
634
Arete Wealth Advisors
Illinois
$763K +$25.5K +324 +3%
ONST
635
Old North State Trust
North Carolina
$758K -$113K -1,436 -12%
PAS
636
Partnervest Advisory Services
California
$756K -$628K -7,967 -44%
HIS
637
Horizon Investment Services
Indiana
$754K -$205K -2,606 -20%
CWM
638
Chesapeake Wealth Management
Virginia
$750K +$8.19K +104 +1%
RWA
639
Ropes Wealth Advisors
Massachusetts
$746K -$15.8K -200 -2%
BIM
640
Bridges Investment Management
Nebraska
$745K -$140K -1,783 -15%
SCM
641
Schnieders Capital Management
California
$742K -$120K -1,527 -13%
FCFC
642
First Commonwealth Financial Corp
Pennsylvania
$740K +$232K +2,941 +42%
SBSB
643
Sullivan, Bruyette, Speros & Blaney
Virginia
$732K +$773K +9,813 New
MCM
644
MAI Capital Management
Ohio
$731K +$199K +2,524 +35%
HS
645
Horan Securities
United States
$730K -$1.3M -16,467 -64%
RVPG
646
Relative Value Partners Group
$729K +$709 +9 +0.1%
KFA
647
Kelleher Financial Advisors
New York
$724K -$5.28K -67 -0.7%
GWS
648
Glassman Wealth Services
Virginia
$723K +$7.88K +100 +1%
EFS
649
Essex Financial Services
Connecticut
$721K -$967K -12,276 -56%
PA
650
PFG Advisors
Arizona
$720K -$38.9K -494 -5%
24 25
26
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