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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
KTM
751
Keeler Thomas Management
Utah
$1.07M +$589K +6,301 New
CSIC
752
Clifford Swan Investment Counsel
California
$1.07M -$4.58K -49 -0.4%
MRWM
753
ML&R Wealth Management
Texas
$1.07M -$215K -2,297 -15%
AIA
754
Acute Investment Advisory
Arizona
$1.07M +$1.25M +13,316 New
SEP
755
Southland Equity Partners
Missouri
$1.07M -$645K -6,898 -34%
FLPIM
756
F.L. Putnam Investment Management
Massachusetts
$1.06M -$77.9K -833 -6%
GIA
757
Gladstone Institutional Advisory
Florida
$1.06M -$70.8K -757 -5%
SFG
758
Steward Financial Group
Texas
$1.06M +$291K +3,115 +31%
GWM
759
Geneos Wealth Management
Colorado
$1.05M -$210K -2,248 -15%
BIM
760
Bridges Investment Management
Nebraska
$1.04M +$39.7K +425 +3%
BPC
761
Banque Pictet & Cie
Switzerland
$1.04M – – –
BCM
762
Barden Capital Management
Texas
$1.03M +$42.6K +456 +4%
BMD
763
Better Money Decisions
New Mexico
$1.03M +$117K +1,253 +11%
NW
764
NewEdge Wealth
Pennsylvania
$1.02M -$527K -5,635 -31%
FC
765
Family CFO
California
$1.02M – – –
NCG
766
Newport Capital Group
New Jersey
$1.01M +$531K +5,677 +93%
DFA
767
DHK Financial Advisors
New Hampshire
$1.01M +$1.18M +12,630 New
CB
768
Community Bank
New York
$993K +$89.3K +955 +8%
ERWM
769
Elk River Wealth Management
Colorado
$993K +$121K +1,296 +12%
VCP
770
Verus Capital Partners
Arizona
$992K -$119K -1,272 -9%
PCMM
771
Piedmont Capital Management (Montana)
Montana
$984K -$149K -1,592 -12%
EWM
772
Evercore Wealth Management
New York
$980K +$69.8K +747 +7%
FRA
773
Frank Rimerman Advisors
California
$975K +$88K +941 +8%
WJA
774
Willis Johnson & Associates
Texas
$974K +$126K +1,343 +12%
GA
775
Greytown Advisors
Florida
$970K +$51.4K +550 +5%
29 30
31
32 33