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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1151
Sunpointe
Missouri
$337K +$328K +3,970 New
XF
1152
XML Financial
Maryland
$336K -$16.4K -198 -5%
FOFP
1153
Fee-Only Financial Planning
South Carolina
$334K – – –
KHCM
1154
Kirtland Hills Capital Management
Ohio
$333K +$19.4K +235 +6%
MSAM
1155
Moloney Securities Asset Management
Missouri
$333K -$21.9K -265 -6%
UL
1156
Unionview LLC
Washington
$332K +$56K +678 +21%
RWIA
1157
Roger Wittlin Investment Advisory
California
$331K – – –
SBIA
1158
Sheaff Brock Investment Advisors
Indiana
$329K -$16.5K -200 -5%
CSPIA
1159
Cary Street Partners Investment Advisory
Virginia
$329K -$661 -8 -0.2%
BC
1160
Burney Company
Virginia
$329K +$3.47K +42 +1%
WA
1161
Wealth Architects
California
$328K -$52.3K -633 -14%
MFS
1162
McNamara Financial Services
Massachusetts
$325K +$5.95K +72 +2%
BPWM
1163
Badgley Phelps Wealth Managers
Washington
$323K -$45.2K -547 -13%
SCM
1164
Seascape Capital Management
New Hampshire
$323K – – –
EWA
1165
Evolution Wealth Advisors
Florida
$322K +$47.5K +575 +18%
PTP
1166
Platform Technology Partners
New York
$322K +$318K +3,845 New
MCM
1167
Mattern Capital Management
Colorado
$320K – – –
VFA
1168
Valeo Financial Advisors
Indiana
$318K -$18.1K -219 -5%
ITIM
1169
Indiana Trust & Investment Management
Indiana
$317K -$35.3K -428 -10%
PPWM
1170
Perissos Private Wealth Management
Oklahoma
$317K -$75.1K -909 -19%
MMM
1171
Mendel Money Management
Illinois
$316K -$20.1K -244 -6%
JTWM
1172
Jackson Thornton Wealth Management
Alabama
$315K +$35.1K +425 +13%
EGA
1173
E&G Advisors
Texas
$315K +$83.7K +1,014 +37%
WWP
1174
Walden Wealth Partners
Ohio
$315K – – –
MSWM
1175
McGlone Suttner Wealth Management
Wisconsin
$315K -$826 -10 -0.3%
45 46
47
48 49