On this page, we present all of the funds holding VNQ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VNQ, with a link to that fund's top holdings. The next columns indicate the amount of VNQ stock held by each of the funds holding VNQ, followed by the VNQ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1604 funds holding VNQ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC (or by any of the other funds holding VNQ), click the fund name in the "Holder" column of the funds-holding-VNQ table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
TFO TDC LLC | 43,100 | $3,808,333 | 12/31/2023 |
VNQ | 43,100 | $3,808,333 | 12/31/2023 |
Creative Planning | 18,354,045 | $1,621,763 | 12/31/2023 |
VNQ | 18,354,045 | $1,621,763 | 12/31/2023 |
Morgan Stanley | 12,843,926 | $1,134,889 | 12/31/2023 |
VNQ | 12,843,926 | $1,134,889 | 12/31/2023 |
JPMorgan Chase & Co. | 10,656,816 | $941,636 | 12/31/2023 |
VNQ | 10,656,816 | $941,636 | 12/31/2023 |
Empower Advisory Group LLC | 10,342,070 | $913,825 | 12/31/2023 |
VNQ | 10,342,070 | $913,825 | 12/31/2023 |
Goldman Sachs Group Inc. | 9,746,685 | $861,217 | 12/31/2023 |
VNQ | 9,746,685 | $861,217 | 12/31/2023 |
Bank of America Corp DE | $858,496 | 12/31/2023 | |
VNQ | 10,017,288 | $885,128 | 12/31/2023 |
Put | 322,000 | $28,452 | 12/31/2023 |
Call | 20,600 | $1,820 | 12/31/2023 |
Wealthfront Advisers LLC | 7,941,598 | $686,789 | 03/31/2024 |
VNQ | 7,941,598 | $686,789 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 7,106,406 | $627,989 | 12/31/2023 |
VNQ | 7,106,406 | $627,989 | 12/31/2023 |
Wells Fargo & Company MN | 6,246,293 | $551,922 | 12/31/2023 |
VNQ | 6,246,293 | $551,922 | 12/31/2023 |
US Bancorp DE | 5,404,067 | $477,504 | 12/31/2023 |
VNQ | 5,404,067 | $477,504 | 12/31/2023 |
Cerity Partners LLC | 4,364,788 | $385,673 | 12/31/2023 |
VNQ | 4,364,788 | $385,673 | 12/31/2023 |
Prudential Financial Inc. | 4,236,611 | $374,347 | 12/31/2023 |
VNQ | 4,236,611 | $374,347 | 12/31/2023 |
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 3,654,504 | $322,912 | 12/31/2023 |
VNQ | 3,654,504 | $322,912 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 3,475,779 | $307,120 | 12/31/2023 |
VNQ | 3,475,779 | $307,120 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,566,268 | $226,755 | 12/31/2023 |
VNQ | 2,566,268 | $226,755 | 12/31/2023 |
Royal Bank of Canada | $209,105 | 12/31/2023 | |
VNQ | 2,367,019 | $209,149 | 12/31/2023 |
Put | 500 | $44 | 12/31/2023 |
State of Tennessee Treasury Department | 2,322,946 | $205,256 | 12/31/2023 |
VNQ | 2,322,946 | $205,256 | 12/31/2023 |
Bank of New York Mellon Corp | 2,228,359 | $192,708 | 03/31/2024 |
VNQ | 2,228,359 | $192,708 | 03/31/2024 |
Mariner LLC | 1,998,013 | $176,544 | 12/31/2023 |
VNQ | 1,998,013 | $176,544 | 12/31/2023 |
The PNC Financial Services Group Inc. | 1,962,139 | $173,375 | 12/31/2023 |
VNQ | 1,962,139 | $173,375 | 12/31/2023 |
Fifth Third Bancorp | 1,969,782 | $170,347 | 03/31/2024 |
VNQ | 1,969,782 | $170,347 | 03/31/2024 |
Charles Schwab Investment Management Inc. | 1,887,119 | $166,746 | 12/31/2023 |
VNQ | 1,887,119 | $166,746 | 12/31/2023 |
Beacon Capital Management Inc. | 1,857,598 | $157,952 | 03/31/2024 |
VNQ | 1,857,598 | $157,952 | 03/31/2024 |
UBS Group AG | 1,749,561 | $154,591 | 12/31/2023 |
VNQ | 1,749,561 | $154,591 | 12/31/2023 |
Board of Trustees of The Leland Stanford Junior University | 1,699,905 | $150,204 | 12/31/2023 |
VNQ | 1,699,905 | $150,204 | 12/31/2023 |
Glenmede Trust Co. NA | 1,466,774 | $129,604 | 12/31/2023 |
VNQ | 1,466,774 | $129,604 | 12/31/2023 |
LPL Financial LLC | 1,445,552 | $127,729 | 12/31/2023 |
VNQ | 1,445,552 | $127,729 | 12/31/2023 |
Pure Financial Advisors Inc. | 1,476,096 | $127,653 | 03/31/2024 |
VNQ | 1,476,096 | $127,653 | 03/31/2024 |
The Manufacturers Life Insurance Company | 1,340,985 | $118,489 | 12/31/2023 |
VNQ | 1,340,985 | $118,489 | 12/31/2023 |
CI Private Wealth LLC | 1,339,289 | $118,371 | 12/31/2023 |
VNQ | 1,339,289 | $118,371 | 12/31/2023 |
Vanderbilt University | 1,296,469 | $112,119 | 03/31/2024 |
VNQ | 1,296,469 | $112,119 | 03/31/2024 |
Gibson Capital LLC | 1,226,535 | $106,071 | 03/31/2024 |
VNQ | 1,226,535 | $106,071 | 03/31/2024 |
State of New Jersey Common Pension Fund D | 1,200,000 | $106,032 | 12/31/2023 |
VNQ | 1,200,000 | $106,032 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,149,051 | $101,547 | 12/31/2023 |
VNQ | 1,149,051 | $101,547 | 12/31/2023 |
Vista Capital Partners Inc. | 1,136,734 | $100,442 | 12/31/2023 |
VNQ | 1,136,734 | $100,442 | 12/31/2023 |
Ballentine Partners LLC | 1,097,780 | $94,936 | 03/31/2024 |
VNQ | 1,097,780 | $94,936 | 03/31/2024 |
Millburn Ridgefield Corp | 1,072,790 | $92,775 | 03/31/2024 |
VNQ | 1,072,790 | $92,775 | 03/31/2024 |
Catalyst Capital Advisors LLC | 1,072,790 | $92,775 | 03/31/2024 |
VNQ | 1,072,790 | $92,775 | 03/31/2024 |
HighTower Advisors LLC | 1,013,309 | $89,514 | 12/31/2023 |
VNQ | 1,013,309 | $89,514 | 12/31/2023 |
United Capital Financial Advisers LLC | 920,937 | $81,374 | 12/31/2023 |
VNQ | 920,937 | $81,374 | 12/31/2023 |
Rebalance LLC | 847,179 | $73,264 | 03/31/2024 |
VNQ | 847,179 | $73,264 | 03/31/2024 |
Cetera Advisor Networks LLC | 820,455 | $72,495 | 12/31/2023 |
VNQ | 820,455 | $72,495 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 809,811 | $70,032 | 03/31/2024 |
VNQ | 809,811 | $70,032 | 03/31/2024 |
Commonwealth Equity Services LLC | 772,070 | $68,220 | 12/31/2023 |
VNQ | 772,070 | $68,220 | 12/31/2023 |
Seven Post Investment Office LP | 784,608 | $67,853 | 03/31/2024 |
VNQ | 784,608 | $67,853 | 03/31/2024 |
Sand Hill Global Advisors LLC | 744,109 | $65,750 | 12/31/2023 |
VNQ | 744,109 | $65,750 | 12/31/2023 |
Avantax Advisory Services Inc. | 742,694 | $65,624 | 12/31/2023 |
VNQ | 742,694 | $65,624 | 12/31/2023 |
Assetmark Inc. | 730,673 | $64,562 | 12/31/2023 |
VNQ | 730,673 | $64,562 | 12/31/2023 |
Exchange Traded Concepts LLC | 739,075 | $63,915 | 03/31/2024 |
VNQ | 739,075 | $63,915 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 719,396 | $63,566 | 12/31/2023 |
VNQ | 719,396 | $63,566 | 12/31/2023 |
First Citizens Bank & Trust Co. | 697,411 | $60,312 | 03/31/2024 |
VNQ | 697,411 | $60,312 | 03/31/2024 |
RTD Financial Advisors Inc. | 694,322 | $60,045 | 03/31/2024 |
VNQ | 694,322 | $60,045 | 03/31/2024 |
Ameriprise Financial Inc. | 647,861 | $57,252 | 12/31/2023 |
VNQ | 647,861 | $57,252 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 628,121 | $55,501 | 12/31/2023 |
VNQ | 628,121 | $55,501 | 12/31/2023 |
LifeGuide Financial Advisors LLC | 620,534 | $53,664 | 03/31/2024 |
VNQ | 620,534 | $53,664 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 600,634 | $53,072 | 12/31/2023 |
VNQ | 600,634 | $53,072 | 12/31/2023 |
Stifel Financial Corp | 594,615 | $52,542 | 12/31/2023 |
VNQ | 594,615 | $52,542 | 12/31/2023 |
Lake Street Advisors Group LLC | 574,384 | $50,753 | 12/31/2023 |
VNQ | 574,384 | $50,753 | 12/31/2023 |
Financial Counselors Inc. | 570,491 | $50,409 | 12/31/2023 |
VNQ | 570,491 | $50,409 | 12/31/2023 |
Squarepoint Ops LLC | 564,705 | $49,897 | 12/31/2023 |
VNQ | 564,705 | $49,897 | 12/31/2023 |
Victory Capital Management Inc. | 549,944 | $48,593 | 12/31/2023 |
VNQ | 549,944 | $48,593 | 12/31/2023 |
Sumitomo Life Insurance Co. | 556,530 | $48,129 | 03/31/2024 |
VNQ | 556,530 | $48,129 | 03/31/2024 |
Clal Insurance Enterprises Holdings Ltd | 540,000 | $47,714 | 12/31/2023 |
VNQ | 540,000 | $47,714 | 12/31/2023 |
First Command Advisory Services Inc. | 528,291 | $46,680 | 12/31/2023 |
VNQ | 528,291 | $46,680 | 12/31/2023 |
Citizens Financial Group Inc RI | 513,587 | $45,381 | 12/31/2023 |
VNQ | 513,587 | $45,381 | 12/31/2023 |
Efficient Advisors LLC | 487,705 | $43,094 | 12/31/2023 |
VNQ | 487,705 | $43,094 | 12/31/2023 |
M&T Bank Corp | 467,405 | $41,300 | 12/31/2023 |
VNQ | 467,405 | $41,300 | 12/31/2023 |
First Financial Bankshares Inc | 456,772 | $40,360 | 12/31/2023 |
VNQ | 456,772 | $40,360 | 12/31/2023 |
Comprehensive Financial Management LLC | 448,338 | $39,615 | 12/31/2023 |
VNQ | 448,338 | $39,615 | 12/31/2023 |
Rockefeller Capital Management L.P. | 445,790 | $39,390 | 12/31/2023 |
VNQ | 445,790 | $39,390 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 436,761 | $38,592 | 12/31/2023 |
VNQ | 436,761 | $38,592 | 12/31/2023 |
SCS Capital Management LLC | 436,720 | $38,589 | 12/31/2023 |
VNQ | 436,720 | $38,589 | 12/31/2023 |
Susquehanna International Group LLP | $38,342 | 12/31/2023 | |
VNQ | 379,625 | $33,544 | 12/31/2023 |
Call | 269,800 | $23,840 | 12/31/2023 |
Put | 215,500 | $19,042 | 12/31/2023 |
Raymond James & Associates | 430,907 | $37,265 | 03/31/2024 |
VNQ | 430,907 | $37,265 | 03/31/2024 |
BNP Paribas Arbitrage SA | 415,248 | $36,691 | 12/31/2023 |
VNQ | 415,248 | $36,691 | 12/31/2023 |
Elm Partners Management LLC | 395,491 | $34,946 | 12/31/2023 |
VNQ | 395,491 | $34,946 | 12/31/2023 |
Osborne Partners Capital Management LLC | 386,168 | $33,396 | 03/31/2024 |
VNQ | 386,168 | $33,396 | 03/31/2024 |
Oikos Holdings LLC | 373,921 | $33,040 | 12/31/2023 |
VNQ | 373,921 | $33,040 | 12/31/2023 |
Pathstone Holdings LLC | 367,436 | $32,467 | 12/31/2023 |
VNQ | 367,436 | $32,467 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 369,605 | $31,963 | 03/31/2024 |
VNQ | 369,605 | $31,963 | 03/31/2024 |
Crestone Asset Management LLC | 369,576 | $31,961 | 03/31/2024 |
VNQ | 369,576 | $31,961 | 03/31/2024 |
State Street Corp | 361,193 | $31,915 | 12/31/2023 |
VNQ | 361,193 | $31,915 | 12/31/2023 |
Garde Capital Inc. | 352,482 | $31,145 | 12/31/2023 |
VNQ | 352,482 | $31,145 | 12/31/2023 |
Baird Financial Group Inc. | 335,499 | $29,645 | 12/31/2023 |
VNQ | 335,499 | $29,645 | 12/31/2023 |
Chandler Asset Management Inc. | 330,213 | $29,178 | 12/31/2023 |
VNQ | 330,213 | $29,178 | 12/31/2023 |
1832 Asset Management L.P. | 329,386 | $29,105 | 12/31/2023 |
VNQ | 329,386 | $29,105 | 12/31/2023 |
Comerica Bank | 319,822 | $28,259 | 12/31/2023 |
VNQ | 319,822 | $28,259 | 12/31/2023 |
Captrust Financial Advisors | 314,726 | $27,809 | 12/31/2023 |
VNQ | 314,726 | $27,809 | 12/31/2023 |
Kwmg LLC | 320,244 | $27,695 | 03/31/2024 |
VNQ | 320,244 | $27,695 | 03/31/2024 |
Peapack Gladstone Financial Corp | 303,261 | $26,796 | 12/31/2023 |
VNQ | 303,261 | $26,796 | 12/31/2023 |
Disciplina Capital Management LLC | 301,647 | $26,654 | 12/31/2023 |
VNQ | 301,647 | $26,654 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 300,923 | $26,024 | 03/31/2024 |
VNQ | 300,923 | $26,024 | 03/31/2024 |
Conservest Capital Advisors Inc. | 290,523 | $25,671 | 12/31/2023 |
VNQ | 290,523 | $25,671 | 12/31/2023 |
Cetera Investment Advisers | 287,282 | $25,384 | 12/31/2023 |
VNQ | 287,282 | $25,384 | 12/31/2023 |
One Day In July LLC | 285,608 | $24,699 | 03/31/2024 |
VNQ | 285,608 | $24,699 | 03/31/2024 |
D. E. Shaw & Co. Inc. | 279,528 | $24,699 | 12/31/2023 |
VNQ | 279,528 | $24,699 | 12/31/2023 |
Pacific Life Fund Advisors LLC | 275,492 | $23,825 | 03/31/2024 |
VNQ | 275,492 | $23,825 | 03/31/2024 |
Evergreen Capital Management LLC | 265,316 | $23,443 | 12/31/2023 |
VNQ | 265,316 | $23,443 | 12/31/2023 |
Foster & Motley Inc. | 267,700 | $23,151 | 03/31/2024 |
VNQ | 267,700 | $23,151 | 03/31/2024 |
Ally Financial Inc. | 261,000 | $23,062 | 12/31/2023 |
VNQ | 261,000 | $23,062 | 12/31/2023 |
Falcon Wealth Planning | 257,027 | $22,228 | 03/31/2024 |
VNQ | 257,027 | $22,228 | 03/31/2024 |
Rockwood Wealth Management LLC | 251,459 | $21,746 | 03/31/2024 |
VNQ | 251,459 | $21,746 | 03/31/2024 |
JMG Financial Group Ltd. | 242,704 | $21,445 | 12/31/2023 |
VNQ | 242,704 | $21,445 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 241,613 | $21,349 | 12/31/2023 |
VNQ | 241,613 | $21,349 | 12/31/2023 |
Capital Investment Advisors LLC | 245,036 | $21,191 | 03/31/2024 |
VNQ | 245,036 | $21,191 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 244,939 | $21,182 | 03/31/2024 |
VNQ | 244,939 | $21,182 | 03/31/2024 |
Truist Financial Corp | 238,189 | $21,046 | 12/31/2023 |
VNQ | 238,189 | $21,046 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 237,530 | $20,988 | 12/31/2023 |
VNQ | 237,530 | $20,988 | 12/31/2023 |
Whelan Financial | 239,819 | $20,740 | 03/31/2024 |
VNQ | 239,819 | $20,740 | 03/31/2024 |
HHM Wealth Advisors LLC | 233,095 | $20,596 | 12/31/2023 |
VNQ | 233,095 | $20,596 | 12/31/2023 |
Atria Wealth Solutions Inc. | 233,089 | $20,596 | 12/31/2023 |
VNQ | 233,089 | $20,596 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 231,520 | $20,022 | 03/31/2024 |
VNQ | 231,520 | $20,022 | 03/31/2024 |
Principal Financial Group Inc. | 220,550 | $19,488 | 12/31/2023 |
VNQ | 220,550 | $19,488 | 12/31/2023 |
Caisse DE Depot ET Placement DU Quebec | 218,400 | $19,298 | 12/31/2023 |
VNQ | 218,400 | $19,298 | 12/31/2023 |
Community Trust & Investment Co. | 214,572 | $18,960 | 12/31/2023 |
VNQ | 214,572 | $18,960 | 12/31/2023 |
TIAA Trust National Association | 212,443 | $18,771 | 12/31/2023 |
VNQ | 212,443 | $18,771 | 12/31/2023 |
Becker Capital Management Inc. | 201,999 | $17,849 | 12/31/2023 |
VNQ | 201,999 | $17,849 | 12/31/2023 |
Sontag Advisory LLC | 201,235 | $17,781 | 12/31/2023 |
VNQ | 201,235 | $17,781 | 12/31/2023 |
Bank of Montreal Can | 198,038 | $17,709 | 12/31/2023 |
VNQ | 198,038 | $17,709 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 203,299 | $17,581 | 03/31/2024 |
VNQ | 203,299 | $17,581 | 03/31/2024 |
MML Investors Services LLC | 197,753 | $17,473 | 12/31/2023 |
VNQ | 197,753 | $17,473 | 12/31/2023 |
Fairfield University | 197,617 | $17,461 | 12/31/2023 |
VNQ | 197,617 | $17,461 | 12/31/2023 |
Lincoln National Corp | 197,050 | $17,411 | 12/31/2023 |
VNQ | 197,050 | $17,411 | 12/31/2023 |
McIlrath & Eck LLC | 197,040 | $17,410 | 12/31/2023 |
VNQ | 197,040 | $17,410 | 12/31/2023 |
Phillips Financial Management LLC | 199,924 | $17,289 | 03/31/2024 |
VNQ | 199,924 | $17,289 | 03/31/2024 |
Glenview Trust Co | 195,277 | $17,255 | 12/31/2023 |
VNQ | 195,277 | $17,255 | 12/31/2023 |
Patriot Investment Management Inc. | 199,317 | $17,237 | 03/31/2024 |
VNQ | 199,317 | $17,237 | 03/31/2024 |
Moller Financial Services | 196,487 | $16,992 | 03/31/2024 |
VNQ | 196,487 | $16,992 | 03/31/2024 |
Maryland State Retirement & Pension System | 214,500 | $16,899 | 03/31/2024 |
VNQ | 214,500 | $16,899 | 03/31/2024 |
Schoolcraft Capital LLC | 194,372 | $16,809 | 03/31/2024 |
VNQ | 194,372 | $16,809 | 03/31/2024 |
Partners Capital Investment Group LLP | 188,142 | $16,624 | 12/31/2023 |
VNQ | 188,142 | $16,624 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 190,224 | $16,451 | 03/31/2024 |
VNQ | 190,224 | $16,451 | 03/31/2024 |
Cohen & Steers Inc. | 184,870 | $16,400 | 12/31/2023 |
VNQ | 184,870 | $16,400 | 12/31/2023 |
Johnson Financial Group Inc. | 182,809 | $16,153 | 12/31/2023 |
VNQ | 182,809 | $16,153 | 12/31/2023 |
Rodgers & Associates LTD | 179,975 | $15,903 | 12/31/2023 |
VNQ | 179,975 | $15,903 | 12/31/2023 |
BOKF NA | 178,953 | $15,812 | 12/31/2023 |
VNQ | 178,953 | $15,812 | 12/31/2023 |
Blair William & Co. IL | 178,501 | $15,772 | 12/31/2023 |
VNQ | 178,501 | $15,772 | 12/31/2023 |
Commerce Bank | 177,298 | $15,666 | 12/31/2023 |
VNQ | 177,298 | $15,666 | 12/31/2023 |
B & T Capital Management DBA Alpha Capital Management | 180,671 | $15,624 | 03/31/2024 |
VNQ | 180,671 | $15,624 | 03/31/2024 |
Northern Trust Corp | 176,632 | $15,607 | 12/31/2023 |
VNQ | 176,632 | $15,607 | 12/31/2023 |
Johnson Financial Group LLC | 176,633 | $15,607 | 12/31/2023 |
VNQ | 176,633 | $15,607 | 12/31/2023 |
Carlson Capital Management | 179,250 | $15,502 | 03/31/2024 |
VNQ | 179,250 | $15,502 | 03/31/2024 |
Trust Co. of Virginia VA | 177,244 | $15,328 | 03/31/2024 |
VNQ | 177,244 | $15,328 | 03/31/2024 |
Private Advisor Group LLC | 173,449 | $15,326 | 12/31/2023 |
VNQ | 173,449 | $15,326 | 12/31/2023 |
AE Wealth Management LLC | 177,573 | $15,083 | 12/31/2023 |
VNQ | 177,573 | $15,083 | 12/31/2023 |
Altfest L J & Co. Inc. | 173,994 | $15,047 | 03/31/2024 |
VNQ | 173,994 | $15,047 | 03/31/2024 |
Ronald Blue Trust Inc. | 170,210 | $15,040 | 12/31/2023 |
VNQ | 170,210 | $15,040 | 12/31/2023 |
Global Endowment Management LP | 164,413 | $14,528 | 12/31/2023 |
VNQ | 164,413 | $14,528 | 12/31/2023 |
DecisionPoint Financial LLC | 162,083 | $14,322 | 12/31/2023 |
VNQ | 162,083 | $14,322 | 12/31/2023 |
Tectonic Advisors LLC | 162,041 | $14,318 | 12/31/2023 |
VNQ | 162,041 | $14,318 | 12/31/2023 |
Greenwood Gearhart Inc. | 161,325 | $14,255 | 12/31/2023 |
VNQ | 161,325 | $14,255 | 12/31/2023 |
Hudock Inc. | 160,887 | $14,216 | 12/31/2023 |
VNQ | 160,887 | $14,216 | 12/31/2023 |
Pacific Center for Financial Services | 160,491 | $14,181 | 12/31/2023 |
VNQ | 160,491 | $14,181 | 12/31/2023 |
Valmark Advisers Inc. | 160,074 | $14,144 | 12/31/2023 |
VNQ | 160,074 | $14,144 | 12/31/2023 |
Avion Wealth | 158,755 | $14,028 | 12/31/2023 |
VNQ | 158,755 | $14,028 | 12/31/2023 |
AWM Capital LLC | 161,070 | $13,929 | 03/31/2024 |
VNQ | 161,070 | $13,929 | 03/31/2024 |
Firestone Capital Management | 157,126 | $13,884 | 12/31/2023 |
VNQ | 157,126 | $13,884 | 12/31/2023 |
Roble Belko & Company Inc | 160,258 | $13,859 | 03/31/2024 |
VNQ | 160,258 | $13,859 | 03/31/2024 |
Crestwood Advisors Group LLC | 156,589 | $13,836 | 12/31/2023 |
VNQ | 156,589 | $13,836 | 12/31/2023 |
Tanglewood Wealth Management Inc. | 156,382 | $13,818 | 12/31/2023 |
VNQ | 156,382 | $13,818 | 12/31/2023 |
Change Path LLC | 156,076 | $13,791 | 12/31/2023 |
VNQ | 156,076 | $13,791 | 12/31/2023 |
Austin Asset Management Co Inc | 158,811 | $13,734 | 03/31/2024 |
VNQ | 158,811 | $13,734 | 03/31/2024 |
ExodusPoint Capital Management LP | 155,318 | $13,724 | 12/31/2023 |
VNQ | 155,318 | $13,724 | 12/31/2023 |
Gilbert & Cook Inc. | 154,076 | $13,614 | 12/31/2023 |
VNQ | 154,076 | $13,614 | 12/31/2023 |
Neuberger Berman Group LLC | 151,688 | $13,403 | 12/31/2023 |
VNQ | 151,688 | $13,403 | 12/31/2023 |
Ameritas Advisory Services LLC | 151,980 | $13,402 | 12/31/2023 |
VNQ | 151,980 | $13,402 | 12/31/2023 |
Ameritas Investment Partners Inc. | 151,191 | $13,359 | 12/31/2023 |
VNQ | 151,191 | $13,359 | 12/31/2023 |
Park National Corp OH | 154,452 | $13,357 | 03/31/2024 |
VNQ | 154,452 | $13,357 | 03/31/2024 |
Integrated Wealth Concepts LLC | 150,197 | $13,271 | 12/31/2023 |
VNQ | 150,197 | $13,271 | 12/31/2023 |
Alliancebernstein L.P. | 149,152 | $13,179 | 12/31/2023 |
VNQ | 149,152 | $13,179 | 12/31/2023 |
M Holdings Securities Inc. | 148,298 | $13,104 | 12/31/2023 |
VNQ | 148,298 | $13,104 | 12/31/2023 |
Rathbone Brothers plc | 147,622 | $13,044 | 12/31/2023 |
VNQ | 147,622 | $13,044 | 12/31/2023 |
Brown Advisory Inc. | 150,735 | $13,036 | 03/31/2024 |
VNQ | 150,735 | $13,036 | 03/31/2024 |
Bailard Inc. | 146,076 | $12,907 | 12/31/2023 |
VNQ | 146,076 | $12,907 | 12/31/2023 |
Enterprise Bank & Trust Co | 149,172 | $12,900 | 03/31/2024 |
VNQ | 149,172 | $12,900 | 03/31/2024 |
REDW Wealth LLC | 144,861 | $12,800 | 12/31/2023 |
VNQ | 144,861 | $12,800 | 12/31/2023 |
First Citizens Asset Management Inc. | 144,238 | $12,745 | 12/31/2023 |
VNQ | 144,238 | $12,745 | 12/31/2023 |
AlTi Global Inc. | 142,723 | $12,611 | 12/31/2023 |
VNQ | 142,723 | $12,611 | 12/31/2023 |
Peterson Wealth Advisors LLC | 145,541 | $12,586 | 03/31/2024 |
