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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Calamos Wealth Management
Illinois
$272K +$19.3K +213 +8%
TDWM
1302
Topel & Distasi Wealth Management
California
$271K -$10.9K -120 -4%
HCA
1303
Harbour Capital Advisors
Virginia
$271K – – –
NEPWA
1304
New England Private Wealth Advisors
Massachusetts
$270K +$24.9K +275 +10%
FB
1305
Finward Bancorp
Indiana
$270K +$267K +2,949 New
2WWM
1306
21 West Wealth Management
California
$270K +$1.18K +13 +0.4%
FCFC
1307
First Commonwealth Financial Corp
Pennsylvania
$270K -$11.6K -128 -4%
MWM
1308
MorganRosel Wealth Management
Colorado
$269K +$8.89K +98 +3%
EWA
1309
Evolution Wealth Advisors
Florida
$269K – – –
RLIM
1310
Red Lighthouse Investment Management
New York
$268K – – –
AFWM
1311
Abich Financial Wealth Management
Virginia
$268K +$265K +2,927 New
FPW
1312
Flywheel Private Wealth
California
$267K +$265K +2,919 New
HTC
1313
Haverford Trust Company
Pennsylvania
$265K -$1.34M -14,818 -84%
HFS
1314
Hopwood Financial Services
Virginia
$265K – – –
SFC
1315
Sprinkle Financial Consultants
Colorado
$264K +$2.18K +24 +0.8%
SA
1316
Seneschal Advisors
Washington
$264K – – –
BOSSRA
1317
B.O.S.S. Retirement Advisors
Utah
$264K -$92.9K -1,024 -26%
GPA
1318
Guidance Point Advisors
Massachusetts
$263K +$1.72K +19 +0.7%
JWM
1319
Jupiter Wealth Management
Colorado
$263K – – –
LWMNY
1320
Landmark Wealth Management (New York)
New York
$263K +$4.17K +46 +2%
CIG
1321
Cascade Investment Group
Colorado
$262K – – –
WP
1322
Westmount Partners
California
$262K +$1.72K +19 +0.7%
TPWM
1323
Twelve Points Wealth Management
Massachusetts
$262K -$11.2K -124 -4%
DWAM
1324
Duncan Williams Asset Management
Tennessee
$262K -$25.7K -283 -9%
MWM
1325
Melfa Wealth Management
Massachusetts
$261K +$1.54K +17 +0.6%
51 52
53
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