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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1101
Heritage Wealth Management (Arizona)
Arizona
$247K +$236K +2,686 New
RGC
1102
Roberts, Glore & Co
Illinois
$246K -$14.1K -160 -6%
GWM
1103
Gray Wealth Management
Maine
$246K +$1.32K +15 +0.6%
VWA
1104
V Wealth Advisors
Kansas
$246K +$235K +2,671 New
WCG
1105
Weaver Consulting Group
California
$245K -$3.78K -43 -2%
CCM
1106
Campbell Capital Management
Florida
$245K – – –
KFGK
1107
Keystone Financial Group (Kentucky)
Kentucky
$244K -$12K -136 -5%
V
1108
VeraBank
Texas
$244K – – –
TGAM
1109
TBH Global Asset Management
Tennessee
$243K +$233K +2,647 New
SFWA
1110
Summit Financial Wealth Advisors
Louisiana
$242K -$3.25K -37 -1%
CWS
1111
Cypress Wealth Services
California
$241K -$31.8K -362 -12%
AWM
1112
AllSquare Wealth Management
New York
$240K -$9.67K -110 -4%
DI
1113
Diligent Investors
California
$240K +$1.32K +15 +0.6%
WF
1114
Welch & Forbes
Massachusetts
$240K +$230K +2,616 New
LGA
1115
Lebenthal Global Advisors
New York
$238K -$36.7K -418 -14%
AWM
1116
Aries Wealth Management
Maine
$238K – – –
ACA
1117
Aptus Capital Advisors
Alabama
$234K +$77.5K +882 +53%
AMM
1118
American Money Management
California
$233K -$14.9K -170 -6%
AIM
1119
Alhambra Investment Management
Florida
$233K +$223K +2,537 New
CSIA
1120
Charles Schwab Investment Advisory
California
$233K +$223K +2,537 New
SG
1121
StoneX Group
New York
$232K +$222K +2,530 New
CC
1122
Courier Capital
New York
$231K -$967 -11 -0.4%
THWM
1123
Taylor Hoffman Wealth Management
Virginia
$228K +$218K +2,479 New
FEG
1124
Financial Enhancement Group
Indiana
$225K -$18.6K -212 -8%
TFO
1125
Tarbox Family Office
California
$225K – – –
43 44
45
46 47