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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
251
Raymond James & Associates
Florida
$401K -$72K -2,984 -16%
CA
252
Cambridge Advisors
Nebraska
$401K +$1.4K +58 +0.4%
CB
253
Commerce Bank
Missouri
$401K +$23.7K +984 +7%
CW
254
CreativeOne Wealth
Kansas
$394K -$102K -4,207 -21%
GLA
255
Great Lakes Advisors
Illinois
$387K +$386 +16 +0.1%
BBW
256
Blue Barn Wealth
Utah
$384K -$33.3K -1,379 -8%
PGA
257
Portland Global Advisors
Maine
$375K
CAMG
258
CWA Asset Management Group
Florida
$374K +$483 +20 +0.1%
OPS
259
Orion Portfolio Solutions
Nebraska
$373K +$54.2K +2,247 +18%
AF
260
Advisornet Financial
Minnesota
$369K -$61.9K -2,566 -15%
CCA
261
Cobblestone Capital Advisors
New York
$369K +$8.21K +340 +2%
AWS
262
Atria Wealth Solutions
New York
$367K +$356K +14,756 New
NWA
263
Navis Wealth Advisors
New York
$365K +$459 +19 +0.1%
Brown Advisory
264
Brown Advisory
Maryland
$361K +$7.05K +292 +2%
AIA
265
Armor Investment Advisors
North Carolina
$358K -$40.9K -1,693 -11%
SAM
266
SignalPoint Asset Management
Missouri
$352K +$14.1K +584 +4%
FG
267
Foster Group
Iowa
$350K +$42.1K +1,744 +14%
FVWA
268
Foster Victor Wealth Advisors
South Carolina
$345K -$5.82K -241 -2%
RBC
269
Roble Belko & Company
Pennsylvania
$338K -$338 -14 -0.1%
AFP
270
Ausdal Financial Partners
Iowa
$337K +$5.91K +245 +2%
HWM
271
HB Wealth Management
Georgia
$336K -$68.3K -2,830 -17%
PS
272
Portfolio Solutions
Michigan
$328K -$5.33K -221 -2%
CAM
273
Cresset Asset Management
Illinois
$328K +$12K +499 +4%
BAM
274
Belpointe Asset Management
Nevada
$328K +$318K +13,178 New
EE
275
EWG Elevate
California
$325K +$315K +13,059 New