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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
751
Manchester Capital Management
Vermont
$358K -$304K -3,927 -47%
EA
752
Edge Advisors
Georgia
$358K -$70.9K -915 -17%
BRF
753
B. Riley Financial
California
$357K -$1.86K -24 -0.6%
SSWM
754
Sheets Smith Wealth Management
North Carolina
$356K -$130K -1,684 -28%
APP
755
Avantax Planning Partners
Iowa
$356K – – –
AWM
756
Avitas Wealth Management
California
$356K +$338K +4,366 New
CHA
757
Carmichael Hill & Associates
Maryland
$354K -$40.7K -525 -11%
PAS
758
Professional Advisory Services
Florida
$353K – – –
TAT
759
TD Ameritrade Trust
Colorado
$352K +$38K +490 +13%
WB
760
Webster Bank
Connecticut
$351K -$18.4K -237 -5%
OCM
761
Orleans Capital Management
Louisiana
$350K -$34.9K -450 -9%
WA
762
Wealth Architects
California
$350K +$2.63K +34 +0.8%
BFC
763
Bedel Financial Consulting
Indiana
$350K +$3.25K +42 +1%
VC
764
Vicus Capital
Pennsylvania
$347K -$111K -1,433 -25%
BCP
765
Berkeley Capital Partners
Georgia
$346K -$8.6K -111 -3%
RPGK
766
Retirement Planning Group (Kansas)
Kansas
$346K -$6.43K -83 -2%
FMWA
767
Forvis Mazars Wealth Advisors
Missouri
$346K +$29.4K +380 +10%
KIA
768
KCM Investment Advisors
California
$343K -$130K -1,672 -28%
QAM
769
QCI Asset Management
New York
$343K +$2.4K +31 +0.7%
SAM
770
Selway Asset Management
$342K – – –
WT
771
Whittier Trust
California
$342K +$12.3K +159 +4%
SMC
772
Smith, Moore & Co
Missouri
$342K +$22.6K +292 +7%
OC
773
Oakworth Capital
Alabama
$339K – – –
SHCM
774
Stokes & Hubbell Capital Management
Louisiana
$338K – – –
MMHP
775
Murphy Middleton Hinkle & Parker
Georgia
$334K -$32.7K -422 -9%
29 30
31
32 33