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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1701
Proathlete Wealth Management
Florida
$8.67K +$3.6K +40 +70%
KG
1702
Kilter Group
New York
$8.58K – – –
BWM
1703
Benson Wealth Management
Tennessee
$8.58K +$8.72K +97 New
TVWM
1704
Tower View Wealth Management
Wisconsin
$8.41K +$989 +11 +13%
BFS
1705
Beacon Financial Strategies
North Carolina
$7.52K +$7.64K +85 New
HPIA
1706
Hamilton Point Investment Advisors
North Carolina
$7.34K +$7.46K +83 New
CFS
1707
Compass Financial Services
Iowa
$7.27K -$7.28K -81 -50%
MS
1708
Monetary Solutions
Ohio
$6.64K +$6.74K +75 New
RFA
1709
Reyes Financial Architecture
California
$6.46K – – –
CAM
1710
Chesapeake Asset Management
New York
$6.02K +$719 +8 +13%
IIM
1711
IFC & Insurance Marketing
California
$6K +$5.66K +63 New
SFG
1712
Strive Financial Group
Indiana
$5.75K +$5.75K +64 New
FFA
1713
Frazier Financial Advisors
Ohio
$5.4K – – –
FDCP
1714
Foster Dykema Cabot & Partners
Massachusetts
$5.13K -$1.8K -20 -26%
HFS
1715
Horizon Financial Services
North Carolina
$5.13K +$5.21K +58 New
TAM
1716
Townsend Asset Management
North Carolina
$5.04K -$12.3K -137 -71%
WCM
1717
Winthrop Capital Management
Indiana
$5K – – –
RF
1718
Robinswood Financial
Washington
$4.91K +$90 +1 +2%
IWP
1719
IAG Wealth Partners
Wisconsin
$4.42K – – –
SFS
1720
Sunrise Financial Services
Washington
$4.16K +$4.22K +47 New
NWM
1721
Navigoe Wealth Management
California
$4K +$4.13K +46 New
GA
1722
GoalVest Advisory
New York
$3.89K – – –
MSWA
1723
Marshall & Sterling Wealth Advisors
New York
$3.75K +$3.77K +42 New
CWP
1724
Concord Wealth Partners
Virginia
$3.46K -$1.17K -13 -25%
HWM
1725
HighMark Wealth Management
Minnesota
$3.39K +$180 +2 +6%
67 68
69
70 71