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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1001
StrongBox Wealth
Missouri
$298K -$215K -2,591 -43%
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$297K – – –
BC
1003
Bartlett & Co
Ohio
$297K – – –
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$297K +$41.3K +498 +17%
AWAP
1005
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$297K +$290K +3,492 New
RMC
1006
Resources Management Corp
Connecticut
$292K -$38K -458 -12%
COCM
1007
Charter Oak Capital Management
New Hampshire
$292K +$285K +3,437 New
IWP
1008
Icon Wealth Partners
Texas
$290K – – –
T
1009
TRUADVICE
Florida
$287K -$39.8K -480 -13%
PIA
1010
Perennial Investment Advisors
California
$287K -$21.1K -254 -7%
AFA
1011
Atlanta Financial Associates
Georgia
$287K +$28.1K +339 +11%
AT
1012
Arden Trust
Delaware
$286K -$2.49K -30 -0.9%
DTC
1013
Davidson Trust Company
Washington
$286K – – –
VFA
1014
Valeo Financial Advisors
Indiana
$286K +$28.5K +344 +11%
ONST
1015
Old North State Trust
North Carolina
$285K -$279K -3,369 -50%
QCM
1016
Quest Capital Management
Texas
$285K -$99.2K -1,196 -26%
APG
1017
Abacus Planning Group
South Carolina
$285K +$49K +591 +21%
CBT
1018
Capital Bank & Trust
California
$285K +$278K +3,354 New
PP
1019
Patten & Patten
Tennessee
$282K -$7.13K -86 -3%
CCM
1020
Cox Capital Management
Massachusetts
$280K +$273K +3,297 New
BWA
1021
BDO Wealth Advisors
Florida
$278K -$25.3K -305 -9%
SIA
1022
SkyView Investment Advisors
New Jersey
$278K +$272K +3,277 New
IA
1023
IFG Advisors
Missouri
$277K +$10.9K +131 +4%
BIAS
1024
Beacon Investment Advisory Services
New Jersey
$276K +$4.31K +52 +2%
GSC
1025
Ground Swell Capital
South Carolina
$276K +$269K +3,246 New
39 40
41
42 43