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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1051
Inverness Counsel
New York
$349K – – –
IFG
1052
Investors Financial Group
Minnesota
$348K +$339K +3,422 New
PBT
1053
Pictet Bank & Trust
Bahamas
$347K -$59.5K -600 -15%
SIG
1054
Sargent Investment Group
Maryland
$347K -$32.3K -326 -9%
AWA
1055
Arkadios Wealth Advisors
Georgia
$347K +$149K +1,507 +79%
SW
1056
StrongBox Wealth
Missouri
$346K -$4.96K -50 -1%
SFWA
1057
Summit Financial Wealth Advisors
Louisiana
$344K +$52.9K +533 +19%
DTC
1058
Davidson Trust Company
Washington
$343K – – –
QCM
1059
Quest Capital Management
Texas
$341K – – –
CHA
1060
Cooper/Haims Advisors
New York
$341K +$198 +2 +0.1%
COCM
1061
Charter Oak Capital Management
New Hampshire
$340K -$22.6K -228 -6%
EFS
1062
Essex Financial Services
Connecticut
$339K – – –
FANJ
1063
Financial Architects (New Jersey)
New Jersey
$339K +$330K +3,327 New
LWP
1064
Lumature Wealth Partners
Georgia
$338K -$32.8K -331 -9%
BWM
1065
Birchcreek Wealth Management
Ohio
$338K -$6.15K -62 -2%
PP
1066
Patten & Patten
Tennessee
$338K – – –
SCM
1067
Southport Capital Management
Tennessee
$336K -$6.05K -61 -2%
APCM
1068
Alaska Permanent Capital Management
Alaska
$333K – – –
MWM
1069
Mascoma Wealth Management
New Hampshire
$332K +$34.7K +350 +12%
AIA
1070
Avalon Investment & Advisory
Texas
$331K +$54.5K +550 +20%
IWA
1071
Inspirion Wealth Advisors
Illinois
$329K – – –
GA
1072
GoalVest Advisory
New York
$329K +$10.9K +110 +4%
KFGK
1073
Keystone Financial Group (Kentucky)
Kentucky
$328K +$55.9K +564 +21%
SRC
1074
Sage Rhino Capital
California
$326K +$25.8K +260 +9%
RFO
1075
RiverGlades Family Offices
Florida
$325K – – –
41 42
43
44 45