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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1126
Vista Investment Management
Pennsylvania
$207K +$202K +2,434 New
AF
1127
Advisornet Financial
Minnesota
$206K -$30.9K -372 -13%
AUB
1128
Atlantic Union Bankshares
Virginia
$206K +$201K +2,420 New
BBA
1129
BLB&B Advisors
Pennsylvania
$205K -$141K -1,696 -41%
AFS
1130
Axiom Financial Strategies
Indiana
$204K – – –
KCM
1131
Kendall Capital Management
Maryland
$204K +$199K +2,400 New
AL
1132
ADE LLC
Maryland
$203K +$198K +2,386 New
VAS
1133
Vestmark Advisory Solutions
Massachusetts
$203K +$199K +2,395 New
HFP
1134
Holistic Financial Partners
Indiana
$202K +$197K +2,380 New
MFG
1135
Merit Financial Group
Georgia
$201K -$103K -1,243 -34%
GBBWRPM
1136
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$201K -$20.7K -249 -10%
PFS
1137
Prospera Financial Services
Texas
$201K +$77K +928 +65%
SEIA
1138
Signature Estate & Investment Advisors
California
$201K +$196K +2,364 New
AA
1139
AlphaCentric Advisors
Puerto Rico
$194K +$190K +2,286 New
ASBI
1140
American State Bank (Iowa)
Iowa
$191K +$186K +2,245 New
CFA
1141
Carroll Financial Associates
North Carolina
$188K -$3.65K -44 -2%
RE
1142
RBC Europe
United Kingdom
$186K -$33.2K -400 -15%
EW
1143
Element Wealth
Mississippi
$180K – – –
ZB
1144
Zions Bancorporation
Utah
$173K +$31.7K +382 +23%
MWA
1145
Moser Wealth Advisors
Washington
$170K – – –
UFF
1146
USA Financial Formulas
Michigan
$170K +$166K +2,004 New
AWA
1147
Arkadios Wealth Advisors
Georgia
$164K -$37.2K -448 -19%
CC
1148
Cassaday & Co
Virginia
$162K +$61.3K +739 +63%
BW
1149
Bison Wealth
Georgia
$160K -$415 -5 -0.3%
JPLA
1150
Joseph P. Lucia & Associates
New York
$160K +$156K +1,881 New
44 45
46
47 48