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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
276
JTC Employer Solutions Trustee
Jersey
$470K – – –
FWM
277
Fonville Wealth Management
Virginia
$467K +$676 +29 +0.1%
GS
278
GTS Securities
Florida
$462K +$455K +19,496 New
XPN
279
XY Planning Network
Montana
$454K +$21.9K +939 +5%
SL
280
SWMG LLC
Texas
$453K +$199K +8,519 +82%
CFD
281
Creative Financial Designs
Indiana
$453K +$19.4K +831 +5%
CI
282
Cordant Inc
Oregon
$449K -$9.84K -422 -2%
WF
283
Whelan Financial
California
$448K +$33.5K +1,437 +8%
WC
284
Waterloo Capital
Texas
$439K +$45.7K +1,962 +12%
WA
285
WBH Advisory
Maryland
$436K -$4.17K -179 -1%
RWM
286
Rialto Wealth Management
New York
$436K -$17.7K -760 -4%
TIM
287
Thompson Investment Management
Wisconsin
$428K +$20.9K +898 +5%
BA
288
Blueline Advisors
New Hampshire
$424K – – –
LAIC
289
Lederer & Associates Investment Counsel
California
$423K -$11.4K -491 -3%
MWM
290
Maripau Wealth Management
Indiana
$422K +$59.3K +2,544 +17%
JE
291
Jacobs Equity
Utah
$420K -$2.1K -90 -0.5%
HSA
292
HBK Sorce Advisory
Pennsylvania
$420K -$46.9K -2,010 -10%
SAI
293
Savvy Advisors Inc
New York
$416K +$19.2K +824 +5%
CAMG
294
CWA Asset Management Group
Florida
$415K +$6.6K +283 +2%
PAG
295
Poinciana Advisors Group
Florida
$414K +$43K +1,846 +12%
C
296
Certuity
Florida
$410K – – –
Goldman Sachs
297
Goldman Sachs
New York
$408K +$30K +1,288 +8%
PB
298
Pinnacle Bancorp
Nebraska
$408K -$1.58K -68 -0.4%
RH
299
RFG Holdings
Texas
$406K -$66.5K -2,852 -14%
AFA
300
Antonelli Financial Advisors
Michigan
$397K -$73.6K -3,155 -16%