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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
226
Lee Financial
Texas
$518K -$6.28K -294 -1%
SFWC
227
Strategic Family Wealth Counselors
New Jersey
$512K +$242K +11,319 +91%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$512K +$25K +1,170 +5%
AWMM
229
Aegis Wealth Management (Maryland)
Maryland
$508K -$10.3K -480 -2%
EGWAG
230
Elwood & Goetz Wealth Advisory Group
Georgia
$506K -$50.8K -2,376 -9%
TWM
231
Tradition Wealth Management
Minnesota
$503K -$21.1K -987 -4%
LPAM
232
Lodestar Private Asset Management
California
$502K -$8.57K -401 -2%
EFP
233
Elser Financial Planning
Indiana
$497K -$1.28K -60 -0.3%
HI
234
Human Investing
Oregon
$493K -$21K -983 -4%
IWC
235
Integrated Wealth Concepts
Massachusetts
$490K +$68.9K +3,222 +16%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$489K -$227K -10,640 -32%
DSA
237
Droms Strauss Advisors
Missouri
$486K -$1K -47 -0.2%
WC
238
Waterloo Capital
Texas
$471K -$24.3K -1,139 -5%
PFG
239
Prospect Financial Group
Virginia
$466K +$3.87K +181 +0.8%
AWS
240
Atria Wealth Solutions
New York
$461K +$22.6K +1,056 +5%
Goldman Sachs
241
Goldman Sachs
New York
$457K -$3.7M -173,205 -89%
LGG
242
Luts & Greenleigh Group
Maryland
$456K
PFA
243
Portland Financial Advisors
New York
$455K +$27K +1,265 +6%
RW
244
REDW Wealth
New Mexico
$450K -$539K -25,206 -55%
AI
245
Atria Investments
North Carolina
$449K +$10.9K +508 +2%
VWA
246
Valued Wealth Advisors
Utah
$447K -$3.44K -161 -0.8%
CIA
247
Cape Investment Advisory
Georgia
$445K +$1.82K +85 +0.4%
PFT
248
Providence First Trust
Arizona
$445K +$74.2K +3,473 +20%
WWM
249
WT Wealth Management
Arizona
$444K +$41.7K +1,951 +10%
SCI
250
Stableford Capital II
Arizona
$443K +$28.5K +1,335 +7%