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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
851
Cascade Wealth Advisors
Washington
$911K +$953K +11,151 New
PG
852
Prostatis Group
Maryland
$904K -$470K -5,499 -34%
JIC
853
Joel Isaacson & Co
New York
$903K +$13.2K +154 +1%
SFG
854
SNS Financial Group
Minnesota
$903K -$13.4K -157 -1%
BFG
855
Bouchey Financial Group
New York
$902K – – –
V
856
ViaWealth
Kansas
$901K -$15.1K -177 -2%
TAM
857
Tocqueville Asset Management
New York
$895K -$653K -7,640 -42%
CMAI
858
Capital Management Associates Inc
Minnesota
$894K +$6.58K +77 +0.8%
APG
859
Abacus Planning Group
South Carolina
$890K – – –
MECA
860
Miller Equity Capital Advisors
Texas
$887K -$14.3K -167 -2%
AR
861
Apeiron RIA
Texas
$885K -$513 -6 -0.1%
WB
862
Webster Bank
Connecticut
$884K -$845K -9,886 -49%
IWN
863
Independent Wealth Network
Iowa
$882K -$427 -5 -0%
BIA
864
Benchmark Investment Advisors
Illinois
$880K +$621K +7,274 +250%
MSF
865
Mustard Seed Financial
Arkansas
$878K -$20.4K -239 -2%
MFC
866
Mechanics Financial Corp
Ohio
$877K -$10.9K -128 -1%
HHRDM
867
H&H Retirement Design & Management
Nevada
$874K -$98.7K -1,155 -10%
FFM
868
Forum Financial Management
Illinois
$871K -$6.41K -75 -0.7%
FA
869
Fiducient Advisors
Illinois
$871K -$85 -1 -0%
ECA
870
Elevated Capital Advisors
Utah
$870K -$35.1K -411 -4%
BC
871
Brio Consultants
California
$863K -$4.7K -55 -0.5%
SCM
872
SOL Capital Management
Maryland
$863K -$158K -1,855 -16%
SDWIA
873
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$862K +$84K +983 +11%
TC
874
TAP Consulting
Missouri
$858K -$16.2K -190 -2%
RWM
875
Ruedi Wealth Management
Illinois
$851K +$5.98K +70 +0.7%
33 34
35
36 37