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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Aprio Wealth Management
Georgia
$349K +$350K +4,226 New
RFN
1202
RDA Financial Network
Iowa
$348K -$57.8K -697 -14%
LIG
1203
Lokken Investment Group
Delaware
$347K +$76.4K +921 +28%
CWM
1204
Collaborative Wealth Management
Florida
$345K +$166 +2 +0%
SC
1205
SouthState Corp
Florida
$345K +$33.2K +400 +11%
BFA
1206
Beacon Financial Advisory
Ohio
$345K -$140K -1,688 -29%
RWM
1207
RKL Wealth Management
Pennsylvania
$345K -$95.8K -1,155 -22%
M
1208
MOTCO
Texas
$343K +$19.2K +231 +6%
FCB
1209
First County Bank
Connecticut
$342K +$344K +4,150 New
MHR
1210
Matthew Hamilton Rosenberg
$342K -$3.48K -42 -1%
KFGK
1211
Keystone Financial Group (Kentucky)
Kentucky
$341K +$1.33K +16 +0.4%
COCM
1212
Charter Oak Capital Management
New Hampshire
$341K +$1.41K +17 +0.4%
BOM
1213
Bank of Marin
California
$341K +$66.6K +803 +24%
AF
1214
Arrow Financial
New York
$340K +$162K +1,950 +90%
GPA
1215
Garrison Point Advisors
California
$340K – – –
WSFS
1216
Wilmington Savings Fund Society
Delaware
$339K -$18.2K -220 -5%
BHWM
1217
Bar Harbor Wealth Management
New Hampshire
$339K -$15.8K -190 -4%
BFG
1218
Barber Financial Group
Kansas
$339K -$53.6K -647 -14%
RBFC
1219
Roman Butler Fullerton & Co
Missouri
$338K +$746 +9 +0.2%
MMHP
1220
Murphy Middleton Hinkle & Parker
Georgia
$336K – – –
SS
1221
Simplicity Solutions
Minnesota
$335K -$426K -5,136 -56%
DWM
1222
Drive Wealth Management
Utah
$335K +$49.3K +595 +17%
FNWM
1223
Financial Network Wealth Management
Utah
$334K +$48.7K +587 +17%
DI
1224
Diligent Investors
California
$334K +$116K +1,400 +53%
SFP
1225
Strategic Financial Partners
Oregon
$334K +$249 +3 +0.1%
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49
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