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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
1226
Brand Asset Management Group
Missouri
$355K +$24K +267 +7%
SW
1227
SkyOak Wealth
Michigan
$355K – – –
XF
1228
XML Financial
Maryland
$355K +$19.2K +214 +6%
MWM
1229
Maridea Wealth Management
New York
$354K +$47.4K +527 +15%
BI
1230
Beckerman Institutional
New Jersey
$354K – – –
WBCM
1231
Wilson & Boucher Capital Management
California
$354K -$27K -300 -7%
TWM
1232
Tanglewood Wealth Management
Texas
$354K -$17.9M -199,119 -98%
RFA
1233
ROI Financial Advisors
Oregon
$349K -$18.4K -205 -5%
ANBT
1234
American National Bank & Trust
Texas
$349K -$4.04K -45 -1%
CPA
1235
Capital Performance Advisors
California
$349K -$66.2K -737 -16%
NCM
1236
Narwhal Capital Management
Georgia
$349K -$40.4K -449 -10%
RA
1237
Rockingstone Advisors
Massachusetts
$348K -$2.25K -25 -0.6%
TCM
1238
TD Capital Management
Tennessee
$346K +$3.15K +35 +0.9%
CA
1239
Claro Advisors
Massachusetts
$345K +$2.7K +30 +0.8%
VFP
1240
Vilga Financial Planning
New Jersey
$344K +$350K +3,893 New
CIP
1241
Capital Insight Partners
Arizona
$342K -$124K -1,385 -26%
SCM
1242
Seascape Capital Management
New Hampshire
$342K – – –
TPA
1243
Trivium Point Advisory
Connecticut
$341K -$38.6K -430 -10%
VF
1244
Vawter Financial
Ohio
$341K -$85.4K -950 -20%
AT
1245
Avalon Trust
New Mexico
$341K – – –
PCTC
1246
Perkins Coie Trust Company
Washington
$340K -$1.53K -17 -0.4%
PMG
1247
ProVise Management Group
Florida
$339K – – –
MCM
1248
Mattern Capital Management
Colorado
$338K – – –
GWM
1249
Gilpin Wealth Management
Colorado
$336K +$341K +3,800 New
VIA
1250
Vickerman Investment Advisors
Washington
$335K +$341K +3,790 New
48 49
50
51 52