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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
926
Cambridge Trust
Massachusetts
$484K +$108K +1,168 +29%
TCOV
927
Trust Company of Vermont
Vermont
$484K +$484K +5,223 New
FLA
928
Financial Life Advisors
Texas
$481K -$38.9K -420 -7%
RWM
929
Raffa Wealth Management
District of Columbia
$480K +$142K +1,532 +42%
APSP
930
Asset Planning Services (Pennsylvania)
Pennsylvania
$476K -$14.7K -159 -3%
NR
931
Newfound Research
Massachusetts
$475K -$231K -2,491 -33%
SNT
932
Security National Trust
West Virginia
$474K -$4.63K -50 -1%
PP
933
Patten & Patten
Tennessee
$474K +$4.17K +45 +0.9%
IIC
934
Integrated Investment Consultants
Michigan
$472K – – –
IAN
935
Integrated Advisors Network
Texas
$471K +$470K +5,077 New
APP
936
Avantax Planning Partners
Iowa
$470K -$65.5K -707 -12%
EWA
937
Exencial Wealth Advisors
Oklahoma
$470K +$140K +1,515 +43%
TFS
938
TrustCore Financial Services
Tennessee
$468K -$70.8K -765 -13%
NA
939
Nottingham Advisors
New York
$467K -$60.2K -650 -11%
OIA
940
Optimum Investment Advisors
Illinois
$465K -$21.3K -230 -4%
ITIM
941
Indiana Trust & Investment Management
Indiana
$464K -$3.52K -38 -0.8%
SFP
942
Strategic Financial Partners
Oregon
$459K +$458K +4,946 New
ECA
943
Elevated Capital Advisors
Utah
$457K +$456K +4,925 New
DWA
944
Dougherty Wealth Advisers
Minnesota
$455K -$50.7K -548 -10%
IC
945
Inscription Capital
Texas
$455K -$49.1K -530 -10%
DI
946
Diligent Investors
California
$455K – – –
CGL
947
Clarius Group LLC
Washington
$454K – – –
MCM
948
Manchester Capital Management
Vermont
$454K – – –
WA
949
WP Advisors
California
$453K +$85.2K +920 +23%
KIA
950
KCM Investment Advisors
California
$452K -$49.1K -530 -10%
36 37
38
39 40