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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1251
Burling Wealth Partners
Illinois
$298K – – –
CI
1252
Clal Insurance
Israel
$298K – – –
BBHC
1253
Brown Brothers Harriman & Co
New York
$298K +$40.7K +449 +16%
SFP
1254
Strategic Financial Partners
Oregon
$298K -$18.1K -200 -6%
IA
1255
IFC Advisors
California
$295K – – –
LPP
1256
Life Planning Partners
Florida
$295K -$39.5K -436 -12%
AWM
1257
Angeles Wealth Management
California
$293K -$3.27K -36 -1%
SAMT
1258
Select Asset Management & Trust
Pennsylvania
$292K +$4.9K +54 +2%
SNBOSD
1259
Security National Bank of So Dak
Iowa
$292K -$2.27K -25 -0.8%
FI
1260
Financial Insights
Washington
$291K – – –
GVAG
1261
Great Valley Advisor Group
Delaware
$291K -$40.2K -443 -12%
CHA
1262
Cooper/Haims Advisors
New York
$291K +$363 +4 +0.1%
WA
1263
Wealth Architects
California
$291K – – –
GM
1264
GeoWealth Management
Illinois
$290K -$220K -2,423 -43%
QPWM
1265
Quadrant Private Wealth Management
Pennsylvania
$290K -$48.4K -534 -14%
UFF
1266
USA Financial Formulas
Michigan
$289K +$287K +3,164 New
CFO
1267
Colony Family Offices
North Carolina
$289K – – –
ML
1268
McAdam LLC
Pennsylvania
$289K -$13.3K -147 -4%
CAAS
1269
Capital Asset Advisory Services
Michigan
$288K -$2.09K -23 -0.7%
MFS
1270
McNamara Financial Services
Massachusetts
$287K +$12.3K +136 +5%
TCM
1271
Tandem Capital Management
New Jersey
$285K – – –
SFP
1272
SwitchPoint Financial Planning
Utah
$285K +$1.91K +21 +0.7%
CWAF
1273
Core Wealth Advisors (Florida)
Florida
$283K +$281K +3,098 New
PWM
1274
PBMares Wealth Management
Virginia
$283K +$14.1K +155 +5%
APP
1275
Avantax Planning Partners
Iowa
$282K -$2.99K -33 -1%
49 50
51
52 53