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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
951
Strategy Asset Managers
California
$452K +$452K +4,876 New
MFS
952
McNamara Financial Services
Massachusetts
$451K -$18.4K -199 -4%
OPS
953
Orion Portfolio Solutions
Nebraska
$451K +$451K +4,865 New
RWG
954
Regal Wealth Group
California
$446K +$2.59K +28 +0.6%
DJSG
955
D.J. St. Germain
Massachusetts
$446K +$162K +1,750 +57%
SAM
956
Summit Asset Management
Tennessee
$445K +$93 +1 +0%
CCA
957
Clearwater Capital Advisors
Illinois
$444K -$76.9K -830 -15%
LRIA
958
Leonard Rickey Investment Advisors
Washington
$442K +$92.4K +998 +27%
VWA
959
V Wealth Advisors
Kansas
$439K – – –
MIAS
960
Mason Investment Advisory Services
Virginia
$438K +$23.7K +256 +6%
TFA
961
TPG Financial Advisors
Oregon
$437K +$31.8K +343 +8%
AW
962
ACG Wealth
Georgia
$436K -$130K -1,407 -23%
CCM
963
CWH Capital Management
Washington
$436K -$83.4K -901 -16%
AA
964
AlphaMark Advisors
Kentucky
$436K -$83.3K -900 -16%
NPF
965
Norris Perne & French
Michigan
$436K – – –
SIAP
966
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$434K -$66.5K -718 -13%
AWM
967
Aevitas Wealth Management
Massachusetts
$433K +$11.9K +128 +3%
BWA
968
Beam Wealth Advisors
Louisiana
$430K +$429K +4,632 New
SSWM
969
Sheets Smith Wealth Management
North Carolina
$427K +$648 +7 +0.2%
ACA
970
Ackerman Capital Advisors
Texas
$425K +$424K +4,582 New
SRC
971
Sage Rhino Capital
California
$423K – – –
RG
972
Rathbones Group
United Kingdom
$421K +$420K +4,536 New
SWM
973
Stockman Wealth Management
Montana
$420K – – –
CAM
974
Concorde Asset Management
Michigan
$420K +$14.3K +154 +4%
RMCM
975
Reynders McVeigh Capital Management
Massachusetts
$418K -$22.8K -246 -5%
37 38
39
40 41