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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
301
Clear Investment Research
Georgia
$138K +$1.27M +54,578 +1,005%
CBT
302
Capital Bank & Trust
California
$134K +$136K +5,828 New
OPS
303
Orion Portfolio Solutions
Nebraska
$132K +$134K +5,734 New
AIA
304
Armor Investment Advisors
North Carolina
$131K +$46.5K +1,996 +54%
DI
305
Disciplined Investments
Oklahoma
$127K +$128K +5,514 New
BNP Paribas Financial Markets
306
BNP Paribas Financial Markets
France
$121K +$23.5K +1,010 +24%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$121K +$22.9K +982 +23%
CCA
308
Column Capital Advisors
Indiana
$115K +$117K +5,038 New
TL
309
TrueWealth LLC
Georgia
$105K +$932 +40 +0.9%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$103K -$12.8K -550 -11%
PA
311
Parallel Advisors
California
$101K -$50.9K -2,184 -33%
LFG
312
Larson Financial Group
Missouri
$99K -$16.6K -712 -14%
SWA
313
Sutton Wealth Advisors
Florida
$97.3K +$1.72K +74 +2%
SIS
314
SVB Investment Services
Utah
$97K +$98.6K +4,234 New
BW
315
Bison Wealth
Georgia
$96K +$97.5K +4,184 New
FRA
316
Front Row Advisors
California
$89K +$4.71K +202 +6%
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$86K +$1.26K +54 +1%
VCP
318
Verus Capital Partners
Arizona
$76K +$77.4K +3,320 New
S
319
SignatureFD
Georgia
$71K -$97.6K -4,190 -57%
BBPWM
320
Blue Bell Private Wealth Management
Pennsylvania
$71K +$3.12K +134 +5%
Bank of Montreal
321
Bank of Montreal
Ontario, Canada
$70K -$104K -4,448 -59%
SA
322
SRH Advisors
Kansas
$68K +$606 +26 +0.9%
CHA
323
Carmichael Hill & Associates
Maryland
$68K +$69.3K +2,974 New
HF
324
Halpern Financial
Virginia
$66K +$66.9K +2,872 New
BFC
325
Bedel Financial Consulting
Indiana
$63K +$280 +12 +0.4%