VNQ | 145,541 | $12,586 | 03/31/2024 |
Trustees of the Smith College | 142,445 | $12,586 | 12/31/2023 |
VNQ | 142,445 | $12,586 | 12/31/2023 |
NewEdge Wealth LLC | 140,708 | $12,433 | 12/31/2023 |
VNQ | 140,708 | $12,433 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 140,737 | $12,171 | 03/31/2024 |
VNQ | 140,737 | $12,171 | 03/31/2024 |
Associated Banc Corp | 137,667 | $12,164 | 12/31/2023 |
VNQ | 137,667 | $12,164 | 12/31/2023 |
Lido Advisors LLC | 136,917 | $12,098 | 12/31/2023 |
VNQ | 136,917 | $12,098 | 12/31/2023 |
TrueWealth Financial Partners | 136,781 | $12,086 | 12/31/2023 |
VNQ | 136,781 | $12,086 | 12/31/2023 |
Fort Henry Capital LLC | 138,605 | $11,987 | 03/31/2024 |
VNQ | 138,605 | $11,987 | 03/31/2024 |
Horizons Wealth Management | 135,563 | $11,978 | 03/31/2024 |
VNQ | 135,563 | $11,978 | 03/31/2024 |
Presilium Private Wealth LLC | 135,517 | $11,974 | 12/31/2023 |
VNQ | 135,517 | $11,974 | 12/31/2023 |
Daiwa Securities Group Inc. | 135,030 | $11,931 | 12/31/2023 |
VNQ | 135,030 | $11,931 | 12/31/2023 |
Voya Investment Management LLC | 134,232 | $11,861 | 12/31/2023 |
VNQ | 134,232 | $11,861 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 133,823 | $11,825 | 12/31/2023 |
VNQ | 133,823 | $11,825 | 12/31/2023 |
Green Harvest Asset Management LLC | 133,471 | $11,794 | 12/31/2023 |
VNQ | 133,471 | $11,794 | 12/31/2023 |
Hurlow Wealth Management Group Inc. | 136,183 | $11,777 | 03/31/2024 |
VNQ | 136,183 | $11,777 | 03/31/2024 |
Modera Wealth Management LLC | 132,046 | $11,668 | 12/31/2023 |
VNQ | 132,046 | $11,668 | 12/31/2023 |
MAS Advisors LLC | 132,023 | $11,666 | 12/31/2023 |
VNQ | 132,023 | $11,666 | 12/31/2023 |
Cypress Financial Planning LLC | 133,746 | $11,566 | 03/31/2024 |
VNQ | 133,746 | $11,566 | 03/31/2024 |
Bluestem Financial Advisors LLC | 131,432 | $11,366 | 03/31/2024 |
VNQ | 131,432 | $11,366 | 03/31/2024 |
Plancorp LLC | 127,974 | $11,308 | 12/31/2023 |
VNQ | 127,974 | $11,308 | 12/31/2023 |
Gould Asset Management LLC CA | 127,424 | $11,259 | 12/31/2023 |
VNQ | 127,424 | $11,259 | 12/31/2023 |
Franklin Resources Inc. | 127,292 | $11,248 | 12/31/2023 |
VNQ | 127,292 | $11,248 | 12/31/2023 |
Capital Advisors Inc. OK | 125,503 | $11,089 | 12/31/2023 |
VNQ | 125,503 | $11,089 | 12/31/2023 |
Invst LLC | 131,667 | $11,019 | 12/31/2023 |
VNQ | 131,667 | $11,019 | 12/31/2023 |
Vestor Capital LLC | 123,727 | $10,933 | 12/31/2023 |
VNQ | 123,727 | $10,933 | 12/31/2023 |
Ancora Advisors LLC | 123,219 | $10,888 | 12/31/2023 |
VNQ | 123,219 | $10,888 | 12/31/2023 |
Ellevest Inc. | 123,055 | $10,873 | 12/31/2023 |
VNQ | 123,055 | $10,873 | 12/31/2023 |
D.A. Davidson & CO. | 121,375 | $10,725 | 12/31/2023 |
VNQ | 121,375 | $10,725 | 12/31/2023 |
Riverpoint Wealth Management Holdings LLC | 119,401 | $10,550 | 12/31/2023 |
VNQ | 119,401 | $10,550 | 12/31/2023 |
Trilogy Capital Inc. | 121,750 | $10,529 | 03/31/2024 |
VNQ | 121,750 | $10,529 | 03/31/2024 |
Navalign LLC | 120,708 | $10,439 | 03/31/2024 |
VNQ | 120,708 | $10,439 | 03/31/2024 |
New Hampshire Trust | 116,261 | $10,054 | 03/31/2024 |
VNQ | 116,261 | $10,054 | 03/31/2024 |
Adaptive Financial Consulting LLC | 112,628 | $9,952 | 12/31/2023 |
VNQ | 112,628 | $9,952 | 12/31/2023 |
Huntington National Bank | 110,599 | $9,773 | 12/31/2023 |
VNQ | 110,599 | $9,773 | 12/31/2023 |
Heritage Wealth Management Inc. Texas | 112,849 | $9,760 | 03/31/2024 |
VNQ | 112,849 | $9,760 | 03/31/2024 |
Beacon Pointe Advisors LLC | 108,530 | $9,591 | 12/31/2023 |
VNQ | 108,530 | $9,591 | 12/31/2023 |
Checchi Capital Advisers LLC | 110,777 | $9,580 | 03/31/2024 |
VNQ | 110,777 | $9,580 | 03/31/2024 |
Nwam LLC | 107,515 | $9,500 | 12/31/2023 |
VNQ | 107,515 | $9,500 | 12/31/2023 |
Wela Strategies Inc. | 108,633 | $9,395 | 03/31/2024 |
VNQ | 108,633 | $9,395 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 105,346 | $9,309 | 12/31/2023 |
VNQ | 105,346 | $9,309 | 12/31/2023 |
Punch & Associates Investment Management Inc. | $9,287 | 12/31/2023 | |
Call | 105 | $9,278 | 12/31/2023 |
VNQ | 105 | $9 | 12/31/2023 |
Mission Wealth Management LP | 104,271 | $9,213 | 12/31/2023 |
VNQ | 104,271 | $9,213 | 12/31/2023 |
Exencial Wealth Advisors LLC | 103,950 | $9,185 | 12/31/2023 |
VNQ | 103,950 | $9,185 | 12/31/2023 |
Stratos Wealth Partners LTD. | 106,041 | $9,171 | 03/31/2024 |
VNQ | 106,041 | $9,171 | 03/31/2024 |
Metropolitan Life Insurance Co NY | 103,600 | $9,154 | 12/31/2023 |
VNQ | 103,600 | $9,154 | 12/31/2023 |
FC Advisory LLC | 105,406 | $9,116 | 03/31/2024 |
VNQ | 105,406 | $9,116 | 03/31/2024 |
Cardiff Park Advisors LLC | 102,705 | $9,075 | 12/31/2023 |
VNQ | 102,705 | $9,075 | 12/31/2023 |
Chicago Partners Investment Group LLC | 111,405 | $8,960 | 03/31/2024 |
VNQ | 111,405 | $8,960 | 03/31/2024 |
Regis Acquisition Inc. | 101,098 | $8,933 | 12/31/2023 |
VNQ | 101,098 | $8,933 | 12/31/2023 |
Connecticut Wealth Management LLC | 98,409 | $8,695 | 12/31/2023 |
VNQ | 98,409 | $8,695 | 12/31/2023 |
BCR Wealth Strategies LLC | 97,958 | $8,655 | 12/31/2023 |
VNQ | 97,958 | $8,655 | 12/31/2023 |
Cordant Inc. | 99,354 | $8,592 | 03/31/2024 |
VNQ | 99,354 | $8,592 | 03/31/2024 |
Stephens Inc. AR | 96,978 | $8,569 | 12/31/2023 |
VNQ | 96,978 | $8,569 | 12/31/2023 |
SWAN Capital LLC | 96,618 | $8,537 | 12/31/2023 |
VNQ | 96,618 | $8,537 | 12/31/2023 |
Atria Investments LLC | 96,078 | $8,489 | 12/31/2023 |
VNQ | 96,078 | $8,489 | 12/31/2023 |
Larson Financial Group LLC | 95,294 | $8,420 | 12/31/2023 |
VNQ | 95,294 | $8,420 | 12/31/2023 |
Bear Mountain Capital Inc. | 97,279 | $8,413 | 03/31/2024 |
VNQ | 97,279 | $8,413 | 03/31/2024 |
KCM Investment Advisors LLC | 94,861 | $8,382 | 12/31/2023 |
VNQ | 94,861 | $8,382 | 12/31/2023 |
Northwest Quadrant Wealth Management LLC | 96,479 | $8,343 | 03/31/2024 |
VNQ | 96,479 | $8,343 | 03/31/2024 |
Industrial Alliance Investment Management Inc. | 94,190 | $8,323 | 12/31/2023 |
VNQ | 94,190 | $8,323 | 12/31/2023 |
Kestra Advisory Services LLC | 94,171 | $8,321 | 12/31/2023 |
VNQ | 94,171 | $8,321 | 12/31/2023 |
Perella Weinberg Partners Capital Management LP | 93,792 | $8,287 | 12/31/2023 |
VNQ | 93,792 | $8,287 | 12/31/2023 |
Gunma Bank Ltd. | 95,000 | $8,216 | 03/31/2024 |
VNQ | 95,000 | $8,216 | 03/31/2024 |
Parallel Advisors LLC | 92,772 | $8,197 | 12/31/2023 |
VNQ | 92,772 | $8,197 | 12/31/2023 |
Sage Financial Group Inc. | 92,731 | $8,194 | 12/31/2023 |
VNQ | 92,731 | $8,194 | 12/31/2023 |
Dodds Wealth LLC | 90,970 | $8,038 | 12/31/2023 |
VNQ | 90,970 | $8,038 | 12/31/2023 |
Magnolia Wealth Management LLC | 90,877 | $8,030 | 12/31/2023 |
VNQ | 90,877 | $8,030 | 12/31/2023 |
Twenty Acre Capital LP | 90,877 | $8,030 | 12/31/2023 |
VNQ | 90,877 | $8,030 | 12/31/2023 |
Janney Montgomery Scott LLC | 88,893 | $7,855 | 12/31/2023 |
VNQ | 88,893 | $7,855 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 88,365 | $7,808 | 12/31/2023 |
VNQ | 88,365 | $7,808 | 12/31/2023 |
First National Corp MA ADV | 88,123 | $7,787 | 03/31/2024 |
VNQ | 88,123 | $7,787 | 03/31/2024 |
Lbmc Investment Advisors LLC | 89,917 | $7,776 | 03/31/2024 |
VNQ | 89,917 | $7,776 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 88,097 | $7,776 | 12/31/2023 |
VNQ | 88,097 | $7,776 | 12/31/2023 |
Macquarie Group Ltd. | 86,998 | $7,687 | 12/31/2023 |
VNQ | 86,998 | $7,687 | 12/31/2023 |
FFT Wealth Management LLC | 86,256 | $7,622 | 12/31/2023 |
VNQ | 86,256 | $7,622 | 12/31/2023 |
Man Group plc | 85,345 | $7,541 | 12/31/2023 |
VNQ | 85,345 | $7,541 | 12/31/2023 |
Freestone Capital Holdings LLC | 84,560 | $7,472 | 12/31/2023 |
VNQ | 84,560 | $7,472 | 12/31/2023 |
Balanced Wealth Group LLC | 84,291 | $7,448 | 12/31/2023 |
VNQ | 84,291 | $7,448 | 12/31/2023 |
Boston Private Wealth LLC | 83,444 | $7,373 | 12/31/2023 |
VNQ | 83,444 | $7,373 | 12/31/2023 |
UBS Asset Management Americas Inc. | 82,966 | $7,331 | 12/31/2023 |
VNQ | 82,966 | $7,331 | 12/31/2023 |
Gpwm LLC | 84,379 | $7,297 | 03/31/2024 |
VNQ | 84,379 | $7,297 | 03/31/2024 |
Fiduciary Trust Co. | 82,277 | $7,270 | 12/31/2023 |
VNQ | 82,277 | $7,270 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 81,458 | $7,198 | 12/31/2023 |
VNQ | 81,458 | $7,198 | 12/31/2023 |
Quantitative Strategies Inc. | 80,470 | $7,110 | 12/31/2023 |
VNQ | 80,470 | $7,110 | 12/31/2023 |
Natixis Advisors L.P. | 81,753 | $7,070 | 03/31/2024 |
VNQ | 81,753 | $7,070 | 03/31/2024 |
Silver Oak Advisory Group Inc. | 79,624 | $7,036 | 12/31/2023 |
VNQ | 79,624 | $7,036 | 12/31/2023 |
Eqis Capital Management Inc. | 79,315 | $7,008 | 12/31/2023 |
VNQ | 79,315 | $7,008 | 12/31/2023 |
Polianta Ltd | 80,800 | $6,987 | 03/31/2024 |
VNQ | 80,800 | $6,987 | 03/31/2024 |
Boothbay Fund Management LLC | 79,079 | $6,987 | 12/31/2023 |
VNQ | 79,079 | $6,987 | 12/31/2023 |
Harbor Investment Advisory LLC | 80,698 | $6,979 | 03/31/2024 |
VNQ | 80,698 | $6,979 | 03/31/2024 |
Parkside Advisors LLC | 80,465 | $6,959 | 03/31/2024 |
VNQ | 80,465 | $6,959 | 03/31/2024 |
Fairway Wealth LLC | 78,556 | $6,941 | 12/31/2023 |
VNQ | 78,556 | $6,941 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 80,171 | $6,933 | 03/31/2024 |
VNQ | 80,171 | $6,933 | 03/31/2024 |
United Bank | 78,450 | $6,932 | 12/31/2023 |
VNQ | 78,450 | $6,932 | 12/31/2023 |
Flagstone Financial Management | 78,365 | $6,924 | 12/31/2023 |
VNQ | 78,365 | $6,924 | 12/31/2023 |
TCP Asset Management LLC | 79,474 | $6,873 | 03/31/2024 |
VNQ | 79,474 | $6,873 | 03/31/2024 |
Hsbc Holdings PLC | 77,307 | $6,832 | 12/31/2023 |
VNQ | 77,307 | $6,832 | 12/31/2023 |
Farther Finance Advisors LLC | 77,272 | $6,828 | 12/31/2023 |
VNQ | 77,272 | $6,828 | 12/31/2023 |
Kanawha Capital Management LLC | 76,579 | $6,767 | 12/31/2023 |
VNQ | 76,579 | $6,767 | 12/31/2023 |
Wealth Alliance | 76,320 | $6,744 | 12/31/2023 |
VNQ | 76,320 | $6,744 | 12/31/2023 |
Ariston Services Group | 77,423 | $6,696 | 03/31/2024 |
VNQ | 77,423 | $6,696 | 03/31/2024 |
Torno Capital LLC | $6,627 | 12/31/2023 | |
Call | 75,000 | $6,627 | 12/31/2023 |
Clearstead Advisors LLC | 74,958 | $6,623 | 12/31/2023 |
VNQ | 74,958 | $6,623 | 12/31/2023 |
Omega Financial Group LLC | 76,213 | $6,591 | 03/31/2024 |
VNQ | 76,213 | $6,591 | 03/31/2024 |
FIDELIS iM LLC | 75,985 | $6,563 | 03/31/2024 |
VNQ | 75,985 | $6,563 | 03/31/2024 |
David Kennon Inc | 74,176 | $6,554 | 12/31/2023 |
VNQ | 74,176 | $6,554 | 12/31/2023 |
Total Wealth Planning LLC | 74,776 | $6,467 | 03/31/2024 |
VNQ | 74,776 | $6,467 | 03/31/2024 |
Neumann Capital Management LLC | 73,051 | $6,455 | 12/31/2023 |
VNQ | 73,051 | $6,455 | 12/31/2023 |
Fairview Capital Investment Management LLC | 72,880 | $6,440 | 12/31/2023 |
VNQ | 72,880 | $6,440 | 12/31/2023 |
Alhambra Investment Partners LLC | 74,136 | $6,411 | 03/31/2024 |
VNQ | 74,136 | $6,411 | 03/31/2024 |
Hardy Reed LLC | 72,375 | $6,395 | 12/31/2023 |
VNQ | 72,375 | $6,395 | 12/31/2023 |
Gray Private Wealth LLC | 73,919 | $6,393 | 03/31/2024 |
VNQ | 73,919 | $6,393 | 03/31/2024 |
Concentric Wealth Management LLC | 72,349 | $6,393 | 12/31/2023 |
VNQ | 72,349 | $6,393 | 12/31/2023 |
Plimoth Trust Co. LLC | 73,266 | $6,336 | 03/31/2024 |
VNQ | 73,266 | $6,336 | 03/31/2024 |
American Investment Services Inc. | 71,578 | $6,325 | 12/31/2023 |
VNQ | 71,578 | $6,325 | 12/31/2023 |
Landmark Financial Advisors LLC | 71,415 | $6,310 | 12/31/2023 |
VNQ | 71,415 | $6,310 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 71,313 | $6,301 | 12/31/2023 |
VNQ | 71,313 | $6,301 | 12/31/2023 |
Latigo Investments LLC | 70,923 | $6,267 | 12/31/2023 |
VNQ | 70,923 | $6,267 | 12/31/2023 |
Private Ocean LLC | 72,289 | $6,252 | 03/31/2024 |
VNQ | 72,289 | $6,252 | 03/31/2024 |
PACK Private Wealth LLC | 70,684 | $6,246 | 12/31/2023 |
VNQ | 70,684 | $6,246 | 12/31/2023 |
Red Wave Investments LLC | 70,532 | $6,232 | 12/31/2023 |
VNQ | 70,532 | $6,232 | 12/31/2023 |
Cambridge Advisors Inc. | 71,566 | $6,189 | 03/31/2024 |
VNQ | 71,566 | $6,189 | 03/31/2024 |
Cliffwater LLC | 69,923 | $6,178 | 12/31/2023 |
VNQ | 69,923 | $6,178 | 12/31/2023 |
FMR LLC | 69,278 | $6,121 | 12/31/2023 |
VNQ | 69,278 | $6,121 | 12/31/2023 |
Coldstream Capital Management Inc. | 69,099 | $6,106 | 12/31/2023 |
VNQ | 69,099 | $6,106 | 12/31/2023 |
Diversified Portfolios Inc. | 68,771 | $6,077 | 12/31/2023 |
VNQ | 68,771 | $6,077 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 68,754 | $6,075 | 12/31/2023 |
VNQ | 68,754 | $6,075 | 12/31/2023 |
Country Trust Bank | 70,049 | $6,058 | 03/31/2024 |
VNQ | 70,049 | $6,058 | 03/31/2024 |
UMB Bank N A MO | 70,026 | $6,056 | 03/31/2024 |
VNQ | 70,026 | $6,056 | 03/31/2024 |
Campion Asset Management LLC | 68,468 | $6,050 | 12/31/2023 |
VNQ | 68,468 | $6,050 | 12/31/2023 |
Rainwater Charitable Foundation | 68,428 | $6,046 | 12/31/2023 |
VNQ | 68,428 | $6,046 | 12/31/2023 |
Allie Family Office LLC | 67,101 | $5,954 | 12/31/2023 |
VNQ | 67,101 | $5,954 | 12/31/2023 |
Regis Management CO LLC | 68,839 | $5,953 | 03/31/2024 |
VNQ | 68,839 | $5,953 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 67,084 | $5,928 | 12/31/2023 |
VNQ | 67,084 | $5,928 | 12/31/2023 |
Quotient Wealth Partners LLC | 66,797 | $5,902 | 12/31/2023 |
VNQ | 66,797 | $5,902 | 12/31/2023 |
Silver Coast Investments LLC | 66,651 | $5,889 | 12/31/2023 |
VNQ | 66,651 | $5,889 | 12/31/2023 |
Zhang Financial LLC | 67,840 | $5,867 | 03/31/2024 |
VNQ | 67,840 | $5,867 | 03/31/2024 |
National Asset Management Inc. | 66,293 | $5,858 | 12/31/2023 |
VNQ | 66,293 | $5,858 | 12/31/2023 |
Bayshore Asset Management LLC | 66,207 | $5,850 | 12/31/2023 |
VNQ | 66,207 | $5,850 | 12/31/2023 |
Taddei Ludwig & Associates Inc. | 67,570 | $5,843 | 03/31/2024 |
VNQ | 67,570 | $5,843 | 03/31/2024 |
Manchester Capital Management LLC | 66,117 | $5,842 | 12/31/2023 |
VNQ | 66,117 | $5,842 | 12/31/2023 |
GWM Advisors LLC | 66,947 | $5,805 | 12/31/2023 |
VNQ | 66,947 | $5,805 | 12/31/2023 |
Strategic Wealth Designers | 65,641 | $5,800 | 12/31/2023 |
VNQ | 65,641 | $5,800 | 12/31/2023 |
Rye Brook Capital LLC | 67,000 | $5,794 | 03/31/2024 |
VNQ | 67,000 | $5,794 | 03/31/2024 |
JFG Wealth Management LLC | 65,408 | $5,779 | 12/31/2023 |
VNQ | 65,408 | $5,779 | 12/31/2023 |
Soltis Investment Advisors LLC | 64,968 | $5,741 | 12/31/2023 |
VNQ | 64,968 | $5,741 | 12/31/2023 |
Whittier Trust Co. | 64,798 | $5,726 | 12/31/2023 |
VNQ | 64,798 | $5,726 | 12/31/2023 |
Financial Futures Ltd Liability Co. | 64,647 | $5,712 | 12/31/2023 |
VNQ | 64,647 | $5,712 | 12/31/2023 |
Perigon Wealth Management LLC | 64,630 | $5,711 | 12/31/2023 |
VNQ | 64,630 | $5,711 | 12/31/2023 |
LMG Wealth Partners LLC | 64,550 | $5,704 | 12/31/2023 |
VNQ | 64,550 | $5,704 | 12/31/2023 |
Nissay Asset Management Corp Japan ADV | 64,506 | $5,700 | 12/31/2023 |
VNQ | 64,506 | $5,700 | 12/31/2023 |
Allen Capital Group LLC | 65,813 | $5,692 | 03/31/2024 |
VNQ | 65,813 | $5,692 | 03/31/2024 |
Millennium Management LLC | 64,120 | $5,666 | 12/31/2023 |
VNQ | 64,120 | $5,666 | 12/31/2023 |
River & Mercantile LLC | 63,801 | $5,637 | 12/31/2023 |
VNQ | 63,801 | $5,637 | 12/31/2023 |
Cahill Financial Advisors Inc. | 63,555 | $5,616 | 12/31/2023 |
VNQ | 63,555 | $5,616 | 12/31/2023 |
Prairiewood Capital LLC | 64,723 | $5,597 | 03/31/2024 |
VNQ | 64,723 | $5,597 | 03/31/2024 |
Cresset Asset Management LLC | 63,309 | $5,594 | 12/31/2023 |
VNQ | 63,309 | $5,594 | 12/31/2023 |
Family Firm Inc. | 62,897 | $5,558 | 12/31/2023 |
VNQ | 62,897 | $5,558 | 12/31/2023 |
Cetera Advisors LLC | 61,855 | $5,466 | 12/31/2023 |
VNQ | 61,855 | $5,466 | 12/31/2023 |
Journey Advisory Group LLC | 61,845 | $5,465 | 12/31/2023 |
VNQ | 61,845 | $5,465 | 12/31/2023 |
Sterling Wealth Management Inc. | 61,743 | $5,456 | 12/31/2023 |
VNQ | 61,743 | $5,456 | 12/31/2023 |
Regal Investment Advisors LLC | 61,630 | $5,446 | 12/31/2023 |
VNQ | 61,630 | $5,446 | 12/31/2023 |
Kingsview Wealth Management LLC | 61,636 | $5,446 | 12/31/2023 |
VNQ | 61,636 | $5,446 | 12/31/2023 |
Taylor Cottrill Erickson & Associates Inc. | 61,498 | $5,434 | 12/31/2023 |
VNQ | 61,498 | $5,434 | 12/31/2023 |
Wall Capital Group Inc. | 61,407 | $5,426 | 12/31/2023 |
VNQ | 61,407 | $5,426 | 12/31/2023 |
SG Americas Securities LLC | 61,205 | $5,408 | 12/31/2023 |
VNQ | 61,205 | $5,408 | 12/31/2023 |
Citigroup Inc. | 60,972 | $5,387 | 12/31/2023 |
VNQ | 60,972 | $5,387 | 12/31/2023 |
Capital Advisors Wealth Management LLC | 61,751 | $5,340 | 03/31/2024 |
VNQ | 61,751 | $5,340 | 03/31/2024 |
Marotta Asset Management | 61,385 | $5,309 | 03/31/2024 |
VNQ | 61,385 | $5,309 | 03/31/2024 |
Baron Financial Group LLC | 59,626 | $5,269 | 12/31/2023 |
VNQ | 59,626 | $5,269 | 12/31/2023 |
Van ECK Associates Corp | 59,619 | $5,268 | 12/31/2023 |
VNQ | 59,619 | $5,268 | 12/31/2023 |
Highland Financial Advisors LLC | 59,225 | $5,233 | 12/31/2023 |
VNQ | 59,225 | $5,233 | 12/31/2023 |
Krilogy Financial LLC | 60,409 | $5,224 | 03/31/2024 |
VNQ | 60,409 | $5,224 | 03/31/2024 |
Spire Wealth Management | 58,950 | $5,098 | 03/31/2024 |
VNQ | 58,950 | $5,098 | 03/31/2024 |
Frontier Asset Management LLC | 57,701 | $5,098 | 12/31/2023 |
VNQ | 57,701 | $5,098 | 12/31/2023 |
MAI Capital Management | 57,647 | $5,094 | 12/31/2023 |
VNQ | 57,647 | $5,094 | 12/31/2023 |
PDS Planning Inc | 56,470 | $4,990 | 12/31/2023 |
VNQ | 56,470 | $4,990 | 12/31/2023 |
LM Advisors LLC | 55,266 | $4,883 | 12/31/2023 |
VNQ | 55,266 | $4,883 | 12/31/2023 |
Trustmark National Bank Trust Department | 55,176 | $4,875 | 12/31/2023 |
VNQ | 55,176 | $4,875 | 12/31/2023 |
Evanson Asset Management LLC | 56,123 | $4,854 | 03/31/2024 |
VNQ | 56,123 | $4,854 | 03/31/2024 |
Waldron Private Wealth LLC | 54,339 | $4,801 | 12/31/2023 |
VNQ | 54,339 | $4,801 | 12/31/2023 |
VPR Management LLC | 54,200 | $4,789 | 12/31/2023 |
VNQ | 54,200 | $4,789 | 12/31/2023 |
Raymond James Trust N.A. | 55,343 | $4,786 | 03/31/2024 |
VNQ | 55,343 | $4,786 | 03/31/2024 |
Brookstone Capital Management | 55,102 | $4,765 | 03/31/2024 |
VNQ | 55,102 | $4,765 | 03/31/2024 |
Evoke Wealth LLC | 53,543 | $4,731 | 12/31/2023 |
VNQ | 53,543 | $4,731 | 12/31/2023 |
Klingman & Associates LLC | 53,499 | $4,727 | 12/31/2023 |
VNQ | 53,499 | $4,727 | 12/31/2023 |
Wade G W & Inc. | 52,963 | $4,680 | 12/31/2023 |
VNQ | 52,963 | $4,680 | 12/31/2023 |
CENTRAL TRUST Co | 53,689 | $4,643 | 03/31/2024 |
VNQ | 53,689 | $4,643 | 03/31/2024 |
Petix & Botte Co | 51,750 | $4,573 | 12/31/2023 |
VNQ | 51,750 | $4,573 | 12/31/2023 |
Grey Fox Wealth Advisors LLC | 52,800 | $4,566 | 03/31/2024 |
VNQ | 52,800 | $4,566 | 03/31/2024 |
Financial Alternatives Inc | 51,535 | $4,554 | 12/31/2023 |
VNQ | 51,535 | $4,554 | 12/31/2023 |
J.W. Cole Advisors Inc. | 51,180 | $4,522 | 12/31/2023 |
VNQ | 51,180 | $4,522 | 12/31/2023 |
HTLF Bank | 51,755 | $4,476 | 03/31/2024 |
VNQ | 51,755 | $4,476 | 03/31/2024 |
CIBC Private Wealth Group LLC | 50,528 | $4,465 | 12/31/2023 |
VNQ | 50,528 | $4,465 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 50,220 | $4,437 | 12/31/2023 |
VNQ | 50,220 | $4,437 | 12/31/2023 |
Grove Bank & Trust | 49,573 | $4,380 | 12/31/2023 |
VNQ | 49,573 | $4,380 | 12/31/2023 |
Biltmore Family Office LLC | 49,517 | $4,375 | 12/31/2023 |
VNQ | 49,517 | $4,375 | 12/31/2023 |
Narwhal Capital Management | 50,418 | $4,360 | 03/31/2024 |
VNQ | 50,418 | $4,360 | 03/31/2024 |
