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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1451
Paladin Advisory Group
Iowa
$227K +$1.1K +12 +0.5%
CWRP
1452
Cassady Wealth & Retirement Planning
Nevada
$227K +$917 +10 +0.4%
TPI
1453
Trust Point Inc
Wisconsin
$227K -$18.8K -205 -7%
SFCL
1454
Strengthening Families & Communities LLC
Massachusetts
$226K +$234K +2,551 New
TPA
1455
Trivium Point Advisory
Connecticut
$226K -$119K -1,303 -34%
SHWM
1456
Smith & Howard Wealth Management
Georgia
$226K – – –
COCM
1457
Charter Oak Capital Management
New Hampshire
$225K -$29.8K -325 -11%
HAC
1458
Harbor Advisory Corp
New Hampshire
$225K -$253K -2,760 -52%
LDB
1459
Lee, Danner & Bass
Tennessee
$225K – – –
HB
1460
Horizon Bancorp
Indiana
$223K -$2.23M -24,320 -91%
DW30
1461
Drucker Wealth 3.0
New Jersey
$223K +$14.9K +162 +7%
CCM
1462
Chickasaw Capital Management
Tennessee
$222K +$229K +2,500 New
PG
1463
Patten Group
Tennessee
$221K -$7.61K -83 -3%
CAG
1464
Curtis Advisory Group
California
$221K +$4.77K +52 +2%
LWM
1465
Luminvest Wealth Management
Arizona
$219K +$227K +2,472 New
TAM
1466
TCP Asset Management
Ohio
$219K -$5.32K -58 -2%
PHS
1467
Pekin Hardy Strauss
Illinois
$218K -$33.4K -364 -13%
OGF
1468
Orin Green Financial
California
$218K – – –
UFF
1469
USA Financial Formulas
Michigan
$217K -$37.2K -406 -14%
OCM
1470
Orleans Capital Management
Louisiana
$217K – – –
MA
1471
MKT Advisors
California
$217K – – –
AEPWM
1472
Atlantic Edge Private Wealth Management
Florida
$215K – – –
ASBI
1473
American State Bank (Iowa)
Iowa
$215K +$2.11K +23 +1%
BRPW
1474
Ballast Rock Private Wealth
South Carolina
$214K +$221K +2,414 New
VNA
1475
Valley National Advisers
Pennsylvania
$214K – – –
57 58
59
60 61