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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1001
Heritage Wealth Advisors
Virginia
$611K -$84.4K -847 -11%
SWM
1002
Stockman Wealth Management
Montana
$611K -$35.4K -355 -5%
LA
1003
Latitude Advisors
Florida
$610K -$1.28M -12,801 -66%
FWM
1004
Fairhaven Wealth Management
Illinois
$605K +$7.18K +72 +1%
RMDI
1005
R.M. Davis Inc
Maine
$603K +$43.9K +440 +7%
OLVIG
1006
Oliver Lagore Vanvalin Investment Group
Michigan
$596K -$4.29K -43 -0.7%
SIA
1007
Sage Investment Advisers
New York
$593K +$91.2K +915 +16%
OCM
1008
Objective Capital Management
Ohio
$592K +$6.08K +61 +0.9%
GWM
1009
GSB Wealth Management
Connecticut
$591K -$35.2K -353 -5%
NF
1010
Nikulski Financial
Iowa
$589K +$52.3K +525 +9%
GVAG
1011
Great Valley Advisor Group
Delaware
$588K +$268K +2,691 +72%
PMG
1012
Private Management Group
California
$585K +$498 +5 +0.1%
HT
1013
Heritage Trust
Oklahoma
$581K -$27.4K -275 -4%
SG
1014
StoneX Group
New York
$574K -$40.8K -409 -6%
RWA
1015
Ropes Wealth Advisors
Massachusetts
$574K – – –
TI
1016
Trexquant Investment
Connecticut
$574K +$628K +6,296 New
BIM
1017
Baldwin Investment Management
Pennsylvania
$572K +$26.9K +270 +4%
WAG
1018
Winthrop Advisory Group
Massachusetts
$569K -$80.8K -811 -11%
SWM
1019
Selective Wealth Management
Virginia
$568K +$104K +1,042 +20%
ACM
1020
Advisors Capital Management
New Jersey
$566K -$136K -1,366 -18%
CAL
1021
Capital Analysts LLC
Pennsylvania
$564K +$698 +7 +0.1%
SAM
1022
S.A. Mason
Michigan
$563K – – –
HCP
1023
Hexagon Capital Partners
Arkansas
$562K -$53K -532 -8%
RG
1024
Rathbones Group
United Kingdom
$562K – – –
NCG
1025
Newport Capital Group
New Jersey
$560K +$10.4K +104 +2%
39 40
41
42 43