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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
1701
Harbor Asset Planning
Massachusetts
$14.4K +$92 +1 +0.6%
MCA
1702
McGuire Capital Advisors
Oklahoma
$14.3K -$1.74K -19 -11%
AWM
1703
Activest Wealth Management
Florida
$14.2K +$14.1K +154 +2,567%
NA
1704
Networth Advisors
Pennsylvania
$14K -$4.86K -53 -25%
HNW
1705
High Note Wealth
Minnesota
$13.9K -$1.47K -16 -9%
DCM
1706
Dorato Capital Management
Colorado
$13.8K – – –
MWM
1707
Mosley Wealth Management
California
$13.5K +$13.5K +147 New
CT
1708
Coastline Trust
Rhode Island
$13.3K – – –
JWM
1709
JPL Wealth Management
Colorado
$13.3K +$13.8K +150 New
IAS
1710
IMA Advisory Services
Colorado
$12.1K – – –
LWMI
1711
Legacy Wealth Management (Idaho)
Idaho
$11.7K +$9.9K +108 +450%
DAM
1712
Delta Asset Management
Tennessee
$11.6K +$92 +1 +0.8%
PWM
1713
Proathlete Wealth Management
Florida
$11.6K +$3.03K +33 +34%
CICI
1714
Capital Investment Counsel Inc
North Carolina
$11.5K – – –
NFSG
1715
Newbridge Financial Services Group
Florida
$11.5K -$17.8K -194 -60%
SA
1716
SRH Advisors
Kansas
$11.1K – – –
BG
1717
Bollard Group
Massachusetts
$11K +$92 +1 +0.8%
FFO
1718
Fortitude Family Office
Arizona
$10.4K – – –
WA
1719
Walsh & Associates
Florida
$10.2K – – –
SRCM
1720
Signature Resources Capital Management
California
$10.2K +$10.5K +115 New
SFG
1721
Strive Financial Group
Indiana
$10K +$3.94K +43 +67%
VR
1722
Vision Retirement
New Jersey
$9.49K +$9.08K +99 +1,238%
ACA
1723
Atlas Capital Advisors
Wyoming
$9.22K – – –
MMG
1724
Monetary Management Group
Missouri
$8.96K – – –
CWM
1725
Cranbrook Wealth Management
Michigan
$8.87K -$7.43K -81 -45%
67 68
69
70 71