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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
226
Lodestar Private Asset Management
California
$511K +$17.9K +852 +4%
WPW
227
Watershed Private Wealth
Illinois
$510K -$266K -12,704 -34%
SFWC
228
Strategic Family Wealth Counselors
New Jersey
$508K +$4.5K +215 +0.9%
AWMM
229
Aegis Wealth Management (Maryland)
Maryland
$508K
B
230
Bailard
California
$507K -$23.3K -1,113 -4%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$502K -$1.84K -88 -0.4%
SFS
232
Summit Financial Strategies
Ohio
$495K +$64.6K +3,084 +15%
TWM
233
Tradition Wealth Management
Minnesota
$494K -$482 -23 -0.1%
CB
234
Commerce Bank
Missouri
$491K +$92K +4,392 +23%
LF
235
Lee Financial
Texas
$486K -$23.9K -1,139 -5%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$484K +$3.27K +156 +0.7%
N
237
Natixis
France
$483K -$27.9K -1,331 -5%
BFA
238
Bluestem Financial Advisors
Illinois
$482K +$47K +2,243 +11%
EFP
239
Elser Financial Planning
Indiana
$481K -$7.65K -365 -2%
EGWAG
240
Elwood & Goetz Wealth Advisory Group
Georgia
$481K -$16.8K -801 -3%
Goldman Sachs
241
Goldman Sachs
New York
$479K +$28.6K +1,365 +6%
MWA
242
Medallion Wealth Advisors
Connecticut
$468K +$120K +5,708 +35%
WWM
243
WT Wealth Management
Arizona
$465K +$27.8K +1,327 +6%
SCI
244
Stableford Capital II
Arizona
$464K
WC
245
Waterloo Capital
Texas
$462K -$545 -26 -0.1%
AWS
246
Atria Wealth Solutions
New York
$459K +$2.18K +104 +0.5%
RFP
247
Root Financial Partners
California
$453K -$310K -14,820 -41%
LGG
248
Luts & Greenleigh Group
Maryland
$449K
KAS
249
Kestra Advisory Services
Texas
$448K +$257K +12,274 +138%
PFA
250
Portland Financial Advisors
New York
$444K -$2.79K -133 -0.6%