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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1426
Carlton Hofferkamp & Jenks Wealth Management
Texas
$220K – – –
LWM
1427
Lodestone Wealth Management
Washington
$220K -$4.9K -54 -2%
PIA
1428
Panoramic Investment Advisors
Colorado
$219K -$9.08K -100 -4%
CS
1429
Capital Square
Tennessee
$219K +$15.1K +166 +7%
VNA
1430
Valley National Advisers
Pennsylvania
$219K – – –
IW
1431
Instrumental Wealth
Florida
$219K -$82.9K -913 -27%
PP
1432
Patten & Patten
Tennessee
$218K – – –
CFS
1433
CGC Financial Services
Oregon
$218K – – –
SSA
1434
SSA Swiss Advisors
$217K +$218K +2,400 New
PPW
1435
Pasadena Private Wealth
California
$217K -$11.9K -131 -5%
SIG
1436
Sargent Investment Group
Maryland
$216K +$545 +6 +0.3%
CWA
1437
Cascade Wealth Advisors
Washington
$214K -$153K -1,690 -40%
GAB
1438
German American Bancorp
Indiana
$214K -$49.9K -550 -19%
ZI
1439
ZEGA Investments
Florida
$213K +$214K +2,357 New
DJSG
1440
D.J. St. Germain
Massachusetts
$212K -$9.53K -105 -4%
VPWA
1441
Vestia Personal Wealth Advisors
Indiana
$212K +$2K +22 +0.9%
HIGP
1442
Hill Investment Group Partners
Missouri
$211K -$3.9K -43 -2%
TIAM2
1443
Tru Independence Asset Management 2
Oregon
$211K +$211K +2,329 New
OWA
1444
Outlook Wealth Advisors
Texas
$210K +$211K +2,324 New
WPWM
1445
Windward Private Wealth Management
Kansas
$209K -$124K -1,365 -37%
OGF
1446
Orin Green Financial
California
$209K +$223K +2,459 New
CAL
1447
Capital Advisors Ltd
Ohio
$209K – – –
OAM
1448
Oak Asset Management
California
$209K +$454 +5 +0.2%
AWM
1449
Aviso Wealth Management
Washington
$209K -$14K -154 -6%
QPWM
1450
Quadrant Private Wealth Management
Pennsylvania
$208K -$262K -2,888 -56%
56 57
58
59 60