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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
726
Westside Investment Management
California
$678K +$679K +7,754 New
WA
727
WBH Advisory
Maryland
$676K +$7.88K +90 +1%
SBWM
728
Sunflower Bank Wealth Management
Arizona
$665K – – –
YWP
729
YorkBridge Wealth Partners
New York
$654K +$39.6K +452 +6%
NR
730
Newfound Research
Massachusetts
$653K -$958K -10,940 -59%
PWA
731
Peterson Wealth Advisors
Utah
$653K – – –
MWA
732
Martel Wealth Advisors
Washington
$653K -$350 -4 -0.1%
GEA
733
Glen Eagle Advisors
New Jersey
$651K +$6.04K +69 +0.9%
AW
734
ACG Wealth
Georgia
$651K +$114K +1,301 +21%
BAC
735
Boys Arnold & Co
North Carolina
$649K +$54.7K +625 +9%
HCM
736
Howland Capital Management
Massachusetts
$645K -$9.63K -110 -1%
PCM
737
Parsons Capital Management
Rhode Island
$645K +$47.3K +540 +8%
SDWMA
738
Schneider Downs Wealth Management Advisors
Pennsylvania
$638K +$875 +10 +0.1%
VCM
739
Virtue Capital Management
Tennessee
$630K -$670K -7,649 -51%
RIG
740
Roosevelt Investment Group
New York
$629K +$630K +7,194 New
HS
741
Horan Securities
United States
$625K -$184K -2,105 -23%
SIC
742
Salem Investment Counselors
North Carolina
$625K +$626K +7,155 New
CCG
743
Cypress Capital Group
Florida
$624K +$158K +1,805 +34%
KWM
744
Kingsview Wealth Management
Oregon
$619K -$1.06M -12,103 -63%
BWA
745
BlueSky Wealth Advisors
North Carolina
$613K -$3.33K -38 -0.5%
BWM
746
BigSur Wealth Management
Florida
$613K – – –
WA
747
Winfield Associates
Ohio
$613K +$56.9K +650 +10%
HWA
748
Hillcrest Wealth Advisors
New Jersey
$612K +$131K +1,500 +27%
EA
749
Efficient Advisors
Ohio
$608K -$76.3K -872 -11%
FNBOH
750
First National Bank of Hutchinson
Kansas
$606K – – –
28 29
30
31 32