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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Portfolio Solutions
Michigan
$300K
MAFM
227
Mid Atlantic Financial Management
Pennsylvania
$297K -$34.5K -1,546 -10%
SPC
228
Sigma Planning Corp
Michigan
$294K -$4.2K -188 -1%
CI
229
CX Institutional
Indiana
$294K +$139K +6,226 +89%
WAM
230
Wakefield Asset Management
Colorado
$282K -$58.2K -2,610 -17%
NDSI
231
Newman Dignan & Sheerar Inc
Rhode Island
$281K +$54.9K +2,460 +24%
SFA
232
Sequoia Financial Advisors
Ohio
$271K
KWM
233
Kingsview Wealth Management
Oregon
$263K -$84.4K -3,780 -24%
HA
234
Harborview Advisors
Maine
$260K +$9.91K +444 +4%
PIM
235
Penobscot Investment Management
Massachusetts
$249K -$4.46K -200 -2%
BFM
236
Broadview Financial Management
Wisconsin
$248K -$20.8K -932 -8%
BPA
237
Beacon Pointe Advisors
California
$248K +$249K +11,148 New
Citadel Advisors
238
Citadel Advisors
Florida
$242K -$58.8K -2,634 -19%
DAS
239
Dynamic Advisor Solutions
Arizona
$242K +$16.2K +728 +7%
CWP
240
Capital Wealth Planning
Florida
$240K +$241K +10,786 New
Brown Advisory
241
Brown Advisory
Maryland
$239K
MWA
242
MFA Wealth Advisors
Pennsylvania
$235K -$948K -42,472 -80%
UAS
243
United Asset Strategies
New York
$214K +$937 +42 +0.4%
GBT
244
Grove Bank & Trust
Florida
$209K +$210K +9,392 New
AWS
245
AJ Wealth Strategies
New York
$205K
PFA
246
Pure Financial Advisors
California
$202K +$491 +22 +0.2%
BTS
247
BB&T Securities
Virginia
$201K +$203K +9,082 New
EAM
248
Evanson Asset Management
California
$200K
CIA
249
Capital Investment Advisors
Georgia
$190K -$23.4K -1,048 -11%
BAM
250
Barrett Asset Management
New York
$183K +$97.1K +4,350 +112%