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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
301
Murphy Middleton Hinkle & Parker
Georgia
$239K +$16.7K +694 +8%
EWA
302
EP Wealth Advisors
California
$232K +$225K +9,327 New
FWCM
303
Ferguson Wellman Capital Management
Oregon
$230K +$223K +9,256 New
RK
304
Rather & Kittrell
Tennessee
$229K -$45.3K -1,876 -17%
GGS
305
Galvin Gaustad & Stein
Arizona
$224K +$24 +1 +0%
SC
306
Savant Capital
Illinois
$219K +$212K +8,782 New
SAM
307
Stone Asset Management
Texas
$218K +$265 +11 +0.1%
FSWA
308
Financial Synergies Wealth Advisors
Texas
$217K -$8.86K -367 -4%
SFA
309
Sequoia Financial Advisors
Ohio
$216K +$210K +8,687 New
BCM
310
Brookstone Capital Management
Illinois
$214K -$424K -17,566 -67%
HCM
311
Hengehold Capital Management
Ohio
$214K +$7.31K +303 +4%
PAS
312
Park Avenue Securities
New York
$210K +$204K +8,443 New
FRA
313
Frank Rimerman Advisors
California
$208K
TIM
314
Total Investment Management
Arizona
$204K +$772 +32 +0.4%
NF
315
NTB Financial
Colorado
$203K -$483 -20 -0.2%
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$202K +$196K +8,124 New
GRP
317
Global Retirement Partners
California
$201K -$34.3K -1,420 -14%
CIR
318
Clear Investment Research
Georgia
$183K
JPLA
319
Joseph P. Lucia & Associates
New York
$182K +$177K +7,330 New
PB
320
Pinnacle Bancorp
Nebraska
$178K +$51.7K +2,144 +43%
William Blair & Company
321
William Blair & Company
Illinois
$169K +$1.3K +54 +0.8%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$162K -$2.63K -109 -2%
BCM
323
Blume Capital Management
California
$155K +$2.41K +100 +2%
FRA
324
Front Row Advisors
California
$133K -$24 -1 -0%
AA
325
Ancora Advisors
Ohio
$126K +$48 +2 +0%