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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
1201
GEN Financial Management
Minnesota
$374K -$9.17K -102 -2%
BWM
1202
Base Wealth Management
Florida
$373K -$90K -1,002 -19%
FLP
1203
Financial Life Planners
Arizona
$371K -$24.9K -277 -6%
GS
1204
GWN Securities
Florida
$371K -$28.9K -322 -7%
BI
1205
Ballast Inc
Kentucky
$370K – – –
FFWM
1206
Future Financial Wealth Management
Ohio
$370K -$3.95K -44 -1%
BRIA
1207
Balanced Rock Investment Advisors
Massachusetts
$369K +$28.2K +314 +8%
AOWM
1208
Asset One Wealth Management
Washington
$369K +$369K +4,104 New
RCI
1209
RS Crum Inc
California
$368K – – –
LJAC
1210
L.J. Altfest & Co
New York
$367K -$212K -2,354 -36%
HWA
1211
HCR Wealth Advisors
California
$366K +$372K +4,139 New
RMF
1212
Red Mountain Financial
Colorado
$365K -$63.6K -708 -15%
SWP
1213
Strategic Wealth Partners
Ohio
$363K +$136K +1,517 +59%
BOM
1214
Bank of Marin
California
$363K -$3.69K -41 -1%
CWS
1215
Cypress Wealth Services
California
$363K +$368K +4,097 New
SW
1216
SteelPeak Wealth
California
$362K +$66.1K +736 +22%
FCB
1217
First County Bank
Connecticut
$362K -$40.1K -446 -10%
JPLA
1218
Joseph P. Lucia & Associates
New York
$361K +$96.6K +1,075 +36%
SW
1219
Simplicity Wealth
New Jersey
$358K -$127K -1,412 -26%
PTP
1220
Platform Technology Partners
New York
$358K -$32.2K -358 -8%
EFS
1221
Essex Financial Services
Connecticut
$357K +$43.3K +482 +14%
WSFS
1222
Wilmington Savings Fund Society
Delaware
$357K -$147K -1,638 -29%
MSA
1223
Marino Stram & Associates
Massachusetts
$356K -$98K -1,090 -21%
JTWM
1224
Jackson Thornton Wealth Management
Alabama
$356K – – –
FNBSF
1225
First National Bank Sioux Falls
South Dakota
$355K – – –
47 48
49
50 51