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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
851
Patton Albertson Miller Group
Tennessee
$539K -$6.68K -76 -1%
OA
852
Oxbow Advisors
Texas
$536K -$32.3K -367 -6%
KFP
853
Keystone Financial Planning
Ohio
$536K – – –
DWM
854
Dakota Wealth Management
Florida
$535K -$279K -3,171 -35%
HPC
855
HM Payson & Co
Maine
$534K -$5.1K -58 -1%
GWM
856
GSB Wealth Management
Connecticut
$534K +$511K +5,811 New
JWS
857
Juncture Wealth Strategies
Arizona
$533K -$787K -8,955 -61%
IA
858
Insight Advisors
Pennsylvania
$533K -$17.2K -196 -4%
PFM
859
Patton Fund Management
Texas
$530K +$358K +4,075 New
BAIA
860
Bel Air Investment Advisors
California
$526K +$504K +5,730 New
LWA
861
Lowe Wealth Advisors
Maryland
$522K +$499K +5,680 New
TCBWMS
862
Texas Capital Bank Wealth Management Services
Texas
$521K +$55.6K +633 +13%
CC
863
Cedar Capital
Illinois
$519K -$82.5K -939 -14%
AWM
864
Aevitas Wealth Management
Massachusetts
$518K +$54.8K +624 +12%
UTC
865
Unified Trust Company
Kentucky
$516K – – –
OCM
866
Orleans Capital Management
Louisiana
$512K -$8.79K -100 -2%
RG
867
Rathbones Group
United Kingdom
$512K +$91.2K +1,038 +23%
OPWM
868
Oakwell Private Wealth Management
Texas
$511K -$2.99K -34 -0.6%
MFIMFI
869
Mesirow Financial Investment Management - Fixed Income
Illinois
$511K – – –
AWP
870
Accretive Wealth Partners
New Jersey
$510K +$82.2K +935 +20%
ANBT
871
American National Bank & Trust
Texas
$508K -$5.1K -58 -1%
FIM
872
Fernwood Investment Management
Massachusetts
$504K -$135K -1,534 -22%
BWA
873
BDO Wealth Advisors
Florida
$504K +$194K +2,204 +67%
H
874
HoyleCohen
California
$501K +$21.7K +247 +5%
PFWA
875
Paces Ferry Wealth Advisors
Georgia
$497K +$1.58K +18 +0.3%
33 34
35
36 37