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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
726
Perigon Wealth Management
California
$999K +$5.75K +58 +0.6%
FPS
727
Fieldpoint Private Securities
Connecticut
$995K +$49.6K +500 +6%
WA
728
Wealth Architects
California
$995K +$90.4K +912 +10%
RFG
729
Range Financial Group
Oregon
$994K -$131K -1,324 -12%
EA
730
Eclectic Associates
California
$991K +$8.83K +89 +0.9%
ERWM
731
Elk River Wealth Management
Colorado
$990K -$4.76K -48 -0.5%
RSWM
732
Robertson Stephens Wealth Management
California
$984K +$326K +3,291 +52%
SFA
733
Source Financial Advisors
New York
$983K -$187K -1,886 -16%
IIC
734
Integrated Investment Consultants
Michigan
$982K +$204K +2,062 +27%
CPWM
735
Cardinal Point Wealth Management
California
$964K -$29.3K -295 -3%
HIS
736
Horizon Investment Services
Indiana
$960K +$144K +1,451 +18%
TC
737
TAP Consulting
Missouri
$957K -$2.13M -21,495 -70%
PA
738
PFG Advisors
Arizona
$956K -$114K -1,145 -11%
BFG
739
Bouchey Financial Group
New York
$956K -$96.8K -976 -9%
SCM
740
SOL Capital Management
Maryland
$953K +$162K +1,637 +21%
PCIA
741
Prime Capital Investment Advisors
Kansas
$947K +$173K +1,746 +23%
WWP
742
Waypoint Wealth Partners
California
$946K -$80.6K -813 -8%
WCM
743
Wealthcare Capital Management
Virginia
$946K +$4.66K +47 +0.5%
KFA
744
Kelleher Financial Advisors
New York
$943K -$276K -2,785 -23%
STA
745
Summit Trail Advisors
New York
$943K – – –
SFA
746
Sequoia Financial Advisors
Ohio
$940K -$155K -1,567 -15%
CIC
747
Cornercap Investment Counsel
Georgia
$940K -$77.5K -782 -8%
SFP
748
Strategic Financial Planning
Texas
$936K -$139K -1,400 -13%
MFW
749
Meristem Family Wealth
Minnesota
$933K +$255K +2,575 +39%
RHBC
750
R.H. Bluestein & Co
Michigan
$926K +$231K +2,332 +34%
28 29
30
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