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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
Evercore Wealth Management
New York
$617K -$60.5K -738 -9%
AFAS
927
Acorn Financial Advisory Services
Virginia
$614K -$82 -1 -0%
PA
928
PFG Advisors
Arizona
$606K -$157K -1,918 -21%
AA
929
AlphaMark Advisors
Kentucky
$605K -$38.9K -475 -6%
CF
930
Centaurus Financial
California
$600K -$112K -1,373 -16%
FFL
931
Financial Freedom LLC
Ohio
$599K -$230K -2,802 -28%
GSEP
932
Golden State Equity Partners
California
$599K +$587K +7,165 New
WA
933
Wealth Architects
California
$598K -$89.4K -1,091 -13%
BPC
934
Banque Pictet & Cie
Switzerland
$596K – – –
AWS
935
AJ Wealth Strategies
New York
$594K – – –
AFGAS
936
Allegiance Financial Group Advisory Services
Virginia
$593K -$79.3K -968 -12%
WP
937
WMS Partners
Maryland
$590K +$379K +4,632 +191%
SIG
938
Spinnaker Investment Group
California
$587K -$19.8K -242 -3%
AT
939
Avalon Trust
New Mexico
$587K – – –
NSIM
940
North Star Investment Management
Illinois
$583K -$251K -3,066 -31%
FWCM
941
Ferguson Wellman Capital Management
Oregon
$578K -$191K -2,335 -25%
LFAS
942
Level Four Advisory Services
Texas
$574K +$101K +1,236 +22%
PSB
943
Piscataqua Savings Bank
New Hampshire
$574K -$15.8K -193 -3%
FNBOH
944
First National Bank of Hutchinson
Kansas
$572K – – –
DDC
945
DF Dent & Co
Maryland
$571K -$584K -7,127 -51%
MFG
946
Magnus Financial Group
New York
$570K – – –
LNWWM
947
Laird Norton Wetherby Wealth Management
California
$569K +$244K +2,983 +78%
SDWIA
948
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$569K +$41.3K +504 +8%
EFS
949
Essex Financial Services
Connecticut
$568K -$36.5K -445 -6%
VFP
950
Verus Financial Partners
Virginia
$562K -$63.7K -777 -11%
36 37
38
39 40