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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Destination Wealth Management
California
$16K -$25.2K -1,194 -61%
TIM
252
Tortoise Investment Management
New York
$15K -$77.1K -3,646 -83%
PG
253
Patten Group
Tennessee
$15K
Citigroup
254
Citigroup
New York
$14K -$21.3K -1,006 -60%
CFGS
255
Concourse Financial Group Securities
Alabama
$14K +$14K +664 New
CCMW
256
Cypress Capital Management (Wyoming)
Wyoming
$13K
TFS
257
TrustCore Financial Services
Tennessee
$12K +$127 +6 +1%
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$11K
CT
259
CPF Texas
Texas
$9K +$9.47K +448 New
APP
260
Avantax Planning Partners
Iowa
$9K +$9.6K +454 New
PA
261
Parallel Advisors
California
$8K -$29.2K -1,380 -79%
WWMSC
262
Wagner Wealth Management (South Carolina)
South Carolina
$8K -$13.6K -644 -64%
PMFA
263
Plante Moran Financial Advisors
Michigan
$8K -$7.27K -344 -47%
LNB
264
Ledyard National Bank
$8K +$8.45K +400 New
ADL
265
Asset Dedication LLC
California
$7K -$592 -28 -8%
GRP
266
Global Retirement Partners
California
$7K +$7.1K +336 New
VFA
267
Valeo Financial Advisors
Indiana
$6K +$42 +2 +0.7%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.86K +88 +50%
VCM
269
Vigilant Capital Management
Maine
$5K -$7.19K -340 -61%
HCM
270
Horrell Capital Management
Arkansas
$5K
PK
271
Pflug Koory
Nebraska
$5K
TCOV
272
Trust Company of Vermont
Vermont
$5K
LFG
273
LifePlan Financial Group
Ohio
$5K +$5.5K +260 New
BCWM
274
Bartlett & Co Wealth Management
Ohio
$4.17K -$32.4K -1,534 -88%
FDCDDQ
275
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17K