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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Modera Wealth Management
New Jersey
$354K -$1.55M -70,552 -81%
SFWC
302
Strategic Family Wealth Counselors
New Jersey
$354K -$62.5K -2,853 -15%
PFC
303
Phocas Financial Corp
California
$353K
KGP
304
Keystone Global Partners
Colorado
$350K
AWM
305
Ariadne Wealth Management
California
$349K +$153 +7 +0%
VWA
306
VSM Wealth Advisory
Maryland
$347K +$4.76K +217 +1%
Goldman Sachs
307
Goldman Sachs
New York
$343K -$79K -3,602 -18%
SWA
308
Strata Wealth Advisors
Texas
$339K -$965 -44 -0.3%
PAG
309
Poinciana Advisors Group
Florida
$336K +$48.2K +2,198 +16%
MWML
310
M Wealth Management LLC
California
$333K -$208K -9,485 -38%
CFA
311
Cahill Financial Advisors
Minnesota
$332K +$1.64K +75 +0.5%
MWM
312
Maripau Wealth Management
Indiana
$328K +$335K +15,270 New
EFP
313
Elser Financial Planning
Indiana
$327K -$22.1K -1,008 -6%
Koshinski Asset Management
314
Koshinski Asset Management
Illinois
$325K -$8.29K -378 -2%
LCWP
315
Legacy Capital Wealth Partners
Arkansas
$321K +$1.75K +80 +0.5%
VAF
316
Values Added Financial
District of Columbia
$318K +$285 +13 +0.1%
FPAS
317
Focus Partners Advisor Solutions
Missouri
$317K -$104K -4,737 -24%
RI
318
Rinkey Investments
California
$313K
DWT
319
Dorsey & Whitney Trust
South Dakota
$312K +$318K +14,520 New
AC
320
AlphaCore Capital
California
$306K -$121K -5,518 -28%
AOWM
321
Alpha Omega Wealth Management
Virginia
$305K -$7.01K -320 -2%
OFA
322
Orographic Financial Advisors
Colorado
$302K +$309K +14,073 New
SW
323
Simplicity Wealth
New Jersey
$297K -$295K -13,466 -49%
DF
324
Downshift Financial
Colorado
$293K +$35.4K +1,615 +15%
SL
325
Sentinus LLC
Illinois
$291K +$1.21K +55 +0.4%