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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
251
JP Morgan Private Wealth Advisors
California
$254K +$247K +10,752 New
CBFP
252
Cedar Brook Financial Partners
Ohio
$249K +$242K +10,570 New
RA
253
Rational Advisors
New York
$242K +$56K +2,444 +31%
PGAM
254
Princeton Global Asset Management
New Jersey
$232K +$71.2K +3,104 +45%
UAS
255
United Asset Strategies
New York
$230K +$2.89K +126 +1%
MWA
256
MFA Wealth Advisors
Pennsylvania
$223K -$25.9K -1,130 -11%
BTS
257
BB&T Securities
Virginia
$222K +$7.48K +326 +4%
AWS
258
AJ Wealth Strategies
New York
$218K
EAM
259
Evanson Asset Management
California
$213K +$1.15K +50 +0.6%
IA
260
IFP Advisors
Florida
$211K +$209K +9,102 New
WOC
261
West Oak Capital
California
$209K +$34.9K +1,522 +21%
DAS
262
Dynamic Advisor Solutions
Arizona
$207K -$49K -2,136 -20%
CIA
263
Capital Investment Advisors
Georgia
$203K +$1.42K +62 +0.7%
MFG
264
MidWestOne Financial Group
Iowa
$202K -$628K -27,386 -76%
BAM
265
Barrett Asset Management
New York
$196K +$1.15K +50 +0.6%
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$177K +$37K +1,612 +27%
LF
267
Lee Financial
Texas
$172K -$2.52K -110 -1%
RBC
268
Roble Belko & Company
Pennsylvania
$172K +$6.65K +290 +4%
S
269
SignatureFD
Georgia
$172K +$138K +6,010 +467%
DP
270
Denver PWM
Colorado
$165K +$162K +7,050 New
PA
271
Parallel Advisors
California
$155K +$14.5K +632 +11%
WCM
272
Wealthcare Capital Management
Virginia
$142K +$46 +2 +0%
CIR
273
Clear Investment Research
Georgia
$128K
MWP
274
MYCIO Wealth Partners
Pennsylvania
$120K
LFG
275
Larson Financial Group
Missouri
$118K -$3.44K -150 -3%