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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1726
Proathlete Wealth Management
Florida
$14.8K +$2.2K +23 +18%
MWM
1727
Mosley Wealth Management
California
$14.6K +$478 +5 +3%
DCM
1728
Dorato Capital Management
Colorado
$14.6K – – –
HNW
1729
High Note Wealth
Minnesota
$14.6K -$573 -6 -4%
CT
1730
Coastline Trust
Rhode Island
$14.5K – – –
JWM
1731
JPL Wealth Management
Colorado
$14.5K – – –
DAM
1732
Delta Asset Management
Tennessee
$12.7K +$191 +2 +2%
CICI
1733
Capital Investment Counsel Inc
North Carolina
$12.5K – – –
HWP
1734
Highline Wealth Partners
California
$12.4K +$10.7K +112 +700%
BG
1735
Bollard Group
Massachusetts
$12K +$96 +1 +0.8%
SA
1736
SRH Advisors
Kansas
$11.4K -$669 -7 -6%
FFO
1737
Fortitude Family Office
Arizona
$11.3K – – –
WA
1738
Walsh & Associates
Florida
$11.1K – – –
JGIA
1739
Jackson Grant Investment Advisers
Connecticut
$10.9K -$319K -3,337 -97%
PS
1740
Planning Strategies
Pennsylvania
$10.3K +$10.2K +107 New
CWM
1741
Cranbrook Wealth Management
Michigan
$9.64K – – –
HPWM
1742
High Point Wealth Management
New Jersey
$9.64K – – –
KG
1743
Kilter Group
New York
$9.35K – – –
BWM
1744
Benson Wealth Management
Tennessee
$9.26K – – –
MDA
1745
Minot DeBlois Advisors
Massachusetts
$9.26K +$5.83K +61 +174%
CAM
1746
Chesapeake Asset Management
New York
$8.78K – – –
HPIA
1747
Hamilton Point Investment Advisors
North Carolina
$8K – – –
TCWA
1748
Turtle Creek Wealth Advisors
Texas
$8K – – –
VR
1749
Vision Retirement
New Jersey
$8K -$2.29K -24 -22%
GG
1750
Gleason Group
Kentucky
$7.91K +$7.84K +82 New
68 69
70
71 72