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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
751
Lattice Strategies
Pennsylvania
$372K -$70.8K -860 -16%
RMCM
752
Reynders McVeigh Capital Management
Massachusetts
$370K -$14.7K -178 -4%
DBRC
753
D.B. Root & Company
Pennsylvania
$370K +$46K +558 +14%
CL
754
CIM LLC
New York
$368K -$2.63K -32 -0.7%
MFW
755
Meristem Family Wealth
Minnesota
$366K -$29.6K -359 -7%
RMC
756
Resources Management Corp
Connecticut
$364K +$372K +4,523 New
GFP
757
Gryphon Financial Partners
Ohio
$363K – – –
BF
758
Blankinship & Foster
California
$358K -$19.9K -242 -5%
KFA
759
Kays Financial Advisory
Georgia
$358K +$67.3K +817 +23%
BHTS
760
Bar Harbor Trust Services
Maine
$356K +$140K +1,700 +63%
AF
761
Arrow Financial
New York
$355K -$49.6K -602 -12%
MCM
762
Manchester Capital Management
Vermont
$355K – – –
SFSIG
763
San Francisco Sentry Investment Group
California
$355K +$168K +2,044 +87%
AWM
764
Avitas Wealth Management
California
$352K -$741 -9 -0.2%
FCAG
765
First Capital Advisors Group
New Jersey
$351K -$9.88K -120 -3%
TIM
766
Tortoise Investment Management
New York
$350K -$26.8K -326 -7%
PAS
767
Professional Advisory Services
Florida
$350K – – –
MMHP
768
Murphy Middleton Hinkle & Parker
Georgia
$350K +$19.9K +242 +6%
OCM
769
Orleans Capital Management
Louisiana
$347K – – –
SSWM
770
Sheets Smith Wealth Management
North Carolina
$346K -$6.67K -81 -2%
CHA
771
Carmichael Hill & Associates
Maryland
$345K -$6.18K -75 -2%
SWM
772
Stockman Wealth Management
Montana
$343K +$29.2K +355 +9%
BCP
773
Berkeley Capital Partners
Georgia
$342K -$988 -12 -0.3%
JIC
774
Joel Isaacson & Co
New York
$341K +$9.63K +117 +3%
KJWM
775
Kiley Juergens Wealth Management
Washington
$340K +$161K +1,958 +87%
29 30
31
32 33