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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
976
Column Capital Advisors
Indiana
$519K – – –
MWM
977
Merriman Wealth Management
Washington
$519K +$43K +525 +9%
SFG
978
Sovereign Financial Group
Connecticut
$519K -$186K -2,266 -27%
PMG
979
Private Management Group
California
$518K – – –
LW
980
Libra Wealth
California
$515K – – –
AAG
981
Armstrong Advisory Group
Massachusetts
$511K +$492 +6 +0.1%
PMG
982
ProVise Management Group
Florida
$511K +$11.8K +144 +2%
SAM
983
S.A. Mason
Michigan
$510K – – –
HFS
984
Howard Financial Services
Texas
$507K -$94.2K -1,150 -16%
ULWM
985
Upper Left Wealth Management
Florida
$506K +$106K +1,292 +27%
GPA
986
Guidance Point Advisors
Massachusetts
$505K -$148K -1,809 -23%
MTC
987
McDaniel Terry & Co
Texas
$504K +$2.29K +28 +0.5%
PAG
988
Paladin Advisory Group
Iowa
$504K -$33K -403 -6%
NB
989
Northwest Bancshares
Pennsylvania
$503K -$64.6K -789 -12%
TCOO
990
Trust Company of Oklahoma
Oklahoma
$503K -$46.4K -566 -9%
SWM
991
Stockman Wealth Management
Montana
$501K – – –
H
992
HoyleCohen
California
$499K -$14.2K -173 -3%
CCM
993
Crew Capital Management
Ohio
$496K -$747K -9,123 -61%
ACM
994
Advisors Capital Management
New Jersey
$494K +$55.5K +678 +13%
MA
995
Mutual Advisors
Nebraska
$491K -$160K -1,951 -25%
JWS
996
Juncture Wealth Strategies
Arizona
$489K +$28.4K +347 +6%
NAS
997
NWF Advisory Services
California
$489K – – –
CCB
998
Country Club Bank
Missouri
$487K -$10.8K -132 -2%
IP
999
Ignite Planners
California
$486K -$16.4K -200 -3%
CA
1000
Claro Advisors
Massachusetts
$485K -$20.9K -255 -4%
38 39
40
41 42