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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
876
Sanctuary Wealth Management
Idaho
$216K +$221K +2,681 New
TL
877
TrueWealth LLC
Georgia
$215K -$41.1K -499 -16%
SWP
878
Strategic Wealth Partners
Ohio
$214K -$116K -1,411 -35%
CAM
879
Concorde Asset Management
Michigan
$213K +$8.56K +104 +4%
MWM
880
Mascoma Wealth Management
New Hampshire
$212K +$6.18K +75 +3%
HSA
881
HBK Sorce Advisory
Pennsylvania
$211K -$44.1K -536 -17%
VHAM
882
Van Hulzen Asset Management
California
$211K -$24.7K -300 -10%
PP
883
PagnatoKarp Partners
Virginia
$211K -$16.9K -205 -7%
ST
884
Spinnaker Trust
Maine
$210K +$214K +2,604 New
GAM
885
Gemmer Asset Management
California
$207K -$9.8K -119 -4%
SCM
886
Stellar Capital Management
Arizona
$207K -$4.2K -51 -2%
CHA
887
Cooper/Haims Advisors
New York
$207K -$2.39K -29 -1%
TFO
888
Tarbox Family Office
California
$207K – – –
NIC
889
Northwest Investment Counselors
Oregon
$205K – – –
FPCP
890
Fort Point Capital Partners
California
$205K +$209K +2,535 New
PV
891
Private Vista
Illinois
$203K -$412 -5 -0.2%
WA
892
Waverly Advisors
Alabama
$202K – – –
MAM
893
Marquette Asset Management
Minnesota
$202K +$206K +2,500 New
SC
894
Scotia Capital
Ontario, Canada
$200K -$61.8K -750 -23%
BRC
895
Bell Rock Capital
Delaware
$197K -$18.6K -226 -8%
AIM
896
Anchor Investment Management
South Carolina
$192K +$8.07K +98 +4%
FANJ
897
Financial Architects (New Jersey)
New Jersey
$191K +$23.8K +289 +14%
FCMT
898
Founders Capital Management (Texas)
Texas
$187K -$6.34K -77 -3%
LFASL
899
Lugano Financial Advisors SA (LFA)
Switzerland
$186K – – –
CWM
900
Cedar Wealth Management
California
$178K -$22.2K -269 -11%
34 35
36
37 38