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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1226
CGC Financial Services
Oregon
$336K – – –
CCT
1227
Capital City Trust
Florida
$336K +$318K +3,449 New
CSWM
1228
Cassady Schiller Wealth Management
Ohio
$334K – – –
IWA
1229
IVC Wealth Advisors
Pennsylvania
$333K +$17K +185 +6%
SA
1230
SpiderRock Advisors
Delaware
$332K +$314K +3,408 New
IA
1231
Insight Advisors
Pennsylvania
$331K +$1.93K +21 +0.6%
TCM
1232
Tandem Capital Management
New Jersey
$330K – – –
BCA
1233
Bay Colony Advisors
Massachusetts
$329K -$24.9K -270 -7%
VF
1234
Vawter Financial
Ohio
$328K +$310K +3,371 New
FFL
1235
Financial Freedom LLC
Ohio
$328K -$3.59K -39 -1%
EFG
1236
Embree Financial Group
Illinois
$327K +$6.63K +72 +2%
KFGK
1237
Keystone Financial Group (Kentucky)
Kentucky
$327K +$309K +3,352 New
HFO
1238
Heritage Family Offices
Arizona
$326K +$3.31K +36 +1%
WA
1239
Wealth Architects
California
$326K -$53K -576 -15%
SFG
1240
Synergy Financial Group
California
$326K +$1.2K +13 +0.4%
HL
1241
HeadInvest LLC
Maine
$325K -$19.2K -208 -6%
SPWM
1242
Straight Path Wealth Management
Michigan
$325K +$307K +3,332 New
EFN
1243
Equita Financial Network
Pennsylvania
$322K +$83.4K +906 +38%
CRWM
1244
Castle Rock Wealth Management
California
$322K +$8.1K +88 +3%
LCWP
1245
Legacy Capital Wealth Partners
Arkansas
$321K -$75.2K -817 -20%
CI
1246
Clal Insurance
Israel
$320K – – –
DWAM
1247
Duncan Williams Asset Management
Tennessee
$320K +$302K +3,281 New
LPP
1248
Life Planning Partners
Florida
$319K +$3.13K +34 +1%
IHWM
1249
Iron Horse Wealth Management
Iowa
$315K -$10.6K -115 -3%
LSIA
1250
LaSalle St. Investment Advisors
Illinois
$315K +$12.6K +137 +4%
48 49
50
51 52