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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1276
Insight Advisors
Pennsylvania
$299K -$28.1K -354 -9%
TCBWMS
1277
Texas Capital Bank Wealth Management Services
Texas
$297K -$35.2K -444 -12%
WCM
1278
Washington Capital Management
Washington
$296K – – –
JTWM
1279
Jackson Thornton Wealth Management
Alabama
$295K – – –
AWM
1280
AllSquare Wealth Management
New York
$295K – – –
FL
1281
FreeGulliver LLC
Louisiana
$295K +$264K +3,337 New
SFG
1282
Synergy Financial Group
California
$294K – – –
SIM
1283
Stratos Investment Management
Ohio
$291K -$280K -3,537 -52%
HWMA
1284
Heritage Wealth Management (Arizona)
Arizona
$290K +$260K +3,286 New
UL
1285
Unionview LLC
Washington
$289K +$2.62K +33 +1%
CRWM
1286
Castle Rock Wealth Management
California
$287K +$264K +3,329 New
CHA
1287
Cooper/Haims Advisors
New York
$287K +$317 +4 +0.1%
DT
1288
Diversified Trust
Tennessee
$287K +$257K +3,248 New
PAG
1289
Paladin Advisory Group
Iowa
$286K -$176K -2,215 -41%
EWA
1290
EverSource Wealth Advisors
Alabama
$286K -$70.2K -886 -21%
KFGK
1291
Keystone Financial Group (Kentucky)
Kentucky
$285K +$8.48K +107 +3%
LCWP
1292
Legacy Capital Wealth Partners
Arkansas
$284K +$25.4K +320 +11%
EC
1293
Elequin Capital
New York
$283K +$254K +3,203 New
RFG
1294
RFP Financial Group
Georgia
$281K +$4.44K +56 +2%
MAWCM
1295
Mine & Arao Wealth Creation & Management
California
$281K +$5.55K +70 +2%
BWM
1296
Birchcreek Wealth Management
Ohio
$279K +$159 +2 +0.1%
CFO
1297
Colony Family Offices
North Carolina
$279K – – –
SPWM
1298
Straight Path Wealth Management
Michigan
$279K +$250K +3,155 New
BHWM
1299
Bar Harbor Wealth Management
New Hampshire
$278K -$7.92K -100 -3%
CWM
1300
Cranbrook Wealth Management
Michigan
$278K – – –
50 51
52
53 54