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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
301
Allen Capital Group
Nebraska
$285K -$19.8K -945 -7%
CFP
302
Cypress Financial Planning
New Jersey
$271K +$16.9K +807 +7%
FA
303
FF Advisors
California
$270K
HWA
304
Hillcrest Wealth Advisors
New Jersey
$268K +$266K +12,675 New
PWPS
305
Pinnacle Wealth Planning Services
Ohio
$268K +$265K +12,658 New
CCA
306
Cobblestone Capital Advisors
New York
$267K -$17.9K -855 -6%
RWM
307
Rialto Wealth Management
New York
$267K +$22.5K +1,075 +9%
RW
308
REDW Wealth
New Mexico
$262K -$179K -8,524 -41%
GC
309
Garde Capital
Washington
$262K -$65.3K -3,115 -20%
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$252K -$19.8K -944 -7%
AQR Capital Management
311
AQR Capital Management
Connecticut
$250K +$248K +11,838 New
AIM
312
Aurora Investment Managers
Florida
$249K +$247K +11,781 New
RP
313
Regal Partners
Australia
$247K +$244K +11,651 New
FLFS
314
Family Legacy Financial Solutions
North Carolina
$246K +$244K +11,623 New
CPL
315
CAP Partners LLC
Tennessee
$245K -$10.2K -487 -4%
TPA
316
Trivium Point Advisory
Connecticut
$243K +$4.17K +199 +2%
B
317
Bensler
Washington
$242K -$152K -7,266 -39%
MWM
318
Meridian Wealth Management
Kentucky
$242K +$239K +11,424 New
PHIC
319
Pine Haven Investment Counsel
Massachusetts
$240K +$238K +11,341 New
IA
320
IFG Advisory
Georgia
$240K +$27.8K +1,327 +13%
MAWA
321
Moss Adams Wealth Advisors
Washington
$239K +$237K +11,307 New
AFP
322
Ausdal Financial Partners
Iowa
$239K -$5.64K -269 -2%
ACA
323
Ascension Capital Advisors
Texas
$238K -$26.2K -1,250 -10%
BA
324
Bridgewater Advisors
New York
$236K +$84 +4 +0%
MIAS
325
Mason Investment Advisory Services
Virginia
$236K