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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
726
WealthShield Partners
North Carolina
$501K +$508K +6,060 New
KFA
727
Kelleher Financial Advisors
New York
$500K – – –
1IA
728
1834 Investment Advisors
Wisconsin
$500K +$79.1K +944 +19%
RWG
729
Regal Wealth Group
California
$499K -$24.4K -291 -5%
NEGWA
730
New England Guild Wealth Advisors
Connecticut
$499K +$504K +6,013 New
YWP
731
YorkBridge Wealth Partners
New York
$487K +$92.5K +1,104 +20%
SP
732
SWS Partners
Ohio
$485K +$489K +5,840 New
KFP
733
Keystone Financial Planning
Ohio
$484K – – –
CBB
734
Citizens Business Bank
California
$483K -$558K -6,661 -53%
HIM
735
Hutchens Investment Management
New Hampshire
$479K – – –
GIA
736
Granite Investment Advisors
New Hampshire
$479K +$484K +5,775 New
IWA
737
Inspirion Wealth Advisors
Illinois
$478K -$40K -477 -8%
KCM
738
Kornitzer Capital Management
Kansas
$478K – – –
WA
739
WBH Advisory
Maryland
$474K +$71.8K +857 +18%
RMCM
740
Reynders McVeigh Capital Management
Massachusetts
$473K -$7.38K -88 -2%
WCWM
741
Wooster Corthell Wealth Management
Connecticut
$473K +$40.1K +479 +9%
OSNBOA
742
Old Second National Bank of Aurora
Illinois
$468K +$11.9K +142 +3%
FNBSF
743
First National Bank Sioux Falls
South Dakota
$465K – – –
WIM
744
Westside Investment Management
California
$464K +$13.2K +158 +3%
BHTS
745
Bar Harbor Trust Services
Maine
$462K -$232K -2,771 -33%
CF
746
Centaurus Financial
California
$459K +$463K +5,526 New
BHB
747
Bank Hapoalim BM
Israel
$456K -$486K -5,795 -51%
OIA
748
Optimum Investment Advisors
Illinois
$454K -$37.7K -450 -8%
HCM
749
Howland Capital Management
Massachusetts
$454K – – –
FANJ
750
Financial Architects (New Jersey)
New Jersey
$453K -$20K -239 -4%
28 29
30
31 32