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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
226
Fiduciary Trust
Massachusetts
$360K +$350K +15,742 New
CA
227
Cambridge Advisors
Nebraska
$358K +$53.5K +2,406 +18%
NL
228
NWAM LLC
Washington
$354K +$13.3K +600 +4%
GLA
229
Great Lakes Advisors
Illinois
$353K -$66.1K -2,972 -16%
PGA
230
Portland Global Advisors
Maine
$345K
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$343K
RBC
232
Roble Belko & Company
Pennsylvania
$341K +$178 +8 +0.1%
CAMG
233
CWA Asset Management Group
Florida
$341K +$1.42K +64 +0.4%
NWA
234
Navis Wealth Advisors
New York
$332K +$1.38K +62 +0.4%
PS
235
Portfolio Solutions
Michigan
$328K
Brown Advisory
236
Brown Advisory
Maryland
$325K +$316K +14,200 New
BO
237
BRR OpCo
Ohio
$323K +$314K +14,112 New
SAM
238
SignalPoint Asset Management
Missouri
$317K +$50.1K +2,254 +19%
VCM
239
Virtue Capital Management
Tennessee
$300K -$207K -9,330 -42%
PI
240
PEAK6 Investments
Illinois
$293K +$284K +12,786 New
NFG
241
Next Financial Group
Texas
$292K +$7.51K +338 +3%
PA
242
Pinnacle Associates
New York
$289K +$3.33K +150 +1%
FG
243
Foster Group
Iowa
$287K +$1.11K +50 +0.4%
PWMAG
244
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$3.33K +150 +1%
SFS
245
Summit Financial Strategies
Ohio
$274K -$5.42K -244 -2%
BFA
246
Bluestem Financial Advisors
Illinois
$272K -$34.8K -1,564 -12%
AFP
247
Ausdal Financial Partners
Iowa
$270K +$6.22K +280 +2%
BAMG
248
Brand Asset Management Group
Missouri
$267K +$15.3K +688 +6%
RMC
249
Regis Management Company
California
$266K
IAN
250
Integrated Advisors Network
Texas
$265K -$8.85K -398 -3%