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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
276
Lutz Financial Services
Nebraska
$295K -$135K -6,924 -32%
CA
277
Cambridge Advisors
Nebraska
$288K -$195 -10 -0.1%
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$280K +$274K +14,031 New
CFD
279
Creative Financial Designs
Indiana
$280K +$13.6K +695 +5%
SAM
280
SignalPoint Asset Management
Missouri
$278K
GCA
281
Greenwood Capital Associates
South Carolina
$271K +$6.28K +322 +2%
SA
282
Sanctuary Advisors
Indiana
$263K +$272K +13,948 New
MFG
283
MidWestOne Financial Group
Iowa
$255K -$76.3K -3,910 -23%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$254K +$78 +4 +0%
CA
285
Clearstead Advisors
Ohio
$253K
TIM
286
Thompson Investment Management
Wisconsin
$251K +$20.6K +1,058 +9%
PA
287
PFG Advisors
Arizona
$250K +$585 +30 +0.2%
ACA
288
Ascension Capital Advisors
Texas
$250K -$4.56K -234 -2%
CPL
289
CAP Partners LLC
Tennessee
$249K +$6.94K +356 +3%
CW
290
CreativeOne Wealth
Kansas
$246K -$1.25K -64 -0.5%
RSWM
291
Robertson Stephens Wealth Management
California
$243K
NRI
292
NFP Retirement Inc
California
$243K -$2.24K -115 -0.9%
SAI
293
Savvy Advisors Inc
New York
$240K -$17.5K -898 -7%
APP
294
Avantax Planning Partners
Iowa
$239K -$720K -36,925 -76%
BP
295
Ballentine Partners
Massachusetts
$236K +$230K +11,807 New
BAMG
296
Brand Asset Management Group
Missouri
$234K +$20.8K +1,069 +10%
WT
297
Whittier Trust
California
$231K
MCM
298
Mainstay Capital Management
Michigan
$231K -$308K -15,798 -58%
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$228K -$57.6K -2,956 -21%
GRP
300
Global Retirement Partners
California
$228K +$2.4K +123 +1%