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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
326
Roble Belko & Company
Pennsylvania
$217K -$48.7K -2,620 -20%
Fidelity Investments
327
Fidelity Investments
Massachusetts
$215K -$9.92K -534 -5%
KAS
328
Kestra Advisory Services
Texas
$214K +$192K +10,338 New
WW
329
Waterfront Wealth
Kansas
$213K
CIR
330
Clear Investment Research
Georgia
$211K +$26.4K +1,418 +16%
AFG
331
Atomi Financial Group
New York
$210K -$3.85K -207 -2%
AWA
332
Acorn Wealth Advisors
Michigan
$208K -$985 -53 -0.5%
WFA
333
Websterrogers Financial Advisors
South Carolina
$208K -$95.2K -5,125 -34%
TIM
334
Thompson Investment Management
Wisconsin
$208K +$153K +8,253 +465%
IFA
335
Interactive Financial Advisors
Illinois
$205K -$464K -24,980 -86%
PWM
336
Prosperity Wealth Management
California
$203K +$182K +9,800 New
SFS
337
Strategic Financial Services
New York
$203K +$182K +9,800 New
SRL
338
Scientech Research LLC
New Jersey
$203K +$182K +9,787 New
WP
339
WealthPLAN Partners
Nebraska
$201K +$180K +9,684 New
BBW
340
Blue Barn Wealth
Utah
$200K +$180K +9,661 New
IA
341
IFP Advisors
Florida
$198K +$8.31K +447 +5%
AF
342
Advisornet Financial
Minnesota
$197K +$5.91K +318 +3%
William Blair & Company
343
William Blair & Company
Illinois
$194K -$1.71K -92 -1%
CIA
344
Cape Investment Advisory
Georgia
$187K +$19K +1,023 +13%
BEI
345
Benjamin Edwards Inc
Missouri
$186K +$13.6K +732 +9%
FSWA
346
Financial Synergies Wealth Advisors
Texas
$144K -$1.1K -59 -0.8%
BFPW
347
BOK Financial Private Wealth
Colorado
$140K +$6.43K +346 +5%
ITIM
348
Indiana Trust & Investment Management
Indiana
$128K
HWA
349
Heritage Wealth Advisors
Virginia
$99.6K +$89.4K +4,810 New
BCWM
350
Bartlett & Co Wealth Management
Ohio
$90.1K +$29.2K +1,570 +57%