Coco Enterprises LLC | 49,070 | $4,336 | 12/31/2023 |
VNQ | 49,070 | $4,336 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 50,009 | $4,325 | 03/31/2024 |
VNQ | 50,009 | $4,325 | 03/31/2024 |
Liberty Wealth Management LLC | 48,723 | $4,305 | 12/31/2023 |
VNQ | 48,723 | $4,305 | 12/31/2023 |
Disciplined Investments LLC | 49,769 | $4,304 | 03/31/2024 |
VNQ | 49,769 | $4,304 | 03/31/2024 |
Beaird Harris Wealth Management LLC | 48,712 | $4,304 | 12/31/2023 |
VNQ | 48,712 | $4,304 | 12/31/2023 |
Country Club Bank GFN | 49,414 | $4,273 | 03/31/2024 |
VNQ | 49,414 | $4,273 | 03/31/2024 |
Truepoint Inc. | 48,280 | $4,266 | 12/31/2023 |
VNQ | 48,280 | $4,266 | 12/31/2023 |
Rockbridge Investment Management LCC | 48,250 | $4,263 | 12/31/2023 |
VNQ | 48,250 | $4,263 | 12/31/2023 |
Advisory Services Network LLC | 48,107 | $4,251 | 12/31/2023 |
VNQ | 48,107 | $4,251 | 12/31/2023 |
Anderson Fisher LLC | 49,020 | $4,239 | 03/31/2024 |
VNQ | 49,020 | $4,239 | 03/31/2024 |
Proequities Inc. | 47,972 | $4,239 | 12/31/2023 |
VNQ | 47,972 | $4,239 | 12/31/2023 |
Consilium Wealth Advisory LLC | 47,946 | $4,237 | 12/31/2023 |
VNQ | 47,946 | $4,237 | 12/31/2023 |
Running Point Capital Advisors LLC | 47,886 | $4,231 | 12/31/2023 |
VNQ | 47,886 | $4,231 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 47,807 | $4,224 | 12/31/2023 |
VNQ | 47,807 | $4,224 | 12/31/2023 |
Cambridge Associates LLC MA ADV | 47,607 | $4,207 | 12/31/2023 |
VNQ | 47,607 | $4,207 | 12/31/2023 |
Waller Financial Planning Group Inc. | 48,583 | $4,201 | 03/31/2024 |
VNQ | 48,583 | $4,201 | 03/31/2024 |
Lpwm LLC | 50,674 | $4,176 | 03/31/2024 |
VNQ | 50,674 | $4,176 | 03/31/2024 |
Schechter Investment Advisors LLC | 47,046 | $4,157 | 12/31/2023 |
VNQ | 47,046 | $4,157 | 12/31/2023 |
Traveka Wealth LLC | 47,842 | $4,137 | 03/31/2024 |
VNQ | 47,842 | $4,137 | 03/31/2024 |
Kestra Private Wealth Services LLC | 46,735 | $4,130 | 12/31/2023 |
VNQ | 46,735 | $4,130 | 12/31/2023 |
Aletheian Wealth Advisors LLC | 47,661 | $4,122 | 03/31/2024 |
VNQ | 47,661 | $4,122 | 03/31/2024 |
Dakota Wealth Management | 47,405 | $4,100 | 03/31/2024 |
VNQ | 47,405 | $4,100 | 03/31/2024 |
PFG Investments LLC | 47,047 | $4,069 | 03/31/2024 |
VNQ | 47,047 | $4,069 | 03/31/2024 |
Colorado Capital Management Inc. | 47,040 | $4,068 | 03/31/2024 |
VNQ | 47,040 | $4,068 | 03/31/2024 |
CMH Wealth Management LLC | 46,676 | $4,037 | 03/31/2024 |
VNQ | 46,676 | $4,037 | 03/31/2024 |
Cherrydale Wealth Management LLC | 45,970 | $3,976 | 03/31/2024 |
VNQ | 45,970 | $3,976 | 03/31/2024 |
Transcendent Capital Group LLC | 44,894 | $3,967 | 03/31/2024 |
VNQ | 44,894 | $3,967 | 03/31/2024 |
Clear Investment Research LLC | 44,885 | $3,966 | 12/31/2023 |
VNQ | 44,885 | $3,966 | 12/31/2023 |
Oppenheimer & Co. Inc. | 44,848 | $3,963 | 12/31/2023 |
VNQ | 44,848 | $3,963 | 12/31/2023 |
WealthCollab LLC | 44,375 | $3,921 | 12/31/2023 |
VNQ | 44,375 | $3,921 | 12/31/2023 |
Certified Advisory Corp | 44,083 | $3,895 | 12/31/2023 |
VNQ | 44,083 | $3,895 | 12/31/2023 |
Riverview Trust Co | 44,865 | $3,880 | 03/31/2024 |
VNQ | 44,865 | $3,880 | 03/31/2024 |
Unconventional Investor LLC | 43,890 | $3,878 | 12/31/2023 |
VNQ | 43,890 | $3,878 | 12/31/2023 |
RSM US Wealth Management LLC | 43,552 | $3,848 | 12/31/2023 |
VNQ | 43,552 | $3,848 | 12/31/2023 |
Asset Management Group Inc. | 43,376 | $3,833 | 12/31/2023 |
VNQ | 43,376 | $3,833 | 12/31/2023 |
Stratos Wealth Advisors LLC | 44,253 | $3,827 | 03/31/2024 |
VNQ | 44,253 | $3,827 | 03/31/2024 |
Buckingham Strategic Partners | 43,312 | $3,827 | 12/31/2023 |
VNQ | 43,312 | $3,827 | 12/31/2023 |
Shepherd Financial Partners LLC | 43,989 | $3,804 | 03/31/2024 |
VNQ | 43,989 | $3,804 | 03/31/2024 |
St. Louis Trust Co | 43,053 | $3,804 | 12/31/2023 |
VNQ | 43,053 | $3,804 | 12/31/2023 |
Financial Advisors Network Inc. | 43,051 | $3,804 | 12/31/2023 |
VNQ | 43,051 | $3,804 | 12/31/2023 |
Hancock Whitney Corp | 42,884 | $3,789 | 12/31/2023 |
VNQ | 42,884 | $3,789 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 43,795 | $3,787 | 03/31/2024 |
VNQ | 43,795 | $3,787 | 03/31/2024 |
Equitable Holdings Inc. | 42,213 | $3,730 | 12/31/2023 |
VNQ | 42,213 | $3,730 | 12/31/2023 |
JDM Financial Group LLC | 41,933 | $3,705 | 12/31/2023 |
VNQ | 41,933 | $3,705 | 12/31/2023 |
Monograph Wealth Advisors LLC | 41,564 | $3,673 | 12/31/2023 |
VNQ | 41,564 | $3,673 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 40,839 | $3,609 | 12/31/2023 |
VNQ | 40,839 | $3,609 | 12/31/2023 |
ABLE Financial Group LLC | 40,796 | $3,605 | 12/31/2023 |
VNQ | 40,796 | $3,605 | 12/31/2023 |
Aurum Wealth Management Group LLC | 41,629 | $3,600 | 03/31/2024 |
VNQ | 41,629 | $3,600 | 03/31/2024 |
Fonville Wealth Management LLC | 41,621 | $3,599 | 03/31/2024 |
VNQ | 41,621 | $3,599 | 03/31/2024 |
Warwick Investment Management Inc. | 40,488 | $3,578 | 12/31/2023 |
VNQ | 40,488 | $3,578 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 40,999 | $3,546 | 03/31/2024 |
VNQ | 40,999 | $3,546 | 03/31/2024 |
First Horizon Advisors Inc. | 40,865 | $3,534 | 03/31/2024 |
VNQ | 40,865 | $3,534 | 03/31/2024 |
Legacy Financial Group Inc. | 39,766 | $3,514 | 12/31/2023 |
VNQ | 39,766 | $3,514 | 12/31/2023 |
SRS Capital Advisors Inc. | 39,656 | $3,504 | 12/31/2023 |
VNQ | 39,656 | $3,504 | 12/31/2023 |
LBJ Family Wealth Advisors Ltd. | 40,450 | $3,498 | 03/31/2024 |
VNQ | 40,450 | $3,498 | 03/31/2024 |
Prudent Man Advisors LLC | 39,570 | $3,496 | 12/31/2023 |
VNQ | 39,570 | $3,496 | 12/31/2023 |
Regions Financial Corp | 40,394 | $3,493 | 03/31/2024 |
VNQ | 40,394 | $3,493 | 03/31/2024 |
United Bank | 39,316 | $3,474 | 12/31/2023 |
VNQ | 39,316 | $3,474 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 39,185 | $3,462 | 12/31/2023 |
VNQ | 39,185 | $3,462 | 12/31/2023 |
Axiom Advisory LLC | 39,944 | $3,454 | 03/31/2024 |
VNQ | 39,944 | $3,454 | 03/31/2024 |
Humankind Investments LLC | 39,000 | $3,446 | 12/31/2023 |
VNQ | 39,000 | $3,446 | 12/31/2023 |
Leeward Financial Partners LLC | 39,834 | $3,445 | 03/31/2024 |
VNQ | 39,834 | $3,445 | 03/31/2024 |
Houlihan Financial Resource Group Ltd. | 38,834 | $3,431 | 12/31/2023 |
VNQ | 38,834 | $3,431 | 12/31/2023 |
Integrated Advisors Network LLC | 38,786 | $3,427 | 12/31/2023 |
VNQ | 38,786 | $3,427 | 12/31/2023 |
Advantage Trust Co | 38,576 | $3,409 | 12/31/2023 |
VNQ | 38,576 | $3,409 | 12/31/2023 |
Consolidated Portfolio Review Corp | 38,428 | $3,395 | 12/31/2023 |
VNQ | 38,428 | $3,395 | 12/31/2023 |
Pinnacle Associates Ltd. | 39,043 | $3,376 | 03/31/2024 |
VNQ | 39,043 | $3,376 | 03/31/2024 |
Retirement Planning Group | 39,020 | $3,374 | 03/31/2024 |
VNQ | 39,020 | $3,374 | 03/31/2024 |
Waypoint Capital Advisors LLC | 38,163 | $3,372 | 12/31/2023 |
VNQ | 38,163 | $3,372 | 12/31/2023 |
Black Diamond Financial LLC | 38,144 | $3,370 | 12/31/2023 |
VNQ | 38,144 | $3,370 | 12/31/2023 |
SignalPoint Asset Management LLC | 38,792 | $3,355 | 03/31/2024 |
VNQ | 38,792 | $3,355 | 03/31/2024 |
Idaho Trust Bank | 37,785 | $3,339 | 12/31/2023 |
VNQ | 37,785 | $3,339 | 12/31/2023 |
Ziegler Capital Management LLC | 37,698 | $3,331 | 12/31/2023 |
VNQ | 37,698 | $3,331 | 12/31/2023 |
Aspiriant LLC | 38,428 | $3,323 | 03/31/2024 |
VNQ | 38,428 | $3,323 | 03/31/2024 |
Wolff Wiese Magana LLC | 38,334 | $3,315 | 03/31/2024 |
VNQ | 38,334 | $3,315 | 03/31/2024 |
Everhart Financial Group Inc. | 37,266 | $3,293 | 12/31/2023 |
VNQ | 37,266 | $3,293 | 12/31/2023 |
Schroder Investment Management Group | 36,972 | $3,267 | 12/31/2023 |
VNQ | 36,972 | $3,267 | 12/31/2023 |
WBH Advisory Inc. | 37,523 | $3,245 | 03/31/2024 |
VNQ | 37,523 | $3,245 | 03/31/2024 |
Verdence Capital Advisors LLC | 37,343 | $3,229 | 03/31/2024 |
VNQ | 37,343 | $3,229 | 03/31/2024 |
Liberty Capital Management Inc. | 37,030 | $3,202 | 03/31/2024 |
VNQ | 37,030 | $3,202 | 03/31/2024 |
ARK & TLK Investments LLC | 35,933 | $3,175 | 12/31/2023 |
VNQ | 35,933 | $3,175 | 12/31/2023 |
Instrumental Wealth LLC | 37,725 | $3,173 | 12/31/2023 |
VNQ | 37,725 | $3,173 | 12/31/2023 |
Pinnacle Financial Group LLC IL | 35,579 | $3,144 | 12/31/2023 |
VNQ | 35,579 | $3,144 | 12/31/2023 |
Synovus Financial Corp | 35,262 | $3,117 | 12/31/2023 |
VNQ | 35,262 | $3,117 | 12/31/2023 |
Conning Inc. | 36,030 | $3,116 | 03/31/2024 |
VNQ | 36,030 | $3,116 | 03/31/2024 |
Family Legacy Inc. | 35,969 | $3,111 | 03/31/2024 |
VNQ | 35,969 | $3,111 | 03/31/2024 |
Mainsail Financial Group LLC | 35,963 | $3,110 | 03/31/2024 |
VNQ | 35,963 | $3,110 | 03/31/2024 |
Savant Capital LLC | 35,051 | $3,097 | 12/31/2023 |
VNQ | 35,051 | $3,097 | 12/31/2023 |
Sabal Trust CO | 34,995 | $3,092 | 12/31/2023 |
VNQ | 34,995 | $3,092 | 12/31/2023 |
Focus Financial Network Inc. ADV | 34,813 | $3,076 | 12/31/2023 |
VNQ | 34,813 | $3,076 | 12/31/2023 |
Sensible Financial Planning & Management LLC. | 34,794 | $3,074 | 12/31/2023 |
VNQ | 34,794 | $3,074 | 12/31/2023 |
First Foundation Advisors | 34,766 | $3,072 | 12/31/2023 |
VNQ | 34,766 | $3,072 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 34,745 | $3,068 | 12/31/2023 |
VNQ | 34,745 | $3,068 | 12/31/2023 |
Compass Ion Advisors LLC | 35,415 | $3,063 | 03/31/2024 |
VNQ | 35,415 | $3,063 | 03/31/2024 |
Shepherd Kaplan Krochuk LLC | 34,651 | $3,062 | 12/31/2023 |
VNQ | 34,651 | $3,062 | 12/31/2023 |
Flagship Harbor Advisors LLC | 35,201 | $3,044 | 03/31/2024 |
VNQ | 35,201 | $3,044 | 03/31/2024 |
Betterment LLC | 34,371 | $3,037 | 12/31/2023 |
VNQ | 34,371 | $3,037 | 12/31/2023 |
Sterling Financial Planning Inc. | 34,080 | $3,011 | 12/31/2023 |
VNQ | 34,080 | $3,011 | 12/31/2023 |
Global Retirement Partners LLC | 34,805 | $3,010 | 03/31/2024 |
VNQ | 34,805 | $3,010 | 03/31/2024 |
Gratus Capital LLC | 33,509 | $2,961 | 12/31/2023 |
VNQ | 33,509 | $2,961 | 12/31/2023 |
Encompass Wealth Advisors LLC | $2,937 | 12/31/2023 | |
VNQ | 27,428 | $2,424 | 12/31/2023 |
Mutual Fund | 4,097 | $513 | 12/31/2023 |
Chilton Capital Management LLC | 33,149 | $2,929 | 12/31/2023 |
VNQ | 33,149 | $2,929 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 33,037 | $2,919 | 12/31/2023 |
VNQ | 33,037 | $2,919 | 12/31/2023 |
Vista Wealth Management Group LLC | 32,923 | $2,909 | 12/31/2023 |
VNQ | 32,923 | $2,909 | 12/31/2023 |
Archvest Wealth Advisors Inc. | 32,878 | $2,905 | 12/31/2023 |
VNQ | 32,878 | $2,905 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 32,859 | $2,903 | 12/31/2023 |
VNQ | 32,859 | $2,903 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 32,825 | $2,900 | 12/31/2023 |
VNQ | 32,825 | $2,900 | 12/31/2023 |
VeraBank N.A. | 32,624 | $2,883 | 12/31/2023 |
VNQ | 32,624 | $2,883 | 12/31/2023 |
Northcape Wealth Management LLC | 32,502 | $2,872 | 12/31/2023 |
VNQ | 32,502 | $2,872 | 12/31/2023 |
Stokes Family Office LLC | 32,465 | $2,869 | 12/31/2023 |
VNQ | 32,465 | $2,869 | 12/31/2023 |
Jefferies Financial Group Inc. | 32,284 | $2,853 | 12/31/2023 |
VNQ | 32,284 | $2,853 | 12/31/2023 |
Coombe Bender & Co LLC | 32,173 | $2,843 | 12/31/2023 |
VNQ | 32,173 | $2,843 | 12/31/2023 |
First Financial Bank Trust Division | 32,820 | $2,838 | 03/31/2024 |
VNQ | 32,820 | $2,838 | 03/31/2024 |
Lutz Financial Services LLC | 31,608 | $2,793 | 12/31/2023 |
VNQ | 31,608 | $2,793 | 12/31/2023 |
Tradition Wealth Management LLC | 31,503 | $2,784 | 12/31/2023 |
VNQ | 31,503 | $2,784 | 12/31/2023 |
Rockland Trust Co. | 32,177 | $2,783 | 03/31/2024 |
VNQ | 32,177 | $2,783 | 03/31/2024 |
OneAscent Financial Services LLC | 32,098 | $2,776 | 03/31/2024 |
VNQ | 32,098 | $2,776 | 03/31/2024 |
UMA Financial Services Inc. | 35,033 | $2,774 | 03/31/2024 |
VNQ | 35,033 | $2,774 | 03/31/2024 |
Simplicity Wealth LLC | 32,076 | $2,774 | 03/31/2024 |
VNQ | 32,076 | $2,774 | 03/31/2024 |
Cabana LLC | 31,316 | $2,767 | 12/31/2023 |
VNQ | 31,316 | $2,767 | 12/31/2023 |
DAVENPORT & Co LLC | 31,217 | $2,758 | 12/31/2023 |
VNQ | 31,217 | $2,758 | 12/31/2023 |
Sierra Capital LLC | 30,959 | $2,736 | 12/31/2023 |
VNQ | 30,959 | $2,736 | 12/31/2023 |
SJA Financial Advisory LLC | 30,797 | $2,721 | 12/31/2023 |
VNQ | 30,797 | $2,721 | 12/31/2023 |
First Merchants Corp | 31,432 | $2,718 | 03/31/2024 |
VNQ | 31,432 | $2,718 | 03/31/2024 |
Montag A & Associates Inc. | 30,310 | $2,678 | 12/31/2023 |
VNQ | 30,310 | $2,678 | 12/31/2023 |
Hemington Wealth Management | 30,299 | $2,677 | 12/31/2023 |
VNQ | 30,299 | $2,677 | 12/31/2023 |
Clayton Financial Group LLC | 30,286 | $2,676 | 12/31/2023 |
VNQ | 30,286 | $2,676 | 12/31/2023 |
Intergy Private Wealth LLC | 30,849 | $2,668 | 03/31/2024 |
VNQ | 30,849 | $2,668 | 03/31/2024 |
Keybank National Association OH | 30,189 | $2,668 | 12/31/2023 |
VNQ | 30,189 | $2,668 | 12/31/2023 |
Insigneo Advisory Services LLC | 29,856 | $2,638 | 12/31/2023 |
VNQ | 29,856 | $2,638 | 12/31/2023 |
Pensionmark Financial Group LLC | 29,763 | $2,630 | 12/31/2023 |
VNQ | 29,763 | $2,630 | 12/31/2023 |
MBL Wealth LLC | 30,251 | $2,616 | 03/31/2024 |
VNQ | 30,251 | $2,616 | 03/31/2024 |
My Personal CFO LLC | 30,100 | $2,603 | 03/31/2024 |
VNQ | 30,100 | $2,603 | 03/31/2024 |
Mather Group LLC. | 29,301 | $2,589 | 03/31/2024 |
VNQ | 29,301 | $2,589 | 03/31/2024 |
Manhattan West Asset Management LLC | 29,205 | $2,581 | 12/31/2023 |
VNQ | 29,205 | $2,581 | 12/31/2023 |
Tillman Hartley LLC | 29,135 | $2,574 | 12/31/2023 |
VNQ | 29,135 | $2,574 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 28,843 | $2,549 | 12/31/2023 |
VNQ | 28,843 | $2,549 | 12/31/2023 |
One Degree Advisors Inc | 30,615 | $2,528 | 12/31/2023 |
VNQ | 30,615 | $2,528 | 12/31/2023 |
Colony Group LLC | 28,551 | $2,523 | 12/31/2023 |
VNQ | 28,551 | $2,523 | 12/31/2023 |
Flaharty Asset Management LLC | 28,501 | $2,518 | 12/31/2023 |
VNQ | 28,501 | $2,518 | 12/31/2023 |
Arete Wealth Advisors LLC | 28,349 | $2,505 | 12/31/2023 |
VNQ | 28,349 | $2,505 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 28,107 | $2,484 | 12/31/2023 |
VNQ | 28,107 | $2,484 | 12/31/2023 |
Forefront Analytics LLC | 28,068 | $2,480 | 12/31/2023 |
VNQ | 28,068 | $2,480 | 12/31/2023 |
Zeit Capital LLC | 27,981 | $2,472 | 12/31/2023 |
VNQ | 27,981 | $2,472 | 12/31/2023 |
Quadrant Capital Group LLC | 27,897 | $2,465 | 12/31/2023 |
VNQ | 27,897 | $2,465 | 12/31/2023 |
Lodestar Private Asset Management LLC | 27,940 | $2,416 | 03/31/2024 |
VNQ | 27,940 | $2,416 | 03/31/2024 |
Aveo Capital Partners LLC | 27,305 | $2,413 | 12/31/2023 |
VNQ | 27,305 | $2,413 | 12/31/2023 |
Monterey Private Wealth Inc. | 27,809 | $2,405 | 03/31/2024 |
VNQ | 27,809 | $2,405 | 03/31/2024 |
First PREMIER Bank | 27,744 | $2,400 | 03/31/2024 |
VNQ | 27,744 | $2,400 | 03/31/2024 |
EP Wealth Advisors LLC | 27,085 | $2,393 | 12/31/2023 |
VNQ | 27,085 | $2,393 | 12/31/2023 |
Manning & Napier Group LLC | 27,354 | $2,365 | 03/31/2024 |
VNQ | 27,354 | $2,365 | 03/31/2024 |
Aquire Wealth Advisors LLC | 26,742 | $2,363 | 12/31/2023 |
VNQ | 26,742 | $2,363 | 12/31/2023 |
Waters Parkerson & CO. LLC | 26,623 | $2,352 | 12/31/2023 |
VNQ | 26,623 | $2,352 | 12/31/2023 |
Great Lakes Advisors LLC | 26,580 | $2,349 | 12/31/2023 |
VNQ | 26,580 | $2,349 | 12/31/2023 |
CWM LLC | 27,015 | $2,336 | 03/31/2024 |
VNQ | 27,015 | $2,336 | 03/31/2024 |
First Personal Financial Services | 27,009 | $2,336 | 03/31/2024 |
VNQ | 27,009 | $2,336 | 03/31/2024 |
Unison Advisors LLC | 26,910 | $2,327 | 03/31/2024 |
VNQ | 26,910 | $2,327 | 03/31/2024 |
Greytown Advisors Inc. | 26,274 | $2,322 | 12/31/2023 |
VNQ | 26,274 | $2,322 | 12/31/2023 |
IFG Advisors LLC | 26,818 | $2,319 | 03/31/2024 |
VNQ | 26,818 | $2,319 | 03/31/2024 |
Websterrogers Financial Advisors LLC | 26,164 | $2,312 | 12/31/2023 |
VNQ | 26,164 | $2,312 | 12/31/2023 |
Allworth Financial LP | 26,662 | $2,306 | 03/31/2024 |
VNQ | 26,662 | $2,306 | 03/31/2024 |
Texas Yale Capital Corp. | 26,061 | $2,303 | 12/31/2023 |
VNQ | 26,061 | $2,303 | 12/31/2023 |
First National Bank of Omaha | 25,971 | $2,295 | 12/31/2023 |
VNQ | 25,971 | $2,295 | 12/31/2023 |
Axxcess Wealth Management LLC | 25,733 | $2,274 | 12/31/2023 |
VNQ | 25,733 | $2,274 | 12/31/2023 |
Lebenthal Global Advisors LLC | 25,692 | $2,270 | 12/31/2023 |
VNQ | 25,692 | $2,270 | 12/31/2023 |
Merit Financial Group LLC | 25,654 | $2,267 | 12/31/2023 |
VNQ | 25,654 | $2,267 | 12/31/2023 |
Financial & Tax Architects LLC | 25,654 | $2,267 | 12/31/2023 |
VNQ | 25,654 | $2,267 | 12/31/2023 |
Thrivent Financial for Lutherans | 25,582 | $2,261 | 12/31/2023 |
VNQ | 25,582 | $2,261 | 12/31/2023 |
Maryland Capital Advisors Inc. | 25,984 | $2,247 | 03/31/2024 |
VNQ | 25,984 | $2,247 | 03/31/2024 |
NorthCrest Asset Manangement LLC | 25,949 | $2,244 | 03/31/2024 |
VNQ | 25,949 | $2,244 | 03/31/2024 |
Signature Securities Group Corporation | 25,924 | $2,242 | 03/31/2024 |
VNQ | 25,924 | $2,242 | 03/31/2024 |
Dougherty Wealth Advisers LLC | 25,849 | $2,235 | 03/31/2024 |
VNQ | 25,849 | $2,235 | 03/31/2024 |
Empowered Funds LLC | 25,147 | $2,222 | 12/31/2023 |
VNQ | 25,147 | $2,222 | 12/31/2023 |
FDx Advisors Inc. | 25,126 | $2,220 | 12/31/2023 |
VNQ | 25,126 | $2,220 | 12/31/2023 |
Bbjs Financial Advisors LLC | 25,076 | $2,216 | 12/31/2023 |
VNQ | 25,076 | $2,216 | 12/31/2023 |
BTC Capital Management Inc. | 25,572 | $2,211 | 03/31/2024 |
VNQ | 25,572 | $2,211 | 03/31/2024 |
Marble Harbor Investment Counsel LLC | 24,925 | $2,202 | 12/31/2023 |
VNQ | 24,925 | $2,202 | 12/31/2023 |
Windham Capital Management LLC | 24,894 | $2,200 | 12/31/2023 |
VNQ | 24,894 | $2,200 | 12/31/2023 |
Brighton Jones LLC | 24,831 | $2,194 | 12/31/2023 |
VNQ | 24,831 | $2,194 | 12/31/2023 |
SageView Advisory Group LLC | 25,863 | $2,191 | 12/31/2023 |
VNQ | 25,863 | $2,191 | 12/31/2023 |
Anchor Investment Management LLC | 24,505 | $2,165 | 12/31/2023 |
VNQ | 24,505 | $2,165 | 12/31/2023 |
Beirne Wealth Consulting Services LLC | 24,174 | $2,138 | 12/31/2023 |
VNQ | 24,174 | $2,138 | 12/31/2023 |
Financial Management Network Inc. | 25,530 | $2,132 | 03/31/2024 |
VNQ | 25,530 | $2,132 | 03/31/2024 |
Gilman Hill Asset Management LLC | 24,605 | $2,128 | 03/31/2024 |
VNQ | 24,605 | $2,128 | 03/31/2024 |
Smithfield Trust Co. | 23,981 | $2,117 | 12/31/2023 |
VNQ | 23,981 | $2,117 | 12/31/2023 |
Bangor Savings Bank | 24,452 | $2,115 | 03/31/2024 |
VNQ | 24,452 | $2,115 | 03/31/2024 |
Wedmont Private Capital | 24,605 | $2,115 | 03/31/2024 |
VNQ | 24,605 | $2,115 | 03/31/2024 |
Destination Wealth Management | 23,936 | $2,115 | 12/31/2023 |
VNQ | 23,936 | $2,115 | 12/31/2023 |
Kure Advisory LLC | 23,903 | $2,112 | 12/31/2023 |
VNQ | 23,903 | $2,112 | 12/31/2023 |
Sound Income Strategies LLC | 24,111 | $2,085 | 03/31/2024 |
VNQ | 24,111 | $2,085 | 03/31/2024 |
Seamount Financial Group Inc. | 24,072 | $2,082 | 03/31/2024 |
VNQ | 24,072 | $2,082 | 03/31/2024 |
Sax Wealth Advisors LLC | 23,357 | $2,064 | 12/31/2023 |
VNQ | 23,357 | $2,064 | 12/31/2023 |
Hall Capital Management Co. Inc. | 23,200 | $2,050 | 12/31/2023 |
VNQ | 23,200 | $2,050 | 12/31/2023 |
Aspen Investment Management Inc | 23,619 | $2,043 | 03/31/2024 |
VNQ | 23,619 | $2,043 | 03/31/2024 |
Integris Wealth Management LLC | 23,006 | $2,033 | 12/31/2023 |
VNQ | 23,006 | $2,033 | 12/31/2023 |
Foundations Investment Advisors LLC | 23,778 | $2,031 | 12/31/2023 |
VNQ | 23,778 | $2,031 | 12/31/2023 |
Retirement Planning Co of New England Inc. | 22,871 | $2,021 | 12/31/2023 |
