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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
951
WP Advisors
California
$220K +$20K +254 +9%
AFM
952
Andesa Financial Management
Pennsylvania
$218K -$29.1K -370 -11%
TVWM
953
Tower View Wealth Management
Wisconsin
$218K -$8.12K -103 -3%
ACM
954
AUA Capital Management
Pennsylvania
$216K – – –
CCB
955
Cutter & Co Brokerage
Missouri
$214K +$315 +4 +0.1%
PCM
956
Poehling Capital Management
Wisconsin
$214K +$2.76K +35 +1%
FCAG
957
First Capital Advisors Group
New Jersey
$213K -$118K -1,494 -34%
WCM
958
WealthBridge Capital Management
Ohio
$213K +$225K +2,859 New
SMFS
959
Squar Milner Financial Services
California
$212K – – –
CC
960
Courier Capital
New York
$210K – – –
TC
961
TownSquare Capital
Utah
$210K +$199K +2,520 New
TFCP
962
Twin Focus Capital Partners
Massachusetts
$209K -$291K -3,699 -57%
FPCP
963
Fort Point Capital Partners
California
$209K +$21.1K +268 +11%
OMC
964
Old Mission Capital
Illinois
$209K +$221K +2,800 New
MCIA
965
Mountain Capital Investment Advisors
Colorado
$208K -$20.4K -259 -9%
MC
966
Moors & Cabot
Massachusetts
$207K -$18.2K -231 -8%
QCMC
967
Quantum Capital Management (California)
California
$206K -$1.1K -14 -0.5%
MWM
968
Mascoma Wealth Management
New Hampshire
$205K +$10.2K +130 +5%
SFWA
969
Summit Financial Wealth Advisors
Louisiana
$203K -$128K -1,619 -37%
GLLW
970
Graves Light Lenhart Wealth
Virginia
$203K +$215K +2,727 New
PR
971
Payden & Rygel
California
$201K +$190K +2,410 +861%
B
972
Bridgeworth
Alabama
$200K +$211K +2,680 New
TL
973
TrueWealth LLC
Georgia
$199K +$158 +2 +0.1%
W
974
WealthOne
New York
$194K +$205K +2,608 New
HDIM
975
Hanson & Doremus Investment Management
Vermont
$193K -$93.9K -1,192 -31%
37 38
39
40 41