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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
RFM
252
Royal Fund Management
Florida
$3K – – –
WCM
253
Whitener Capital Management
North Carolina
$3K +$964 +50 +35%
CFD
254
Creative Financial Designs
Indiana
$2K -$7.71K -400 -79%
AIM
255
Advantage Investment Management
Iowa
$2K – – –
IWM
256
IHT Wealth Management
Illinois
$2K – – –
SIAS
257
Shine Investment Advisory Services
Colorado
$2K – – –
SPIA
258
Steward Partners Investment Advisory
New York
$2K – – –
ECM
259
Exchange Capital Management
Michigan
$2K +$810 +42 +100%
ML
260
McAdam LLC
Pennsylvania
$1K +$1K +52 New
DWM
261
Destination Wealth Management
California
$1K +$1.35K +70 New
SIM
262
Sonora Investment Management
Arizona
$612 – – –
GEA
263
Glen Eagle Advisors
New Jersey
$574 – – –
BWFA
264
Baltimore-Washington Financial Advisors
Maryland
– -$5.01M -240,820 Closed
ACM
265
Avalon Capital Management
California
– -$4.48M -215,236 Closed
MCIA
266
Mountain Capital Investment Advisors
Colorado
– -$4.04M -193,948 Closed
BC
267
Brinker Capital
Pennsylvania
– -$3.55M -170,540 Closed
FTS
268
Fifth Third Securities
Ohio
– -$2.58M -123,820 Closed
RRWA
269
Rainey & Randall Wealth Advisors
Florida
– -$2.04M -97,884 Closed
WP
270
WealthSource Partners
California
– -$1.43M -68,918 Closed
AP
271
Advisors Preferred
Maryland
– -$1.32M -63,544 Closed
BFG
272
Bouchey Financial Group
New York
– -$851K -40,908 Closed
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
– -$651K -31,300 Closed
DSN
274
D. Scott Neal
Kentucky
– -$538K -25,852 Closed
Cetera Investment Advisers
275
Cetera Investment Advisers
Illinois
– -$449K -21,714 Closed