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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1176
MontVue Capital Management
Virginia
$361K +$93K +1,088 +35%
FTC
1177
Farmers Trust Company
Ohio
$360K -$4.96K -58 -1%
TCOV
1178
Trust Company of Vermont
Vermont
$360K -$38K -445 -10%
BWA
1179
Beam Wealth Advisors
Louisiana
$359K +$96.1K +1,125 +37%
TA
1180
Tactive Advisors
Florida
$359K -$5.81K -68 -2%
PFM
1181
Peak Financial Management
Massachusetts
$358K +$34.6K +405 +11%
SBIA
1182
Sheaff Brock Investment Advisors
Indiana
$357K -$3.42K -40 -1%
PCTC
1183
Perkins Coie Trust Company
Washington
$357K – – –
IWA
1184
Inspirion Wealth Advisors
Illinois
$357K – – –
BP
1185
BBR Partners
New York
$357K +$353K +4,128 New
BCP
1186
Berkeley Capital Partners
Georgia
$356K -$33.1K -387 -9%
EWA
1187
EverSource Wealth Advisors
Alabama
$355K +$105K +1,227 +38%
SW
1188
SkyOak Wealth
Michigan
$354K – – –
OCM
1189
Objective Capital Management
Ohio
$354K -$57.6K -674 -14%
BIP
1190
Blueprint Investment Partners
North Carolina
$353K -$7.26K -85 -2%
MGWA
1191
Monument Group Wealth Advisors
Massachusetts
$353K – – –
IP
1192
Ignite Planners
California
$350K -$92.3K -1,080 -21%
MFG
1193
Mosaic Financial Group
Illinois
$350K +$346K +4,049 New
FNT
1194
First National Trust
Pennsylvania
$349K +$19.3K +226 +6%
MSA
1195
Marino Stram & Associates
Massachusetts
$348K – – –
SW
1196
SteelPeak Wealth
California
$348K -$342 -4 -0.1%
MMM
1197
Mendel Money Management
Illinois
$348K -$84.5K -989 -20%
FFL
1198
Financial Freedom LLC
Ohio
$346K -$138K -1,620 -29%
FOFP
1199
Fee-Only Financial Planning
South Carolina
$345K – – –
SP
1200
Stablepoint Partners
Massachusetts
$345K +$108K +1,262 +46%
46 47
48
49 50