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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
976
Loudon Investment Management
New Hampshire
$631K – – –
NRI
977
NFP Retirement Inc
California
$629K -$110K -1,286 -15%
WE
978
Wealth Effects
Massachusetts
$616K -$684 -8 -0.1%
CF
979
Centaurus Financial
California
$615K -$247K -2,890 -29%
ORG
980
Optimist Retirement Group
Washington
$614K +$7.35K +86 +1%
GF
981
Gries Financial
Ohio
$612K +$48.6K +569 +9%
BA
982
Bluesphere Advisors
Pennsylvania
$610K -$22.6K -265 -4%
RWM
983
Raffa Wealth Management
District of Columbia
$608K -$10K -117 -2%
TW
984
Transform Wealth
Colorado
$605K -$2.68M -31,318 -82%
AF
985
Arrow Financial
New York
$601K +$106K +1,240 +22%
PTC
986
Private Trust Company
Ohio
$600K -$1.88K -22 -0.3%
BB
987
Busey Bank
Illinois
$597K +$114K +1,337 +24%
LWA
988
Lantern Wealth Advisors
New York
$595K -$5.47K -64 -0.9%
BOM
989
Bank of Marin
California
$593K +$55K +644 +10%
FNBOH
990
First National Bank of Hutchinson
Kansas
$592K – – –
DDC
991
DF Dent & Co
Maryland
$591K – – –
FFS
992
Founders Financial Securities
Maryland
$589K +$2.22K +26 +0.4%
AIM
993
Allen Investment Management
New York
$586K – – –
ERWM
994
Elk River Wealth Management
Colorado
$586K -$214K -2,502 -27%
PSB
995
Piscataqua Savings Bank
New Hampshire
$583K -$8.89K -104 -2%
AI
996
Auour Investments
Massachusetts
$581K +$69.8K +817 +14%
HWA
997
Heritage Wealth Advisors
Virginia
$580K – – –
ECG
998
Edge Capital Group
Georgia
$577K -$265K -3,105 -32%
HH
999
Hilltop Holdings
Texas
$577K -$515K -6,022 -47%
FF
1000
Farrell Financial
New York
$575K -$50.1K -586 -8%
38 39
40
41 42