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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1226
Gemmer Asset Management
California
$318K +$71.6K +789 +29%
SWM
1227
Stockman Wealth Management
Montana
$318K – – –
BIG
1228
Brookwood Investment Group
Arizona
$317K -$36.9K -407 -10%
MTC
1229
McDaniel Terry & Co
Texas
$317K – – –
MFC
1230
Morris Financial Concepts
South Carolina
$315K +$82.3K +907 +36%
FFL
1231
Financial Freedom LLC
Ohio
$315K +$1.45K +16 +0.5%
GWS
1232
Greykasell Wealth Strategies
California
$313K -$1.63K -18 -0.5%
KFI
1233
Key Financial Inc
Pennsylvania
$312K -$278K -3,062 -47%
COCM
1234
Charter Oak Capital Management
New Hampshire
$311K +$15.5K +171 +5%
GIM
1235
Gold Investment Management
Alberta, Canada
$307K +$2.45K +27 +0.8%
SW
1236
SteelPeak Wealth
California
$307K +$1.36K +15 +0.4%
EWA
1237
EverSource Wealth Advisors
Alabama
$306K -$3.17K -35 -1%
EBWM
1238
Eagle Bluffs Wealth Management
Missouri
$306K -$8.16K -90 -3%
SFG
1239
Synergy Financial Group
California
$306K – – –
HL
1240
HeadInvest LLC
Maine
$305K – – –
EFG
1241
Embree Financial Group
Illinois
$304K +$91 +1 +0%
SOS
1242
Silver Oak Securities
Tennessee
$303K -$235K -2,593 -44%
CAM
1243
Clark Asset Management
New Hampshire
$303K -$124K -1,363 -29%
SRC
1244
Sage Rhino Capital
California
$302K +$91 +1 +0%
PP
1245
Prosperity Planning
Missouri
$302K -$4.99K -55 -2%
MCM
1246
M1 Capital Management
Michigan
$300K +$2.36K +26 +0.8%
AM
1247
Atwater Malick
Pennsylvania
$300K – – –
WCG
1248
Weaver Consulting Group
California
$298K +$9.16K +101 +3%
CWMGO
1249
Capstone Wealth Management Group (Oregon)
Oregon
$298K +$51.6K +569 +21%
PS
1250
Pinney & Scofield
Massachusetts
$298K +$272 +3 +0.1%
48 49
50
51 52