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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$283K -$7.92K -362 -3%
RSWM
302
Robertson Stephens Wealth Management
California
$280K +$613 +28 +0.2%
LA
303
Lifeworks Advisors
Michigan
$278K +$262K +11,994 New
BAMG
304
Brand Asset Management Group
Missouri
$269K -$2.56K -117 -1%
WT
305
Whittier Trust
California
$268K
SC
306
Savant Capital
Illinois
$268K +$253K +11,546 New
AWE
307
Avidian Wealth Enterprises
Texas
$261K +$24.8K +1,135 +11%
NRI
308
NFP Retirement Inc
California
$260K -$21.2K -967 -8%
MIAS
309
Mason Investment Advisory Services
Virginia
$259K +$2.32K +106 +1%
FWM
310
Fortress Wealth Management
California
$252K -$8.99K -411 -4%
AIA
311
Armor Investment Advisors
North Carolina
$250K -$5.93K -271 -2%
SA
312
Skyline Advisors
Washington
$249K
RBC
313
Roble Belko & Company
Pennsylvania
$243K +$350 +16 +0.2%
AF
314
Advisornet Financial
Minnesota
$242K +$6.06K +277 +3%
WIA
315
World Investment Advisors
California
$241K -$1.31K -60 -0.6%
CFP
316
Cypress Financial Planning
New Jersey
$241K +$228K +10,412 New
SFWC
317
Strategic Family Wealth Counselors
New Jersey
$239K
AFP
318
Ausdal Financial Partners
Iowa
$238K -$23.3K -1,066 -9%
AWA
319
Acorn Wealth Advisors
Michigan
$237K +$224K +10,216 New
IAN
320
Integrated Advisors Network
Texas
$236K -$3.44K -157 -2%
EGWAG
321
Elwood & Goetz Wealth Advisory Group
Georgia
$236K -$1.95K -89 -0.9%
HF
322
HRT Financial
New York
$234K +$222K +10,124 New
LAM
323
Lewis Asset Management
California
$233K +$220K +10,046 New
TWM
324
Tanglewood Wealth Management
Texas
$231K +$218K +9,984 New
HAS
325
HBW Advisory Services
California
$231K +$218K +9,969 New