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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
301
Capital Directions Investment Advisors
Georgia
$36K +$35.2K +1,582 New
TWA
302
TCI Wealth Advisors
Arizona
$34K
Citigroup
303
Citigroup
New York
$34K +$756 +34 +2%
RDWM
304
Red Door Wealth Management
Tennessee
$34K +$33.3K +1,500 New
CCA
305
Column Capital Advisors
Indiana
$32K +$2.67K +120 +9%
S
306
SignatureFD
Georgia
$30K +$133 +6 +0.5%
SWM
307
Sugarloaf Wealth Management
Georgia
$27K -$39.4K -1,774 -60%
HI
308
Hudock Inc
Pennsylvania
$27K +$89 +4 +0.3%
FA
309
Faithward Advisors
Pennsylvania
$27K +$133 +6 +0.5%
EW
310
Element Wealth
Mississippi
$25K
SIM
311
Sonora Investment Management
Arizona
$24K -$711 -32 -3%
HR
312
Howe & Rusling
New York
$24K
AC
313
Arjuna Capital
North Carolina
$22K +$21.4K +964 New
CTC
314
Central Trust Company
Missouri
$21K +$20.5K +924 New
JPLA
315
Joseph P. Lucia & Associates
New York
$20K
TC
316
Truvestments Capital
Florida
$18K -$2K -90 -11%
HNB
317
Huntington National Bank
Ohio
$18K
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$17K +$5.34K +240 +45%
FWP
319
FAS Wealth Partners
Kansas
$16K -$6K -270 -28%
EDRH
320
Edmond de Rothschild Holding
Switzerland
$16K
CFG
321
CKW Financial Group
Hawaii
$16K +$15.1K +678 New
TCWA
322
Ten Capital Wealth Advisors
Washington
$16K +$15.3K +690 New
CAAS
323
Capital Asset Advisory Services
Michigan
$15K
PSIWM
324
Paradigm Strategies in Wealth Management
Minnesota
$15K +$44 +2 +0.3%
CFFP
325
Center for Financial Planning
Michigan
$14K