VNQ | 22,871 | $2,021 | 12/31/2023 |
Spence Asset Management | 23,300 | $2,015 | 03/31/2024 |
VNQ | 23,300 | $2,015 | 03/31/2024 |
InterOcean Capital Group LLC | 22,805 | $2,015 | 12/31/2023 |
VNQ | 22,805 | $2,015 | 12/31/2023 |
Pine Ridge Advisers LLC | 22,746 | $2,010 | 12/31/2023 |
VNQ | 22,746 | $2,010 | 12/31/2023 |
Cornerstone Wealth Management LLC | 23,208 | $2,007 | 03/31/2024 |
VNQ | 23,208 | $2,007 | 03/31/2024 |
Haverford Trust Co. | 22,707 | $2,006 | 12/31/2023 |
VNQ | 22,707 | $2,006 | 12/31/2023 |
Atomi Financial Group Inc. | 22,616 | $1,998 | 12/31/2023 |
VNQ | 22,616 | $1,998 | 12/31/2023 |
Peninsula Wealth LLC | 22,424 | $1,981 | 12/31/2023 |
VNQ | 22,424 | $1,981 | 12/31/2023 |
Continuum Advisory LLC | 22,194 | $1,961 | 12/31/2023 |
VNQ | 22,194 | $1,961 | 12/31/2023 |
Thrive Capital Management LLC | 22,174 | $1,959 | 12/31/2023 |
VNQ | 22,174 | $1,959 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 22,643 | $1,958 | 03/31/2024 |
VNQ | 22,643 | $1,958 | 03/31/2024 |
We Are One Seven LLC | 22,105 | $1,953 | 12/31/2023 |
VNQ | 22,105 | $1,953 | 12/31/2023 |
Capital Group Private Client Services Inc. | 21,939 | $1,939 | 12/31/2023 |
VNQ | 21,939 | $1,939 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 21,877 | $1,933 | 12/31/2023 |
VNQ | 21,877 | $1,933 | 12/31/2023 |
Waterford Advisors LLC | 21,828 | $1,929 | 12/31/2023 |
VNQ | 21,828 | $1,929 | 12/31/2023 |
Tranquilli Financial Advisor LLC | 21,804 | $1,927 | 12/31/2023 |
VNQ | 21,804 | $1,927 | 12/31/2023 |
Bordeaux Wealth Advisors LLC | 21,750 | $1,922 | 12/31/2023 |
VNQ | 21,750 | $1,922 | 12/31/2023 |
Future Financial Wealth Managment LLC | 21,952 | $1,898 | 03/31/2024 |
VNQ | 21,952 | $1,898 | 03/31/2024 |
New Republic Capital LLC | 21,445 | $1,895 | 12/31/2023 |
VNQ | 21,445 | $1,895 | 12/31/2023 |
Orion Portfolio Solutions LLC | 21,512 | $1,890 | 12/31/2023 |
VNQ | 21,512 | $1,890 | 12/31/2023 |
Family Wealth Partners LLC | 21,720 | $1,878 | 03/31/2024 |
VNQ | 21,720 | $1,878 | 03/31/2024 |
Mitchell Mcleod Pugh & Williams Inc. | 21,145 | $1,868 | 12/31/2023 |
VNQ | 21,145 | $1,868 | 12/31/2023 |
Balanced Rock Investment Advisor | 21,044 | $1,859 | 12/31/2023 |
VNQ | 21,044 | $1,859 | 12/31/2023 |
Etesian Wealth Advisors Inc. | 21,490 | $1,858 | 03/31/2024 |
VNQ | 21,490 | $1,858 | 03/31/2024 |
Soundmark Wealth Management LLC | 21,446 | $1,855 | 03/31/2024 |
VNQ | 21,446 | $1,855 | 03/31/2024 |
Vanguard Group Inc. | 20,995 | $1,855 | 12/31/2023 |
VNQ | 20,995 | $1,855 | 12/31/2023 |
Brooklyn FI LLC | 21,305 | $1,842 | 03/31/2024 |
VNQ | 21,305 | $1,842 | 03/31/2024 |
Sawtooth Solutions LLC | 20,721 | $1,831 | 12/31/2023 |
VNQ | 20,721 | $1,831 | 12/31/2023 |
Focus Financial Network Inc. | 23,187 | $1,823 | 03/31/2024 |
VNQ | 23,187 | $1,823 | 03/31/2024 |
Folger Nolan Fleming Douglas Capital Management Inc. | 21,027 | $1,818 | 03/31/2024 |
VNQ | 21,027 | $1,818 | 03/31/2024 |
VERITY Wealth Advisors | 20,950 | $1,812 | 03/31/2024 |
VNQ | 20,950 | $1,812 | 03/31/2024 |
OLD National Bancorp IN | 20,813 | $1,800 | 03/31/2024 |
VNQ | 20,813 | $1,800 | 03/31/2024 |
AA Financial Advisors LLC | 20,331 | $1,796 | 12/31/2023 |
VNQ | 20,331 | $1,796 | 12/31/2023 |
Apollon Wealth Management LLC | 20,287 | $1,793 | 12/31/2023 |
VNQ | 20,287 | $1,793 | 12/31/2023 |
RFG Advisory LLC | 20,645 | $1,785 | 03/31/2024 |
VNQ | 20,645 | $1,785 | 03/31/2024 |
Park Avenue Securities LLC | 20,599 | $1,781 | 03/31/2024 |
VNQ | 20,599 | $1,781 | 03/31/2024 |
Ritholtz Wealth Management | 20,590 | $1,781 | 03/31/2024 |
VNQ | 20,590 | $1,781 | 03/31/2024 |
United Community Bank | 20,094 | $1,776 | 12/31/2023 |
VNQ | 20,094 | $1,776 | 12/31/2023 |
First National Bank & Trust Co. of Newtown | 20,092 | $1,775 | 12/31/2023 |
VNQ | 20,092 | $1,775 | 12/31/2023 |
Investment Partners LTD. | 20,459 | $1,769 | 03/31/2024 |
VNQ | 20,459 | $1,769 | 03/31/2024 |
GLOBALT Investments LLC GA | 20,000 | $1,767 | 12/31/2023 |
VNQ | 20,000 | $1,767 | 12/31/2023 |
ML & R Wealth Management LLC | 19,928 | $1,761 | 12/31/2023 |
VNQ | 19,928 | $1,761 | 12/31/2023 |
Highland Capital Management LLC | 19,834 | $1,753 | 12/31/2023 |
VNQ | 19,834 | $1,753 | 12/31/2023 |
Simmons Bank | 19,821 | $1,751 | 12/31/2023 |
VNQ | 19,821 | $1,751 | 12/31/2023 |
Callan Capital LLC | 19,751 | $1,745 | 12/31/2023 |
VNQ | 19,751 | $1,745 | 12/31/2023 |
TCI Wealth Advisors Inc. | 19,733 | $1,744 | 12/31/2023 |
VNQ | 19,733 | $1,744 | 12/31/2023 |
CoreCap Advisors LLC | 19,690 | $1,740 | 12/31/2023 |
VNQ | 19,690 | $1,740 | 12/31/2023 |
Prospera Financial Services Inc | 19,682 | $1,739 | 12/31/2023 |
VNQ | 19,682 | $1,739 | 12/31/2023 |
Armbruster Capital Management Inc. | 19,667 | $1,738 | 12/31/2023 |
VNQ | 19,667 | $1,738 | 12/31/2023 |
Northeast Investment Management | 19,538 | $1,726 | 12/31/2023 |
VNQ | 19,538 | $1,726 | 12/31/2023 |
Stelac Advisory Services LLC | 19,538 | $1,726 | 12/31/2023 |
VNQ | 19,538 | $1,726 | 12/31/2023 |
Family CFO Inc | 19,917 | $1,722 | 03/31/2024 |
VNQ | 19,917 | $1,722 | 03/31/2024 |
Zions Bancorporation N.A. | 19,492 | $1,722 | 12/31/2023 |
VNQ | 19,492 | $1,722 | 12/31/2023 |
Callan Family Office LLC | 19,487 | $1,722 | 12/31/2023 |
VNQ | 19,487 | $1,722 | 12/31/2023 |
Slow Capital Inc. | 19,906 | $1,721 | 03/31/2024 |
VNQ | 19,906 | $1,721 | 03/31/2024 |
Geneos Wealth Management Inc. | 19,463 | $1,720 | 12/31/2023 |
VNQ | 19,463 | $1,720 | 12/31/2023 |
Corrado Advisors LLC | 19,449 | $1,718 | 12/31/2023 |
VNQ | 19,449 | $1,718 | 12/31/2023 |
Northern Oak Wealth Management Inc. | 19,430 | $1,717 | 12/31/2023 |
VNQ | 19,430 | $1,717 | 12/31/2023 |
Sigma Planning Corp | 19,431 | $1,717 | 12/31/2023 |
VNQ | 19,431 | $1,717 | 12/31/2023 |
Foster Group Inc. | 19,642 | $1,699 | 03/31/2024 |
VNQ | 19,642 | $1,699 | 03/31/2024 |
Independence Bank of Kentucky | 19,561 | $1,692 | 03/31/2024 |
VNQ | 19,561 | $1,692 | 03/31/2024 |
Qube Research & Technologies Ltd | 19,050 | $1,683 | 12/31/2023 |
VNQ | 19,050 | $1,683 | 12/31/2023 |
Regatta Capital Group LLC | 19,430 | $1,680 | 03/31/2024 |
VNQ | 19,430 | $1,680 | 03/31/2024 |
NorthLanding Financial Partners LLC | 18,943 | $1,674 | 12/31/2023 |
VNQ | 18,943 | $1,674 | 12/31/2023 |
Austin Wealth Management LLC | 19,814 | $1,672 | 12/31/2023 |
VNQ | 19,814 | $1,672 | 12/31/2023 |
Ifrah Financial Services Inc. | 18,852 | $1,666 | 12/31/2023 |
VNQ | 18,852 | $1,666 | 12/31/2023 |
Bartlett & Co. LLC | 18,634 | $1,666 | 12/31/2023 |
VNQ | 18,634 | $1,666 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 18,634 | $1,666 | 12/31/2023 |
VNQ | 18,634 | $1,666 | 12/31/2023 |
Keel Point LLC | 18,933 | $1,637 | 03/31/2024 |
VNQ | 18,933 | $1,637 | 03/31/2024 |
Fifth Third Wealth Advisors LLC | 18,820 | $1,628 | 03/31/2024 |
VNQ | 18,820 | $1,628 | 03/31/2024 |
Covenant Asset Management LLC | 18,751 | $1,622 | 03/31/2024 |
VNQ | 18,751 | $1,622 | 03/31/2024 |
Beaumont Financial Advisors LLC | 18,285 | $1,616 | 12/31/2023 |
VNQ | 18,285 | $1,616 | 12/31/2023 |
Newman Dignan & Sheerar Inc. | 18,280 | $1,615 | 12/31/2023 |
VNQ | 18,280 | $1,615 | 12/31/2023 |
Warren Averett Asset Management LLC | 18,279 | $1,615 | 12/31/2023 |
VNQ | 18,279 | $1,615 | 12/31/2023 |
Wedbush Securities Inc. | 18,194 | $1,608 | 12/31/2023 |
VNQ | 18,194 | $1,608 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 18,580 | $1,607 | 03/31/2024 |
VNQ | 18,580 | $1,607 | 03/31/2024 |
First American Trust FSB | 18,138 | $1,603 | 12/31/2023 |
VNQ | 18,138 | $1,603 | 12/31/2023 |
Ascent Wealth Partners LLC | 18,121 | $1,601 | 12/31/2023 |
VNQ | 18,121 | $1,601 | 12/31/2023 |
Boston Family Office LLC | 18,088 | $1,598 | 12/31/2023 |
VNQ | 18,088 | $1,598 | 12/31/2023 |
Mackenzie Financial Corp | 18,029 | $1,593 | 12/31/2023 |
VNQ | 18,029 | $1,593 | 12/31/2023 |
Tocqueville Asset Management L.P. | 17,992 | $1,590 | 12/31/2023 |
VNQ | 17,992 | $1,590 | 12/31/2023 |
Clarity Capital Advisors LLC | 18,312 | $1,584 | 03/31/2024 |
VNQ | 18,312 | $1,584 | 03/31/2024 |
HB Wealth Management LLC | 17,924 | $1,584 | 12/31/2023 |
VNQ | 17,924 | $1,584 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 17,932 | $1,584 | 12/31/2023 |
VNQ | 17,932 | $1,584 | 12/31/2023 |
Novak & Powell Financial Services Inc. | 17,875 | $1,584 | 12/31/2023 |
VNQ | 17,875 | $1,584 | 12/31/2023 |
Anchor Capital Advisors LLC | 17,919 | $1,583 | 12/31/2023 |
VNQ | 17,919 | $1,583 | 12/31/2023 |
Leavell Investment Management Inc. | 18,261 | $1,579 | 03/31/2024 |
VNQ | 18,261 | $1,579 | 03/31/2024 |
Sharper & Granite LLC | 18,719 | $1,571 | 03/31/2024 |
VNQ | 18,719 | $1,571 | 03/31/2024 |
Fi3 FINANCIAL ADVISORS LLC | 17,757 | $1,569 | 12/31/2023 |
VNQ | 17,757 | $1,569 | 12/31/2023 |
Penobscot Wealth Management | 17,711 | $1,565 | 12/31/2023 |
VNQ | 17,711 | $1,565 | 12/31/2023 |
Abbrea Capital LLC | 17,687 | $1,563 | 12/31/2023 |
VNQ | 17,687 | $1,563 | 12/31/2023 |
Gradient Capital Advisors LLC | 17,903 | $1,548 | 03/31/2024 |
VNQ | 17,903 | $1,548 | 03/31/2024 |
Full Sail Capital LLC | 17,463 | $1,543 | 12/31/2023 |
VNQ | 17,463 | $1,543 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 17,664 | $1,528 | 03/31/2024 |
VNQ | 17,664 | $1,528 | 03/31/2024 |
OmniStar Financial Group Inc. | 17,620 | $1,524 | 03/31/2024 |
VNQ | 17,620 | $1,524 | 03/31/2024 |
Norway Savings Bank | 17,573 | $1,520 | 03/31/2024 |
VNQ | 17,573 | $1,520 | 03/31/2024 |
Clifford Group LLC | 17,200 | $1,520 | 12/31/2023 |
VNQ | 17,200 | $1,520 | 12/31/2023 |
Retirement Financial Solutions LLC | 16,962 | $1,499 | 12/31/2023 |
VNQ | 16,962 | $1,499 | 12/31/2023 |
Cutler Investment Counsel LLC | 16,947 | $1,497 | 12/31/2023 |
VNQ | 16,947 | $1,497 | 12/31/2023 |
Invesco Ltd. | 16,916 | $1,495 | 12/31/2023 |
VNQ | 16,916 | $1,495 | 12/31/2023 |
Harbour Investments Inc. | 16,791 | $1,484 | 12/31/2023 |
VNQ | 16,791 | $1,484 | 12/31/2023 |
Frank Rimerman Advisors LLC | 16,774 | $1,482 | 12/31/2023 |
VNQ | 16,774 | $1,482 | 12/31/2023 |
Sowell Financial Services LLC | 16,748 | $1,480 | 12/31/2023 |
VNQ | 16,748 | $1,480 | 12/31/2023 |
Institute for Wealth Management LLC. | 16,736 | $1,479 | 12/31/2023 |
VNQ | 16,736 | $1,479 | 12/31/2023 |
NBT Bank N A NY | 17,051 | $1,475 | 03/31/2024 |
VNQ | 17,051 | $1,475 | 03/31/2024 |
Kerntke Otto McGlone Wealth Management Group | 16,696 | $1,475 | 12/31/2023 |
VNQ | 16,696 | $1,475 | 12/31/2023 |
DBK Financial Counsel LLC | 16,887 | $1,460 | 03/31/2024 |
VNQ | 16,887 | $1,460 | 03/31/2024 |
Sequoia Financial Advisors LLC | 16,466 | $1,455 | 12/31/2023 |
VNQ | 16,466 | $1,455 | 12/31/2023 |
KMG Fiduciary Partners LLC | 16,697 | $1,444 | 03/31/2024 |
VNQ | 16,697 | $1,444 | 03/31/2024 |
BKM Wealth Management LLC | 16,653 | $1,440 | 03/31/2024 |
VNQ | 16,653 | $1,440 | 03/31/2024 |
David Loasby | 16,629 | $1,440 | 12/31/2023 |
VNQ | 16,629 | $1,440 | 12/31/2023 |
Apella Capital LLC | 16,692 | $1,435 | 03/31/2024 |
VNQ | 16,692 | $1,435 | 03/31/2024 |
Investment Advisory Group LLC | 16,245 | $1,435 | 12/31/2023 |
VNQ | 16,245 | $1,435 | 12/31/2023 |
Oxford Financial Group Ltd. | 16,180 | $1,430 | 12/31/2023 |
VNQ | 16,180 | $1,430 | 12/31/2023 |
Simplex Trading LLC | 16,522 | $1,428 | 03/31/2024 |
VNQ | 16,522 | $1,428 | 03/31/2024 |
Washington Trust Bank | 16,066 | $1,420 | 12/31/2023 |
VNQ | 16,066 | $1,420 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 15,989 | $1,413 | 12/31/2023 |
VNQ | 15,989 | $1,413 | 12/31/2023 |
CWA Asset Management Group LLC | 15,946 | $1,409 | 12/31/2023 |
VNQ | 15,946 | $1,409 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 15,927 | $1,407 | 12/31/2023 |
VNQ | 15,927 | $1,407 | 12/31/2023 |
Pioneer Wealth Management Group | 16,256 | $1,406 | 03/31/2024 |
VNQ | 16,256 | $1,406 | 03/31/2024 |
Vivaldi Capital Management LLC | 16,997 | $1,405 | 12/31/2023 |
VNQ | 16,997 | $1,405 | 12/31/2023 |
Central Bank & Trust Co. | 16,201 | $1,401 | 03/31/2024 |
VNQ | 16,201 | $1,401 | 03/31/2024 |
Hollencrest Capital Management | 15,810 | $1,397 | 12/31/2023 |
VNQ | 15,810 | $1,397 | 12/31/2023 |
Bleakley Financial Group LLC | 15,789 | $1,395 | 12/31/2023 |
VNQ | 15,789 | $1,395 | 12/31/2023 |
One Capital Management LLC | 15,763 | $1,393 | 12/31/2023 |
VNQ | 15,763 | $1,393 | 12/31/2023 |
Black Swift Group LLC | 15,655 | $1,383 | 12/31/2023 |
VNQ | 15,655 | $1,383 | 12/31/2023 |
Lester Murray Antman dba SimplyRich | 15,564 | $1,375 | 12/31/2023 |
VNQ | 15,564 | $1,375 | 12/31/2023 |
Rossmore Private Capital | 15,515 | $1,371 | 12/31/2023 |
VNQ | 15,515 | $1,371 | 12/31/2023 |
Bank OZK | 15,509 | $1,370 | 12/31/2023 |
VNQ | 15,509 | $1,370 | 12/31/2023 |
Resources Investment Advisors LLC. | 15,426 | $1,363 | 12/31/2023 |
VNQ | 15,426 | $1,363 | 12/31/2023 |
TI Trust Inc. | 15,723 | $1,360 | 03/31/2024 |
VNQ | 15,723 | $1,360 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 15,382 | $1,359 | 12/31/2023 |
VNQ | 15,382 | $1,359 | 12/31/2023 |
Evercore Wealth Management LLC | 15,351 | $1,356 | 12/31/2023 |
VNQ | 15,351 | $1,356 | 12/31/2023 |
Mystic Asset Management Inc. | 15,344 | $1,356 | 12/31/2023 |
VNQ | 15,344 | $1,356 | 12/31/2023 |
Willis Johnson & Associates Inc. | 15,614 | $1,350 | 03/31/2024 |
VNQ | 15,614 | $1,350 | 03/31/2024 |
Roundview Capital LLC | 15,216 | $1,344 | 12/31/2023 |
VNQ | 15,216 | $1,344 | 12/31/2023 |
Orion Capital Management LLC | 15,198 | $1,343 | 12/31/2023 |
VNQ | 15,198 | $1,343 | 12/31/2023 |
STA Wealth Management LLC | 15,073 | $1,332 | 12/31/2023 |
VNQ | 15,073 | $1,332 | 12/31/2023 |
West Financial Advisors LLC | 15,370 | $1,329 | 03/31/2024 |
VNQ | 15,370 | $1,329 | 03/31/2024 |
WASHINGTON TRUST Co | 15,305 | $1,324 | 03/31/2024 |
VNQ | 15,305 | $1,324 | 03/31/2024 |
Northwest Wealth Management LLC | 14,960 | $1,322 | 12/31/2023 |
VNQ | 14,960 | $1,322 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 14,956 | $1,322 | 12/31/2023 |
VNQ | 14,956 | $1,322 | 12/31/2023 |
Barden Capital Management Inc. | 14,914 | $1,318 | 12/31/2023 |
VNQ | 14,914 | $1,318 | 12/31/2023 |
City Holding Co. | 15,115 | $1,307 | 03/31/2024 |
VNQ | 15,115 | $1,307 | 03/31/2024 |
Bragg Financial Advisors Inc | 14,730 | $1,302 | 12/31/2023 |
VNQ | 14,730 | $1,302 | 12/31/2023 |
International Assets Investment Management LLC | 15,300 | $1,301 | 03/31/2024 |
VNQ | 15,300 | $1,301 | 03/31/2024 |
SeaCrest Wealth Management LLC | 15,038 | $1,300 | 03/31/2024 |
VNQ | 15,038 | $1,300 | 03/31/2024 |
Mount Lucas Management LP | 14,696 | $1,299 | 12/31/2023 |
VNQ | 14,696 | $1,299 | 12/31/2023 |
Bessemer Group Inc. | 14,568 | $1,288 | 12/31/2023 |
VNQ | 14,568 | $1,288 | 12/31/2023 |
Main Street Financial Solutions LLC | 14,797 | $1,280 | 03/31/2024 |
VNQ | 14,797 | $1,280 | 03/31/2024 |
MONECO Advisors LLC | 14,804 | $1,280 | 03/31/2024 |
VNQ | 14,804 | $1,280 | 03/31/2024 |
Global Assets Advisory LLC | 14,795 | $1,279 | 03/31/2024 |
VNQ | 14,795 | $1,279 | 03/31/2024 |
Wesbanco Bank Inc. | 14,775 | $1,278 | 03/31/2024 |
VNQ | 14,775 | $1,278 | 03/31/2024 |
Global Trust Asset Management LLC | 14,720 | $1,273 | 03/31/2024 |
VNQ | 14,720 | $1,273 | 03/31/2024 |
Advisors Capital Management LLC | 14,321 | $1,265 | 12/31/2023 |
VNQ | 14,321 | $1,265 | 12/31/2023 |
Next Capital Management LLC | 14,224 | $1,257 | 12/31/2023 |
VNQ | 14,224 | $1,257 | 12/31/2023 |
XML Financial LLC | 14,136 | $1,249 | 12/31/2023 |
VNQ | 14,136 | $1,249 | 12/31/2023 |
Sepio Capital LP | 13,962 | $1,234 | 12/31/2023 |
VNQ | 13,962 | $1,234 | 12/31/2023 |
Peoples Financial Services CORP. | 14,234 | $1,231 | 03/31/2024 |
VNQ | 14,234 | $1,231 | 03/31/2024 |
IFG Advisory LLC | 13,895 | $1,228 | 12/31/2023 |
VNQ | 13,895 | $1,228 | 12/31/2023 |
Trinity Legacy Partners LLC | 14,185 | $1,227 | 03/31/2024 |
VNQ | 14,185 | $1,227 | 03/31/2024 |
Wall Street Access Asset Management LLC | 13,862 | $1,225 | 12/31/2023 |
VNQ | 13,862 | $1,225 | 12/31/2023 |
Telos Capital Management Inc. | 14,146 | $1,223 | 03/31/2024 |
VNQ | 14,146 | $1,223 | 03/31/2024 |
Vernal Point Advisors LLC | 13,805 | $1,220 | 12/31/2023 |
VNQ | 13,805 | $1,220 | 12/31/2023 |
JFS Wealth Advisors LLC | 13,770 | $1,217 | 12/31/2023 |
VNQ | 13,770 | $1,217 | 12/31/2023 |
Crewe Advisors LLC | 13,771 | $1,217 | 12/31/2023 |
VNQ | 13,771 | $1,217 | 12/31/2023 |
Windsor Capital Management LLC | 14,045 | $1,215 | 03/31/2024 |
VNQ | 14,045 | $1,215 | 03/31/2024 |
Simon Quick Advisors LLC | 14,002 | $1,211 | 03/31/2024 |
VNQ | 14,002 | $1,211 | 03/31/2024 |
Strategic Blueprint LLC | 13,959 | $1,207 | 03/31/2024 |
VNQ | 13,959 | $1,207 | 03/31/2024 |
Garrett Investment Advisors LLC | 13,943 | $1,206 | 03/31/2024 |
VNQ | 13,943 | $1,206 | 03/31/2024 |
Matrix Private Capital Group LLC | 13,636 | $1,205 | 12/31/2023 |
VNQ | 13,636 | $1,205 | 12/31/2023 |
Howard Wealth Management LLC | 13,535 | $1,196 | 12/31/2023 |
VNQ | 13,535 | $1,196 | 12/31/2023 |
Meitav Dash Investments Ltd. | 13,506 | $1,193 | 12/31/2023 |
VNQ | 13,506 | $1,193 | 12/31/2023 |
Stone Point Wealth LLC | 13,485 | $1,192 | 12/31/2023 |
VNQ | 13,485 | $1,192 | 12/31/2023 |
Hengehold Capital Management LLC | 13,725 | $1,187 | 03/31/2024 |
VNQ | 13,725 | $1,187 | 03/31/2024 |
Private Portfolio Partners LLC | 13,380 | $1,182 | 12/31/2023 |
VNQ | 13,380 | $1,182 | 12/31/2023 |
Capital Asset Advisory Services LLC | 14,059 | $1,180 | 03/31/2024 |
VNQ | 14,059 | $1,180 | 03/31/2024 |
SILVER OAK SECURITIES Inc | 13,326 | $1,177 | 12/31/2023 |
VNQ | 13,326 | $1,177 | 12/31/2023 |
Sage Mountain Advisors LLC | 13,565 | $1,173 | 03/31/2024 |
VNQ | 13,565 | $1,173 | 03/31/2024 |
Pallas Capital Advisors LLC | 13,428 | $1,161 | 03/31/2024 |
VNQ | 13,428 | $1,161 | 03/31/2024 |
Accretive Wealth Partners LLC | 13,138 | $1,161 | 12/31/2023 |
VNQ | 13,138 | $1,161 | 12/31/2023 |
Palisades Hudson Asset Management L.P. | 12,967 | $1,146 | 12/31/2023 |
VNQ | 12,967 | $1,146 | 12/31/2023 |
Warner Financial Inc. | 13,209 | $1,142 | 03/31/2024 |
VNQ | 13,209 | $1,142 | 03/31/2024 |
IHT Wealth Management LLC | 12,915 | $1,141 | 12/31/2023 |
VNQ | 12,915 | $1,141 | 12/31/2023 |
All Season Financial Advisors Inc. | 13,183 | $1,140 | 03/31/2024 |
VNQ | 13,183 | $1,140 | 03/31/2024 |
Wealth Dimensions Group Ltd. | 12,894 | $1,139 | 12/31/2023 |
VNQ | 12,894 | $1,139 | 12/31/2023 |
Madden Advisory Services Inc. | 12,875 | $1,138 | 12/31/2023 |
VNQ | 12,875 | $1,138 | 12/31/2023 |
Verus Capital Partners LLC | 12,873 | $1,137 | 12/31/2023 |
VNQ | 12,873 | $1,137 | 12/31/2023 |
VCI Wealth Management LLC | 12,861 | $1,136 | 12/31/2023 |
VNQ | 12,861 | $1,136 | 12/31/2023 |
First Western Trust Bank | 12,778 | $1,129 | 12/31/2023 |
VNQ | 12,778 | $1,129 | 12/31/2023 |
Salem Investment Counselors Inc. | 13,041 | $1,128 | 03/31/2024 |
VNQ | 13,041 | $1,128 | 03/31/2024 |
Kinloch Capital LLC | 12,752 | $1,127 | 12/31/2023 |
VNQ | 12,752 | $1,127 | 12/31/2023 |
Harbor Advisory Corp MA | 12,701 | $1,122 | 12/31/2023 |
VNQ | 12,701 | $1,122 | 12/31/2023 |
Hilltop Holdings Inc. | 12,693 | $1,122 | 12/31/2023 |
VNQ | 12,693 | $1,122 | 12/31/2023 |
Woodward Diversified Capital LLC | 12,697 | $1,122 | 12/31/2023 |
VNQ | 12,697 | $1,122 | 12/31/2023 |
Parsons Capital Management Inc. RI | 12,926 | $1,118 | 03/31/2024 |
VNQ | 12,926 | $1,118 | 03/31/2024 |
WMS Partners LLC | 12,642 | $1,117 | 12/31/2023 |
VNQ | 12,642 | $1,117 | 12/31/2023 |
