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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$372K +$371K +17,360 New
WWM
277
Western Wealth Management
Colorado
$371K +$5.32K +249 +1%
CAMG
278
CWA Asset Management Group
Florida
$370K -$39.6K -1,853 -10%
Truist Financial
279
Truist Financial
North Carolina
$370K -$234K -10,949 -39%
LFA
280
Laraway Financial Advisors
Minnesota
$365K -$2.29K -107 -0.6%
PFC
281
Phocas Financial Corp
California
$353K
WFA
282
Websterrogers Financial Advisors
South Carolina
$351K +$7.78K +364 +2%
MWA
283
Medallion Wealth Advisors
Connecticut
$351K +$30.1K +1,410 +9%
KGP
284
Keystone Global Partners
Colorado
$350K +$348K +16,289 New
OFS
285
OneAscent Financial Services
Alabama
$347K -$8.44K -395 -2%
PA
286
PFG Advisors
Arizona
$342K +$48.5K +2,270 +17%
GC
287
Garde Capital
Washington
$334K -$119K -5,583 -26%
LCWP
288
Legacy Capital Wealth Partners
Arkansas
$321K +$11.2K +524 +4%
AOWM
289
Alpha Omega Wealth Management
Virginia
$321K -$9.62K -450 -3%
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$318K +$1.28K +60 +0.4%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$313K +$311K +14,562 New
SWA
292
Sax Wealth Advisors
New Jersey
$312K +$310K +14,504 New
ACG
293
Allen Capital Group
Nebraska
$311K -$52.9K -2,476 -15%
RDWM
294
Red Door Wealth Management
Tennessee
$309K +$307K +14,375 New
CA
295
Cambridge Advisors
Nebraska
$298K +$64 +3 +0%
TIM
296
Thompson Investment Management
Wisconsin
$296K +$4.92K +230 +2%
BCWM
297
Bartlett & Co Wealth Management
Ohio
$294K +$142K +6,659 +95%
CCA
298
Cobblestone Capital Advisors
New York
$290K -$86.3K -4,040 -23%
MFG
299
MidWestOne Financial Group
Iowa
$289K
CFD
300
Creative Financial Designs
Indiana
$288K -$8.42K -394 -3%