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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRA
251
Clear Retirement Advice
California
$574K – – –
FTS
252
Fifth Third Securities
Ohio
$566K -$67.9K -2,913 -11%
HI
253
Human Investing
Oregon
$563K -$583 -25 -0.1%
VWA
254
Valued Wealth Advisors
Utah
$558K -$11.7K -501 -2%
WPW
255
Watershed Private Wealth
Illinois
$555K – – –
IFA
256
Interactive Financial Advisors
Illinois
$551K +$36.7K +1,574 +7%
TWM
257
Tradition Wealth Management
Minnesota
$550K +$630 +27 +0.1%
WMWM
258
Wilkins Miller Wealth Management
Alabama
$547K +$116K +4,985 +28%
PFA
259
Portland Financial Advisors
New York
$546K +$14.9K +639 +3%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$541K +$533K +22,864 New
CB
261
Commerce Bank
Missouri
$540K +$70.6K +3,030 +15%
MMH
262
Menora Mivtachim Holdings
Israel
$533K – – –
IIA
263
Integral Investment Advisors
California
$518K -$127K -5,465 -20%
BWM
264
BCS Wealth Management
Tennessee
$514K -$40.9K -1,753 -7%
DWS
265
Discipline Wealth Solutions
South Carolina
$503K +$3.45K +148 +0.7%
LGG
266
Luts & Greenleigh Group
Maryland
$502K – – –
RCS
267
R2 Capital Strategies
Nebraska
$501K +$493K +21,150 New
AWMM
268
Aegis Wealth Management (Maryland)
Maryland
$498K – – –
HCP
269
Hardin Capital Partners
South Carolina
$490K +$33.4K +1,434 +7%
SEI Investments
270
SEI Investments
Pennsylvania
$489K +$1.35K +58 +0.3%
IWA
271
IVC Wealth Advisors
Pennsylvania
$487K +$4.64K +199 +1%
BIA
272
Bigelow Investment Advisors
Maine
$484K -$75.1K -3,223 -14%
NL
273
NWAM LLC
Washington
$482K +$21.1K +903 +5%
CCA
274
Carrera Capital Advisors
Michigan
$478K +$2.5K +107 +0.5%
AFG
275
Atomi Financial Group
New York
$477K -$53.6K -2,299 -10%