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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
251
OneAscent Financial Services
Alabama
$387K +$17.5K +939 +5%
PCIA
252
Prime Capital Investment Advisors
Kansas
$385K -$19K -1,023 -5%
CAMG
253
CWA Asset Management Group
Florida
$380K +$48.2K +2,596 +16%
CCA
254
Cobblestone Capital Advisors
New York
$379K
CC
255
Callan Capital
California
$375K -$55.8K -3,000 -14%
PFBT
256
Parkside Financial Bank & Trust
Missouri
$375K -$12.6K -680 -4%
LFA
257
Laraway Financial Advisors
Minnesota
$374K -$6.45K -347 -2%
MAM
258
Marotta Asset Management
Virginia
$372K -$62.7K -3,375 -16%
FFA
259
Farther Finance Advisors
California
$365K +$325K +17,464 +11,566%
CWM
260
CIBC World Markets
New York
$364K -$34K -1,832 -9%
HFS
261
Heritage Financial Services
Massachusetts
$355K +$319K +17,156 New
B
262
Bailard
California
$354K +$1.88K +101 +0.6%
PAS
263
Park Avenue Securities
New York
$349K +$7.54K +406 +2%
HAS
264
HBW Advisory Services
California
$347K +$312K +16,777 New
MFG
265
MidWestOne Financial Group
Iowa
$347K +$123K +6,596 +65%
PB
266
Pinnacle Bancorp
Nebraska
$346K -$390K -21,004 -56%
ACG
267
Allen Capital Group
Nebraska
$344K -$15.6K -837 -5%
RMC
268
Regis Management Company
California
$344K +$6.13K +330 +2%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$342K -$1.59M -85,476 -84%
AOWM
270
Alpha Omega Wealth Management
Virginia
$335K +$19 +1 +0%
MWM
271
Modera Wealth Management
New Jersey
$332K -$147K -7,895 -33%
FT
272
Fiduciary Trust
Massachusetts
$331K
BIA
273
Bigelow Investment Advisors
Maine
$325K -$14.5K -780 -5%
NL
274
NWAM LLC
Washington
$324K +$291K +15,650 New
SAI
275
Savvy Advisors Inc
New York
$324K +$291K +15,645 New