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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
976
Lowe Brockenbrough & Co
Virginia
$593K -$22K -250 -4%
M
977
MYeCFO
California
$592K -$8.82K -100 -1%
LWA
978
Lantern Wealth Advisors
New York
$591K +$585K +6,634 New
MBTD
979
Mechanics Bank - Trust Department
California
$589K -$88.2K -1,000 -13%
AUB
980
Atlantic Union Bankshares
Virginia
$585K +$580K +6,574 New
CSP
981
Cary Street Partners
Virginia
$584K +$210K +2,383 +57%
IAIM
982
International Assets Investment Management
Florida
$581K -$47.1K -534 -8%
BST
983
Bath Savings Trust
Maine
$580K +$574K +6,509 New
AAS
984
Annex Advisory Services
Wisconsin
$579K +$2.65K +30 +0.5%
TA
985
TFB Advisors
Kansas
$579K +$16.2K +184 +3%
KFI
986
Key Financial Inc
Pennsylvania
$577K -$53K -601 -8%
CA
987
CoreCap Advisors
Michigan
$574K -$465K -5,271 -45%
EI
988
Ellevest Inc
New York
$567K -$9.86M -111,749 -95%
ORG
989
Optimist Retirement Group
Washington
$564K +$13.9K +158 +3%
NRWA
990
North Ridge Wealth Advisors
Oregon
$564K +$15.2K +172 +3%
MSCM
991
McElhenny Sheffield Capital Management
Texas
$562K +$557K +6,310 New
NCM
992
NCM Capital Management
New Jersey
$562K +$529 +6 +0.1%
FF
993
Farrell Financial
New York
$561K -$4.5K -51 -0.8%
RSWM
994
Robertson Stephens Wealth Management
California
$561K -$27K -306 -5%
BA
995
Bluesphere Advisors
Pennsylvania
$558K -$131K -1,489 -19%
CFS
996
Cannon Financial Strategists
Georgia
$558K +$155K +1,752 +39%
WWM
997
Woodside Wealth Management
Massachusetts
$557K -$106K -1,200 -16%
GSEP
998
Golden State Equity Partners
California
$557K -$2.21K -25 -0.4%
CWA
999
CJM Wealth Advisers
Virginia
$556K -$19.8K -224 -3%
AG
1000
Advocate Group
Minnesota
$555K – – –
38 39
40
41 42