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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
301
LifeSteps Financial
California
$215K -$193K -10,054 -47%
GFWA
302
Grey Fox Wealth Advisors
Delaware
$214K +$214K +11,112 New
IAN
303
Integrated Advisors Network
Texas
$210K -$5.16K -268 -2%
WSTAM
304
Wilbanks Smith & Thomas Asset Management
Virginia
$209K +$154 +8 +0.1%
ODIJL
305
One Day In July LLC
Vermont
$205K +$204K +10,621 New
LFA
306
LifeGuide Financial Advisors
Pennsylvania
$202K +$202K +10,473 New
1WM
307
1900 Wealth Management
Texas
$202K -$188K -9,746 -48%
BAMG
308
Brand Asset Management Group
Missouri
$197K +$197K +10,213 New
HWM
309
HB Wealth Management
Georgia
$195K -$17K -881 -8%
BIA
310
Bell Investment Advisors
California
$174K +$1.42K +74 +0.8%
AF
311
Advisornet Financial
Minnesota
$171K -$597 -31 -0.3%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$170K +$33.6K +1,744 +25%
GGI
313
Godsey & Gibb Inc
Virginia
$155K +$155K +8,033 New
HI
314
Harbour Investments
Wisconsin
$153K +$4.73K +246 +3%
ZIG
315
Zullo Investment Group
Pennsylvania
$151K +$1.35K +70 +0.9%
UB
316
UMB Bank
Missouri
$150K
FSWA
317
Financial Synergies Wealth Advisors
Texas
$144K +$1.17K +61 +0.8%
MA
318
Montag & Associates
Georgia
$143K -$292K -15,182 -67%
CIR
319
Clear Investment Research
Georgia
$142K
AssetMark Inc
320
AssetMark Inc
California
$142K +$142K +7,359 New
William Blair & Company
321
William Blair & Company
Illinois
$129K -$16.7K -866 -11%
BFPW
322
BOK Financial Private Wealth
Colorado
$123K -$495K -25,727 -80%
SIC
323
SJS Investment Consulting
Ohio
$123K -$102K -5,298 -45%
ACA
324
Aptus Capital Advisors
Alabama
$105K +$16.6K +861 +19%
FRA
325
Front Row Advisors
California
$90K -$13.3K -690 -13%