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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
326
Integrated Advisors Network
Texas
$215K -$6.86K -342 -3%
RBC
327
Roble Belko & Company
Pennsylvania
$213K +$120 +6 +0.1%
SFWC
328
Strategic Family Wealth Counselors
New Jersey
$209K -$17.4K -868 -8%
EGWAG
329
Elwood & Goetz Wealth Advisory Group
Georgia
$208K -$193K -9,611 -48%
EWA
330
Emergent Wealth Advisors
New York
$203K +$201K +10,021 New
AWA
331
Acorn Wealth Advisors
Michigan
$203K -$1.38K -69 -0.7%
KAS
332
Kestra Advisory Services
Texas
$202K -$7.34K -366 -4%
CWM
333
Collaborative Wealth Management
Florida
$201K -$18.9K -942 -9%
AF
334
Advisornet Financial
Minnesota
$198K +$4.97K +248 +3%
CIA
335
Cape Investment Advisory
Georgia
$188K +$5.23K +261 +3%
CIR
336
Clear Investment Research
Georgia
$178K -$28.4K -1,418 -14%
BFPW
337
BOK Financial Private Wealth
Colorado
$159K +$21.5K +1,073 +16%
BEI
338
Benjamin Edwards Inc
Missouri
$155K -$26.7K -1,330 -15%
EWA
339
EP Wealth Advisors
California
$146K +$144K +7,177 New
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$145K +$146K +7,273 New
FSWA
341
Financial Synergies Wealth Advisors
Texas
$142K -$8.96K -447 -6%
AC
342
AlphaCore Capital
California
$128K +$116K +5,780 +1,063%
ITIM
343
Indiana Trust & Investment Management
Indiana
$126K
ACA
344
Aptus Capital Advisors
Alabama
$111K +$98.1K +4,893 +817%
FFA
345
Farther Finance Advisors
California
$101K -$251K -12,537 -71%
FRA
346
Front Row Advisors
California
$94.6K +$9.7K +484 +12%
BCWM
347
Bartlett & Co Wealth Management
Ohio
$90.4K +$3.01K +150 +3%
SWM
348
Spire Wealth Management
Virginia
$84.2K +$22.3K +1,110 +37%
CIAS
349
Capital Investment Advisory Services
North Carolina
$79.5K +$60 +3 +0.1%
FFWM
350
Future Financial Wealth Management
Ohio
$79.2K +$78.2K +3,900 New