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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
326
Bridgewater Advisors
New York
$228K -$13.7K -625 -6%
MAM
327
Marotta Asset Management
Virginia
$228K -$162K -7,408 -43%
GAM
328
Garrison Asset Management
Arkansas
$227K -$11.5K -527 -5%
SFS
329
Strategic Financial Services
New York
$227K +$214K +9,800 New
SWP
330
Stratos Wealth Partners
Ohio
$225K +$212K +9,696 New
GRP
331
Global Retirement Partners
California
$221K -$41.1K -1,879 -16%
TI
332
Truepoint Inc
Ohio
$221K +$208K +9,525 New
JC
333
Jentner Corp
Ohio
$220K +$207K +9,476 New
EWA
334
Emergent Wealth Advisors
New York
$215K -$18.4K -839 -8%
DW
335
Dodds Wealth
Colorado
$212K -$136K -6,221 -40%
UCFA
336
United Capital Financial Advisors
Texas
$211K +$199K +9,107 New
CFG
337
Citizens Financial Group
Rhode Island
$209K +$197K +9,014 New
EWA
338
EP Wealth Advisors
California
$207K +$48.6K +2,222 +33%
KAS
339
Kestra Advisory Services
Texas
$206K -$291K -13,286 -60%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$203K -$241 -11 -0.1%
SC
341
Shearwater Capital
Colorado
$202K +$190K +8,698 New
Fisher Asset Management
342
Fisher Asset Management
Washington
$201K -$52.5K -2,399 -22%
CA
343
CoreCap Advisors
Michigan
$190K +$180K +8,207 New
CIR
344
Clear Investment Research
Georgia
$188K -$14.6K -666 -8%
BFPW
345
BOK Financial Private Wealth
Colorado
$173K -$7.57K -346 -4%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$171K
ITIM
347
Indiana Trust & Investment Management
Indiana
$144K
ACA
348
Aptus Capital Advisors
Alabama
$143K -$7.24K -331 -5%
NP
349
NorthRock Partners
Minnesota
$134K +$58.8K +2,686 +87%
GBT
350
Grove Bank & Trust
Florida
$127K -$58.3K -2,665 -33%