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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1201
Diligent Investors
California
$356K -$172K -2,174 -35%
PSCM
1202
Per Stirling Capital Management
Texas
$356K -$29.3K -370 -8%
SW
1203
SteelPeak Wealth
California
$356K -$62.7K -791 -16%
MSA
1204
Marino Stram & Associates
Massachusetts
$356K – – –
AFP
1205
Ausdal Financial Partners
Iowa
$354K +$8.88K +112 +3%
FOFP
1206
Fee-Only Financial Planning
South Carolina
$352K -$27.7K -350 -8%
SWM
1207
Silverlake Wealth Management
Vermont
$351K -$56K -707 -15%
PCA
1208
Prosperity Capital Advisors
Ohio
$350K -$7.21K -91 -2%
BC
1209
Burney Company
Virginia
$347K -$33.4K -421 -10%
RWIA
1210
Roger Wittlin Investment Advisory
California
$346K +$310K +3,917 New
GWM
1211
GSB Wealth Management
Connecticut
$344K -$6.89K -87 -2%
CCA
1212
Cadent Capital Advisors
Oklahoma
$343K +$2.06K +26 +0.7%
SCM
1213
Seascape Capital Management
New Hampshire
$341K +$306K +3,862 New
PTP
1214
Platform Technology Partners
New York
$340K -$21.4K -270 -6%
LNB
1215
Ledyard National Bank
$340K -$5.94K -75 -2%
GIM
1216
Gold Investment Management
Alberta, Canada
$338K +$304K +3,830 New
MCM
1217
Mattern Capital Management
Colorado
$337K – – –
MFS
1218
McNamara Financial Services
Massachusetts
$337K -$1.9K -24 -0.6%
FNT
1219
First National Trust
Pennsylvania
$336K +$6.26K +79 +2%
MIC
1220
Meridian Investment Counsel
California
$335K – – –
HHGA
1221
Halbert Hargrove Global Advisors
California
$334K -$415K -5,241 -58%
IF
1222
Ironwood Financial
Arizona
$333K -$6.1K -77 -2%
MBTD
1223
Mechanics Bank - Trust Department
California
$333K +$298K +3,765 New
WWP
1224
Walden Wealth Partners
Ohio
$332K +$298K +3,762 New
TCWM
1225
Total Clarity Wealth Management
Illinois
$331K -$35K -441 -11%
47 48
49
50 51