Schonfeld Strategic Advisors LLC | 12,645 | $1,117 | 12/31/2023 |
VNQ | 12,645 | $1,117 | 12/31/2023 |
Jump Financial LLC | 12,577 | $1,111 | 12/31/2023 |
VNQ | 12,577 | $1,111 | 12/31/2023 |
Valley Financial Group Inc. | 12,518 | $1,106 | 12/31/2023 |
VNQ | 12,518 | $1,106 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 12,304 | $1,087 | 12/31/2023 |
VNQ | 12,304 | $1,087 | 12/31/2023 |
Laidlaw Wealth Management LLC | 12,265 | $1,084 | 12/31/2023 |
VNQ | 12,265 | $1,084 | 12/31/2023 |
Opus Capital Group LLC | 12,520 | $1,083 | 03/31/2024 |
VNQ | 12,520 | $1,083 | 03/31/2024 |
Adviser Investments LLC | 12,225 | $1,080 | 12/31/2023 |
VNQ | 12,225 | $1,080 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 12,192 | $1,077 | 12/31/2023 |
VNQ | 12,192 | $1,077 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 12,167 | $1,075 | 12/31/2023 |
VNQ | 12,167 | $1,075 | 12/31/2023 |
Acropolis Investment Management LLC | 12,402 | $1,073 | 03/31/2024 |
VNQ | 12,402 | $1,073 | 03/31/2024 |
UNIVEST FINANCIAL Corp | 12,145 | $1,073 | 12/31/2023 |
VNQ | 12,145 | $1,073 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 12,002 | $1,061 | 12/31/2023 |
VNQ | 12,002 | $1,061 | 12/31/2023 |
DHK Financial Advisors Inc. | 11,958 | $1,057 | 12/31/2023 |
VNQ | 11,958 | $1,057 | 12/31/2023 |
Wealthcare Capital Management LLC | 12,196 | $1,055 | 03/31/2024 |
VNQ | 12,196 | $1,055 | 03/31/2024 |
Arkansas Financial Group Inc. | 12,166 | $1,052 | 03/31/2024 |
VNQ | 12,166 | $1,052 | 03/31/2024 |
American Trust | 11,891 | $1,051 | 12/31/2023 |
VNQ | 11,891 | $1,051 | 12/31/2023 |
Blue Barn Wealth LLC | 11,857 | $1,048 | 12/31/2023 |
VNQ | 11,857 | $1,048 | 12/31/2023 |
MainStreet Investment Advisors LLC | 11,812 | $1,044 | 12/31/2023 |
VNQ | 11,812 | $1,044 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 11,976 | $1,036 | 03/31/2024 |
VNQ | 11,976 | $1,036 | 03/31/2024 |
FSC Wealth Advisors LLC | 11,974 | $1,036 | 03/31/2024 |
VNQ | 11,974 | $1,036 | 03/31/2024 |
Topel & Distasi Wealth Management LLC | 11,724 | $1,036 | 12/31/2023 |
VNQ | 11,724 | $1,036 | 12/31/2023 |
Visionary Wealth Advisors | 11,712 | $1,035 | 12/31/2023 |
VNQ | 11,712 | $1,035 | 12/31/2023 |
Relative Value Partners Group LLC | 11,690 | $1,033 | 12/31/2023 |
VNQ | 11,690 | $1,033 | 12/31/2023 |
Ellis Investment Partners LLC | 11,913 | $1,030 | 03/31/2024 |
VNQ | 11,913 | $1,030 | 03/31/2024 |
First National Bank Sioux Falls | 11,902 | $1,029 | 03/31/2024 |
VNQ | 11,902 | $1,029 | 03/31/2024 |
Roof Eidam & Maycock ADV | 11,613 | $1,026 | 12/31/2023 |
VNQ | 11,613 | $1,026 | 12/31/2023 |
Flow State Investments L.P. | $1,017 | 12/31/2023 | |
Call | 10,000 | $884 | 12/31/2023 |
VNQ | 1,500 | $133 | 12/31/2023 |
Pinnacle Bank | 11,751 | $1,016 | 03/31/2024 |
VNQ | 11,751 | $1,016 | 03/31/2024 |
Symmetry Investments LP | 11,500 | $1,016 | 12/31/2023 |
VNQ | 11,500 | $1,016 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 11,471 | $1,014 | 12/31/2023 |
VNQ | 11,471 | $1,014 | 12/31/2023 |
Koshinski Asset Management Inc. | 11,447 | $1,011 | 12/31/2023 |
VNQ | 11,447 | $1,011 | 12/31/2023 |
Pettinga Financial Advisors LLC | 11,672 | $1,009 | 03/31/2024 |
VNQ | 11,672 | $1,009 | 03/31/2024 |
Intellectus Partners LLC | 11,325 | $1,001 | 12/31/2023 |
VNQ | 11,325 | $1,001 | 12/31/2023 |
Fifth Third Securities Inc. | 11,511 | $995 | 03/31/2024 |
VNQ | 11,511 | $995 | 03/31/2024 |
Curran Financial Partners LLC | 11,830 | $995 | 12/31/2023 |
VNQ | 11,830 | $995 | 12/31/2023 |
CRA Financial Services LLC | 11,476 | $992 | 03/31/2024 |
VNQ | 11,476 | $992 | 03/31/2024 |
Affinity Capital Advisors LLC | 11,417 | $987 | 03/31/2024 |
VNQ | 11,417 | $987 | 03/31/2024 |
Curbstone Financial Management Corp | 11,370 | $983 | 03/31/2024 |
VNQ | 11,370 | $983 | 03/31/2024 |
Financial Advocates Investment Management | 11,071 | $978 | 12/31/2023 |
VNQ | 11,071 | $978 | 12/31/2023 |
L.M. Kohn & Company | 11,284 | $976 | 03/31/2024 |
VNQ | 11,284 | $976 | 03/31/2024 |
Fingerlakes Wealth Management Inc. | 11,227 | $971 | 03/31/2024 |
VNQ | 11,227 | $971 | 03/31/2024 |
Two Sigma Securities LLC | 10,946 | $967 | 12/31/2023 |
VNQ | 10,946 | $967 | 12/31/2023 |
Laurel Wealth Planning LLC | 11,112 | $961 | 03/31/2024 |
VNQ | 11,112 | $961 | 03/31/2024 |
Trust Co | 11,096 | $960 | 03/31/2024 |
VNQ | 11,096 | $960 | 03/31/2024 |
Almanack Investment Partners LLC. | 10,824 | $956 | 12/31/2023 |
VNQ | 10,824 | $956 | 12/31/2023 |
Girard Partners LTD. | 10,812 | $955 | 12/31/2023 |
VNQ | 10,812 | $955 | 12/31/2023 |
Kovack Advisors Inc. | 11,026 | $954 | 03/31/2024 |
VNQ | 11,026 | $954 | 03/31/2024 |
Argent Trust Co | 10,695 | $945 | 12/31/2023 |
VNQ | 10,695 | $945 | 12/31/2023 |
Motley Fool Wealth Management LLC | 10,647 | $941 | 12/31/2023 |
VNQ | 10,647 | $941 | 12/31/2023 |
Viawealth LLC | 10,596 | $936 | 12/31/2023 |
VNQ | 10,596 | $936 | 12/31/2023 |
Baker Avenue Asset Management LP | 10,531 | $931 | 12/31/2023 |
VNQ | 10,531 | $931 | 12/31/2023 |
Verde Capital Management | 10,718 | $927 | 03/31/2024 |
VNQ | 10,718 | $927 | 03/31/2024 |
Eclectic Associates Inc. ADV | 10,700 | $925 | 03/31/2024 |
VNQ | 10,700 | $925 | 03/31/2024 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 10,422 | $921 | 12/31/2023 |
VNQ | 10,422 | $921 | 12/31/2023 |
American Financial Advisors LLC | 10,614 | $918 | 03/31/2024 |
VNQ | 10,614 | $918 | 03/31/2024 |
Putnam FL Investment Management Co. | 10,336 | $913 | 12/31/2023 |
VNQ | 10,336 | $913 | 12/31/2023 |
Cascade Wealth Advisors Inc | 11,151 | $911 | 03/31/2024 |
VNQ | 11,151 | $911 | 03/31/2024 |
Lowe Brockenbrough & Co. Inc. | 10,290 | $909 | 12/31/2023 |
VNQ | 10,290 | $909 | 12/31/2023 |
Joel Isaacson & Co. LLC | 10,291 | $909 | 12/31/2023 |
VNQ | 10,291 | $909 | 12/31/2023 |
Mechanics Financial Corp | 10,270 | $907 | 12/31/2023 |
VNQ | 10,270 | $907 | 12/31/2023 |
Asset Allocation Strategies LLC | 10,269 | $907 | 12/31/2023 |
VNQ | 10,269 | $907 | 12/31/2023 |
Capital Management Associates Inc | 10,266 | $907 | 12/31/2023 |
VNQ | 10,266 | $907 | 12/31/2023 |
SNS Financial Group LLC | 10,445 | $903 | 03/31/2024 |
VNQ | 10,445 | $903 | 03/31/2024 |
Bouchey Financial Group Ltd | 10,429 | $902 | 03/31/2024 |
VNQ | 10,429 | $902 | 03/31/2024 |
Tortoise Investment Management LLC | 10,201 | $901 | 12/31/2023 |
VNQ | 10,201 | $901 | 12/31/2023 |
Sandy Spring Bank | 10,150 | $897 | 12/31/2023 |
VNQ | 10,150 | $897 | 12/31/2023 |
Forum Financial Management LP | 10,144 | $896 | 12/31/2023 |
VNQ | 10,144 | $896 | 12/31/2023 |
Abacus Planning Group Inc. | 10,296 | $890 | 03/31/2024 |
VNQ | 10,296 | $890 | 03/31/2024 |
Fund Evaluation Group LLC | 10,074 | $890 | 12/31/2023 |
VNQ | 10,074 | $890 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 10,067 | $890 | 12/31/2023 |
VNQ | 10,067 | $890 | 12/31/2023 |
Brio Consultants LLC | 10,040 | $887 | 12/31/2023 |
VNQ | 10,040 | $887 | 12/31/2023 |
Apeiron RIA LLC | 10,234 | $885 | 03/31/2024 |
VNQ | 10,234 | $885 | 03/31/2024 |
Webster Bank N. A. | 10,224 | $884 | 03/31/2024 |
VNQ | 10,224 | $884 | 03/31/2024 |
Centaurus Financial Inc. | 10,001 | $884 | 12/31/2023 |
VNQ | 10,001 | $884 | 12/31/2023 |
Raab & Moskowitz Asset Management LLC | 9,996 | $883 | 12/31/2023 |
VNQ | 9,996 | $883 | 12/31/2023 |
Ieq Capital LLC | 9,950 | $879 | 12/31/2023 |
VNQ | 9,950 | $879 | 12/31/2023 |
Mustard Seed Financial LLC | 10,147 | $878 | 03/31/2024 |
VNQ | 10,147 | $878 | 03/31/2024 |
Concurrent Investment Advisors LLC | 9,898 | $875 | 12/31/2023 |
VNQ | 9,898 | $875 | 12/31/2023 |
H&H Retirement Design & Management INC | 10,961 | $874 | 03/31/2024 |
VNQ | 10,961 | $874 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 9,867 | $872 | 12/31/2023 |
VNQ | 9,867 | $872 | 12/31/2023 |
Elevated Capital Advisors LLC | 10,065 | $870 | 03/31/2024 |
VNQ | 10,065 | $870 | 03/31/2024 |
Endowment Wealth Management Inc. | 9,835 | $869 | 12/31/2023 |
VNQ | 9,835 | $869 | 12/31/2023 |
Edge Capital Group LLC | 9,778 | $864 | 12/31/2023 |
VNQ | 9,778 | $864 | 12/31/2023 |
Ruedi Wealth Management Inc. | 9,776 | $864 | 12/31/2023 |
VNQ | 9,776 | $864 | 12/31/2023 |
SOL Capital Management CO | 9,974 | $863 | 03/31/2024 |
VNQ | 9,974 | $863 | 03/31/2024 |
Chesapeake Wealth Management | 9,762 | $863 | 12/31/2023 |
VNQ | 9,762 | $863 | 12/31/2023 |
Watershed Private Wealth LLC | 9,757 | $862 | 12/31/2023 |
VNQ | 9,757 | $862 | 12/31/2023 |
Kuhn & Co Investment Counsel | 9,742 | $861 | 12/31/2023 |
VNQ | 9,742 | $861 | 12/31/2023 |
TAP Consulting LLC | 9,927 | $858 | 03/31/2024 |
VNQ | 9,927 | $858 | 03/31/2024 |
Carson Advisory Inc. | 9,589 | $847 | 12/31/2023 |
VNQ | 9,589 | $847 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 9,754 | $844 | 03/31/2024 |
VNQ | 9,754 | $844 | 03/31/2024 |
Litman Gregory Asset Management LLC | 9,492 | $839 | 12/31/2023 |
VNQ | 9,492 | $839 | 12/31/2023 |
Magnus Financial Group LLC | 9,497 | $839 | 12/31/2023 |
VNQ | 9,497 | $839 | 12/31/2023 |
Chapin Davis Inc. | 9,693 | $838 | 03/31/2024 |
VNQ | 9,693 | $838 | 03/31/2024 |
Jacobi Capital Management LLC | 9,402 | $831 | 12/31/2023 |
VNQ | 9,402 | $831 | 12/31/2023 |
Parker Financial LLC | 9,598 | $830 | 03/31/2024 |
VNQ | 9,598 | $830 | 03/31/2024 |
North Ridge Wealth Advisors Inc. | 9,590 | $829 | 03/31/2024 |
VNQ | 9,590 | $829 | 03/31/2024 |
Ackerman Capital Advisors LLC | 9,571 | $828 | 03/31/2024 |
VNQ | 9,571 | $828 | 03/31/2024 |
Mayflower Financial Advisors LLC | 9,364 | $827 | 12/31/2023 |
VNQ | 9,364 | $827 | 12/31/2023 |
Capital Analysts LLC | 9,346 | $826 | 12/31/2023 |
VNQ | 9,346 | $826 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 9,264 | $819 | 12/31/2023 |
VNQ | 9,264 | $819 | 12/31/2023 |
StrategIQ Financial Group LLC | 9,192 | $812 | 12/31/2023 |
VNQ | 9,192 | $812 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 9,045 | $799 | 12/31/2023 |
VNQ | 9,045 | $799 | 12/31/2023 |
Financial Perspectives Inc | 9,207 | $796 | 03/31/2024 |
VNQ | 9,207 | $796 | 03/31/2024 |
Camden Capital LLC | 9,000 | $795 | 12/31/2023 |
VNQ | 9,000 | $795 | 12/31/2023 |
Schwarz Dygos Wheeler Investment Advisors LLC | 8,987 | $794 | 12/31/2023 |
VNQ | 8,987 | $794 | 12/31/2023 |
Snowden Capital Advisors LLC | 8,983 | $794 | 12/31/2023 |
VNQ | 8,983 | $794 | 12/31/2023 |
Orleans Capital Management Corp LA | 8,933 | $789 | 12/31/2023 |
VNQ | 8,933 | $789 | 12/31/2023 |
Bedel Financial Consulting Inc. | 8,902 | $787 | 12/31/2023 |
VNQ | 8,902 | $787 | 12/31/2023 |
First Hawaiian Bank | 9,042 | $782 | 03/31/2024 |
VNQ | 9,042 | $782 | 03/31/2024 |
Annex Advisory Services LLC | 9,031 | $781 | 03/31/2024 |
VNQ | 9,031 | $781 | 03/31/2024 |
First Financialcorp IN | 9,014 | $779 | 03/31/2024 |
VNQ | 9,014 | $779 | 03/31/2024 |
Venture Visionary Partners LLC | 8,805 | $778 | 12/31/2023 |
VNQ | 8,805 | $778 | 12/31/2023 |
First Interstate Bank | 8,769 | $775 | 12/31/2023 |
VNQ | 8,769 | $775 | 12/31/2023 |
Index Fund Advisors Inc. | 8,766 | $775 | 12/31/2023 |
VNQ | 8,766 | $775 | 12/31/2023 |
First National Bank | 8,936 | $773 | 03/31/2024 |
VNQ | 8,936 | $773 | 03/31/2024 |
Hirtle Callaghan & Co LLC | 8,697 | $768 | 12/31/2023 |
VNQ | 8,697 | $768 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 8,620 | $762 | 12/31/2023 |
VNQ | 8,620 | $762 | 12/31/2023 |
Financial Advisory Service Inc. | 8,596 | $760 | 12/31/2023 |
VNQ | 8,596 | $760 | 12/31/2023 |
Franklin Parlapiano Turner & Welch LLC | 8,595 | $759 | 12/31/2023 |
VNQ | 8,595 | $759 | 12/31/2023 |
Juncture Wealth Strategies LLC | 8,759 | $757 | 03/31/2024 |
VNQ | 8,759 | $757 | 03/31/2024 |
Smith Shellnut Wilson LLC ADV | 8,529 | $754 | 12/31/2023 |
VNQ | 8,529 | $754 | 12/31/2023 |
Bryant Woods Investment Advisors LLC | 8,462 | $748 | 12/31/2023 |
VNQ | 8,462 | $748 | 12/31/2023 |
Impact Partnership Wealth LLC | 8,458 | $747 | 12/31/2023 |
VNQ | 8,458 | $747 | 12/31/2023 |
Fidato Wealth LLC | 8,603 | $744 | 03/31/2024 |
VNQ | 8,603 | $744 | 03/31/2024 |
Godshalk Welsh Capital Management Inc. | 8,410 | $743 | 12/31/2023 |
VNQ | 8,410 | $743 | 12/31/2023 |
Smith Moore & CO. | 8,377 | $740 | 12/31/2023 |
VNQ | 8,377 | $740 | 12/31/2023 |
Western Wealth Management LLC | 8,362 | $739 | 12/31/2023 |
VNQ | 8,362 | $739 | 12/31/2023 |
Eagle Strategies LLC | 8,535 | $738 | 03/31/2024 |
VNQ | 8,535 | $738 | 03/31/2024 |
Montecito Bank & Trust | 8,513 | $736 | 03/31/2024 |
VNQ | 8,513 | $736 | 03/31/2024 |
Greenleaf Trust | 8,291 | $733 | 12/31/2023 |
VNQ | 8,291 | $733 | 12/31/2023 |
Strata Wealth Advisors LLC | 8,437 | $730 | 03/31/2024 |
VNQ | 8,437 | $730 | 03/31/2024 |
Sara Bay Financial | 8,573 | $729 | 03/31/2024 |
VNQ | 8,573 | $729 | 03/31/2024 |
Fairhaven Wealth Management LLC | 8,236 | $728 | 12/31/2023 |
VNQ | 8,236 | $728 | 12/31/2023 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 8,390 | $726 | 03/31/2024 |
VNQ | 8,390 | $726 | 03/31/2024 |
Mcdaniel Terry & Co. | 8,200 | $725 | 12/31/2023 |
VNQ | 8,200 | $725 | 12/31/2023 |
King Luther Capital Management Corp | 8,173 | $722 | 12/31/2023 |
VNQ | 8,173 | $722 | 12/31/2023 |
ICONIQ Capital LLC | 8,171 | $722 | 12/31/2023 |
VNQ | 8,171 | $722 | 12/31/2023 |
Cutler Group LP | $720 | 03/31/2024 | |
VNQ | 8,200 | $709 | 03/31/2024 |
Call | 1,100 | $11 | 03/31/2024 |
Put | 1,800 | $0 | 03/31/2024 |
First Commonwealth Financial Corp PA | 8,146 | $720 | 12/31/2023 |
VNQ | 8,146 | $720 | 12/31/2023 |
Parkside Financial Bank & Trust | 8,152 | $720 | 12/31/2023 |
VNQ | 8,152 | $720 | 12/31/2023 |
Key Financial Inc | 8,056 | $712 | 12/31/2023 |
VNQ | 8,056 | $712 | 12/31/2023 |
National Bank of Canada FI | 7,889 | $702 | 12/31/2023 |
VNQ | 7,889 | $702 | 12/31/2023 |
Telemus Capital LLC | 7,911 | $699 | 12/31/2023 |
VNQ | 7,911 | $699 | 12/31/2023 |
SWS Partners | 7,911 | $699 | 12/31/2023 |
VNQ | 7,911 | $699 | 12/31/2023 |
Bayesian Capital Management LP | 7,900 | $698 | 12/31/2023 |
VNQ | 7,900 | $698 | 12/31/2023 |
Great Valley Advisor Group Inc. | 7,901 | $698 | 12/31/2023 |
VNQ | 7,901 | $698 | 12/31/2023 |
Allegiance Financial Group Advisory Services LLC | 7,897 | $698 | 12/31/2023 |
VNQ | 7,897 | $698 | 12/31/2023 |
Duncker Streett & Co. Inc. | 8,060 | $697 | 03/31/2024 |
VNQ | 8,060 | $697 | 03/31/2024 |
Engineers Gate Manager LP | 7,873 | $696 | 12/31/2023 |
VNQ | 7,873 | $696 | 12/31/2023 |
McLean Asset Management Corp | 8,082 | $695 | 03/31/2024 |
VNQ | 8,082 | $695 | 03/31/2024 |
AMG National Trust Bank | 7,851 | $694 | 12/31/2023 |
VNQ | 7,851 | $694 | 12/31/2023 |
Integrity Wealth Solutions LLC | 7,945 | $687 | 03/31/2024 |
VNQ | 7,945 | $687 | 03/31/2024 |
Bfsg LLC | 7,884 | $682 | 03/31/2024 |
VNQ | 7,884 | $682 | 03/31/2024 |
Sovereign Financial Group Inc. | 7,886 | $682 | 03/31/2024 |
VNQ | 7,886 | $682 | 03/31/2024 |
CVA Family Office LLC | 7,849 | $679 | 03/31/2024 |
VNQ | 7,849 | $679 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 7,848 | $679 | 03/31/2024 |
VNQ | 7,848 | $679 | 03/31/2024 |
Richardson Financial Services Inc. | 7,664 | $677 | 12/31/2023 |
VNQ | 7,664 | $677 | 12/31/2023 |
KG&L Capital Management LLC | 7,809 | $675 | 03/31/2024 |
VNQ | 7,809 | $675 | 03/31/2024 |
Marco Investment Management LLC | 7,640 | $675 | 12/31/2023 |
VNQ | 7,640 | $675 | 12/31/2023 |
McElhenny Sheffield Capital Management LLC | 7,794 | $674 | 03/31/2024 |
VNQ | 7,794 | $674 | 03/31/2024 |
Cardinal Point Capital Management ULC | 7,729 | $668 | 03/31/2024 |
VNQ | 7,729 | $668 | 03/31/2024 |
CJM Wealth Advisers Ltd. | 7,711 | $667 | 03/31/2024 |
VNQ | 7,711 | $667 | 03/31/2024 |
Clifford Swan Investment Counsel LLC | 7,672 | $663 | 03/31/2024 |
VNQ | 7,672 | $663 | 03/31/2024 |
YHB Investment Advisors Inc. | 7,640 | $661 | 03/31/2024 |
VNQ | 7,640 | $661 | 03/31/2024 |
Community Bank N.A. | 7,421 | $656 | 12/31/2023 |
VNQ | 7,421 | $656 | 12/31/2023 |
Capital Insight Partners LLC | 7,544 | $652 | 03/31/2024 |
VNQ | 7,544 | $652 | 03/31/2024 |
WealthShield Partners LLC | 7,350 | $649 | 12/31/2023 |
VNQ | 7,350 | $649 | 12/31/2023 |
FineMark National Bank & Trust | 7,326 | $647 | 12/31/2023 |
VNQ | 7,326 | $647 | 12/31/2023 |
Golden State Equity Partners | 7,324 | $647 | 12/31/2023 |
VNQ | 7,324 | $647 | 12/31/2023 |
Loudon Investment Management LLC | 7,295 | $645 | 12/31/2023 |
VNQ | 7,295 | $645 | 12/31/2023 |
Congress Wealth Management LLC DE | 7,417 | $642 | 03/31/2024 |
VNQ | 7,417 | $642 | 03/31/2024 |
North Star Investment Management Corp. | 7,266 | $642 | 12/31/2023 |
VNQ | 7,266 | $642 | 12/31/2023 |
Advocate Group LLC | 7,409 | $641 | 03/31/2024 |
VNQ | 7,409 | $641 | 03/31/2024 |
Quantbot Technologies LP | 7,246 | $640 | 12/31/2023 |
VNQ | 7,246 | $640 | 12/31/2023 |
Level Four Advisory Services LLC | 7,242 | $640 | 12/31/2023 |
VNQ | 7,242 | $640 | 12/31/2023 |
Schnieders Capital Management LLC | 7,318 | $633 | 03/31/2024 |
VNQ | 7,318 | $633 | 03/31/2024 |
Towerpoint Wealth LLC | 7,311 | $632 | 03/31/2024 |
VNQ | 7,311 | $632 | 03/31/2024 |
Pinnacle Wealth Management Advisory Group LLC | 7,148 | $632 | 12/31/2023 |
VNQ | 7,148 | $632 | 12/31/2023 |
Waterloo Capital L.P. | 7,136 | $630 | 12/31/2023 |
VNQ | 7,136 | $630 | 12/31/2023 |
BIP Wealth LLC | 7,100 | $627 | 12/31/2023 |
VNQ | 7,100 | $627 | 12/31/2023 |
Heritage Financial Services LLC | 7,069 | $625 | 12/31/2023 |
VNQ | 7,069 | $625 | 12/31/2023 |
Optimist Retirement Group LLC | 7,012 | $620 | 12/31/2023 |
VNQ | 7,012 | $620 | 12/31/2023 |
Independent Wealth Network Inc. | 7,147 | $618 | 03/31/2024 |
VNQ | 7,147 | $618 | 03/31/2024 |
Wealth Effects LLC | 7,125 | $616 | 03/31/2024 |
VNQ | 7,125 | $616 | 03/31/2024 |
Lantern Wealth Advisors LLC | 6,943 | $613 | 12/31/2023 |
VNQ | 6,943 | $613 | 12/31/2023 |
Bluesphere Advisors LLC | 7,055 | $610 | 03/31/2024 |
VNQ | 7,055 | $610 | 03/31/2024 |
Transform Wealth LLC | 7,001 | $605 | 03/31/2024 |
VNQ | 7,001 | $605 | 03/31/2024 |
DF Dent & Co. Inc. | 6,839 | $604 | 12/31/2023 |
VNQ | 6,839 | $604 | 12/31/2023 |
First National Bank of Hutchinson | 6,840 | $604 | 12/31/2023 |
VNQ | 6,840 | $604 | 12/31/2023 |
Private Trust Co. NA | 6,939 | $600 | 03/31/2024 |
VNQ | 6,939 | $600 | 03/31/2024 |
Allen Investment Management LLC | 6,781 | $599 | 12/31/2023 |
VNQ | 6,781 | $599 | 12/31/2023 |
Cypress Capital Group | 6,778 | $599 | 12/31/2023 |
VNQ | 6,778 | $599 | 12/31/2023 |
Estate Counselors LLC | 6,775 | $599 | 12/31/2023 |
VNQ | 6,775 | $599 | 12/31/2023 |
Busey Wealth Management | 6,902 | $597 | 03/31/2024 |
VNQ | 6,902 | $597 | 03/31/2024 |
Financial Services Advisory Inc | 6,741 | $596 | 12/31/2023 |
VNQ | 6,741 | $596 | 12/31/2023 |
Heritage Wealth Advisors | 6,709 | $593 | 12/31/2023 |
VNQ | 6,709 | $593 | 12/31/2023 |
Founders Financial Securities LLC | 6,808 | $589 | 03/31/2024 |
VNQ | 6,808 | $589 | 03/31/2024 |
Savvy Advisors Inc. | 6,668 | $589 | 12/31/2023 |
VNQ | 6,668 | $589 | 12/31/2023 |
Prosperity Consulting Group LLC | 6,660 | $588 | 12/31/2023 |
VNQ | 6,660 | $588 | 12/31/2023 |
Elk River Wealth Management LLC | 6,778 | $586 | 03/31/2024 |
VNQ | 6,778 | $586 | 03/31/2024 |
Piscataqua Savings Bank | 6,747 | $583 | 03/31/2024 |
VNQ | 6,747 | $583 | 03/31/2024 |
Cozad Asset Management Inc. | 6,540 | $578 | 12/31/2023 |
VNQ | 6,540 | $578 | 12/31/2023 |
Essex Financial Services Inc. | 6,643 | $575 | 03/31/2024 |
