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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1401
Charles Schwab Investment Advisory
California
$238K +$17.6K +166 +8%
RRA
1402
Round Rock Advisors
Connecticut
$237K +$231K +2,186 New
KOMWMG
1403
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$235K -$1.31M -12,406 -85%
GP
1404
Greenline Partners
New York
$235K – – –
LAS
1405
Lloyd Advisory Services
Georgia
$235K +$26.2K +248 +13%
B
1406
Bridgeworth
Alabama
$232K +$227K +2,143 New
HCM
1407
Howland Capital Management
Massachusetts
$231K – – –
SA
1408
Sunesis Advisors
Kansas
$231K +$226K +2,134 New
SWM
1409
SFG Wealth Management
Maryland
$230K +$106 +1 +0%
DWM
1410
Dorchester Wealth Management
Quebec, Canada
$230K +$180K +1,700 New
WP
1411
WMS Partners
Maryland
$230K +$225K +2,125 New
TW
1412
TrinityPoint Wealth
Connecticut
$229K +$223K +2,110 New
CFAM
1413
Center For Asset Management
Florida
$228K -$80.4K -760 -27%
WFMPM
1414
Woodley Farra Manion Portfolio Management
Indiana
$228K – – –
FWCM
1415
Ferguson Wellman Capital Management
Oregon
$227K -$5.19K -49 -2%
IGGA
1416
Iron Gate Global Advisors
Utah
$227K – – –
HCC
1417
Hirtle Callaghan & Co
Pennsylvania
$227K +$222K +2,093 New
ASC
1418
Atalanta Sosnoff Capital
New York
$226K -$9.31K -88 -4%
TCA
1419
Transcend Capital Advisors
New Jersey
$226K +$221K +2,084 New
CPCM
1420
Cornerstone Partners Capital Management
Virginia
$223K – – –
AIM
1421
Alhambra Investment Management
Florida
$223K +$6.35K +60 +3%
TFGT
1422
TS Financial Group (TSFG)
Illinois
$223K +$12.4K +117 +6%
FFG
1423
Ford Financial Group
California
$223K +$102K +962 +87%
SAM
1424
Strategy Asset Managers
California
$223K +$218K +2,060 New
ECM
1425
Elgethun Capital Management
South Dakota
$222K -$1.16K -11 -0.5%
55 56
57
58 59