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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
1101
Hilltop Holdings
Texas
$491K -$141K -1,539 -22%
PFA
1102
Petra Financial Advisors
Colorado
$491K +$64K +698 +14%
DDC
1103
DF Dent & Co
Maryland
$490K – – –
JPT
1104
Jordan Park Trust
New Hampshire
$489K – – –
FWTB
1105
First Western Trust Bank
Colorado
$489K -$427K -4,660 -46%
OC
1106
Optima Capital
Oregon
$488K -$6.51K -71 -1%
SRIM
1107
Saratoga Research & Investment Management
California
$480K +$496K +5,414 New
CIR
1108
Clear Investment Research
Georgia
$479K -$9.9K -108 -2%
CT
1109
Colonial Trust
South Carolina
$478K – – –
GAM
1110
Gotham Asset Management
New York
$477K +$494K +5,383 New
CL
1111
CPWA LLC
Oregon
$477K +$452K +4,933 New
OFG
1112
Opulen Financial Group
Virginia
$477K +$5.32K +58 +1%
WGS
1113
Washington Growth Strategies
District of Columbia
$476K -$37.9K -413 -7%
EWM
1114
Evercore Wealth Management
New York
$474K – – –
ES
1115
Eagle Strategies
New York
$473K -$12K -131 -2%
BIG
1116
Brookwood Investment Group
Arizona
$472K +$163K +1,781 +50%
PWS
1117
Pursuit Wealth Strategies
North Carolina
$472K +$7.06K +77 +1%
SCM
1118
Schnieders Capital Management
California
$470K – – –
BA
1119
Bluesphere Advisors
Pennsylvania
$469K -$12.8K -140 -3%
HCA
1120
Heck Capital Advisors
Wisconsin
$469K +$2.29K +25 +0.5%
IC
1121
Iconiq Capital
California
$464K +$5.13K +56 +1%
KA
1122
Kearns & Associates
California
$462K +$825 +9 +0.2%
PNFS
1123
PW Nova Financial Services
Pennsylvania
$461K +$20.6K +225 +5%
SIA
1124
Sage Investment Advisers
New York
$461K +$16.6K +181 +4%
OPF
1125
Old Peak Finance
North Carolina
$459K -$66.8K -728 -12%
43 44
45
46 47