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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1001
Altium Wealth Management
New York
$224K +$213K +2,574 New
TFO
1002
Tarbox Family Office
California
$223K – – –
CHA
1003
Cooper/Haims Advisors
New York
$222K -$125K -1,516 -37%
SG
1004
StoneX Group
New York
$222K +$210K +2,542 New
JIP
1005
Jaffetilchin Investment Partners
Florida
$222K +$211K +2,550 New
TC
1006
TownSquare Capital
Utah
$219K – – –
PHS
1007
Pekin Hardy Strauss
Illinois
$219K +$208K +2,515 New
MAM
1008
Marquette Asset Management
Minnesota
$217K +$207K +2,500 New
CFA
1009
Carroll Financial Associates
North Carolina
$215K +$13.5K +163 +7%
BW
1010
Bison Wealth
Georgia
$214K +$204K +2,466 New
RBFC
1011
Roman Butler Fullerton & Co
Missouri
$213K +$202K +2,447 New
EWA
1012
Exencial Wealth Advisors
Oklahoma
$213K +$202K +2,450 New
PCMC
1013
Paragon Capital Management (Colorado)
Colorado
$213K +$202K +2,451 New
LNWWM
1014
Laird Norton Wetherby Wealth Management
California
$213K +$203K +2,453 New
CWM
1015
Cordatus Wealth Management
Pennsylvania
$210K +$199K +2,414 New
KCM
1016
Kendall Capital Management
Maryland
$209K +$198K +2,400 New
RGC
1017
Roberts, Glore & Co
Illinois
$209K +$198K +2,400 New
CCT
1018
Country Club Trust
Missouri
$208K +$198K +2,399 New
VHAM
1019
Van Hulzen Asset Management
California
$207K +$197K +2,383 New
OSNBOA
1020
Old Second National Bank of Aurora
Illinois
$204K -$193K -2,342 -50%
SWP
1021
Strategic Wealth Partners
Ohio
$204K -$3.55K -43 -2%
ST
1022
Spinnaker Trust
Maine
$204K +$195K +2,358 New
RI
1023
Ridgewood Investments
New Jersey
$203K +$193K +2,332 New
JPLA
1024
Joseph P. Lucia & Associates
New York
$202K +$191K +2,314 New
DBT
1025
Dubuque Bank & Trust
Iowa
$202K -$144K -1,742 -43%
39 40
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42 43