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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
726
Level Four Advisory Services
Texas
$767K -$42K -507 -5%
ERWM
727
Elk River Wealth Management
Colorado
$766K +$748K +9,020 New
DWM
728
Dakota Wealth Management
Florida
$764K +$126K +1,516 +20%
CFO
729
CVA Family Office
Colorado
$762K -$62.8K -757 -8%
PCIG
730
Partners Capital Investment Group
Massachusetts
$760K +$742K +8,946 New
MECA
731
Miller Equity Capital Advisors
Texas
$752K +$33.6K +405 +5%
CA
732
Corrado Advisors
New Jersey
$752K +$734K +8,851 New
DWM
733
Darwin Wealth Management
Florida
$751K +$275K +3,311 +60%
WA
734
Wealth Architects
California
$746K +$53.5K +645 +8%
MNG
735
Manning & Napier Group
New York
$741K – – –
NP
736
NorthRock Partners
Minnesota
$738K -$80.9K -976 -10%
MWA
737
Martel Wealth Advisors
Washington
$737K +$14.3K +173 +2%
CIP
738
Capital Insight Partners
Arizona
$734K – – –
ANTB
739
AMG National Trust Bank
Colorado
$734K +$27.5K +332 +4%
OPA
740
Old Port Advisors
Maine
$732K -$16.5K -199 -2%
LIM
741
Loudon Investment Management
New Hampshire
$730K – – –
GL
742
Graypoint LLC
New York
$726K +$48.9K +590 +7%
FFC
743
First Financial Corp
Indiana
$723K +$33K +398 +5%
FP
744
Financial Perspectives
Minnesota
$723K +$2.82K +34 +0.4%
IA
745
IFP Advisors
Florida
$717K +$176K +2,119 +33%
PA
746
PFG Advisors
Arizona
$715K -$42.6K -514 -6%
CCM
747
Canal Capital Management
Virginia
$711K +$22.9K +276 +3%
BFG
748
Bouchey Financial Group
New York
$710K – – –
TFA
749
Toth Financial Advisory
Virginia
$700K +$9.37K +113 +1%
IA
750
IFG Advisory
Georgia
$698K -$97.5K -1,176 -13%
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30
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