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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
276
Global Wealth Management Investment Advisory
Florida
$16K +$16.6K +814 New
NSG
277
Nalls Sherbakoff Group
Tennessee
$16K +$17.1K +840 New
SBL
278
Sargent Bickham Lagudis
Colorado
$15K +$327 +16 +2%
TIM
279
Tortoise Investment Management
New York
$14K
PG
280
Patten Group
Tennessee
$13K -$572 -28 -4%
BC
281
Barnett & Company
Tennessee
$13K +$13.3K +650 New
CFA
282
Clarfeld Financial Advisors
New York
$13K +$14.2K +696 New
PA
283
Parallel Advisors
California
$12K +$5.68K +278 +77%
MSFP
284
Mark Sheptoff Financial Planning
Connecticut
$11K
GI
285
Gradient Investments
Minnesota
$9K +$9.02K +442 New
BAM
286
Bruderman Asset Management
New York
$9K +$9.76K +478 New
CCMW
287
Cypress Capital Management (Wyoming)
Wyoming
$8K -$4.08K -200 -33%
LNB
288
Ledyard National Bank
$8K
ADL
289
Asset Dedication LLC
California
$7K
VFA
290
Valeo Financial Advisors
Indiana
$6K +$82 +4 +1%
LFG
291
LifePlan Financial Group
Ohio
$5K +$123 +6 +2%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$5K +$408 +20 +8%
MA
293
MUFG Americas
New York
$5K +$4.82K +236 New
BC
294
Bartlett & Co
Ohio
$4K
GWS
295
Glassman Wealth Services
Virginia
$4K
HCM
296
Horrell Capital Management
Arkansas
$4K
PK
297
Pflug Koory
Nebraska
$4K
SF
298
Synovus Financial
Georgia
$4K
TCOV
299
Trust Company of Vermont
Vermont
$4K
WCM
300
Whitener Capital Management
North Carolina
$4K +$204 +10 +5%