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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
301
Everhart Financial Group
Ohio
$395K -$71.8K -3,078 -16%
LFA
302
Laraway Financial Advisors
Minnesota
$394K -$3.92K -168 -1%
LF
303
Lee Financial
Texas
$394K -$909 -39 -0.2%
SFWC
304
Strategic Family Wealth Counselors
New Jersey
$390K – – –
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$389K +$272K +11,673 +245%
OFS
306
OneAscent Financial Services
Alabama
$389K -$3.31K -142 -0.9%
PFC
307
Phocas Financial Corp
California
$389K – – –
KGP
308
Keystone Global Partners
Colorado
$386K – – –
AWM
309
Ariadne Wealth Management
California
$385K +$210 +9 +0.1%
BSB
310
Bangor Savings Bank
Maine
$381K -$14.5K -620 -4%
VWA
311
VSM Wealth Advisory
Maryland
$377K -$5.55K -238 -1%
UAG
312
United Advisor Group
Ohio
$376K -$37.5K -1,608 -9%
Sumitomo Mitsui Trust Group
313
Sumitomo Mitsui Trust Group
Japan
$374K +$117K +5,011 +46%
AF
314
Allworth Financial
California
$374K -$29.9K -1,283 -8%
SWA
315
Strata Wealth Advisors
Texas
$374K – – –
SA
316
Sanctuary Advisors
Indiana
$373K +$148K +6,354 +68%
ATC
317
Advantage Trust Company
Kansas
$373K +$367K +15,740 New
MWM
318
Modera Wealth Management
New Jersey
$372K -$18.4K -789 -5%
MFG
319
Merit Financial Group
Georgia
$369K -$81.8K -3,510 -18%
CFA
320
Cahill Financial Advisors
Minnesota
$369K +$2.31K +99 +0.6%
MWML
321
M Wealth Management LLC
California
$363K -$3.54K -152 -1%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$360K +$2.15K +92 +0.6%
WWM
323
Western Wealth Management
Colorado
$360K -$70.6K -3,029 -17%
LCWP
324
Legacy Capital Wealth Partners
Arkansas
$356K +$2.45K +105 +0.7%
VAF
325
Values Added Financial
District of Columbia
$355K +$4.83K +207 +1%