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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
Liberty Wealth Management
California
$347K +$337K +16,848 New
SFS
252
Summit Financial Strategies
Ohio
$347K +$104K +5,168 +41%
BRWA
253
B. Riley Wealth Advisors
Florida
$344K -$88.9K -4,439 -20%
EFG
254
Everhart Financial Group
Ohio
$341K +$8.05K +402 +2%
CCA
255
Cobblestone Capital Advisors
New York
$334K
WC
256
Waterloo Capital
Texas
$333K +$342K +17,059 New
WWM
257
Western Wealth Management
Colorado
$328K +$7.43K +371 +2%
RMC
258
Regis Management Company
California
$328K -$18.5K -925 -5%
BA
259
Bridgewater Advisors
New York
$320K -$2.38K -119 -0.7%
GAM
260
Gould Asset Management
California
$319K +$2.4K +120 +0.7%
AOWM
261
Alpha Omega Wealth Management
Virginia
$315K -$66.1K -3,300 -17%
MA
262
Mangham Associates
Virginia
$312K +$4.87K +243 +2%
CA
263
Cambridge Advisors
Nebraska
$310K -$9.61K -480 -3%
PA
264
PFG Advisors
Arizona
$306K -$21.6K -1,077 -6%
CAMG
265
CWA Asset Management Group
Florida
$303K -$25K -1,246 -7%
KeyBank National Association
266
KeyBank National Association
Ohio
$300K +$308K +15,391 New
BFA
267
Bluestem Financial Advisors
Illinois
$300K +$881 +44 +0.3%
CWM
268
Collaborative Wealth Management
Florida
$297K -$36.2K -1,808 -11%
NWA
269
Navis Wealth Advisors
New York
$295K +$1.96K +98 +0.7%
PGA
270
Portland Global Advisors
Maine
$294K
TF
271
Theory Financial
Colorado
$288K +$2.18K +109 +0.7%
SAM
272
SignalPoint Asset Management
Missouri
$286K +$14.2K +708 +5%
ACA
273
Ascension Capital Advisors
Texas
$282K
CW
274
CreativeOne Wealth
Kansas
$281K +$17.6K +881 +7%
RWA
275
Rainsberger Wealth Advisors
Colorado
$278K +$581 +29 +0.2%