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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
301
Fidelity Investments
Massachusetts
$204K -$65.7K -3,280 -24%
1WM
302
1900 Wealth Management
Texas
$202K
TA
303
Tactive Advisors
Florida
$200K +$205K +10,259 New
AF
304
Advisornet Financial
Minnesota
$185K +$13.3K +666 +8%
UB
305
UMB Bank
Missouri
$174K +$22.9K +1,144 +15%
William Blair & Company
306
William Blair & Company
Illinois
$173K +$43.4K +2,168 +32%
AWM
307
Aspire Wealth Management
Massachusetts
$171K -$60.6K -3,025 -26%
GWM
308
GSB Wealth Management
Connecticut
$169K +$176K +8,782 New
HI
309
Harbour Investments
Wisconsin
$165K +$10.1K +502 +6%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$164K -$8.17K -408 -5%
CIA
311
Cape Investment Advisory
Georgia
$161K +$165K +8,260 New
CIR
312
Clear Investment Research
Georgia
$157K +$14.2K +710 +10%
MCC
313
Money Concepts Capital
Florida
$151K +$145K +7,262 +202%
SWM
314
Spire Wealth Management
Virginia
$149K -$95.4K -4,764 -38%
FSWA
315
Financial Synergies Wealth Advisors
Texas
$146K +$961 +48 +0.6%
WP
316
WealthPLAN Partners
Nebraska
$143K +$147K +7,326 New
AAS
317
Ameritas Advisory Services
Nebraska
$136K +$141K +7,034 New
BFPW
318
BOK Financial Private Wealth
Colorado
$125K
MA
319
Montag & Associates
Georgia
$124K -$20.9K -1,046 -14%
GBT
320
Grove Bank & Trust
Florida
$123K -$730K -36,434 -85%
FRA
321
Front Row Advisors
California
$104K +$13.8K +691 +15%
CFD
322
Creative Financial Designs
Indiana
$95.1K +$18.6K +930 +24%
CA
323
Clearstead Advisors
Ohio
$90.7K +$80 +4 +0.1%
DI
324
Disciplined Investments
Oklahoma
$82.8K
BEI
325
Benjamin Edwards Inc
Missouri
$79K +$81.5K +4,068 New