VNQ | 6,643 | $575 | 03/31/2024 |
Gries Financial LLC | 6,510 | $575 | 12/31/2023 |
VNQ | 6,510 | $575 | 12/31/2023 |
AFG Fiduciary Services Limited Partnership | 6,672 | $574 | 03/31/2024 |
VNQ | 6,672 | $574 | 03/31/2024 |
Exchange Bank | 6,637 | $574 | 03/31/2024 |
VNQ | 6,637 | $574 | 03/31/2024 |
Goelzer Investment Management Inc. | 6,472 | $572 | 12/31/2023 |
VNQ | 6,472 | $572 | 12/31/2023 |
Root Financial Partners LLC | 6,588 | $570 | 03/31/2024 |
VNQ | 6,588 | $570 | 03/31/2024 |
BKD Wealth Advisors LLC | 6,582 | $569 | 03/31/2024 |
VNQ | 6,582 | $569 | 03/31/2024 |
Ironwood Investment Counsel LLC | 6,439 | $569 | 12/31/2023 |
VNQ | 6,439 | $569 | 12/31/2023 |
Daymark Wealth Partners LLC | 6,557 | $567 | 03/31/2024 |
VNQ | 6,557 | $567 | 03/31/2024 |
Libra Wealth LLC | 6,413 | $567 | 12/31/2023 |
VNQ | 6,413 | $567 | 12/31/2023 |
Csenge Advisory Group | 6,411 | $566 | 12/31/2023 |
VNQ | 6,411 | $566 | 12/31/2023 |
USA Financial Portformulas Corp | 6,389 | $565 | 12/31/2023 |
VNQ | 6,389 | $565 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 6,527 | $564 | 03/31/2024 |
VNQ | 6,527 | $564 | 03/31/2024 |
Affiance Financial LLC | 6,504 | $563 | 03/31/2024 |
VNQ | 6,504 | $563 | 03/31/2024 |
Elevatus Welath Management | 6,333 | $560 | 12/31/2023 |
VNQ | 6,333 | $560 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 6,416 | $555 | 03/31/2024 |
VNQ | 6,416 | $555 | 03/31/2024 |
NCM Capital Management LLC | 6,269 | $554 | 12/31/2023 |
VNQ | 6,269 | $554 | 12/31/2023 |
Vannoy Advisory Group Inc. | 6,258 | $553 | 12/31/2023 |
VNQ | 6,258 | $553 | 12/31/2023 |
Guidance Capital Inc. | 6,867 | $552 | 03/31/2024 |
VNQ | 6,867 | $552 | 03/31/2024 |
Heritage Trust Co | 6,214 | $549 | 12/31/2023 |
VNQ | 6,214 | $549 | 12/31/2023 |
Michael B. Yongue | 6,211 | $549 | 12/31/2023 |
VNQ | 6,211 | $549 | 12/31/2023 |
Ascent Group LLC | 6,500 | $549 | 12/31/2023 |
VNQ | 6,500 | $549 | 12/31/2023 |
NBC Securities Inc. | 6,337 | $548 | 03/31/2024 |
VNQ | 6,337 | $548 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 6,200 | $548 | 12/31/2023 |
VNQ | 6,200 | $548 | 12/31/2023 |
Signal Advisors Wealth LLC | 6,305 | $545 | 03/31/2024 |
VNQ | 6,305 | $545 | 03/31/2024 |
Upper Left Wealth Management LLC | 6,296 | $544 | 03/31/2024 |
VNQ | 6,296 | $544 | 03/31/2024 |
McClarren Financial Advisors Inc. | 6,127 | $541 | 12/31/2023 |
VNQ | 6,127 | $541 | 12/31/2023 |
Private Client Services LLC | 6,087 | $538 | 12/31/2023 |
VNQ | 6,087 | $538 | 12/31/2023 |
Sachetta LLC | 6,084 | $538 | 12/31/2023 |
VNQ | 6,084 | $538 | 12/31/2023 |
Greenwich Wealth Management LLC | 6,075 | $537 | 12/31/2023 |
VNQ | 6,075 | $537 | 12/31/2023 |
Lodestone Wealth Management LLC | 6,072 | $537 | 12/31/2023 |
VNQ | 6,072 | $537 | 12/31/2023 |
Mason Investment Advisory Services Inc. | 6,063 | $536 | 12/31/2023 |
VNQ | 6,063 | $536 | 12/31/2023 |
Mutual Advisors LLC | 6,065 | $536 | 12/31/2023 |
VNQ | 6,065 | $536 | 12/31/2023 |
Bridges Investment Management Inc. | 6,178 | $534 | 03/31/2024 |
VNQ | 6,178 | $534 | 03/31/2024 |
Rehmann Capital Advisory Group | 6,019 | $532 | 12/31/2023 |
VNQ | 6,019 | $532 | 12/31/2023 |
American National Bank | 6,144 | $531 | 03/31/2024 |
VNQ | 6,144 | $531 | 03/31/2024 |
Point72 Asset Management L.P. | 5,988 | $529 | 12/31/2023 |
VNQ | 5,988 | $529 | 12/31/2023 |
Horan Securities Inc. | 5,961 | $527 | 12/31/2023 |
VNQ | 5,961 | $527 | 12/31/2023 |
RS Crum Inc. | 5,955 | $526 | 12/31/2023 |
VNQ | 5,955 | $526 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 5,951 | $526 | 12/31/2023 |
VNQ | 5,951 | $526 | 12/31/2023 |
Trust Co. of Oklahoma | 6,024 | $521 | 03/31/2024 |
VNQ | 6,024 | $521 | 03/31/2024 |
Merriman Wealth Management LLC | 5,895 | $521 | 12/31/2023 |
VNQ | 5,895 | $521 | 12/31/2023 |
O ROURKE & COMPANY Inc | 6,011 | $520 | 03/31/2024 |
VNQ | 6,011 | $520 | 03/31/2024 |
Patton Fund Management Inc. | 5,890 | $520 | 12/31/2023 |
VNQ | 5,890 | $520 | 12/31/2023 |
Arbor Wealth Advisors LLC | 6,000 | $519 | 03/31/2024 |
VNQ | 6,000 | $519 | 03/31/2024 |
Security National Bank of SO Dak | 5,865 | $518 | 12/31/2023 |
VNQ | 5,865 | $518 | 12/31/2023 |
Patton Albertson Miller Group LLC | 5,937 | $513 | 03/31/2024 |
VNQ | 5,937 | $513 | 03/31/2024 |
Maripau Wealth Management LLC | 5,790 | $512 | 12/31/2023 |
VNQ | 5,790 | $512 | 12/31/2023 |
Voya Financial Advisors Inc. | 5,705 | $510 | 12/31/2023 |
VNQ | 5,705 | $510 | 12/31/2023 |
Fisher Asset Management LLC | 5,755 | $509 | 12/31/2023 |
VNQ | 5,755 | $509 | 12/31/2023 |
Westside Investment Management Inc. | 5,871 | $508 | 03/31/2024 |
VNQ | 5,871 | $508 | 03/31/2024 |
Howard Financial Services LTD. | 5,845 | $505 | 03/31/2024 |
VNQ | 5,845 | $505 | 03/31/2024 |
Arrow Financial Corp | 5,705 | $504 | 12/31/2023 |
VNQ | 5,705 | $504 | 12/31/2023 |
Auour Investments LLC | 5,903 | $504 | 12/31/2023 |
VNQ | 5,903 | $504 | 12/31/2023 |
Anson Capital Inc. | 5,684 | $502 | 12/31/2023 |
VNQ | 5,684 | $502 | 12/31/2023 |
Werba Rubin Papier Wealth Management | 5,686 | $502 | 12/31/2023 |
VNQ | 5,686 | $502 | 12/31/2023 |
Natixis | 5,655 | $500 | 12/31/2023 |
VNQ | 5,655 | $500 | 12/31/2023 |
S.A. Mason LLC | 5,767 | $499 | 03/31/2024 |
VNQ | 5,767 | $499 | 03/31/2024 |
Dfpg Investments LLC | 5,722 | $498 | 12/31/2023 |
VNQ | 5,722 | $498 | 12/31/2023 |
Jmac Enterprises LLC | 5,633 | $498 | 12/31/2023 |
VNQ | 5,633 | $498 | 12/31/2023 |
Invictus Private Wealth LLC | 5,632 | $498 | 12/31/2023 |
VNQ | 5,632 | $498 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 5,637 | $498 | 12/31/2023 |
VNQ | 5,637 | $498 | 12/31/2023 |
Wealthsource Partners LLC | 5,623 | $497 | 12/31/2023 |
VNQ | 5,623 | $497 | 12/31/2023 |
Mesirow Financial Investment Management Equity Management | 5,560 | $491 | 12/31/2023 |
VNQ | 5,560 | $491 | 12/31/2023 |
Deroy & Devereaux Private Investment Counsel Inc. | 5,660 | $489 | 03/31/2024 |
VNQ | 5,660 | $489 | 03/31/2024 |
Mayport LLC | 5,657 | $489 | 03/31/2024 |
VNQ | 5,657 | $489 | 03/31/2024 |
Revisor Wealth Management LLC | 5,571 | $487 | 03/31/2024 |
VNQ | 5,571 | $487 | 03/31/2024 |
ZRC Wealth Management LLC | 5,587 | $484 | 03/31/2024 |
VNQ | 5,587 | $484 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 5,467 | $483 | 12/31/2023 |
VNQ | 5,467 | $483 | 12/31/2023 |
JNB Advisors LLC | 5,466 | $483 | 12/31/2023 |
VNQ | 5,466 | $483 | 12/31/2023 |
Wealth Architects LLC | 5,457 | $482 | 12/31/2023 |
VNQ | 5,457 | $482 | 12/31/2023 |
Kearns & Associates LLC | 5,450 | $482 | 12/31/2023 |
VNQ | 5,450 | $482 | 12/31/2023 |
Barrett & Company Inc. | 5,549 | $480 | 03/31/2024 |
VNQ | 5,549 | $480 | 03/31/2024 |
LGT Financial Advisors LLC | 5,376 | $475 | 12/31/2023 |
VNQ | 5,376 | $475 | 12/31/2023 |
Vise Technologies Inc. | 5,342 | $472 | 12/31/2023 |
VNQ | 5,342 | $472 | 12/31/2023 |
Jackson Creek Investment Advisors LLC | 5,336 | $471 | 12/31/2023 |
VNQ | 5,336 | $471 | 12/31/2023 |
Red Mountain Financial LLC | 5,336 | $471 | 12/31/2023 |
VNQ | 5,336 | $471 | 12/31/2023 |
ROI Financial Advisors LLC | 5,314 | $470 | 12/31/2023 |
VNQ | 5,314 | $470 | 12/31/2023 |
Boltwood Capital Management | 5,425 | $469 | 03/31/2024 |
VNQ | 5,425 | $469 | 03/31/2024 |
Hoylecohen LLC | 5,291 | $468 | 12/31/2023 |
VNQ | 5,291 | $468 | 12/31/2023 |
Lee Financial Co | 5,288 | $467 | 12/31/2023 |
VNQ | 5,288 | $467 | 12/31/2023 |
Inspire Advisors LLC | 5,287 | $467 | 12/31/2023 |
VNQ | 5,287 | $467 | 12/31/2023 |
ProVise Management Group LLC | 5,277 | $466 | 12/31/2023 |
VNQ | 5,277 | $466 | 12/31/2023 |
Capital Advisors Ltd. LLC | 5,351 | $463 | 03/31/2024 |
VNQ | 5,351 | $463 | 03/31/2024 |
Avalon Trust Co | 5,224 | $462 | 12/31/2023 |
VNQ | 5,224 | $462 | 12/31/2023 |
Windward Private Wealth Management Inc. | 5,201 | $460 | 12/31/2023 |
VNQ | 5,201 | $460 | 12/31/2023 |
Chatham Capital Group Inc. | 5,295 | $458 | 03/31/2024 |
VNQ | 5,295 | $458 | 03/31/2024 |
Brown Financial Advisory | 5,288 | $457 | 03/31/2024 |
VNQ | 5,288 | $457 | 03/31/2024 |
Wiser Advisor Group LLC | 5,156 | $456 | 12/31/2023 |
VNQ | 5,156 | $456 | 12/31/2023 |
Strategic Financial Planning Inc. | 5,265 | $455 | 03/31/2024 |
VNQ | 5,265 | $455 | 03/31/2024 |
Nikulski Financial Inc. | 5,252 | $454 | 03/31/2024 |
VNQ | 5,252 | $454 | 03/31/2024 |
Tompkins Financial Corp | 5,243 | $453 | 03/31/2024 |
VNQ | 5,243 | $453 | 03/31/2024 |
Eagle Bluffs Wealth Management LLC | 5,226 | $452 | 03/31/2024 |
VNQ | 5,226 | $452 | 03/31/2024 |
IFP Advisors Inc | 5,086 | $449 | 12/31/2023 |
VNQ | 5,086 | $449 | 12/31/2023 |
Hexagon Capital Partners LLC | 5,183 | $448 | 03/31/2024 |
VNQ | 5,183 | $448 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 5,054 | $447 | 12/31/2023 |
VNQ | 5,054 | $447 | 12/31/2023 |
Platte River Wealth Advisors LLC | 5,126 | $443 | 03/31/2024 |
VNQ | 5,126 | $443 | 03/31/2024 |
Motco | 5,013 | $443 | 12/31/2023 |
VNQ | 5,013 | $443 | 12/31/2023 |
Principal Securities Inc. | 5,002 | $442 | 12/31/2023 |
VNQ | 5,002 | $442 | 12/31/2023 |
GFS Advisors LLC | 5,051 | $437 | 03/31/2024 |
VNQ | 5,051 | $437 | 03/31/2024 |
PBMares Wealth Management LLC | 4,940 | $437 | 12/31/2023 |
VNQ | 4,940 | $437 | 12/31/2023 |
Northwest Bancshares Inc. | 5,031 | $435 | 03/31/2024 |
VNQ | 5,031 | $435 | 03/31/2024 |
Canal Capital Management LLC | 5,033 | $435 | 03/31/2024 |
VNQ | 5,033 | $435 | 03/31/2024 |
Lam Group Inc. | 5,030 | $435 | 03/31/2024 |
VNQ | 5,030 | $435 | 03/31/2024 |
Wintrust Investments LLC | 4,906 | $433 | 12/31/2023 |
VNQ | 4,906 | $433 | 12/31/2023 |
Edge Wealth Management LLC | 5,000 | $432 | 03/31/2024 |
VNQ | 5,000 | $432 | 03/31/2024 |
Clear Rock Advisors LLC | 5,117 | $432 | 12/31/2023 |
VNQ | 5,117 | $432 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 4,877 | $431 | 12/31/2023 |
VNQ | 4,877 | $431 | 12/31/2023 |
Claro Advisors LLC | 4,974 | $430 | 03/31/2024 |
VNQ | 4,974 | $430 | 03/31/2024 |
Davis R M Inc. | 4,867 | $430 | 12/31/2023 |
VNQ | 4,867 | $430 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 4,945 | $428 | 03/31/2024 |
VNQ | 4,945 | $428 | 03/31/2024 |
Keystone Financial Planning Inc. | 4,942 | $427 | 03/31/2024 |
VNQ | 4,942 | $427 | 03/31/2024 |
Bray Capital Advisors | 4,830 | $427 | 12/31/2023 |
VNQ | 4,830 | $427 | 12/31/2023 |
First County Bank CT | 4,820 | $426 | 12/31/2023 |
VNQ | 4,820 | $426 | 12/31/2023 |
FirstPurpose Wealth LLC | 5,144 | $424 | 03/31/2024 |
VNQ | 5,144 | $424 | 03/31/2024 |
Wilson & Boucher Capital Management LLC | 4,800 | $424 | 12/31/2023 |
VNQ | 4,800 | $424 | 12/31/2023 |
Summit Financial LLC | 4,885 | $422 | 03/31/2024 |
VNQ | 4,885 | $422 | 03/31/2024 |
Objective Capital Management LLC | 4,762 | $421 | 12/31/2023 |
VNQ | 4,762 | $421 | 12/31/2023 |
Morris Financial Concepts Inc. | 4,830 | $418 | 03/31/2024 |
VNQ | 4,830 | $418 | 03/31/2024 |
McNaughton Wealth Management LLC | 4,836 | $418 | 03/31/2024 |
VNQ | 4,836 | $418 | 03/31/2024 |
BlackRock Inc. | 4,726 | $418 | 12/31/2023 |
VNQ | 4,726 | $418 | 12/31/2023 |
Resolute Partners Group | 4,706 | $416 | 12/31/2023 |
VNQ | 4,706 | $416 | 12/31/2023 |
Equita Financial Network Inc. | 4,696 | $415 | 12/31/2023 |
VNQ | 4,696 | $415 | 12/31/2023 |
Norris Perne & French LLP MI | 4,790 | $414 | 03/31/2024 |
VNQ | 4,790 | $414 | 03/31/2024 |
PCA Investment Advisory Services Inc. | 4,685 | $414 | 12/31/2023 |
VNQ | 4,685 | $414 | 12/31/2023 |
Patten Group Inc. | 4,761 | $412 | 03/31/2024 |
VNQ | 4,761 | $412 | 03/31/2024 |
First International Bank & Trust | 4,734 | $409 | 03/31/2024 |
VNQ | 4,734 | $409 | 03/31/2024 |
Trust Co. of Vermont | 4,612 | $408 | 12/31/2023 |
VNQ | 4,612 | $408 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 4,622 | $408 | 12/31/2023 |
VNQ | 4,622 | $408 | 12/31/2023 |
First Heartland Consultants Inc. | 4,605 | $407 | 12/31/2023 |
VNQ | 4,605 | $407 | 12/31/2023 |
Strategic Financial Concepts LLC | 4,683 | $405 | 03/31/2024 |
VNQ | 4,683 | $405 | 03/31/2024 |
MGO Private Wealth LLC | 4,656 | $403 | 03/31/2024 |
VNQ | 4,656 | $403 | 03/31/2024 |
Paces Ferry Wealth Advisors LLC | 4,545 | $402 | 12/31/2023 |
VNQ | 4,545 | $402 | 12/31/2023 |
Berkeley Capital Partners LLC | 4,507 | $398 | 12/31/2023 |
VNQ | 4,507 | $398 | 12/31/2023 |
Gryphon Financial Partners LLC | 4,500 | $398 | 12/31/2023 |
VNQ | 4,500 | $398 | 12/31/2023 |
PEAK6 Investments LLC | $398 | 12/31/2023 | |
Call | 23,600 | $2,085 | 12/31/2023 |
Put | 22,800 | $2,015 | 12/31/2023 |
VNQ | 3,713 | $328 | 12/31/2023 |
Latitude Advisors LLC | 4,584 | $396 | 03/31/2024 |
VNQ | 4,584 | $396 | 03/31/2024 |
Summit Financial Wealth Advisors LLC | 4,482 | $396 | 12/31/2023 |
VNQ | 4,482 | $396 | 12/31/2023 |
Forum Private Client Group LLC | 4,470 | $395 | 12/31/2023 |
VNQ | 4,470 | $395 | 12/31/2023 |
Activest Wealth Management | 4,553 | $394 | 03/31/2024 |
VNQ | 4,553 | $394 | 03/31/2024 |
HM Payson & Co. | 4,449 | $393 | 12/31/2023 |
VNQ | 4,449 | $393 | 12/31/2023 |
Boston Trust Walden Corp | 4,522 | $391 | 03/31/2024 |
VNQ | 4,522 | $391 | 03/31/2024 |
Capital Performance Advisors LLP | 4,522 | $391 | 03/31/2024 |
VNQ | 4,522 | $391 | 03/31/2024 |
Hillcrest Wealth Advisors NY LLC | 4,500 | $389 | 03/31/2024 |
VNQ | 4,500 | $389 | 03/31/2024 |
Garrison Point Advisors LLC | 4,384 | $387 | 12/31/2023 |
VNQ | 4,384 | $387 | 12/31/2023 |
W.H. Cornerstone Investments Inc. | 4,381 | $387 | 12/31/2023 |
VNQ | 4,381 | $387 | 12/31/2023 |
Personal CFO Solutions LLC | 4,362 | $385 | 12/31/2023 |
VNQ | 4,362 | $385 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 4,359 | $385 | 12/31/2023 |
VNQ | 4,359 | $385 | 12/31/2023 |
Lokken Investment Group LLC | 4,353 | $385 | 12/31/2023 |
VNQ | 4,353 | $385 | 12/31/2023 |
Walleye Trading LLC | $381 | 12/31/2023 | |
VNQ | 10,512 | $929 | 12/31/2023 |
Put | 7,800 | $689 | 12/31/2023 |
Call | 1,600 | $141 | 12/31/2023 |
Colonial Trust Co SC | 4,312 | $381 | 12/31/2023 |
VNQ | 4,312 | $381 | 12/31/2023 |
Schneider Downs Wealth Management Advisors LP | 4,280 | $378 | 12/31/2023 |
VNQ | 4,280 | $378 | 12/31/2023 |
Wick Capital Partners LLC | 4,278 | $378 | 12/31/2023 |
VNQ | 4,278 | $378 | 12/31/2023 |
Occidental Asset Management LLC | 4,349 | $376 | 03/31/2024 |
VNQ | 4,349 | $376 | 03/31/2024 |
Davidson Trust Co. | 4,256 | $376 | 12/31/2023 |
VNQ | 4,256 | $376 | 12/31/2023 |
Professional Advisory Services Inc. | 4,336 | $375 | 03/31/2024 |
VNQ | 4,336 | $375 | 03/31/2024 |
Tactive Advisors LLC | 4,221 | $373 | 12/31/2023 |
VNQ | 4,221 | $373 | 12/31/2023 |
Davis Capital Management | 4,375 | $372 | 03/31/2024 |
VNQ | 4,375 | $372 | 03/31/2024 |
Private Management Group Inc. | 4,209 | $372 | 12/31/2023 |
VNQ | 4,209 | $372 | 12/31/2023 |
Jupiter Wealth Management LLC | 4,215 | $372 | 12/31/2023 |
VNQ | 4,215 | $372 | 12/31/2023 |
Diversified Trust Co | 4,286 | $371 | 03/31/2024 |
VNQ | 4,286 | $371 | 03/31/2024 |
Badgley Phelps Wealth Managers LLC | 4,189 | $370 | 12/31/2023 |
VNQ | 4,189 | $370 | 12/31/2023 |
Fidelity D & D Bancorp Inc. | 4,270 | $369 | 03/31/2024 |
VNQ | 4,270 | $369 | 03/31/2024 |
Sheaff Brock Investment Advisors LLC | 4,174 | $369 | 12/31/2023 |
VNQ | 4,174 | $369 | 12/31/2023 |
Blueprint Investment Partners LLC | 4,168 | $368 | 12/31/2023 |
VNQ | 4,168 | $368 | 12/31/2023 |
Capital City Trust Co. FL | 4,154 | $367 | 12/31/2023 |
VNQ | 4,154 | $367 | 12/31/2023 |
Tandem Capital Management Corp ADV | 4,147 | $366 | 12/31/2023 |
VNQ | 4,147 | $366 | 12/31/2023 |
Moloney Securities Asset Management LLC | 4,142 | $366 | 12/31/2023 |
VNQ | 4,142 | $366 | 12/31/2023 |
Indiana Trust & Investment Management CO | 4,215 | $365 | 03/31/2024 |
VNQ | 4,215 | $365 | 03/31/2024 |
Headinvest LLC | 4,115 | $364 | 12/31/2023 |
VNQ | 4,115 | $364 | 12/31/2023 |
Samalin Investment Counsel LLC | 4,109 | $363 | 12/31/2023 |
VNQ | 4,109 | $363 | 12/31/2023 |
Cedar Mountain Advisors LLC | 4,187 | $362 | 03/31/2024 |
VNQ | 4,187 | $362 | 03/31/2024 |
SkyOak Wealth LLC | 4,091 | $361 | 12/31/2023 |
VNQ | 4,091 | $361 | 12/31/2023 |
Monument Group Wealth Advisors LLC | 4,083 | $361 | 12/31/2023 |
VNQ | 4,083 | $361 | 12/31/2023 |
Farmers Trust Co. | 4,168 | $360 | 03/31/2024 |
VNQ | 4,168 | $360 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 4,062 | $359 | 12/31/2023 |
VNQ | 4,062 | $359 | 12/31/2023 |
Discipline Wealth Solutions LLC | 4,258 | $359 | 12/31/2023 |
VNQ | 4,258 | $359 | 12/31/2023 |
Peak Financial Management Inc. | 4,139 | $358 | 03/31/2024 |
VNQ | 4,139 | $358 | 03/31/2024 |
Perkins Coie Trust Co | 4,131 | $357 | 03/31/2024 |
VNQ | 4,131 | $357 | 03/31/2024 |
Inspirion Wealth Advisors LLC | 4,130 | $357 | 03/31/2024 |
VNQ | 4,130 | $357 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,039 | $357 | 12/31/2023 |
VNQ | 4,039 | $357 | 12/31/2023 |
Diligent Investors LLC | 4,032 | $356 | 12/31/2023 |
VNQ | 4,032 | $356 | 12/31/2023 |
Per Stirling Capital Management LLC. | 4,031 | $356 | 12/31/2023 |
VNQ | 4,031 | $356 | 12/31/2023 |
Ignite Planners LLC | 4,119 | $350 | 03/31/2024 |
VNQ | 4,119 | $350 | 03/31/2024 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,959 | $350 | 12/31/2023 |
VNQ | 3,959 | $350 | 12/31/2023 |
First National Trust Co | 4,030 | $349 | 03/31/2024 |
VNQ | 4,030 | $349 | 03/31/2024 |
Marino Stram & Associates LLC | 4,024 | $348 | 03/31/2024 |
VNQ | 4,024 | $348 | 03/31/2024 |
Steel Peak Wealth Management LLC | 4,023 | $348 | 03/31/2024 |
VNQ | 4,023 | $348 | 03/31/2024 |
Burney Co. | 3,932 | $347 | 12/31/2023 |
VNQ | 3,932 | $347 | 12/31/2023 |
Financial Freedom LLC | 3,998 | $346 | 03/31/2024 |
VNQ | 3,998 | $346 | 03/31/2024 |
Roger Wittlin Investment Advisory LLC | 3,917 | $346 | 12/31/2023 |
VNQ | 3,917 | $346 | 12/31/2023 |
Fee Only Financial Planning L.C. | 3,986 | $345 | 03/31/2024 |
VNQ | 3,986 | $345 | 03/31/2024 |
Stablepoint Partners LLC | 3,984 | $345 | 03/31/2024 |
VNQ | 3,984 | $345 | 03/31/2024 |
GSB Wealth Management LLC | 3,891 | $344 | 12/31/2023 |
VNQ | 3,891 | $344 | 12/31/2023 |
Seascape Capital Management | 3,862 | $341 | 12/31/2023 |
VNQ | 3,862 | $341 | 12/31/2023 |
Moseley Investment Management Inc. | 3,935 | $340 | 03/31/2024 |
VNQ | 3,935 | $340 | 03/31/2024 |
Ledyard National Bank | 3,849 | $340 | 12/31/2023 |
VNQ | 3,849 | $340 | 12/31/2023 |
NorthRock Partners LLC | 3,843 | $340 | 12/31/2023 |
VNQ | 3,843 | $340 | 12/31/2023 |
Platform Technology Partners | 4,033 | $340 | 12/31/2023 |
VNQ | 4,033 | $340 | 12/31/2023 |
Orrstown Financial Services Inc. | 3,911 | $338 | 03/31/2024 |
VNQ | 3,911 | $338 | 03/31/2024 |
Gold Investment Management Ltd. | 3,830 | $338 | 12/31/2023 |
VNQ | 3,830 | $338 | 12/31/2023 |
Safeguard Financial LLC | 3,893 | $337 | 03/31/2024 |
VNQ | 3,893 | $337 | 03/31/2024 |
Mattern Capital Management LLC | 3,815 | $337 | 12/31/2023 |
VNQ | 3,815 | $337 | 12/31/2023 |
Ausdal Financial Partners Inc. | 3,890 | $336 | 03/31/2024 |
VNQ | 3,890 | $336 | 03/31/2024 |
Meridian Investment Counsel Inc. | 3,789 | $335 | 12/31/2023 |
VNQ | 3,789 | $335 | 12/31/2023 |
Spreng Capital Management Inc. | 3,730 | $330 | 12/31/2023 |
VNQ | 3,730 | $330 | 12/31/2023 |
McNamara Financial Services Inc. | 3,808 | $329 | 03/31/2024 |
VNQ | 3,808 | $329 | 03/31/2024 |
Halbert Hargrove Global Advisors LLC | 3,777 | $327 | 03/31/2024 |
VNQ | 3,777 | $327 | 03/31/2024 |
