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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
226
Park Avenue Securities
New York
$439K +$61.4K +3,192 +16%
N
227
Natixis
France
$437K +$436K +22,645 New
AFAS
228
Acorn Financial Advisory Services
Virginia
$433K +$1.21K +63 +0.3%
BRWA
229
B. Riley Wealth Advisors
Florida
$426K -$32K -1,662 -7%
JC
230
Jentner Corp
Ohio
$425K -$69.4K -3,608 -14%
LWAC
231
Laurel Wealth Advisors (California)
California
$425K +$712 +37 +0.2%
WAM
232
Wakefield Asset Management
Colorado
$421K +$5.2K +270 +1%
CWA
233
Consilium Wealth Advisory
Texas
$417K +$416K +21,615 New
AWG
234
Altus Wealth Group
Colorado
$414K +$413K +21,458 New
B
235
Bailard
California
$410K -$19.4K -1,006 -5%
RWA
236
Rooted Wealth Advisors
Illinois
$410K +$409K +21,256 New
LWM
237
Laidlaw Wealth Management
New York
$410K -$4.04K -210 -1%
LGG
238
Luts & Greenleigh Group
Maryland
$409K +$408K +21,200 New
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$408K +$378K +19,631 New
BPA
240
Beacon Pointe Advisors
California
$404K +$153K +7,933 +61%
FNBT
241
FineMark National Bank & Trust
Florida
$400K +$5.77K +300 +1%
BAM
242
Baldrige Asset Management
Pennsylvania
$400K -$11.4K -592 -3%
TIM
243
Tevis Investment Management
Texas
$397K +$396K +20,560 New
JEST
244
JTC Employer Solutions Trustee
Jersey
$382K
SCI
245
Stableford Capital II
Arizona
$376K
AOWM
246
Alpha Omega Wealth Management
Virginia
$376K
FVWA
247
Foster Victor Wealth Advisors
South Carolina
$375K +$98.5K +5,118 +37%
LFA
248
Laraway Financial Advisors
Minnesota
$373K +$96 +5 +0%
Sumitomo Mitsui Trust Group
249
Sumitomo Mitsui Trust Group
Japan
$372K +$371K +19,289 New
CPW
250
Catalyst Private Wealth
California
$353K +$352K +18,286 New