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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$227K +$72.5K +3,390 +39%
PPWM
327
Perissos Private Wealth Management
Oklahoma
$224K -$141K -6,600 -39%
LAM
328
Lewis Asset Management
California
$223K +$13.1K +611 +6%
BJL
329
Brighton Jones LLC
Washington
$218K +$5.83K +273 +3%
IA
330
IFG Advisory
Georgia
$215K +$214K +10,009 New
IAN
331
Integrated Advisors Network
Texas
$215K -$6.33K -296 -3%
FVWA
332
Foster Victor Wealth Advisors
South Carolina
$213K -$48.2K -2,256 -17%
UCFA
333
United Capital Financial Advisors
Texas
$212K +$211K +9,875 New
AF
334
Advisornet Financial
Minnesota
$211K -$27.3K -1,277 -12%
SFS
335
Strategic Financial Services
New York
$211K
TWM
336
Tanglewood Wealth Management
Texas
$206K
SC
337
Savant Capital
Illinois
$205K -$20.8K -975 -9%
DW
338
Dodds Wealth
Colorado
$205K +$85 +4 +0%
EWA
339
Emergent Wealth Advisors
New York
$205K -$3.85K -180 -2%
ACA
340
Aptus Capital Advisors
Alabama
$203K -$3.29K -154 -2%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$196K +$2.86K +134 +1%
KAS
342
Kestra Advisory Services
Texas
$191K +$190K +8,898 New
CIR
343
Clear Investment Research
Georgia
$175K
LFG
344
Larson Financial Group
Missouri
$167K -$12.3K -575 -7%
BFPW
345
BOK Financial Private Wealth
Colorado
$161K
WT
346
Whittier Trust
California
$154K
SWIM
347
Smallwood Wealth Investment Management
New Jersey
$138K +$138K +6,435 New
MAFA
348
MJT & Associates Financial Advisory
Minnesota
$138K +$137K +6,395 New
ITIM
349
Indiana Trust & Investment Management
Indiana
$133K
NP
350
NorthRock Partners
Minnesota
$128K +$21 +1 +0%