Guidance Point Advisors LLC | 3,692 | $327 | 12/31/2023 |
VNQ | 3,692 | $327 | 12/31/2023 |
Arrowroot Family Office LLC | 3,701 | $327 | 12/31/2023 |
VNQ | 3,701 | $327 | 12/31/2023 |
Ironwood Financial llc | 3,766 | $326 | 03/31/2024 |
VNQ | 3,766 | $326 | 03/31/2024 |
Bath Savings Trust Co | 3,751 | $324 | 03/31/2024 |
VNQ | 3,751 | $324 | 03/31/2024 |
Valeo Financial Advisors LLC | 4,021 | $324 | 03/31/2024 |
VNQ | 4,021 | $324 | 03/31/2024 |
Townsquare Capital LLC | 3,662 | $324 | 12/31/2023 |
VNQ | 3,662 | $324 | 12/31/2023 |
Ballast Inc. | 3,650 | $323 | 12/31/2023 |
VNQ | 3,650 | $323 | 12/31/2023 |
Acima Private Wealth LLC | 3,650 | $323 | 12/31/2023 |
VNQ | 3,650 | $323 | 12/31/2023 |
Charter Oak Capital Management LLC | 3,726 | $322 | 03/31/2024 |
VNQ | 3,726 | $322 | 03/31/2024 |
Murphy Middleton Hinkle & Parker Inc. | 3,710 | $321 | 03/31/2024 |
VNQ | 3,710 | $321 | 03/31/2024 |
Petra Financial Advisors Inc. | 3,710 | $321 | 03/31/2024 |
VNQ | 3,710 | $321 | 03/31/2024 |
Wealthstream Advisors Inc. | 3,630 | $321 | 12/31/2023 |
VNQ | 3,630 | $321 | 12/31/2023 |
Cowa LLC | 3,613 | $320 | 12/31/2023 |
VNQ | 3,613 | $320 | 12/31/2023 |
Silverlake Wealth Management LLC | 3,684 | $319 | 03/31/2024 |
VNQ | 3,684 | $319 | 03/31/2024 |
Channel Wealth LLC | 3,692 | $319 | 03/31/2024 |
VNQ | 3,692 | $319 | 03/31/2024 |
Quadrant Private Wealth Management LLC | 3,581 | $316 | 12/31/2023 |
VNQ | 3,581 | $316 | 12/31/2023 |
Forza Wealth Management LLC | 3,644 | $315 | 03/31/2024 |
VNQ | 3,644 | $315 | 03/31/2024 |
TD Capital Management LLC | 3,561 | $315 | 12/31/2023 |
VNQ | 3,561 | $315 | 12/31/2023 |
Walden Wealth Partners LLC | 3,762 | $314 | 03/31/2024 |
VNQ | 3,762 | $314 | 03/31/2024 |
Prosperity Planning Inc. | 3,623 | $313 | 03/31/2024 |
VNQ | 3,623 | $313 | 03/31/2024 |
Financial Network Wealth Management LLC | 3,551 | $313 | 12/31/2023 |
VNQ | 3,551 | $313 | 12/31/2023 |
TRUE Private Wealth Advisors | 3,603 | $312 | 03/31/2024 |
VNQ | 3,603 | $312 | 03/31/2024 |
PFG Advisors | 3,533 | $312 | 12/31/2023 |
VNQ | 3,533 | $312 | 12/31/2023 |
Opes Wealth Management LLC | 3,524 | $311 | 12/31/2023 |
VNQ | 3,524 | $311 | 12/31/2023 |
Modern Wealth Management LLC | 3,508 | $310 | 12/31/2023 |
VNQ | 3,508 | $310 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 3,574 | $309 | 03/31/2024 |
VNQ | 3,574 | $309 | 03/31/2024 |
Wetherby Asset Management Inc. | 3,485 | $308 | 12/31/2023 |
VNQ | 3,485 | $308 | 12/31/2023 |
Atwater Malick LLC | 3,555 | $307 | 03/31/2024 |
VNQ | 3,555 | $307 | 03/31/2024 |
Cassady Schiller Wealth Management LLC | 3,471 | $307 | 12/31/2023 |
VNQ | 3,471 | $307 | 12/31/2023 |
Linscomb & Williams Inc. | 3,467 | $306 | 12/31/2023 |
VNQ | 3,467 | $306 | 12/31/2023 |
RiverGlades Family Offices LLC | 3,630 | $306 | 12/31/2023 |
VNQ | 3,630 | $306 | 12/31/2023 |
Northwest Capital Management Inc | 3,524 | $305 | 03/31/2024 |
VNQ | 3,524 | $305 | 03/31/2024 |
Sheets Smith Wealth Management | 3,454 | $305 | 12/31/2023 |
VNQ | 3,454 | $305 | 12/31/2023 |
Poehling Capital Management LLC | 3,453 | $305 | 12/31/2023 |
VNQ | 3,453 | $305 | 12/31/2023 |
Money Concepts Capital Corp | 3,437 | $304 | 12/31/2023 |
VNQ | 3,437 | $304 | 12/31/2023 |
Paulson Wealth Management Inc. | 3,428 | $303 | 12/31/2023 |
VNQ | 3,428 | $303 | 12/31/2023 |
Wealthspan Partners LLC | 3,432 | $303 | 12/31/2023 |
VNQ | 3,432 | $303 | 12/31/2023 |
Mechanics Bank Trust Department | 3,480 | $301 | 03/31/2024 |
VNQ | 3,480 | $301 | 03/31/2024 |
Northern Capital Management Inc. | 3,398 | $300 | 12/31/2023 |
VNQ | 3,398 | $300 | 12/31/2023 |
Horan Capital Advisors LLC. | 3,398 | $300 | 12/31/2023 |
VNQ | 3,398 | $300 | 12/31/2023 |
Coastal Investment Advisors Inc. | 3,461 | $299 | 03/31/2024 |
VNQ | 3,461 | $299 | 03/31/2024 |
Insight Advisors LLC PA | 3,379 | $299 | 12/31/2023 |
VNQ | 3,379 | $299 | 12/31/2023 |
CGC Financial Services LLC | 3,450 | $298 | 03/31/2024 |
VNQ | 3,450 | $298 | 03/31/2024 |
Gordian Advisors LLC | 3,449 | $298 | 03/31/2024 |
VNQ | 3,449 | $298 | 03/31/2024 |
Stockman Wealth Management Inc. | 3,432 | $297 | 03/31/2024 |
VNQ | 3,432 | $297 | 03/31/2024 |
Clarius Group LLC | 3,431 | $297 | 03/31/2024 |
VNQ | 3,431 | $297 | 03/31/2024 |
Iron Horse Wealth Management LLC | 3,440 | $297 | 03/31/2024 |
VNQ | 3,440 | $297 | 03/31/2024 |
Texas Capital Bank Wealth Management Services Inc. | 3,357 | $297 | 12/31/2023 |
VNQ | 3,357 | $297 | 12/31/2023 |
AllSquare Wealth Management LLC | 3,339 | $295 | 12/31/2023 |
VNQ | 3,339 | $295 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 3,340 | $295 | 12/31/2023 |
VNQ | 3,340 | $295 | 12/31/2023 |
Synergy Financial Group LTD | 3,332 | $294 | 12/31/2023 |
VNQ | 3,332 | $294 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 3,360 | $291 | 03/31/2024 |
VNQ | 3,360 | $291 | 03/31/2024 |
Pasadena Private Wealth LLC | 3,350 | $290 | 03/31/2024 |
VNQ | 3,350 | $290 | 03/31/2024 |
Unionview LLC | 3,274 | $289 | 12/31/2023 |
VNQ | 3,274 | $289 | 12/31/2023 |
Cooper Haims Advisors LLC | 3,253 | $287 | 12/31/2023 |
VNQ | 3,253 | $287 | 12/31/2023 |
Castle Rock Wealth Management LLC | 3,329 | $287 | 12/31/2023 |
VNQ | 3,329 | $287 | 12/31/2023 |
EverSource Wealth Advisors LLC | 3,235 | $286 | 12/31/2023 |
VNQ | 3,235 | $286 | 12/31/2023 |
Paladin Advisory Group LLC | 3,242 | $286 | 12/31/2023 |
VNQ | 3,242 | $286 | 12/31/2023 |
McAdam LLC | 3,297 | $285 | 03/31/2024 |
VNQ | 3,297 | $285 | 03/31/2024 |
Keystone Financial Group | 3,222 | $285 | 12/31/2023 |
VNQ | 3,222 | $285 | 12/31/2023 |
Heritage Wealth Management LLC | 3,286 | $284 | 03/31/2024 |
VNQ | 3,286 | $284 | 03/31/2024 |
Legacy Capital Wealth Partners LLC | 3,212 | $284 | 12/31/2023 |
VNQ | 3,212 | $284 | 12/31/2023 |
Evolution Wealth Advisors LLC | 3,275 | $283 | 03/31/2024 |
VNQ | 3,275 | $283 | 03/31/2024 |
Elequin Capital LP | 3,203 | $283 | 12/31/2023 |
VNQ | 3,203 | $283 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 3,176 | $281 | 12/31/2023 |
VNQ | 3,176 | $281 | 12/31/2023 |
RFP Financial Group LLC | 3,177 | $281 | 12/31/2023 |
VNQ | 3,177 | $281 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 3,230 | $279 | 03/31/2024 |
VNQ | 3,230 | $279 | 03/31/2024 |
Cadent Capital Advisors LLC | 3,229 | $279 | 03/31/2024 |
VNQ | 3,229 | $279 | 03/31/2024 |
Colony Family Offices LLC | 3,159 | $279 | 12/31/2023 |
VNQ | 3,159 | $279 | 12/31/2023 |
Birchcreek Wealth Management LLC | 3,161 | $279 | 12/31/2023 |
VNQ | 3,161 | $279 | 12/31/2023 |
Straight Path Wealth Management | 3,155 | $279 | 12/31/2023 |
VNQ | 3,155 | $279 | 12/31/2023 |
Glassman Wealth Services | 3,137 | $277 | 12/31/2023 |
VNQ | 3,137 | $277 | 12/31/2023 |
Delap Wealth Advisory LLC | 3,140 | $277 | 12/31/2023 |
VNQ | 3,140 | $277 | 12/31/2023 |
German American Bancorp Inc. | 3,109 | $275 | 12/31/2023 |
VNQ | 3,109 | $275 | 12/31/2023 |
Brookmont Capital Management | 3,167 | $274 | 03/31/2024 |
VNQ | 3,167 | $274 | 03/31/2024 |
American Money Management LLC | 3,097 | $274 | 12/31/2023 |
VNQ | 3,097 | $274 | 12/31/2023 |
Sargent Investment Group LLC | 3,096 | $274 | 12/31/2023 |
VNQ | 3,096 | $274 | 12/31/2023 |
BCK Capital Management LP | 3,094 | $273 | 12/31/2023 |
VNQ | 3,094 | $273 | 12/31/2023 |
MontVue Capital Management Inc. | 3,092 | $273 | 12/31/2023 |
VNQ | 3,092 | $273 | 12/31/2023 |
Charter Trust Co. | 3,151 | $272 | 03/31/2024 |
VNQ | 3,151 | $272 | 03/31/2024 |
Asset Dedication LLC | 3,092 | $271 | 03/31/2024 |
VNQ | 3,092 | $271 | 03/31/2024 |
RDA Financial Network | 3,137 | $271 | 03/31/2024 |
VNQ | 3,137 | $271 | 03/31/2024 |
Verity Asset Management Inc. | 3,063 | $271 | 12/31/2023 |
VNQ | 3,063 | $271 | 12/31/2023 |
AMI Investment Management Inc. | 3,127 | $270 | 03/31/2024 |
VNQ | 3,127 | $270 | 03/31/2024 |
Sage Rhino Capital LLC | 3,123 | $270 | 03/31/2024 |
VNQ | 3,123 | $270 | 03/31/2024 |
HBC Financial Services PLLC | 3,042 | $268 | 12/31/2023 |
VNQ | 3,042 | $268 | 12/31/2023 |
BEAM Asset Management LLC | 3,030 | $268 | 12/31/2023 |
VNQ | 3,030 | $268 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 3,091 | $267 | 03/31/2024 |
VNQ | 3,091 | $267 | 03/31/2024 |
Panoramic Investment Advisors LLC | 3,086 | $267 | 03/31/2024 |
VNQ | 3,086 | $267 | 03/31/2024 |
Good Life Advisors LLC | 3,020 | $267 | 12/31/2023 |
VNQ | 3,020 | $267 | 12/31/2023 |
Perennial Investment Advisors LLC | 3,026 | $267 | 12/31/2023 |
VNQ | 3,026 | $267 | 12/31/2023 |
Gamco Investors INC. ET AL | 3,000 | $265 | 12/31/2023 |
VNQ | 3,000 | $265 | 12/31/2023 |
Transatlantique Private Wealth LLC | 3,000 | $265 | 12/31/2023 |
VNQ | 3,000 | $265 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 2,984 | $264 | 12/31/2023 |
VNQ | 2,984 | $264 | 12/31/2023 |
Griffin Asset Management Inc. | 3,039 | $263 | 03/31/2024 |
VNQ | 3,039 | $263 | 03/31/2024 |
Kendall Capital Management | 2,961 | $262 | 12/31/2023 |
VNQ | 2,961 | $262 | 12/31/2023 |
Lincoln Capital LLC | 3,000 | $259 | 03/31/2024 |
VNQ | 3,000 | $259 | 03/31/2024 |
Landmark Wealth Management LLC | 2,997 | $259 | 03/31/2024 |
VNQ | 2,997 | $259 | 03/31/2024 |
Beacon Financial Advisory LLC | 2,921 | $258 | 12/31/2023 |
VNQ | 2,921 | $258 | 12/31/2023 |
Icon Wealth Advisors LLC | 2,919 | $258 | 12/31/2023 |
VNQ | 2,919 | $258 | 12/31/2023 |
Blossom Wealth Management | 2,971 | $257 | 03/31/2024 |
VNQ | 2,971 | $257 | 03/31/2024 |
Angeles Wealth Management LLC | 2,910 | $257 | 12/31/2023 |
VNQ | 2,910 | $257 | 12/31/2023 |
Morton Brown Family Wealth LLC | 2,963 | $256 | 03/31/2024 |
VNQ | 2,963 | $256 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 2,877 | $254 | 03/31/2024 |
VNQ | 2,877 | $254 | 03/31/2024 |
Fundamentun LLC | 2,939 | $254 | 03/31/2024 |
VNQ | 2,939 | $254 | 03/31/2024 |
Columbia Trust Co 01012016 | 2,872 | $254 | 12/31/2023 |
VNQ | 2,872 | $254 | 12/31/2023 |
Ardent Capital Management Inc. | 2,871 | $254 | 12/31/2023 |
VNQ | 2,871 | $254 | 12/31/2023 |
Cranbrook Wealth Management LLC | 2,922 | $253 | 03/31/2024 |
VNQ | 2,922 | $253 | 03/31/2024 |
CBIZ Investment Advisory Services LLC | 2,869 | $253 | 12/31/2023 |
VNQ | 2,869 | $253 | 12/31/2023 |
Harbour Capital Advisors LLC | 3,000 | $252 | 03/31/2024 |
VNQ | 3,000 | $252 | 03/31/2024 |
LaSalle St. Investment Advisors LLC | 2,822 | $249 | 12/31/2023 |
VNQ | 2,822 | $249 | 12/31/2023 |
IVC Wealth Advisors LLC | 2,862 | $248 | 03/31/2024 |
VNQ | 2,862 | $248 | 03/31/2024 |
Compass Financial Group INC SD | 2,853 | $247 | 03/31/2024 |
VNQ | 2,853 | $247 | 03/31/2024 |
BLB&B Advisors LLC | 2,840 | $246 | 03/31/2024 |
VNQ | 2,840 | $246 | 03/31/2024 |
Aua Capital Management LLC | 2,845 | $246 | 03/31/2024 |
VNQ | 2,845 | $246 | 03/31/2024 |
ADE LLC | 2,839 | $246 | 03/31/2024 |
VNQ | 2,839 | $246 | 03/31/2024 |
Fernwood Investment Management LLC | 2,878 | $246 | 12/31/2023 |
VNQ | 2,878 | $246 | 12/31/2023 |
Oceanside Advisors LLC | 2,823 | $244 | 03/31/2024 |
VNQ | 2,823 | $244 | 03/31/2024 |
Knollwood Investment Advisory LLC | 2,767 | $244 | 12/31/2023 |
VNQ | 2,767 | $244 | 12/31/2023 |
Beacon Financial Group | 2,754 | $243 | 12/31/2023 |
VNQ | 2,754 | $243 | 12/31/2023 |
Patten & Patten Inc. TN | 2,741 | $242 | 12/31/2023 |
VNQ | 2,741 | $242 | 12/31/2023 |
Trust Point Inc. | 2,779 | $240 | 03/31/2024 |
VNQ | 2,779 | $240 | 03/31/2024 |
Clear Creek Financial Management LLC | 2,779 | $240 | 03/31/2024 |
VNQ | 2,779 | $240 | 03/31/2024 |
Meridian Management Co. | 2,839 | $240 | 12/31/2023 |
VNQ | 2,839 | $240 | 12/31/2023 |
Bensler LLC | 2,719 | $240 | 12/31/2023 |
VNQ | 2,719 | $240 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 2,704 | $239 | 12/31/2023 |
VNQ | 2,704 | $239 | 12/31/2023 |
E&G Advisors LP | 2,750 | $238 | 03/31/2024 |
VNQ | 2,750 | $238 | 03/31/2024 |
Melfa Wealth Management LLC | 2,749 | $238 | 03/31/2024 |
VNQ | 2,749 | $238 | 03/31/2024 |
Alexander Randolph Advisory Inc. | 2,678 | $237 | 12/31/2023 |
VNQ | 2,678 | $237 | 12/31/2023 |
Regal Wealth Group Inc. | 2,731 | $237 | 12/31/2023 |
VNQ | 2,731 | $237 | 12/31/2023 |
Kraft Asset Management LLC | 2,678 | $237 | 12/31/2023 |
VNQ | 2,678 | $237 | 12/31/2023 |
ETF Store Inc. | 2,683 | $237 | 12/31/2023 |
VNQ | 2,683 | $237 | 12/31/2023 |
SC&H Financial Advisors Inc. | 2,676 | $236 | 12/31/2023 |
VNQ | 2,676 | $236 | 12/31/2023 |
Capasso Planning Partners LLC | 2,715 | $235 | 03/31/2024 |
VNQ | 2,715 | $235 | 03/31/2024 |
Blankinship & Foster LLC | 2,656 | $235 | 12/31/2023 |
VNQ | 2,656 | $235 | 12/31/2023 |
Chesley Taft & Associates LLC | 2,703 | $234 | 03/31/2024 |
VNQ | 2,703 | $234 | 03/31/2024 |
Center for Financial Planning Inc. | 2,703 | $234 | 03/31/2024 |
VNQ | 2,703 | $234 | 03/31/2024 |
Drive Wealth Management LLC | 2,703 | $234 | 03/31/2024 |
VNQ | 2,703 | $234 | 03/31/2024 |
MorganRosel Wealth Management LLC | 2,692 | $233 | 03/31/2024 |
VNQ | 2,692 | $233 | 03/31/2024 |
Aprio Wealth Management LLC | 2,674 | $231 | 03/31/2024 |
VNQ | 2,674 | $231 | 03/31/2024 |
Tritonpoint Wealth LLC | 2,671 | $231 | 03/31/2024 |
VNQ | 2,671 | $231 | 03/31/2024 |
Wsfs Capital Management LLC | 2,616 | $231 | 12/31/2023 |
VNQ | 2,616 | $231 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 2,618 | $231 | 12/31/2023 |
VNQ | 2,618 | $231 | 12/31/2023 |
Abacus Wealth Partners LLC | 2,659 | $230 | 03/31/2024 |
VNQ | 2,659 | $230 | 03/31/2024 |
Credit Suisse AG | 2,600 | $230 | 12/31/2023 |
VNQ | 2,600 | $230 | 12/31/2023 |
Moran Wealth Management LLC | 2,606 | $230 | 12/31/2023 |
VNQ | 2,606 | $230 | 12/31/2023 |
Hill Investment Group Partners LLC | 2,608 | $230 | 12/31/2023 |
VNQ | 2,608 | $230 | 12/31/2023 |
Sprinkle Financial Consultants LLC | 2,647 | $229 | 03/31/2024 |
VNQ | 2,647 | $229 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 2,592 | $229 | 12/31/2023 |
VNQ | 2,592 | $229 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 2,638 | $228 | 03/31/2024 |
VNQ | 2,638 | $228 | 03/31/2024 |
Green Square Capital Advisors LLC | 2,583 | $228 | 12/31/2023 |
VNQ | 2,583 | $228 | 12/31/2023 |
Harbour Trust & Investment Management Co | 2,620 | $227 | 03/31/2024 |
VNQ | 2,620 | $227 | 03/31/2024 |
South State CORP. | 2,560 | $226 | 12/31/2023 |
VNQ | 2,560 | $226 | 12/31/2023 |
Aptus Capital Advisors LLC | 2,560 | $226 | 12/31/2023 |
VNQ | 2,560 | $226 | 12/31/2023 |
SevenBridge Financial Group LLC | 2,558 | $226 | 12/31/2023 |
VNQ | 2,558 | $226 | 12/31/2023 |
Wambolt & Associates LLC | 2,563 | $226 | 12/31/2023 |
VNQ | 2,563 | $226 | 12/31/2023 |
Maia Wealth LLC | 2,561 | $226 | 12/31/2023 |
VNQ | 2,561 | $226 | 12/31/2023 |
ST Germain D J Co. Inc. | 2,599 | $225 | 03/31/2024 |
VNQ | 2,599 | $225 | 03/31/2024 |
Smith & Howard Wealth Management LLC | 2,589 | $224 | 03/31/2024 |
VNQ | 2,589 | $224 | 03/31/2024 |
Lee Danner & Bass Inc. | 2,536 | $224 | 12/31/2023 |
VNQ | 2,536 | $224 | 12/31/2023 |
RBA Wealth Management LLC | 2,575 | $223 | 03/31/2024 |
VNQ | 2,575 | $223 | 03/31/2024 |
Romano Brothers AND Company | 2,562 | $222 | 03/31/2024 |
VNQ | 2,562 | $222 | 03/31/2024 |
PAX Financial Group LLC | 2,630 | $222 | 12/31/2023 |
VNQ | 2,630 | $222 | 12/31/2023 |
LJI Wealth Management LLC | 2,513 | $222 | 12/31/2023 |
VNQ | 2,513 | $222 | 12/31/2023 |
DORCHESTER WEALTH MANAGEMENT Co | 2,500 | $221 | 12/31/2023 |
VNQ | 2,500 | $221 | 12/31/2023 |
Aviso Wealth Management | 2,461 | $217 | 12/31/2023 |
VNQ | 2,461 | $217 | 12/31/2023 |
Courier Capital LLC | 2,500 | $216 | 03/31/2024 |
VNQ | 2,500 | $216 | 03/31/2024 |
Bridgeworth LLC | 2,389 | $211 | 12/31/2023 |
VNQ | 2,389 | $211 | 12/31/2023 |
Element Wealth LLC | 2,383 | $211 | 12/31/2023 |
VNQ | 2,383 | $211 | 12/31/2023 |
Life Planning Partners Inc | 2,388 | $211 | 12/31/2023 |
VNQ | 2,388 | $211 | 12/31/2023 |
Oak Asset Management LLC | 2,423 | $210 | 03/31/2024 |
VNQ | 2,423 | $210 | 03/31/2024 |
Covestor Ltd | 2,382 | $210 | 12/31/2023 |
VNQ | 2,382 | $210 | 12/31/2023 |
Valley National Advisers Inc. | 2,423 | $209 | 03/31/2024 |
VNQ | 2,423 | $209 | 03/31/2024 |
WorthPointe LLC | 2,364 | $209 | 12/31/2023 |
VNQ | 2,364 | $209 | 12/31/2023 |
TFB Advisors LLC | 2,365 | $209 | 12/31/2023 |
VNQ | 2,365 | $209 | 12/31/2023 |
Summit Trail Advisors LLC | 2,408 | $208 | 03/31/2024 |
VNQ | 2,408 | $208 | 03/31/2024 |
Pillar Wealth Advisors LLC | 2,351 | $208 | 12/31/2023 |
VNQ | 2,351 | $208 | 12/31/2023 |
Jones Financial Companies Lllp | 2,338 | $207 | 12/31/2023 |
VNQ | 2,338 | $207 | 12/31/2023 |
Carlton Hofferkamp & Jenks Wealth Management LLC | 2,570 | $206 | 03/31/2024 |
VNQ | 2,570 | $206 | 03/31/2024 |
Armstrong Advisory Group Inc. | 2,324 | $205 | 03/31/2024 |
VNQ | 2,324 | $205 | 03/31/2024 |
Vestcor Inc | 2,300 | $203 | 12/31/2023 |
VNQ | 2,300 | $203 | 12/31/2023 |
WealthBridge Capital Management LLC | 2,300 | $203 | 12/31/2023 |
VNQ | 2,300 | $203 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 2,313 | $202 | 12/31/2023 |
VNQ | 2,313 | $202 | 12/31/2023 |
QRG Capital Management Inc. | 2,291 | $202 | 12/31/2023 |
VNQ | 2,291 | $202 | 12/31/2023 |
Fountainhead AM LLC | 2,274 | $201 | 12/31/2023 |
VNQ | 2,274 | $201 | 12/31/2023 |
Operose Advisors LLC | 2,240 | $198 | 12/31/2023 |
VNQ | 2,240 | $198 | 12/31/2023 |
Citizens National Bank Trust Department | 2,230 | $197 | 12/31/2023 |
VNQ | 2,230 | $197 | 12/31/2023 |
Lowe Wealth Advisors LLC | 2,266 | $196 | 03/31/2024 |
VNQ | 2,266 | $196 | 03/31/2024 |
AlphaMark Advisors LLC | 2,175 | $188 | 03/31/2024 |
VNQ | 2,175 | $188 | 03/31/2024 |
DAGCO Inc. | 2,129 | $188 | 12/31/2023 |
VNQ | 2,129 | $188 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 2,129 | $188 | 12/31/2023 |
VNQ | 2,129 | $188 | 12/31/2023 |
Opal Wealth Advisors LLC | 2,163 | $187 | 03/31/2024 |
VNQ | 2,163 | $187 | 03/31/2024 |
SJS Investment Consulting Inc. | 2,122 | $184 | 03/31/2024 |
VNQ | 2,122 | $184 | 03/31/2024 |
Macroview Investment Management LLC | 2,051 | $181 | 12/31/2023 |
VNQ | 2,051 | $181 | 12/31/2023 |
AlphaCentric Advisors LLC | 2,083 | $180 | 03/31/2024 |
VNQ | 2,083 | $180 | 03/31/2024 |
TD Waterhouse Canada Inc. | 2,070 | $180 | 12/31/2023 |
VNQ | 2,070 | $180 | 12/31/2023 |
Moser Wealth Advisors LLC | 2,000 | $177 | 12/31/2023 |
VNQ | 2,000 | $177 | 12/31/2023 |
Zurcher Kantonalbank Zurich Cantonalbank | 2,051 | $176 | 03/31/2024 |
VNQ | 2,051 | $176 | 03/31/2024 |
Archer Investment Corp | 1,941 | $172 | 12/31/2023 |
VNQ | 1,941 | $172 | 12/31/2023 |
Fairman Group LLC | 1,910 | $169 | 12/31/2023 |
VNQ | 1,910 | $169 | 12/31/2023 |
Salomon & Ludwin LLC | 1,904 | $168 | 12/31/2023 |
VNQ | 1,904 | $168 | 12/31/2023 |
Ballast Advisors LLC | 1,900 | $168 | 12/31/2023 |
VNQ | 1,900 | $168 | 12/31/2023 |
MGB Wealth Management LLC | 1,885 | $167 | 12/31/2023 |
VNQ | 1,885 | $167 | 12/31/2023 |
APCM Wealth Management for Individuals | 1,924 | $166 | 03/31/2024 |
VNQ | 1,924 | $166 | 03/31/2024 |
Horizon Bancorp Inc. IN | 1,889 | $163 | 03/31/2024 |
VNQ | 1,889 | $163 | 03/31/2024 |
Deutsche Bank AG | 1,844 | $163 | 12/31/2023 |
VNQ | 1,844 | $163 | 12/31/2023 |
Rosenberg Matthew Hamilton | 1,910 | $162 | 03/31/2024 |
VNQ | 1,910 | $162 | 03/31/2024 |
JNBA Financial Advisors | 1,857 | $161 | 03/31/2024 |
VNQ | 1,857 | $161 | 03/31/2024 |
Integrity Financial Corp WA | 1,798 | $159 | 12/31/2023 |
VNQ | 1,798 | $159 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 1,670 | $148 | 12/31/2023 |
