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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
951
YHB Investment Advisors
Connecticut
$633K +$601 +7 +0.1%
MIM
952
Marco Investment Management
Georgia
$632K – – –
WCM
953
Wavelength Capital Management
Connecticut
$630K -$215K -2,500 -25%
AFS
954
AFG Fiduciary Services
Massachusetts
$628K -$39K -454 -6%
SMC
955
Smith, Moore & Co
Missouri
$628K +$19.5K +227 +3%
LWM
956
Liberty Wealth Management
California
$628K +$649K +7,559 New
PG
957
Patten Group
Tennessee
$625K -$56.7K -660 -8%
MWM
958
Marion Wealth Management
Pennsylvania
$620K +$62.4K +726 +11%
AFAS
959
Acorn Financial Advisory Services
Virginia
$609K -$4.64K -54 -0.7%
SIG
960
Spinnaker Investment Group
California
$603K -$20.7K -241 -3%
NF
961
Nikulski Financial
Iowa
$603K +$25.2K +293 +4%
EFS
962
Essex Financial Services
Connecticut
$601K +$15.1K +176 +2%
HFS
963
Howard Financial Services
Texas
$600K -$99.5K -1,158 -14%
VFP
964
Verus Financial Partners
Virginia
$595K +$25.9K +302 +4%
OPWM
965
Oakwell Private Wealth Management
Texas
$593K – – –
SFG
966
StrategIQ Financial Group
Indiana
$592K +$99.2K +1,154 +19%
BPC
967
Banque Pictet & Cie
Switzerland
$592K -$460K -5,353 -43%
V
968
ViaWealth
Kansas
$592K +$285K +3,313 +87%
AWS
969
AJ Wealth Strategies
New York
$591K – – –
AWP
970
Abacus Wealth Partners
California
$590K -$31.9K -371 -5%
MFA
971
McClarren Financial Advisors
Pennsylvania
$590K +$102K +1,183 +20%
PSB
972
Piscataqua Savings Bank
New Hampshire
$586K +$3.44K +40 +0.6%
V
973
VeraBank
Texas
$584K +$604K +7,029 New
AT
974
Avalon Trust
New Mexico
$583K +$603K +7,020 New
FNBOH
975
First National Bank of Hutchinson
Kansas
$568K – – –
37 38
39
40 41