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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
726
Windward Private Wealth Management
Kansas
$1.27M +$29.8K +360 +2%
BJL
727
Brighton Jones LLC
Washington
$1.27M -$226K -2,724 -15%
RMAM
728
Raab & Moskowitz Asset Management
New Jersey
$1.26M -$33.3K -402 -3%
BAM
729
Belpointe Asset Management
Nevada
$1.26M -$605K -7,298 -32%
HCM
730
Hollencrest Capital Management
California
$1.26M +$79K +953 +7%
HWM
731
Howard Wealth Management
Connecticut
$1.25M +$37.9K +457 +3%
SIC
732
Salem Investment Counselors
North Carolina
$1.25M -$19.3K -233 -2%
AIM
733
Alhambra Investment Management
Florida
$1.24M +$1.25M +15,052 New
BFA
734
BBJS Financial Advisors
Washington
$1.24M +$1.25M +15,032 New
SPA
735
Sentinel Pension Advisors
Massachusetts
$1.24M -$4.31K -52 -0.3%
JIC
736
Joel Isaacson & Co
New York
$1.24M -$32.8K -395 -3%
IC
737
IEQ Capital
California
$1.24M +$92.5K +1,115 +8%
FWM
738
Fingerlakes Wealth Management
New York
$1.23M -$8.13K -98 -0.7%
KOMWMG
739
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.23M +$75.2K +907 +6%
SFP
740
Strategic Financial Planning
Texas
$1.22M +$542K +6,532 +79%
WPW
741
Watershed Private Wealth
Illinois
$1.22M +$1.22M +14,754 New
NP
742
NorthRock Partners
Minnesota
$1.21M +$318K +3,832 +35%
CAMG
743
CWA Asset Management Group
Florida
$1.21M -$79.3K -957 -6%
EC
744
Estate Counselors
Wisconsin
$1.21M +$672K +8,110 +124%
MCWS
745
McKinley Carter Wealth Services
West Virginia
$1.21M -$156K -1,885 -11%
PPP
746
Private Portfolio Partners
New Jersey
$1.2M +$55.4K +668 +5%
DDC
747
DF Dent & Co
Maryland
$1.2M – – –
GWM
748
Geneos Wealth Management
Colorado
$1.19M +$108K +1,308 +10%
BCM
749
Barden Capital Management
Texas
$1.19M +$125K +1,511 +12%
KFA
750
Kelleher Financial Advisors
New York
$1.18M – – –
28 29
30
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