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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
226
Acorn Financial Advisory Services
Virginia
$381K -$7.93K -412 -2%
MAM
227
Marotta Asset Management
Virginia
$379K -$18.6K -965 -4%
LGG
228
Luts & Greenleigh Group
Maryland
$376K
SCI
229
Stableford Capital II
Arizona
$376K
TI
230
Truepoint Inc
Ohio
$375K -$78.3K -4,070 -16%
CC
231
Callan Capital
California
$375K +$57.7K +3,000 +17%
AWG
232
Altus Wealth Group
Colorado
$367K
JP Morgan Chase
233
JP Morgan Chase
New York
$359K -$727K -37,807 -65%
SOADOR
234
State of Alaska Department of Revenue
Alaska
$359K +$390K +20,294 New
IWC
235
Integrated Wealth Concepts
Massachusetts
$354K -$223K -11,599 -37%
JEST
236
JTC Employer Solutions Trustee
Jersey
$352K
JC
237
Jentner Corp
Ohio
$349K -$26.4K -1,370 -7%
PCIA
238
Prime Capital Investment Advisors
Kansas
$348K -$695K -36,107 -65%
GGS
239
Galvin Gaustad & Stein
Arizona
$347K +$37.6K +1,955 +11%
EFG
240
Everhart Financial Group
Ohio
$345K +$39.6K +2,060 +12%
CWM
241
CIBC World Markets
New York
$344K +$373K +19,399 New
Baird Financial Group
242
Baird Financial Group
Wisconsin
$342K +$35.2K +1,831 +11%
AWS
243
Atria Wealth Solutions
New York
$334K -$1.06M -55,280 -75%
PFBT
244
Parkside Financial Bank & Trust
Missouri
$333K +$110K +5,693 +43%
LFA
245
Laraway Financial Advisors
Minnesota
$327K -$5.71K -297 -2%
CCA
246
Cobblestone Capital Advisors
New York
$325K
EGWAG
247
Elwood & Goetz Wealth Advisory Group
Georgia
$321K +$348K +18,066 New
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$318K -$47.1K -2,449 -12%
OFS
249
OneAscent Financial Services
Alabama
$315K +$341K +17,733 New
LFS
250
Lutz Financial Services
Nebraska
$312K -$64.7K -3,362 -16%