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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1101
Fernwood Investment Management
Massachusetts
$573K -$411K -3,766 -43%
WCA
1102
Windsor Creek Advisors
Vermont
$572K +$579K +5,300 New
CCG
1103
Cypress Capital Group
Florida
$570K +$208K +1,904 +63%
BIA
1104
Barry Investment Advisors
Massachusetts
$569K -$15.7K -144 -3%
PCMC
1105
Private Capital Management (Colorado)
Colorado
$567K +$26.5K +243 +5%
CT
1106
Columbia Trust
Oregon
$566K – – –
OCG
1107
Opus Capital Group
Ohio
$566K +$279K +2,550 +110%
CHA
1108
Carmichael Hill & Associates
Maryland
$565K +$328 +3 +0.1%
MAS
1109
Madden Advisory Services
Florida
$562K +$6.66K +61 +1%
RA
1110
RFG Advisory
Alabama
$562K +$302K +2,768 +133%
SG
1111
StoneX Group
New York
$560K +$115K +1,051 +28%
SXL
1112
Summit X LLC
Missouri
$556K +$525K +4,805 New
IA
1113
IFG Advisors
Missouri
$554K +$90.4K +828 +21%
JPG
1114
Jordan Park Group
California
$551K +$81.4K +745 +19%
EWA
1115
Exencial Wealth Advisors
Oklahoma
$549K +$517K +4,732 New
LWP
1116
Laurel Wealth Planning
Minnesota
$548K +$502K +4,593 +3,428%
AFS
1117
Annapolis Financial Services
Maryland
$546K +$260K +2,378 +102%
HWA
1118
Hillcrest Wealth Advisors
New Jersey
$545K – – –
NPF
1119
Norris Perne & French
Michigan
$545K – – –
CWM
1120
Connecticut Wealth Management
Connecticut
$541K -$102K -934 -17%
CAWM
1121
Capital Advisors Wealth Management
Washington
$540K +$134K +1,225 +36%
PCTC
1122
Perkins Coie Trust Company
Washington
$537K – – –
RIS
1123
Retirement Income Solutions
Michigan
$537K +$506K +4,632 New
VCM
1124
Virtue Capital Management
Tennessee
$536K -$62.4K -571 -11%
MCCP
1125
Mission Creek Capital Partners
California
$536K -$20.6K -189 -4%
43 44
45
46 47