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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1226
Horan Capital Advisors
Ohio
$378K +$2.43K +23 +0.7%
SW
1227
SkyOak Wealth
Michigan
$377K -$347K -3,283 -49%
CFO
1228
Colony Family Offices
North Carolina
$377K – – –
CC
1229
Constitution Capital
Connecticut
$377K +$368K +3,475 New
CCB
1230
Country Club Bank
Missouri
$376K +$362K +3,424 New
DBT
1231
Dubuque Bank & Trust
Iowa
$373K -$49.7K -470 -12%
MFG
1232
MidWestOne Financial Group
Iowa
$373K -$8.26K -78 -2%
MFS
1233
McNamara Financial Services
Massachusetts
$372K -$168K -1,585 -32%
CT
1234
Caldwell Trust
Florida
$371K +$37K +350 +11%
RWM
1235
RKL Wealth Management
Pennsylvania
$370K +$361K +3,413 New
ULWM
1236
Upper Left Wealth Management
Florida
$369K -$11.5K -109 -3%
EC
1237
Estate Counselors
Wisconsin
$369K +$1.06K +10 +0.3%
NCMW
1238
Northern Capital Management (Washington)
Washington
$368K +$38.9K +368 +12%
CBTWT
1239
Community Bank & Trust (Waco, Texas)
Texas
$366K -$1.48K -14 -0.4%
AMM
1240
American Money Management
California
$365K -$1.91K -18 -0.5%
PWP
1241
Personal Wealth Partners
Minnesota
$364K +$423 +4 +0.1%
WCM
1242
Washington Capital Management
Washington
$363K – – –
GA
1243
GFS Advisors
Texas
$363K -$1.02M -9,627 -74%
CPA
1244
Capital Performance Advisors
California
$363K -$423 -4 -0.1%
DTC
1245
Davidson Trust Company
Washington
$363K – – –
RWMH
1246
Riverpoint Wealth Management Holdings
Illinois
$363K +$212 +2 +0.1%
FIM
1247
Fernwood Investment Management
Massachusetts
$361K -$171K -1,612 -33%
WA
1248
Wealthstream Advisors
New York
$361K +$847 +8 +0.2%
PP
1249
Patten & Patten
Tennessee
$360K +$10.6K +100 +3%
HWMA
1250
Heritage Wealth Management (Arizona)
Arizona
$360K +$352K +3,326 New
48 49
50
51 52