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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
826
Essex Savings Bank
Connecticut
$594K -$54.5K -620 -8%
CWC
827
Carolinas Wealth Consulting
North Carolina
$594K -$15.1K -172 -3%
MFG
828
Magnus Financial Group
New York
$593K -$69.4K -790 -11%
AWM
829
Apollon Wealth Management
South Carolina
$593K +$568K +6,459 New
BFM
830
Boston Financial Management
Massachusetts
$590K +$2.2K +25 +0.4%
DCM
831
Dupont Capital Management
Delaware
$587K -$2.45M -27,885 -81%
KLCM
832
KG&L Capital Management
Louisiana
$587K +$22.1K +251 +4%
RSWM
833
Robertson Stephens Wealth Management
California
$585K +$561K +6,378 New
NEGWA
834
New England Guild Wealth Advisors
Connecticut
$583K -$34.3K -390 -6%
PMG
835
Private Management Group
California
$580K – – –
FMW
836
Farr Miller & Washington
District of Columbia
$578K +$2.72K +31 +0.5%
SFSIG
837
San Francisco Sentry Investment Group
California
$574K +$60K +683 +12%
VVP
838
Venture Visionary Partners
Ohio
$572K +$26.2K +298 +5%
BCA
839
Bray Capital Advisors
Florida
$570K +$28.7K +326 +6%
AF
840
Arrow Financial
New York
$566K +$153K +1,740 +39%
SIC
841
Samalin Investment Counsel
New York
$565K +$52.7K +600 +11%
BCM
842
Boltwood Capital Management
California
$562K – – –
GG
843
Gofen & Glossberg
Illinois
$561K -$25.5K -290 -5%
TAM
844
Tocqueville Asset Management
New York
$559K +$534K +6,080 New
SAM
845
S.A. Mason
Michigan
$552K -$2.2K -25 -0.4%
BIA
846
Barry Investment Advisors
Massachusetts
$545K +$29.5K +336 +6%
TPWA
847
TRUE Private Wealth Advisors
Oregon
$544K +$130K +1,482 +33%
RWA
848
Ropes Wealth Advisors
Massachusetts
$542K – – –
CCA
849
Cobblestone Capital Advisors
New York
$541K – – –
NCM
850
Narwhal Capital Management
Georgia
$540K +$67.1K +764 +15%
32 33
34
35 36