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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1051
Leeward Financial Partners
Washington
$607K -$39.2K -410 -6%
PSB
1052
Piscataqua Savings Bank
New Hampshire
$607K -$28.7K -300 -5%
AAS
1053
Asset Allocation Strategies
Michigan
$603K -$50.5K -528 -8%
BPWM
1054
Badgley Phelps Wealth Managers
Washington
$601K +$173K +1,807 +41%
PFA
1055
Portland Financial Advisors
New York
$600K -$5.16K -54 -0.9%
CFA
1056
Churchill Financial Advisors
Kentucky
$597K +$9.56K +100 +2%
NCM
1057
NCM Capital Management
New Jersey
$595K +$573 +6 +0.1%
LW
1058
Libra Wealth
California
$594K – – –
AF
1059
Arrow Financial
New York
$594K – – –
SGI
1060
Summit Global Investments
Utah
$593K +$129K +1,347 +28%
KLCM
1061
KG&L Capital Management
Louisiana
$584K +$10.2K +107 +2%
GAM
1062
Gotham Asset Management
New York
$584K +$64.3K +673 +13%
CSP
1063
Cary Street Partners
Virginia
$582K +$10.5K +110 +2%
AWA
1064
Arbor Wealth Advisors
Michigan
$579K – – –
BL
1065
BFSG LLC
California
$576K +$3.44K +36 +0.6%
TFCP
1066
Twin Focus Capital Partners
Massachusetts
$574K – – –
BHPW
1067
Box Hill Private Wealth
Arizona
$574K +$2.96K +31 +0.5%
BIM
1068
Bridges Investment Management
Nebraska
$569K -$18.3K -191 -3%
XPN
1069
XY Planning Network
Montana
$567K +$150K +1,566 +36%
GWM
1070
Greenwich Wealth Management
Connecticut
$565K +$96 +1 +0%
BA
1071
Bluesphere Advisors
Pennsylvania
$564K +$54K +565 +11%
TF
1072
Trek Financial
Arizona
$561K +$79.7K +834 +17%
RP
1073
Riverbridge Partners
Minnesota
$558K – – –
DDC
1074
DF Dent & Co
Maryland
$557K +$24.4K +255 +5%
OFG
1075
Oxford Financial Group
Indiana
$555K -$141K -1,476 -20%
41 42
43
44 45