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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CKAIS
226
Christensen King & Associates Investment Services
Washington
$708K -$76.5K -3,283 -10%
TPA
227
Trivium Point Advisory
Connecticut
$699K +$688K +29,520 New
PCWA
228
Pacific Capital Wealth Advisors
California
$699K -$1.44M -61,593 -68%
RA
229
Range Advisory
Virginia
$695K +$684K +29,353 New
RC
230
Roundview Capital
New Jersey
$681K -$6.74K -289 -1%
LJAC
231
L.J. Altfest & Co
New York
$671K -$111K -4,743 -14%
Nuveen
232
Nuveen
North Carolina
$670K +$660K +28,307 New
EWA
233
EverSource Wealth Advisors
Alabama
$670K -$175K -7,527 -21%
MWA
234
Medallion Wealth Advisors
Connecticut
$664K +$14.7K +632 +2%
FPCP
235
Fort Point Capital Partners
California
$662K +$236K +10,110 +57%
DCM
236
Dorato Capital Management
Colorado
$645K +$3.26K +140 +0.5%
PFG
237
Prospect Financial Group
Virginia
$631K -$14.7K -631 -2%
SL
238
Sentinus LLC
Illinois
$630K +$305K +13,069 +96%
AQR Capital Management
239
AQR Capital Management
Connecticut
$628K +$172K +7,359 +38%
LPAM
240
Lodestar Private Asset Management
California
$625K -$27.6K -1,185 -4%
RIM
241
Rakuten Investment Management
Japan
$619K -$400K -17,150 -40%
AI
242
Atria Investments
North Carolina
$618K +$311K +13,323 +104%
OIA
243
OneDigital Investment Advisors
Kansas
$614K +$47.1K +2,019 +8%
PHIC
244
Pine Haven Investment Counsel
Massachusetts
$606K +$69K +2,958 +13%
PA
245
PFG Advisors
Arizona
$596K -$24.3K -1,041 -4%
PAS
246
Park Avenue Securities
New York
$590K +$581K +24,931 New
GFWA
247
Grey Fox Wealth Advisors
Delaware
$584K +$11.7K +503 +2%
MWM
248
Mission Wealth Management
California
$581K -$266K -11,419 -32%
BFA
249
Bluestem Financial Advisors
Illinois
$579K -$4.99K -214 -0.9%
FF
250
Friedenthal Financial
New Jersey
$574K -$7.74K -332 -1%