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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIP
1701
Mountain Hill Investment Partners
New Jersey
$972 – – –
AWM
1702
Activest Wealth Management
Florida
$642 – – –
JFA
1703
JNBA Financial Advisors
Minnesota
$634 -$23K -253 -97%
SFC
1704
SYM Financial Corp
Indiana
$634 -$817 -9 -56%
WPA
1705
Wealth Preservation Advisors
Tennessee
$543 +$545 +6 New
PMIM
1706
Prudent Man Investment Management
Colorado
$535 – – –
WGS
1707
Washington Growth Strategies
District of Columbia
$535 +$8.26K +91 New
AA
1708
Addison Advisors
Vermont
$408 – – –
FM
1709
Family Management
New York
$272 +$272 +3 New
PPWM
1710
PFG Private Wealth Management
Florida
$272 +$272 +3 New
DWM
1711
Darwin Wealth Management
Florida
$178 – – –
WOC
1712
West Oak Capital
California
$100 – – –
KGP
1713
Keystone Global Partners
Colorado
$92 +$91 +1 New
AC
1714
Arjuna Capital
North Carolina
$91 +$91 +1 New
SIS
1715
Strategic Investment Solutions
Illinois
$64 – – –
BA
1716
Bellwether Advisors
Nebraska
$48 – – –
NC
1717
NewSquare Capital
Pennsylvania
$15 – – –
SLI
1718
Sumitomo Life Insurance
Japan
– -$46.8M -524,956 Closed
PLFA
1719
Pacific Life Fund Advisors
California
– -$25.1M -282,219 Closed
FWM
1720
FFT Wealth Management
Pennsylvania
– -$7.65M -85,878 Closed
EP
1721
Essential Planning
New Hampshire
– -$6.32M -66,886 Closed
SW
1722
SVB Wealth
Massachusetts
– -$5.85M -65,622 Closed
TCMP
1723
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$5.1M -57,243 Closed
FA
1724
Forefront Analytics
Pennsylvania
– -$3.87M -43,422 Closed
KV
1725
Kickstand Ventures
New York
– -$3.19M -35,790 Closed
67 68
69
70 71