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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1251
Jupiter Wealth Management
Colorado
$260K -$106K -1,281 -31%
CICC
1252
Capital Investment Counsel (Colorado)
Colorado
$259K -$6.44K -78 -2%
AMM
1253
American Money Management
California
$258K +$3.8K +46 +2%
GFS
1254
GYL Financial Synergies
Connecticut
$258K +$255K +3,082 New
MAWCM
1255
Mine & Arao Wealth Creation & Management
California
$258K – – –
CL
1256
COWA LLC
Oklahoma
$256K +$3.55K +43 +1%
ES
1257
ETF Store
Kansas
$256K – – –
UB
1258
Umpqua Bank
Oregon
$253K +$12.3K +149 +5%
PA
1259
PFG Advisors
Arizona
$253K -$34.1K -413 -12%
GI
1260
GAMCO Investors
Connecticut
$251K – – –
LC
1261
Lincoln Capital
Nebraska
$251K – – –
PPW
1262
Pasadena Private Wealth
California
$251K -$29.1K -352 -11%
A
1263
Allianz
Germany
$250K – – –
SF
1264
Safeguard Financial
Wisconsin
$250K -$74.8K -906 -23%
RLIM
1265
Red Lighthouse Investment Management
New York
$250K – – –
HCA
1266
Harbour Capital Advisors
Virginia
$249K – – –
KCM
1267
Kendall Capital Management
Maryland
$248K – – –
SFCL
1268
Strengthening Families & Communities LLC
Massachusetts
$248K +$244K +2,960 New
USCWA
1269
U.S. Capital Wealth Advisors
Texas
$246K +$243K +2,942 New
BHWM
1270
Bar Harbor Wealth Management
New Hampshire
$245K -$18.5K -224 -7%
DWS
1271
Discipline Wealth Solutions
South Carolina
$245K +$42.5K +515 +21%
GFL
1272
Granite FO LLC
New Hampshire
$245K – – –
CIAS
1273
CBIZ Investment Advisory Services
Ohio
$245K – – –
CWM
1274
Cranbrook Wealth Management
Michigan
$245K – – –
FA
1275
Faithward Advisors
Pennsylvania
$245K +$241K +2,922 New
49 50
51
52 53