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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
751
Onyx Bridge Wealth Group
New York
$966K -$217K -2,636 -17%
SM
752
Sweeney & Michel
California
$963K +$4.95K +60 +0.5%
EA
753
Eclectic Associates
California
$957K +$4.04K +49 +0.4%
RMAM
754
Raab & Moskowitz Asset Management
New Jersey
$948K -$173K -2,097 -14%
NRWA
755
North Ridge Wealth Advisors
Oregon
$947K -$33K -400 -3%
TLP
756
Trinity Legacy Partners
Texas
$942K +$1.03M +12,454 New
IC
757
IEQ Capital
California
$940K +$2.39K +29 +0.2%
GC
758
Guidance Capital
Kentucky
$932K +$3.88K +47 +0.4%
MLICM
759
Metropolitan Life Insurance Company (MetLife)
New York
$931K -$231K -2,800 -19%
BBW
760
Blue Barn Wealth
Utah
$930K -$43K -522 -4%
AFG
761
Arkansas Financial Group
Arkansas
$926K – – –
AT
762
American Trust
Kentucky
$924K -$583K -7,068 -37%
DWT
763
Dorsey & Whitney Trust
South Dakota
$920K +$40.1K +486 +4%
DFA
764
DHK Financial Advisors
New Hampshire
$913K +$247 +3 +0%
IFWM
765
Institute for Wealth Management
Colorado
$912K +$35.6K +432 +4%
JIC
766
Joel Isaacson & Co
New York
$912K -$232K -2,814 -19%
RVPG
767
Relative Value Partners Group
$902K -$219K -2,662 -18%
OCG
768
Opus Capital Group
Ohio
$892K -$30.6K -371 -3%
TI
769
Tidal Investments
Wisconsin
$888K – – –
TDWM
770
Topel & Distasi Wealth Management
California
$887K +$2.64K +32 +0.3%
MFC
771
Mechanics Financial Corp
Ohio
$887K -$5.52K -67 -0.6%
FNBSF
772
First National Bank Sioux Falls
South Dakota
$885K – – –
MWA
773
Martel Wealth Advisors
Washington
$885K +$76.1K +923 +9%
EIP
774
Ellis Investment Partners
Pennsylvania
$885K +$29.4K +356 +3%
RFS
775
Retirement Financial Solutions
Tennessee
$881K +$960K +11,642 New
29 30
31
32 33