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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Waverly Advisors
Alabama
$577K +$68.8K +3,246 +13%
QCM
227
Quantinno Capital Management
New York
$577K +$586K +27,638 New
Natixis Advisors
228
Natixis Advisors
Massachusetts
$576K -$19.5K -920 -3%
SW
229
Simplicity Wealth
New Jersey
$570K +$109K +5,128 +23%
AFG
230
Atomi Financial Group
New York
$554K -$12.8M -602,350 -96%
VWA
231
Valued Wealth Advisors
Utah
$543K -$10.7K -505 -2%
GFWA
232
Grey Fox Wealth Advisors
Delaware
$540K +$32.3K +1,523 +6%
PAS
233
Park Avenue Securities
New York
$540K +$209K +9,864 +62%
CCA
234
Carrera Capital Advisors
Michigan
$539K +$5.47K +258 +1%
GCA
235
Greenwood Capital Associates
South Carolina
$536K +$36.9K +1,738 +7%
MWA
236
Medallion Wealth Advisors
Connecticut
$531K +$54.4K +2,567 +11%
BIA
237
Bigelow Investment Advisors
Maine
$527K +$10.7K +506 +2%
LPAM
238
Lodestar Private Asset Management
California
$525K +$20.2K +951 +4%
MWML
239
M Wealth Management LLC
California
$522K -$105K -4,955 -17%
HI
240
Human Investing
Oregon
$520K +$6.49K +306 +1%
PA
241
PFG Advisors
Arizona
$516K +$202K +9,542 +63%
BFA
242
Bluestem Financial Advisors
Illinois
$514K -$806 -38 -0.2%
IFA
243
Interactive Financial Advisors
Illinois
$505K -$99.8K -4,705 -16%
WPW
244
Watershed Private Wealth
Illinois
$503K
FF
245
Friedenthal Financial
New Jersey
$502K -$22.9K -1,079 -4%
N
246
Natixis
France
$496K +$9.97K +470 +2%
B
247
Bailard
California
$494K -$7.27K -343 -1%
EFG
248
Everhart Financial Group
Ohio
$489K -$91.5K -4,316 -16%
TWM
249
Tradition Wealth Management
Minnesota
$489K +$827 +39 +0.2%
EGWAG
250
Elwood & Goetz Wealth Advisory Group
Georgia
$471K -$119K -5,625 -20%