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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1226
Blossom Wealth Management
California
$319K -$16.9K -186 -5%
GAM
1227
Gemmer Asset Management
California
$318K +$71.6K +789 +29%
SWM
1228
Stockman Wealth Management
Montana
$318K – – –
BIG
1229
Brookwood Investment Group
Arizona
$317K -$36.9K -407 -10%
MTC
1230
McDaniel Terry & Co
Texas
$317K – – –
MFC
1231
Morris Financial Concepts
South Carolina
$315K +$82.3K +907 +36%
FFL
1232
Financial Freedom LLC
Ohio
$315K +$1.45K +16 +0.5%
GWS
1233
Greykasell Wealth Strategies
California
$313K -$1.63K -18 -0.5%
KFI
1234
Key Financial Inc
Pennsylvania
$312K -$278K -3,062 -47%
COCM
1235
Charter Oak Capital Management
New Hampshire
$311K +$15.5K +171 +5%
GIM
1236
Gold Investment Management
Alberta, Canada
$307K +$2.45K +27 +0.8%
SW
1237
SteelPeak Wealth
California
$307K +$1.36K +15 +0.4%
EWA
1238
EverSource Wealth Advisors
Alabama
$306K -$3.17K -35 -1%
EBWM
1239
Eagle Bluffs Wealth Management
Missouri
$306K -$8.16K -90 -3%
SFG
1240
Synergy Financial Group
California
$306K – – –
HL
1241
HeadInvest LLC
Maine
$305K – – –
EFG
1242
Embree Financial Group
Illinois
$304K +$91 +1 +0%
SOS
1243
Silver Oak Securities
Tennessee
$303K -$235K -2,593 -44%
CAM
1244
Clark Asset Management
New Hampshire
$303K -$124K -1,363 -29%
SRC
1245
Sage Rhino Capital
California
$302K +$91 +1 +0%
PP
1246
Prosperity Planning
Missouri
$302K -$4.99K -55 -2%
MCM
1247
M1 Capital Management
Michigan
$300K +$2.36K +26 +0.8%
AM
1248
Atwater Malick
Pennsylvania
$300K – – –
WCG
1249
Weaver Consulting Group
California
$298K +$9.16K +101 +3%
CWMGO
1250
Capstone Wealth Management Group (Oregon)
Oregon
$298K +$51.6K +569 +21%
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50
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