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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$354K +$108K +4,628 +45%
SCI
327
Stableford Capital II
Arizona
$353K -$110K -4,717 -24%
PRI
328
Prepared Retirement Institute
Pennsylvania
$347K +$342K +14,664 New
EFP
329
Elser Financial Planning
Indiana
$339K -$18.3K -785 -5%
RI
330
Rinkey Investments
California
$338K -$6.92K -297 -2%
AC
331
AlphaCore Capital
California
$337K -$187 -8 -0.1%
AOWM
332
Alpha Omega Wealth Management
Virginia
$336K – – –
OFA
333
Orographic Financial Advisors
Colorado
$333K -$1.7K -73 -0.5%
MMA
334
Miracle Mile Advisors
California
$332K +$327K +14,033 New
I
335
INVST
Indiana
$330K +$108K +4,625 +50%
UB
336
UMB Bank
Missouri
$320K +$177K +7,580 +128%
VWA
337
Visionary Wealth Advisors
Illinois
$319K -$1.86K -80 -0.6%
HI
338
Harbour Investments
Wisconsin
$317K +$47.4K +2,035 +18%
PSB
339
Piscataqua Savings Bank
New Hampshire
$312K – – –
DWT
340
Dorsey & Whitney Trust
South Dakota
$305K -$38.5K -1,652 -11%
FWI
341
Facet Wealth Inc
Maryland
$301K -$104K -4,456 -26%
Point72 Asset Management
342
Point72 Asset Management
Connecticut
$298K -$1.41M -60,364 -83%
Pathstone Holdings
343
Pathstone Holdings
New Jersey
$293K +$289K +12,377 New
DF
344
Downshift Financial
Colorado
$293K -$7.6K -326 -3%
FA
345
FF Advisors
California
$291K – – –
HWA
346
Heartwood Wealth Advisors
Virginia
$291K +$41.4K +1,775 +17%
CFP
347
Cypress Financial Planning
New Jersey
$290K -$4.92K -211 -2%
SFG
348
Synergy Financial Group
California
$288K – – –
RFP
349
Root Financial Partners
California
$284K -$29.4K -1,262 -10%
ACG
350
Allen Capital Group
Nebraska
$282K -$10.6K -453 -4%