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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1401
DecisionMap Wealth Management
Virginia
$236K +$237K +2,611 New
RYIA
1402
Roehl & Yi Investment Advisors
Oregon
$236K +$150K +1,654 +18%
ONST
1403
Old North State Trust
North Carolina
$236K – – –
HT
1404
Headlands Technologies
Illinois
$235K +$236K +2,598 New
SIM
1405
Stratos Investment Management
Ohio
$234K -$104K -1,146 -31%
CAGAS
1406
Capital Advisory Group Advisory Services
Minnesota
$234K +$234K +2,583 New
TPI
1407
Trust Point Inc
Wisconsin
$234K +$2.45K +27 +1%
SHWM
1408
Smith & Howard Wealth Management
Georgia
$233K – – –
CAG
1409
Crestwood Advisors Group
Massachusetts
$233K -$173K -1,907 -43%
KCM
1410
Kendall Capital Management
Maryland
$233K -$363 -4 -0.2%
RWM
1411
Revisor Wealth Management
Ohio
$231K +$232K +2,553 New
LDB
1412
Lee, Danner & Bass
Tennessee
$229K – – –
AI
1413
Auour Investments
Massachusetts
$229K -$212K -2,340 -47%
CG
1414
Caprock Group
Idaho
$228K +$229K +2,520 New
TFA
1415
Tobias Financial Advisors
Florida
$228K -$27.9K -307 -11%
HGWM
1416
Horst & Graben Wealth Management
Oregon
$226K +$22.2K +245 +11%
CWM
1417
Calamos Wealth Management
Illinois
$225K +$226K +2,490 New
AGC
1418
Aspen Grove Capital
Colorado
$225K – – –
CWM
1419
Cranbrook Wealth Management
Michigan
$224K -$35.4K -390 -14%
CRFG
1420
Columbia River Financial Group
Washington
$224K -$1.18K -13 -0.5%
DWA
1421
Delap Wealth Advisory
Oregon
$224K +$224K +2,471 New
AFG
1422
Allegheny Financial Group
Pennsylvania
$222K -$3.63K -40 -2%
CSA
1423
Cornerstone Select Advisors
Missouri
$222K -$169K -1,864 -43%
CHJWM
1424
Carlton Hofferkamp & Jenks Wealth Management
Texas
$220K – – –
LWM
1425
Lodestone Wealth Management
Washington
$220K -$4.9K -54 -2%
55 56
57
58 59