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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
201
Partners Capital Investment Group
Massachusetts
$10.3M -$12.8M -135,847 -54%
G
202
GenTrust
Florida
$10.2M +$1.5M +15,874 +16%
BWS
203
BCR Wealth Strategies
Alabama
$10.2M +$495K +5,242 +5%
AFC
204
Adaptive Financial Consulting
Ohio
$10.2M -$67.4K -713 -0.6%
SFG
205
Somnio Financial Group
Connecticut
$10.2M +$395K +4,184 +4%
CI
206
Cordant Inc
Oregon
$10.1M -$133K -1,407 -1%
FA
207
FC Advisory
Pennsylvania
$9.96M +$318K +3,362 +3%
WS
208
Wela Strategies
Georgia
$9.91M +$501K +5,298 +5%
RWMH
209
Riverpoint Wealth Management Holdings
Illinois
$9.9M +$227K +2,399 +2%
KWM
210
Kingsview Wealth Management
Oregon
$9.88M +$4.14M +43,862 +65%
SWP
211
Stratos Wealth Partners
Ohio
$9.83M +$82.5K +873 +0.8%
AWM
212
Avior Wealth Management
Nebraska
$9.78M +$4.2M +44,474 +68%
TFA
213
Transamerica Financial Advisors
Florida
$9.78M -$154K -1,632 -1%
FWMP
214
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$9.75M +$10.3M +109,404 New
I
215
INVST
Indiana
$9.72M +$86.7K +918 +0.8%
KIA
216
KCM Investment Advisors
California
$9.69M -$423K -4,480 -4%
HWM
217
Horizons Wealth Management
North Carolina
$9.59M +$339K +3,586 +3%
AIC
218
Allodium Investment Consultants
Minnesota
$9.58M +$10.2M +107,573 New
MWM
219
Magnolia Wealth Management
Alabama
$9.38M +$623K +6,593 +7%
CPA
220
Cardiff Park Advisors
California
$9.36M +$176K +1,866 +2%
HNB
221
Huntington National Bank
Ohio
$9.28M – – –
CCM
222
Chilton Capital Management
Texas
$9.1M +$1.14M +12,098 +13%
BMC
223
Bear Mountain Capital
Washington
$9.1M +$146K +1,549 +2%
PWA
224
Peterson Wealth Advisors
Utah
$9.09M -$557K -5,896 -5%
SWIG
225
Strategic Wealth Investment Group
Kentucky
$9.06M -$285K -3,016 -3%
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9
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