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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
776
RFG Advisory
Alabama
$306K -$963K -11,547 -76%
CL
777
CIM LLC
New York
$306K -$10.7K -128 -3%
SYBT
778
Stock Yards Bank & Trust
Kentucky
$303K +$303K +3,639 New
SWA
779
SFMG Wealth Advisors
Texas
$301K -$39.4K -473 -12%
PFSC
780
Peoples Financial Services Corp
Pennsylvania
$300K +$20.8K +250 +7%
BCM
781
Brookmont Capital Management
Texas
$300K +$301K +3,606 New
CPA
782
Court Place Advisors
Maryland
$297K – – –
WAS
783
WESPAC Advisors SoCal
California
$297K – – –
CFD
784
Creative Financial Designs
Indiana
$295K -$91.6K -1,098 -24%
FMWA
785
Forvis Mazars Wealth Advisors
Missouri
$294K -$19.8K -238 -6%
NI
786
Numeric Investors
Massachusetts
$291K – – –
RWMH
787
Riverpoint Wealth Management Holdings
Illinois
$291K +$2.58K +31 +0.9%
NA
788
NewEdge Advisors
Louisiana
$289K +$55.5K +665 +23%
QAM
789
QCI Asset Management
New York
$288K -$10.4K -125 -3%
AWS
790
AJ Wealth Strategies
New York
$287K – – –
SAMC
791
Spectrum Asset Management (California)
California
$287K – – –
NP
792
NorthRock Partners
Minnesota
$286K +$35.9K +431 +14%
WPP
793
Whalerock Point Partners
Rhode Island
$285K – – –
WCM
794
Windham Capital Management
Massachusetts
$283K +$8.17K +98 +3%
CMBA
795
C.M. Bidwell & Associates
Hawaii
$282K +$283K +3,390 New
KFC
796
Klingenstein Fields & Co
New York
$280K +$28.9K +347 +11%
GWM
797
Greenwich Wealth Management
Connecticut
$279K – – –
M
798
MOTCO
Texas
$279K +$3.09K +37 +1%
VWA
799
V Wealth Advisors
Kansas
$279K +$10.5K +126 +4%
SWM
800
Segment Wealth Management
Texas
$278K +$278K +3,333 New
30 31
32
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