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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1226
Forvis Mazars Wealth Advisors
Missouri
$394K -$16K -167 -4%
BI
1227
Beckerman Institutional
New Jersey
$394K – – –
BFA
1228
Bill Few Associates
Pennsylvania
$393K +$390K +4,077 New
MIC
1229
Meridian Investment Counsel
California
$393K +$35.8K +375 +10%
LG
1230
LAM Group
Oregon
$392K – – –
CCG
1231
Chatham Capital Group
Georgia
$391K -$45.4K -475 -10%
QIM
1232
Quest Investment Management
Oregon
$390K +$29.6K +310 +8%
EL
1233
Essex LLC
Illinois
$389K -$27.5K -288 -7%
CWS
1234
Cypress Wealth Services
California
$388K +$20.4K +213 +6%
MSA
1235
Marino Stram & Associates
Massachusetts
$388K – – –
SW
1236
SkyOak Wealth
Michigan
$387K – – –
WBCM
1237
Wilson & Boucher Capital Management
California
$386K – – –
TCM
1238
TD Capital Management
Tennessee
$385K +$3.25K +34 +0.9%
MCC
1239
Money Concepts Capital
Florida
$384K -$231K -2,420 -38%
JTWM
1240
Jackson Thornton Wealth Management
Alabama
$384K – – –
FNBSF
1241
First National Bank Sioux Falls
South Dakota
$382K – – –
SW
1242
SVB Wealth
Massachusetts
$380K -$45K -471 -11%
SAM
1243
Smartleaf Asset Management
Massachusetts
$380K – – –
DCM
1244
Donaldson Capital Management
Indiana
$377K +$374K +3,910 New
RMF
1245
Red Mountain Financial
Colorado
$377K -$20.7K -217 -5%
VFP
1246
Vilga Financial Planning
New Jersey
$375K – – –
ML
1247
McAdam LLC
Pennsylvania
$374K +$47.1K +493 +15%
SFP
1248
Strategic Financial Planning
Texas
$373K +$369K +3,866 New
CA
1249
Claro Advisors
Massachusetts
$372K -$15.9K -166 -4%
SCM
1250
Seascape Capital Management
New Hampshire
$372K – – –
48 49
50
51 52