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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1426
J. Safra Asset Management
New York
$230K +$246K +2,600 New
KCM
1427
Kendall Capital Management
Maryland
$229K – – –
LIG
1428
Lokken Investment Group
Delaware
$229K -$1.13K -12 -0.5%
TPI
1429
Trust Point Inc
Wisconsin
$228K – – –
QCM
1430
QRG Capital Management
Illinois
$227K +$3.97K +42 +2%
SWP
1431
Strategic Wealth Partners
Ohio
$226K +$232K +2,456 New
LDB
1432
Lee, Danner & Bass
Tennessee
$226K +$20.6K +218 +9%
PPW
1433
Pasadena Private Wealth
California
$225K +$1.23K +13 +0.5%
HFS
1434
HBC Financial Services
Washington
$225K +$189 +2 +0.1%
PIA
1435
Panoramic Investment Advisors
Colorado
$225K -$16.8K -178 -7%
SFP
1436
SwitchPoint Financial Planning
Utah
$223K +$237K +2,508 New
CC
1437
Courier Capital
New York
$223K – – –
DWM
1438
Dorchester Wealth Management
Quebec, Canada
$223K – – –
CRFG
1439
Columbia River Financial Group
Washington
$222K +$236K +2,495 New
AFG
1440
Allegheny Financial Group
Pennsylvania
$222K +$26.6K +281 +13%
KAM
1441
Kraft Asset Management
Tennessee
$222K -$4.72K -50 -2%
AGC
1442
Aspen Grove Capital
Colorado
$221K – – –
LWM
1443
Lodestone Wealth Management
Washington
$221K -$12.4K -131 -5%
AWM
1444
Aviso Wealth Management
Washington
$219K – – –
SFG
1445
SevenBridge Financial Group
Pennsylvania
$219K – – –
BWP
1446
BlueStem Wealth Partners
Minnesota
$219K +$233K +2,461 New
CNBTD
1447
Citizens National Bank Trust Department
Mississippi
$219K – – –
OGF
1448
Orin Green Financial
California
$219K -$232K -2,459 Closed
CTA
1449
Chesley Taft & Associates
Illinois
$219K +$5.86K +62 +3%
DJSG
1450
D.J. St. Germain
Massachusetts
$218K -$2.74K -29 -1%
56 57
58
59 60