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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MMHP
1176
Murphy Middleton Hinkle & Parker
Georgia
$338K – – –
GWM
1177
GSB Wealth Management
Connecticut
$338K -$22K -256 -6%
SSWM
1178
Sheets Smith Wealth Management
North Carolina
$338K +$4.3K +50 +1%
GLA
1179
Good Life Advisors
Pennsylvania
$337K +$65.6K +764 +23%
DI
1180
Diligent Investors
California
$337K – – –
AWM
1181
Aprio Wealth Management
Georgia
$336K -$15.3K -178 -4%
EP
1182
Eudaimonia Partners
Tennessee
$335K +$347K +4,037 New
RWG
1183
Regal Wealth Group
California
$335K -$23.6K -275 -6%
MSA
1184
Marino Stram & Associates
Massachusetts
$334K – – –
DWM
1185
Dakota Wealth Management
Florida
$333K +$80.7K +939 +31%
IP
1186
Intellectus Partners
California
$332K -$69.8K -812 -17%
CWM
1187
Collaborative Wealth Management
Florida
$331K -$17.2K -200 -5%
SBIA
1188
Sheaff Brock Investment Advisors
Indiana
$331K -$1.2K -14 -0.4%
CFO
1189
Colony Family Offices
North Carolina
$331K +$43K +500 +14%
RWM
1190
RKL Wealth Management
Pennsylvania
$327K -$20.5K -239 -6%
CPA
1191
Capital Performance Advisors
California
$327K +$28.4K +330 +9%
MWM
1192
Meridian Wealth Management
Kentucky
$326K -$85.7K -997 -20%
SW
1193
SkyOak Wealth
Michigan
$325K +$8.42K +98 +3%
WAG
1194
Winthrop Advisory Group
Massachusetts
$324K -$4.3K -50 -1%
CT
1195
Caldwell Trust
Florida
$323K +$4.9K +57 +1%
RWB
1196
RMR Wealth Builders
New Jersey
$322K -$91.5K -1,065 -22%
AFP
1197
Ausdal Financial Partners
Iowa
$321K -$143K -1,661 -30%
LWMNY
1198
Landmark Wealth Management (New York)
New York
$320K +$92.5K +1,077 +39%
BFA
1199
Beacon Financial Advisory
Ohio
$320K -$28.4K -330 -8%
RFN
1200
RDA Financial Network
Iowa
$319K -$32.4K -377 -9%
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48
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