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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1176
Axiom Financial Strategies
Indiana
$241K +$235K +2,370 New
MAM
1177
McLean Asset Management
Virginia
$240K +$198 +2 +0.1%
MWM
1178
Meridian Wealth Management
Kentucky
$240K +$234K +2,362 New
LRIA
1179
Leonard Rickey Investment Advisors
Washington
$239K +$226K +2,276 New
DC
1180
Derby & Company
Massachusetts
$238K – – –
CTA
1181
Chesley Taft & Associates
Illinois
$238K +$13.7K +138 +6%
BW
1182
Bison Wealth
Georgia
$237K -$11.9K -120 -5%
AA
1183
AlphaCentric Advisors
Puerto Rico
$237K -$9.82K -99 -4%
LDB
1184
Lee, Danner & Bass
Tennessee
$236K – – –
MMA
1185
Miracle Mile Advisors
California
$236K +$4.17K +42 +2%
HFS
1186
HBC Financial Services
Washington
$235K +$18K +182 +9%
PWP
1187
Personal Wealth Partners
Minnesota
$235K +$229K +2,305 New
CI
1188
Cavalier Investments
Georgia
$235K +$229K +2,310 New
SMA
1189
Sage Mountain Advisors
Georgia
$235K +$229K +2,311 New
WIM
1190
Westside Investment Management
California
$235K +$2.38K +24 +0.2%
BSA
1191
Bull Street Advisors
Georgia
$234K – – –
C
1192
Certuity
Florida
$234K +$228K +2,295 New
CBN
1193
Cadence Bank NA
Texas
$232K – – –
VWM
1194
Valley Wealth Managers
New Jersey
$232K +$226K +2,277 New
AMM
1195
American Money Management
California
$231K -$26.7K -269 -11%
NPP
1196
New Potomac Partners
Maryland
$230K +$224K +2,258 New
CASB
1197
Cape Ann Savings Bank
Massachusetts
$225K -$7.44K -75 -3%
MIH
1198
Meitav Investment House
Israel
$225K – – –
RC
1199
Rinet Company
Massachusetts
$225K +$99 +1 +0%
BTW
1200
Boston Trust Walden
Massachusetts
$225K +$219K +2,206 New
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48
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