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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
226
Bedel Financial Consulting
Indiana
$19K +$19.3K +1,000 New
CAC
227
Certified Advisory Corp
Florida
$17K -$723K -37,502 -98%
FANJ
228
Financial Architects (New Jersey)
New Jersey
$13K -$28.3K -1,470 -68%
PWM
229
Perigon Wealth Management
California
$13K -$9.02K -468 -40%
PG
230
Patten Group
Tennessee
$13K -$810 -42 -6%
VCM
231
Vigilant Capital Management
Maine
$12K -$1.93K -100 -14%
CCMW
232
Cypress Capital Management (Wyoming)
Wyoming
$11K
TFS
233
TrustCore Financial Services
Tennessee
$11K
WWMSC
234
Wagner Wealth Management (South Carolina)
South Carolina
$11K +$3.66K +190 +52%
MSFP
235
Mark Sheptoff Financial Planning
Connecticut
$10K -$74.2K -3,852 -88%
GRP
236
Global Retirement Partners
California
$10K -$925 -48 -8%
RA
237
Rational Advisors
New York
$10K +$9.71K +504 New
APP
238
Avantax Planning Partners
Iowa
$9K -$540K -28,016 -98%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$8K
WTC
240
WhitTier Trust Company
Nevada
$8K
ADL
241
Asset Dedication LLC
California
$7K -$12.5K -648 -67%
KFA
242
Kabarec Financial Advisors
Illinois
$7K +$7.09K +368 New
RFC
243
Regions Financial Corp
Alabama
$6K -$53K -2,752 -89%
VFA
244
Valeo Financial Advisors
Indiana
$6K -$3.97K -206 -40%
VIA
245
Vantage Investment Advisors
Pennsylvania
$5K +$39 +2 +0.8%
HCM
246
Horrell Capital Management
Arkansas
$4K
PK
247
Pflug Koory
Nebraska
$4K
TCOV
248
Trust Company of Vermont
Vermont
$4K
GWS
249
Glassman Wealth Services
Virginia
$4K +$3.85K +200 New
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83K