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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1001
McDaniel Terry & Co
Texas
$283K +$275K +3,032 New
SNBOSD
1002
Security National Bank of So Dak
Iowa
$282K +$7.26K +80 +3%
FMWA
1003
Forvis Mazars Wealth Advisors
Missouri
$282K +$28.1K +309 +11%
WCM
1004
Washington Capital Management
Washington
$281K – – –
TPWA
1005
TRUE Private Wealth Advisors
Oregon
$280K -$21.4K -236 -7%
LC
1006
Lincoln Capital
Nebraska
$280K – – –
PFA
1007
Pinnacle Family Advisors
Missouri
$280K +$15.1K +166 +6%
GWM
1008
Greenwich Wealth Management
Connecticut
$279K -$14.5K -160 -4%
FTC
1009
Farmers Trust Company
Ohio
$276K -$3.5M -38,542 -93%
BWFA
1010
Baltimore-Washington Financial Advisors
Maryland
$275K +$1.82K +20 +0.7%
SC
1011
Slow Capital
California
$275K +$26.3K +290 +11%
PCM
1012
Poehling Capital Management
Wisconsin
$274K +$4.54K +50 +2%
SCP
1013
Silverleafe Capital Partners
Tennessee
$273K +$454 +5 +0.2%
AFM
1014
Andesa Financial Management
Pennsylvania
$272K – – –
CCB
1015
Cutter & Co Brokerage
Missouri
$272K +$817 +9 +0.3%
TL
1016
TrueWealth LLC
Georgia
$272K +$22.8K +251 +9%
SDAM
1017
Shulman DeMeo Asset Management
New York
$271K – – –
TVWM
1018
Tower View Wealth Management
Wisconsin
$270K -$4.72K -52 -2%
ACM
1019
AUA Capital Management
Pennsylvania
$269K – – –
WCM
1020
WealthBridge Capital Management
Ohio
$267K – – –
WT
1021
Whittier Trust
California
$267K +$51.2K +564 +25%
SWM
1022
Segment Wealth Management
Texas
$266K -$23.9K -263 -8%
MCIA
1023
Mountain Capital Investment Advisors
Colorado
$264K +$3.72K +41 +1%
CC
1024
Courier Capital
New York
$263K +$1.82K +20 +0.7%
GP
1025
Greenline Partners
New York
$261K +$454 +5 +0.2%
39 40
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