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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Cresset Asset Management
Illinois
$344K +$72.6K +3,153 +24%
SCFS
252
S.C. Financial Services
Arizona
$343K +$374K +16,253 New
RJA
253
Raymond James & Associates
Florida
$333K -$8.01K -348 -2%
BFG
254
Barber Financial Group
Kansas
$331K +$361K +15,702 New
BBW
255
Blue Barn Wealth
Utah
$327K +$1.08K +47 +0.3%
MA
256
Mangham Associates
Virginia
$327K +$134K +5,807 +60%
TF
257
Theory Financial
Colorado
$325K +$350K +15,197 New
BFA
258
Bluestem Financial Advisors
Illinois
$322K -$119K -5,189 -25%
PGA
259
Portland Global Advisors
Maine
$318K
AWS
260
Atria Wealth Solutions
New York
$317K +$5.82K +253 +2%
CCA
261
Cobblestone Capital Advisors
New York
$313K +$276 +12 +0.1%
NWA
262
Navis Wealth Advisors
New York
$311K +$2.21K +96 +0.7%
UB
263
UMB Bank
Missouri
$311K +$86.8K +3,771 +34%
HT
264
HAP Trading
New York
$310K -$751K -32,616 -69%
HWA
265
Hillcrest Wealth Advisors
New Jersey
$310K +$338K +14,700 New
Brown Advisory
266
Brown Advisory
Maryland
$306K
SAM
267
SignalPoint Asset Management
Missouri
$296K -$1.54K -67 -0.5%
BPA
268
Beacon Pointe Advisors
California
$295K -$80.3K -3,490 -20%
MIS
269
Morningstar Investment Services
Illinois
$294K -$192K -8,353 -38%
CW
270
CreativeOne Wealth
Kansas
$292K -$45.5K -1,978 -13%
PAS
271
Park Avenue Securities
New York
$287K +$119K +5,176 +61%
AIA
272
Armor Investment Advisors
North Carolina
$286K -$18.5K -802 -6%
RBC
273
Roble Belko & Company
Pennsylvania
$286K -$299 -13 -0.1%
FVWA
274
Foster Victor Wealth Advisors
South Carolina
$285K -$4K -174 -1%
AFP
275
Ausdal Financial Partners
Iowa
$280K -$6.03K -262 -2%