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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
1101
Per Stirling Capital Management
Texas
$333K +$18.6K +225 +5%
FWM
1102
Forza Wealth Management
Florida
$332K – – –
CSWM
1103
Cassady Schiller Wealth Management
Ohio
$332K -$53.8K -652 -13%
FWI
1104
Facet Wealth Inc
Maryland
$331K +$60K +728 +19%
BC
1105
Burney Company
Virginia
$329K -$84.7K -1,027 -19%
EP
1106
Eudaimonia Partners
Tennessee
$329K +$1.32K +16 +0.4%
LA
1107
Latitude Advisors
Florida
$329K -$5.28K -64 -1%
FOFP
1108
Fee-Only Financial Planning
South Carolina
$328K – – –
PAS
1109
Professional Advisory Services
Florida
$328K – – –
LIG
1110
Lokken Investment Group
Delaware
$328K -$8.49K -103 -2%
SNBOSD
1111
Security National Bank of So Dak
Iowa
$327K +$357K +4,325 New
GPA
1112
Garrison Point Advisors
California
$326K – – –
MSAM
1113
Moloney Securities Asset Management
Missouri
$326K -$173K -2,094 -33%
PTP
1114
Platform Technology Partners
New York
$326K -$5.52K -67 -2%
TA
1115
Tactive Advisors
Florida
$324K +$38.9K +472 +12%
FDDB
1116
Fidelity D&D Bancorp
Pennsylvania
$323K +$352K +4,270 New
MSWM
1117
McGlone Suttner Wealth Management
Wisconsin
$322K +$989 +12 +0.3%
FWP
1118
FAS Wealth Partners
Kansas
$321K -$5.61K -68 -2%
MAM
1119
McLean Asset Management
Virginia
$321K -$106K -1,285 -23%
FTC
1120
Farmers Trust Company
Ohio
$320K -$16.5K -200 -5%
SDWMA
1121
Schneider Downs Wealth Management Advisors
Pennsylvania
$319K +$2.56K +31 +0.7%
JWM
1122
Jupiter Wealth Management
Colorado
$319K +$348K +4,215 New
NAS
1123
NWF Advisory Services
California
$318K -$136K -1,652 -28%
PMG
1124
Private Management Group
California
$317K -$165K -2,000 -32%
TCWM
1125
Total Clarity Wealth Management
Illinois
$317K +$345K +4,190 New
43 44
45
46 47