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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
276
Bedel Financial Consulting
Indiana
$49K +$938 +54 +2%
PGAM
277
Princeton Global Asset Management
New Jersey
$48K -$16.4K -942 -25%
PWP
278
Principle Wealth Partners
Connecticut
$48K +$47.5K +2,738 New
JP Morgan Chase
279
JP Morgan Chase
New York
$46K -$7.05K -406 -13%
GRP
280
Global Retirement Partners
California
$44K -$47.1K -2,710 -52%
BW
281
Bison Wealth
Georgia
$44K
RCC
282
Red Cedar Capital
Nebraska
$43K +$278 +16 +0.7%
SA
283
SRH Advisors
Kansas
$42K -$10.3K -592 -20%
SMG
284
Spectrum Management Group
Indiana
$42K
MA
285
MUFG Americas
New York
$39K -$20.8K -1,200 -35%
William Blair & Company
286
William Blair & Company
Illinois
$37K -$16.5K -948 -31%
CHA
287
Carmichael Hill & Associates
Maryland
$35K -$17.4K -1,000 -34%
Fidelity Investments
288
Fidelity Investments
Massachusetts
$31K -$18.5K -1,068 -37%
MWA
289
MFA Wealth Advisors
Pennsylvania
$29.7K -$548K -31,556 -95%
CDIA
290
Capital Directions Investment Advisors
Georgia
$28K -$2.71K -156 -9%
AA
291
AlphaMark Advisors
Kentucky
$28K
ADL
292
Asset Dedication LLC
California
$28K
APA
293
American Portfolios Advisors
New York
$27.5K -$8.65K -498 -24%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$27K -$6.88K -396 -21%
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$26K -$1.32K -76 -5%
RDWM
296
Red Door Wealth Management
Tennessee
$26K -$729 -42 -3%
AIP
297
Ameritas Investment Partners
Nebraska
$25K
OSNBOA
298
Old Second National Bank of Aurora
Illinois
$25K
BNP Paribas Financial Markets
299
BNP Paribas Financial Markets
France
$24.5K +$8.3K +478 +52%
BEI
300
Benjamin Edwards Inc
Missouri
$24K +$8.06K +464 +50%