VNQ | 1,670 | $148 | 12/31/2023 |
Howe & Rusling Inc. | 1,625 | $144 | 12/31/2023 |
VNQ | 1,625 | $144 | 12/31/2023 |
Signaturefd LLC | 1,583 | $140 | 12/31/2023 |
VNQ | 1,583 | $140 | 12/31/2023 |
Oakworth Capital Inc. | 1,594 | $138 | 03/31/2024 |
VNQ | 1,594 | $138 | 03/31/2024 |
MCF Advisors LLC | 1,588 | $137 | 03/31/2024 |
VNQ | 1,588 | $137 | 03/31/2024 |
AdvisorNet Financial Inc | 1,571 | $136 | 03/31/2024 |
VNQ | 1,571 | $136 | 03/31/2024 |
Tyler Stone Wealth Management | 1,514 | $134 | 12/31/2023 |
VNQ | 1,514 | $134 | 12/31/2023 |
Rise Advisors LLC | 1,532 | $133 | 03/31/2024 |
VNQ | 1,532 | $133 | 03/31/2024 |
Pingora Partners LLC | 1,500 | $133 | 12/31/2023 |
VNQ | 1,500 | $133 | 12/31/2023 |
Toth Financial Advisory Corp | 1,525 | $132 | 03/31/2024 |
VNQ | 1,525 | $132 | 03/31/2024 |
First Manhattan Co. | 1,453 | $128 | 12/31/2023 |
VNQ | 1,453 | $128 | 12/31/2023 |
Annapolis Financial Services LLC | 1,459 | $126 | 03/31/2024 |
VNQ | 1,459 | $126 | 03/31/2024 |
OLD Second National Bank of Aurora | 1,422 | $126 | 12/31/2023 |
VNQ | 1,422 | $126 | 12/31/2023 |
Bramshill Investments LLC | 1,422 | $126 | 12/31/2023 |
VNQ | 1,422 | $126 | 12/31/2023 |
Brown Brothers Harriman & Co. | 1,395 | $123 | 12/31/2023 |
VNQ | 1,395 | $123 | 12/31/2023 |
Retirement Group LLC | 1,370 | $121 | 12/31/2023 |
VNQ | 1,370 | $121 | 12/31/2023 |
Hanson & Doremus Investment Management | 1,374 | $119 | 03/31/2024 |
VNQ | 1,374 | $119 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 1,329 | $117 | 12/31/2023 |
VNQ | 1,329 | $117 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 1,292 | $114 | 12/31/2023 |
VNQ | 1,292 | $114 | 12/31/2023 |
Tsfg LLC | 1,309 | $113 | 03/31/2024 |
VNQ | 1,309 | $113 | 03/31/2024 |
Armor Investment Advisors LLC | 1,237 | $107 | 03/31/2024 |
VNQ | 1,237 | $107 | 03/31/2024 |
JJJ Advisors Inc. | 1,206 | $104 | 03/31/2024 |
VNQ | 1,206 | $104 | 03/31/2024 |
GeoWealth Management LLC | 1,161 | $103 | 12/31/2023 |
VNQ | 1,161 | $103 | 12/31/2023 |
Morling Financial Advisors LLC | 1,138 | $101 | 12/31/2023 |
VNQ | 1,138 | $101 | 12/31/2023 |
Frazier Financial Advisors LLC | 1,110 | $98 | 12/31/2023 |
VNQ | 1,110 | $98 | 12/31/2023 |
Main Street Group LTD | 1,100 | $97 | 12/31/2023 |
VNQ | 1,100 | $97 | 12/31/2023 |
Union Savings Bank | 1,100 | $97 | 12/31/2023 |
VNQ | 1,100 | $97 | 12/31/2023 |
Versant Capital Management Inc | 1,114 | $96 | 03/31/2024 |
VNQ | 1,114 | $96 | 03/31/2024 |
Aspect Partners LLC | 1,070 | $95 | 12/31/2023 |
VNQ | 1,070 | $95 | 12/31/2023 |
Northwest Financial Advisors | 1,071 | $95 | 12/31/2023 |
VNQ | 1,071 | $95 | 12/31/2023 |
Garland Capital Management Inc. | 1,049 | $93 | 12/31/2023 |
VNQ | 1,049 | $93 | 12/31/2023 |
Bellevue Asset Management LLC | 1,066 | $92 | 03/31/2024 |
VNQ | 1,066 | $92 | 03/31/2024 |
Knights of Columbus Asset Advisors LLC | 1,040 | $92 | 12/31/2023 |
VNQ | 1,040 | $92 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 1,131 | $89 | 03/31/2024 |
VNQ | 1,131 | $89 | 03/31/2024 |
ICA Group Wealth Management LLC | 991 | $88 | 12/31/2023 |
VNQ | 991 | $88 | 12/31/2023 |
Mango Five Family Inc. | 1,000 | $88 | 12/31/2023 |
VNQ | 1,000 | $88 | 12/31/2023 |
Ambassador Advisors LLC | 1,050 | $87 | 12/31/2023 |
VNQ | 1,050 | $87 | 12/31/2023 |
Northwest Bank & Trust Co | 985 | $87 | 12/31/2023 |
VNQ | 985 | $87 | 12/31/2023 |
Founders Financial Alliance LLC | 969 | $86 | 12/31/2023 |
VNQ | 969 | $86 | 12/31/2023 |
Pacifica Partners Inc. | 1,018 | $85 | 03/31/2024 |
VNQ | 1,018 | $85 | 03/31/2024 |
City State Bank | 985 | $85 | 03/31/2024 |
VNQ | 985 | $85 | 03/31/2024 |
Coppell Advisory Solutions LLC | 960 | $85 | 12/31/2023 |
VNQ | 960 | $85 | 12/31/2023 |
Elgethun Capital Management | 961 | $84 | 12/31/2023 |
VNQ | 961 | $84 | 12/31/2023 |
Mascoma Wealth Management LLC | 950 | $84 | 12/31/2023 |
VNQ | 950 | $84 | 12/31/2023 |
Provence Wealth Management Group | 946 | $84 | 12/31/2023 |
VNQ | 946 | $84 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 894 | $79 | 12/31/2023 |
VNQ | 894 | $79 | 12/31/2023 |
Bromfield Sneider Wealth Advisors | 907 | $78 | 03/31/2024 |
VNQ | 907 | $78 | 03/31/2024 |
Jackson Hole Capital Partners LLC | 875 | $77 | 12/31/2023 |
VNQ | 875 | $77 | 12/31/2023 |
Princeton Global Asset Management LLC | 870 | $77 | 12/31/2023 |
VNQ | 870 | $77 | 12/31/2023 |
Washington Trust Advisors Inc. | 861 | $76 | 12/31/2023 |
VNQ | 861 | $76 | 12/31/2023 |
Norwood Financial Corp | 869 | $75 | 03/31/2024 |
VNQ | 869 | $75 | 03/31/2024 |
Valued Wealth Advisors LLC | 798 | $71 | 12/31/2023 |
VNQ | 798 | $71 | 12/31/2023 |
Islay Capital Management LLC | 797 | $70 | 12/31/2023 |
VNQ | 797 | $70 | 12/31/2023 |
EPG Wealth Management LLC | 839 | $69 | 12/31/2023 |
VNQ | 839 | $69 | 12/31/2023 |
Family Asset Management LLC | 778 | $69 | 12/31/2023 |
VNQ | 778 | $69 | 12/31/2023 |
Capital Investment Advisory Services LLC | 784 | $68 | 03/31/2024 |
VNQ | 784 | $68 | 03/31/2024 |
Fortitude Family Office LLC | 790 | $68 | 03/31/2024 |
VNQ | 790 | $68 | 03/31/2024 |
Cambridge Trust Co. | 721 | $64 | 12/31/2023 |
VNQ | 721 | $64 | 12/31/2023 |
CNB Bank | 728 | $64 | 12/31/2023 |
VNQ | 728 | $64 | 12/31/2023 |
FSA Wealth Management LLC | 698 | $62 | 12/31/2023 |
VNQ | 698 | $62 | 12/31/2023 |
Atlantic Trust LLC | 692 | $61 | 12/31/2023 |
VNQ | 692 | $61 | 12/31/2023 |
Abich Financial Wealth Management LLC | 695 | $61 | 12/31/2023 |
VNQ | 695 | $61 | 12/31/2023 |
Long Island Wealth Management Inc. | 675 | $60 | 12/31/2023 |
VNQ | 675 | $60 | 12/31/2023 |
O Dell Group LLC | 671 | $59 | 12/31/2023 |
VNQ | 671 | $59 | 12/31/2023 |
Sittner & Nelson LLC | 666 | $59 | 12/31/2023 |
VNQ | 666 | $59 | 12/31/2023 |
Cedar Wealth Management LLC | 650 | $57 | 12/31/2023 |
VNQ | 650 | $57 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 651 | $57 | 12/31/2023 |
VNQ | 651 | $57 | 12/31/2023 |
Boyd Watterson Asset Management LLC OH | 634 | $56 | 12/31/2023 |
VNQ | 634 | $56 | 12/31/2023 |
Missouri Trust & Investment Co | 625 | $55 | 12/31/2023 |
VNQ | 625 | $55 | 12/31/2023 |
Gradient Investments LLC | 618 | $53 | 03/31/2024 |
VNQ | 618 | $53 | 03/31/2024 |
Woodmont Investment Counsel LLC | 600 | $52 | 03/31/2024 |
VNQ | 600 | $52 | 03/31/2024 |
Park Place Capital Corp | 596 | $52 | 03/31/2024 |
VNQ | 596 | $52 | 03/31/2024 |
Focused Wealth Management Inc | 589 | $52 | 12/31/2023 |
VNQ | 589 | $52 | 12/31/2023 |
Stephens Consulting LLC | 589 | $51 | 03/31/2024 |
VNQ | 589 | $51 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 573 | $50 | 03/31/2024 |
VNQ | 573 | $50 | 03/31/2024 |
Eukles Asset Management | 569 | $50 | 12/31/2023 |
VNQ | 569 | $50 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 558 | $48 | 03/31/2024 |
VNQ | 558 | $48 | 03/31/2024 |
Richard W. Paul & Associates LLC | 539 | $48 | 12/31/2023 |
VNQ | 539 | $48 | 12/31/2023 |
Smartleaf Asset Management LLC | 530 | $48 | 12/31/2023 |
VNQ | 530 | $48 | 12/31/2023 |
LifeSteps Financial Inc. | 542 | $47 | 03/31/2024 |
VNQ | 542 | $47 | 03/31/2024 |
Tidemark LLC | 518 | $46 | 12/31/2023 |
VNQ | 518 | $46 | 12/31/2023 |
Founders Capital Management | 525 | $45 | 03/31/2024 |
VNQ | 525 | $45 | 03/31/2024 |
Bogart Wealth LLC | 516 | $45 | 03/31/2024 |
VNQ | 516 | $45 | 03/31/2024 |
Rain Capital Management LLC | 502 | $44 | 12/31/2023 |
VNQ | 502 | $44 | 12/31/2023 |
Laurel Wealth Advisors LLC | 498 | $44 | 12/31/2023 |
VNQ | 498 | $44 | 12/31/2023 |
VitalStone Financial LLC | 502 | $44 | 12/31/2023 |
VNQ | 502 | $44 | 12/31/2023 |
Able Wealth Management LLC | 496 | $44 | 12/31/2023 |
VNQ | 496 | $44 | 12/31/2023 |
Beacon Capital Management LLC | 483 | $43 | 12/31/2023 |
VNQ | 483 | $43 | 12/31/2023 |
Cape Investment Advisory Inc. | 482 | $43 | 12/31/2023 |
VNQ | 482 | $43 | 12/31/2023 |
FinTrust Capital Advisors LLC | 450 | $40 | 12/31/2023 |
VNQ | 450 | $40 | 12/31/2023 |
Tower View Investment Management & Research LLC | 454 | $40 | 12/31/2023 |
VNQ | 454 | $40 | 12/31/2023 |
Cetera Trust Company N.A | 450 | $40 | 12/31/2023 |
VNQ | 450 | $40 | 12/31/2023 |
Creekmur Asset Management LLC | 449 | $40 | 12/31/2023 |
VNQ | 449 | $40 | 12/31/2023 |
Wagner Wealth Management LLC | 451 | $39 | 03/31/2024 |
VNQ | 451 | $39 | 03/31/2024 |
Baldwin Brothers Inc. MA | 444 | $38 | 03/31/2024 |
VNQ | 444 | $38 | 03/31/2024 |
GHP Investment Advisors Inc. | 435 | $38 | 03/31/2024 |
VNQ | 435 | $38 | 03/31/2024 |
Planning Capital Management Corp | 440 | $38 | 03/31/2024 |
VNQ | 440 | $38 | 03/31/2024 |
Annis Gardner Whiting Capital Advisors LLC | 409 | $36 | 12/31/2023 |
VNQ | 409 | $36 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 411 | $36 | 12/31/2023 |
VNQ | 411 | $36 | 12/31/2023 |
Kathleen S. Wright Associates Inc. | 400 | $35 | 03/31/2024 |
VNQ | 400 | $35 | 03/31/2024 |
ORG Partners LLC | 391 | $35 | 12/31/2023 |
VNQ | 391 | $35 | 12/31/2023 |
Albion Financial Group UT | 395 | $34 | 03/31/2024 |
VNQ | 395 | $34 | 03/31/2024 |
Castleview Partners LLC | 390 | $34 | 12/31/2023 |
VNQ | 390 | $34 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | $34 | 12/31/2023 | |
VNQ | 217 | $19 | 12/31/2023 |
EQUITY FUNDS | 117 | $15 | 12/31/2023 |
Lindbrook Capital LLC | 387 | $33 | 03/31/2024 |
VNQ | 387 | $33 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 373 | $33 | 12/31/2023 |
VNQ | 373 | $33 | 12/31/2023 |
Pineridge Advisors LLC | 371 | $33 | 12/31/2023 |
VNQ | 371 | $33 | 12/31/2023 |
Colonial Trust Advisors | 361 | $32 | 12/31/2023 |
VNQ | 361 | $32 | 12/31/2023 |
Investors Research Corp | 366 | $32 | 12/31/2023 |
VNQ | 366 | $32 | 12/31/2023 |
Pflug Koory LLC | 354 | $31 | 03/31/2024 |
VNQ | 354 | $31 | 03/31/2024 |
Silicon Valley Capital Partners | 345 | $31 | 12/31/2023 |
VNQ | 345 | $31 | 12/31/2023 |
Fortis Group Advisors LLC | 334 | $30 | 12/31/2023 |
VNQ | 334 | $30 | 12/31/2023 |
West Branch Capital LLC | 330 | $29 | 03/31/2024 |
VNQ | 330 | $29 | 03/31/2024 |
Eagle Bay Advisors LLC | 329 | $29 | 12/31/2023 |
VNQ | 329 | $29 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 319 | $28 | 03/31/2024 |
VNQ | 319 | $28 | 03/31/2024 |
AlphaCore Capital LLC | 318 | $28 | 12/31/2023 |
VNQ | 318 | $28 | 12/31/2023 |
Sunbelt Securities Inc. | 312 | $27 | 03/31/2024 |
VNQ | 312 | $27 | 03/31/2024 |
Allspring Global Investments Holdings LLC | 307 | $27 | 03/31/2024 |
VNQ | 307 | $27 | 03/31/2024 |
GW&K Investment Management LLC | 300 | $27 | 12/31/2023 |
VNQ | 300 | $27 | 12/31/2023 |
Optimum Investment Advisors | 295 | $26 | 03/31/2024 |
VNQ | 295 | $26 | 03/31/2024 |
Adirondack Trust Co. | 300 | $26 | 03/31/2024 |
VNQ | 300 | $26 | 03/31/2024 |
Cornerstone Planning Group LLC | 291 | $26 | 12/31/2023 |
VNQ | 291 | $26 | 12/31/2023 |
PSI Advisors LLC | 287 | $25 | 03/31/2024 |
VNQ | 287 | $25 | 03/31/2024 |
Cullen Frost Bankers Inc. | 288 | $25 | 12/31/2023 |
VNQ | 288 | $25 | 12/31/2023 |
Tower Research Capital LLC TRC | 274 | $24 | 12/31/2023 |
VNQ | 274 | $24 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 257 | $23 | 12/31/2023 |
VNQ | 257 | $23 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 260 | $23 | 12/31/2023 |
VNQ | 260 | $23 | 12/31/2023 |
Aspire Private Capital LLC | 234 | $20 | 03/31/2024 |
VNQ | 234 | $20 | 03/31/2024 |
SOA Wealth Advisors LLC. | 227 | $20 | 03/31/2024 |
VNQ | 227 | $20 | 03/31/2024 |
MTM Investment Management LLC | 225 | $19 | 03/31/2024 |
VNQ | 225 | $19 | 03/31/2024 |
Van Den Berg Management I Inc. | 220 | $19 | 12/31/2023 |
VNQ | 220 | $19 | 12/31/2023 |
Legacy Bridge LLC | 204 | $18 | 03/31/2024 |
VNQ | 204 | $18 | 03/31/2024 |
GAMMA Investing LLC | 211 | $18 | 03/31/2024 |
VNQ | 211 | $18 | 03/31/2024 |
Logan Capital Management Inc. | 202 | $18 | 12/31/2023 |
VNQ | 202 | $18 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 199 | $18 | 12/31/2023 |
VNQ | 199 | $18 | 12/31/2023 |
Solstein Capital LLC | 200 | $17 | 03/31/2024 |
VNQ | 200 | $17 | 03/31/2024 |
General Partner Inc. | 200 | $17 | 03/31/2024 |
VNQ | 200 | $17 | 03/31/2024 |
Dakota Community Bank & Trust NA | 199 | $17 | 03/31/2024 |
VNQ | 199 | $17 | 03/31/2024 |
Register Financial Advisors LLC | 193 | $17 | 03/31/2024 |
VNQ | 193 | $17 | 03/31/2024 |
Gables Capital Management Inc. | 193 | $17 | 12/31/2023 |
VNQ | 193 | $17 | 12/31/2023 |
Atlas Capital Advisors LLC | 184 | $16 | 03/31/2024 |
VNQ | 184 | $16 | 03/31/2024 |
Coston McIsaac & Partners | $16 | 03/31/2024 | |
VNQ | 97 | $8 | 03/31/2024 |
EQUITY FUNDS | 68 | $8 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 177 | $16 | 12/31/2023 |
VNQ | 177 | $16 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 175 | $15 | 03/31/2024 |
VNQ | 175 | $15 | 03/31/2024 |
Ulland Investment Advisors LLC | 170 | $15 | 03/31/2024 |
VNQ | 170 | $15 | 03/31/2024 |
Baystate Wealth Management LLC | 171 | $15 | 12/31/2023 |
VNQ | 171 | $15 | 12/31/2023 |
Tucker Asset Management LLC | 169 | $15 | 12/31/2023 |
VNQ | 169 | $15 | 12/31/2023 |
Employees Retirement System of Texas | 155 | $14 | 12/31/2023 |
VNQ | 155 | $14 | 12/31/2023 |
Arvest Investments Inc. | 151 | $13 | 03/31/2024 |
VNQ | 151 | $13 | 03/31/2024 |
Global Wealth Strategies & Associates | 150 | $13 | 03/31/2024 |
VNQ | 150 | $13 | 03/31/2024 |
Kozak & Associates Inc. | 154 | $13 | 12/31/2023 |
VNQ | 154 | $13 | 12/31/2023 |
Rocky Mountain Advisers LLC | 134 | $12 | 03/31/2024 |
VNQ | 134 | $12 | 03/31/2024 |
Delta Asset Management LLC TN | 120 | $11 | 12/31/2023 |
VNQ | 120 | $11 | 12/31/2023 |
Capital Investment Counsel Inc | 130 | $11 | 12/31/2023 |
VNQ | 130 | $11 | 12/31/2023 |
Belmont Capital LLC | 130 | $11 | 12/31/2023 |
VNQ | 130 | $11 | 12/31/2023 |
Friedenthal Financial | 114 | $10 | 03/31/2024 |
VNQ | 114 | $10 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 119 | $10 | 03/31/2024 |
VNQ | 119 | $10 | 03/31/2024 |
Signature Resources Capital Management LLC | 108 | $10 | 03/31/2024 |
VNQ | 108 | $10 | 03/31/2024 |
Bollard Group LLC | 116 | $10 | 12/31/2023 |
VNQ | 116 | $10 | 12/31/2023 |
First Pacific Financial | 100 | $9 | 03/31/2024 |
VNQ | 100 | $9 | 03/31/2024 |
Evermay Wealth Management LLC | 100 | $9 | 12/31/2023 |
VNQ | 100 | $9 | 12/31/2023 |
Monetary Management Group Inc. | 101 | $9 | 12/31/2023 |
VNQ | 101 | $9 | 12/31/2023 |
Aspire Wealth Management Corp | 104 | $9 | 12/31/2023 |
VNQ | 104 | $9 | 12/31/2023 |
Resources Management Corp CT ADV | 88 | $8 | 12/31/2023 |
VNQ | 88 | $8 | 12/31/2023 |
Emfo LLC | 94 | $8 | 12/31/2023 |
VNQ | 94 | $8 | 12/31/2023 |
Joseph Group Capital Management | 87 | $8 | 12/31/2023 |
VNQ | 87 | $8 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 92 | $8 | 12/31/2023 |
VNQ | 92 | $8 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 80 | $7 | 12/31/2023 |
VNQ | 80 | $7 | 12/31/2023 |
Halpern Financial Inc. | 74 | $6 | 03/31/2024 |
VNQ | 74 | $6 | 03/31/2024 |
Field & Main Bank | 69 | $6 | 12/31/2023 |
VNQ | 69 | $6 | 12/31/2023 |
Rogco LP | 72 | $6 | 12/31/2023 |
VNQ | 72 | $6 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 67 | $6 | 12/31/2023 |
VNQ | 67 | $6 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 62 | $5 | 03/31/2024 |
VNQ | 62 | $5 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 62 | $5 | 12/31/2023 |
VNQ | 62 | $5 | 12/31/2023 |
Concord Wealth Partners | 54 | $5 | 12/31/2023 |
VNQ | 54 | $5 | 12/31/2023 |
Naples Money Management LLC | 55 | $5 | 12/31/2023 |
VNQ | 55 | $5 | 12/31/2023 |
IAG Wealth Partners LLC | 49 | $4 | 03/31/2024 |
VNQ | 49 | $4 | 03/31/2024 |
GoalVest Advisory LLC | 44 | $4 | 03/31/2024 |
VNQ | 44 | $4 | 03/31/2024 |
Byrne Asset Management LLC | 50 | $4 | 03/31/2024 |
VNQ | 50 | $4 | 03/31/2024 |
Mendota Financial Group LLC | 41 | $4 | 03/31/2024 |
VNQ | 41 | $4 | 03/31/2024 |
Gs Investments Inc. | 43 | $4 | 12/31/2023 |
VNQ | 43 | $4 | 12/31/2023 |
HighMark Wealth Management LLC | 49 | $4 | 12/31/2023 |
VNQ | 49 | $4 | 12/31/2023 |
Live Oak Investment Partners | 45 | $4 | 12/31/2023 |
VNQ | 45 | $4 | 12/31/2023 |
Vima LLC | 50 | $4 | 12/31/2023 |
VNQ | 50 | $4 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 31 | $3 | 03/31/2024 |
VNQ | 31 | $3 | 03/31/2024 |
Christopher J. Hasenberg Inc | 37 | $3 | 03/31/2024 |
VNQ | 37 | $3 | 03/31/2024 |
MeadowBrook Investment Advisors LLC | 33 | $3 | 12/31/2023 |
VNQ | 33 | $3 | 12/31/2023 |
Centerpoint Advisors LLC | 31 | $3 | 12/31/2023 |
VNQ | 31 | $3 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 38 | $3 | 12/31/2023 |
VNQ | 38 | $3 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 29 | $3 | 12/31/2023 |
VNQ | 29 | $3 | 12/31/2023 |
Caitlin John LLC | 38 | $3 | 12/31/2023 |
VNQ | 38 | $3 | 12/31/2023 |
Financial Management Professionals Inc. | 20 | $2 | 03/31/2024 |
VNQ | 20 | $2 | 03/31/2024 |
Oak Harbor Wealth Partners LLC | 18 | $2 | 03/31/2024 |
VNQ | 18 | $2 | 03/31/2024 |
Providence Capital Advisors LLC | 28 | $2 | 12/31/2023 |
VNQ | 28 | $2 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 28 | $2 | 12/31/2023 |
VNQ | 28 | $2 | 12/31/2023 |
Spotlight Asset Group Inc. | 18 | $2 | 12/31/2023 |
VNQ | 18 | $2 | 12/31/2023 |
Evolution Advisers Inc. | 20 | $2 | 12/31/2023 |
VNQ | 20 | $2 | 12/31/2023 |
Northwest Investment Counselors LLC | 9 | $1 | 03/31/2024 |
VNQ | 9 | $1 | 03/31/2024 |
Allianz Asset Management GmbH | 13 | $1 | 12/31/2023 |
VNQ | 13 | $1 | 12/31/2023 |
Institutional & Family Asset Management LLC | 13 | $1 | 12/31/2023 |
VNQ | 13 | $1 | 12/31/2023 |
West Oak Capital LLC | 1 | $0 | 03/31/2024 |
VNQ | 1 | $0 | 03/31/2024 |
Russell Investments Group Ltd. | 4 | $0 | 12/31/2023 |
VNQ | 4 | $0 | 12/31/2023 |
Spartan Planning & Wealth Management | 1 | $0 | 12/31/2023 |
VNQ | 1 | $0 | 12/31/2023 |
Addison Advisors LLC | 4 | $0 | 12/31/2023 |
VNQ | 4 | $0 | 12/31/2023 |
Guardian Wealth Management Inc. | 1 | $0 | 12/31/2023 |
VNQ | 1 | $0 | 12/31/2023 |
Prelude Capital Management LLC | $-1,122 | 12/31/2023 | |
Put | 12,700 | $1,122 | 12/31/2023 |
Marshall Wace LLP | $-1,661 | 12/31/2023 | |
Put | 345,600 | $30,537 | 12/31/2023 |
Call | 250,200 | $22,108 | 12/31/2023 |
VNQ | 76,597 | $6,768 | 12/31/2023 |
Colony Capital Inc. | $-1,803 | 12/31/2023 | |
Put | 20,400 | $1,803 | 12/31/2023 |
Wolverine Trading LLC | $-1,811 | 12/31/2023 | |
Put | 79,000 | $6,980 | 12/31/2023 |
Call | 58,500 | $5,169 | 12/31/2023 |
Capital Fund Management S.A. | $-1,820 | 12/31/2023 | |
Put | 357,000 | $31,545 | 12/31/2023 |
VNQ | 292,513 | $25,846 | 12/31/2023 |
Call | 43,900 | $3,879 | 12/31/2023 |
GTS Securities LLC | $-3,792 | 12/31/2023 | |
Put | 98,500 | $8,703 | 12/31/2023 |
Call | 50,500 | $4,462 | 12/31/2023 |
VNQ | 5,081 | $449 | 12/31/2023 |
Citadel Advisors LLC | $-7,591 | 12/31/2023 | |
Put | 363,700 | $32,137 | 12/31/2023 |
Call | 275,600 | $24,352 | 12/31/2023 |
VNQ | 2,196 | $194 | 12/31/2023 |
Barclays PLC | $-143,738 | 12/31/2023 | |
Put | 1,975,000 | $174,511 | 12/31/2023 |
VNQ | 348,276 | $30,773 | 12/31/2023 |
Elliott Investment Management L.P. | $-189,974 | 12/31/2023 | |
Put | 2,150,000 | $189,974 | 12/31/2023 |
Mendel Money Management | 5,011 | $-442,772 | 12/31/2023 |
Put | 5,011 | $442,772 | 12/31/2023 |
See Summary: Institutional Holders of VNQ
See Details: Top 10 Hedge Funds Holding VNQ
Also See: VNQ Holdings Changes
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