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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
726
Capital Directions Investment Advisors
Georgia
$606K -$218K -2,874 -27%
DWM
727
Dakota Wealth Management
Florida
$606K -$22.7K -299 -4%
CL
728
CIM LLC
New York
$605K +$74K +976 +15%
GWS
729
Glassman Wealth Services
Virginia
$603K -$22.1K -291 -4%
NB
730
Northwest Bancshares
Pennsylvania
$602K +$580K +7,656 New
CWM
731
Centric Wealth Management
Illinois
$595K +$574K +7,575 New
GEA
732
Glen Eagle Advisors
New Jersey
$593K -$6.97K -92 -1%
EA
733
Efficient Advisors
Ohio
$592K +$24K +316 +4%
WA
734
Wealth Architects
California
$592K +$57.7K +761 +11%
ECA
735
Elevated Capital Advisors
Utah
$589K +$536K +7,065 New
SBSB
736
Sullivan, Bruyette, Speros & Blaney
Virginia
$586K -$82.8K -1,092 -13%
SBWM
737
Sunflower Bank Wealth Management
Arizona
$584K – – –
QT
738
Quantbot Technologies
New York
$582K +$563K +7,423 New
PWM
739
Perigon Wealth Management
California
$577K -$3.34K -44 -0.6%
GPA
740
Guidance Point Advisors
Massachusetts
$576K +$66.5K +877 +14%
AWS
741
AJ Wealth Strategies
New York
$571K -$60.8K -802 -10%
SIC
742
Salem Investment Counselors
North Carolina
$568K +$5.69K +75 +1%
RCAG
743
Rehmann Capital Advisory Group
Michigan
$566K -$137K -1,812 -20%
ECM
744
Elgethun Capital Management
South Dakota
$564K -$109K -1,433 -17%
BAM
745
Belpointe Asset Management
Nevada
$564K +$14.3K +188 +3%
RTS
746
Round Table Services
New Jersey
$560K +$99.2K +1,308 +22%
PG
747
Patten Group
Tennessee
$560K +$101K +1,328 +23%
CCG
748
Cypress Capital Group
Florida
$559K -$6.67K -88 -1%
ET
749
Equitable Trust
Tennessee
$558K -$437K -5,769 -45%
FNFDCM
750
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$558K – – –
28 29
30
31 32