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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
326
LCW Services
Virginia
$274K +$278K +13,131 New
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$274K +$52.9K +2,495 +24%
YIH
328
Y-Intercept (HK)
Hong Kong
$270K -$954K -44,970 -78%
C
329
Certuity
Florida
$268K -$355K -16,728 -57%
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$264K
AI
331
Atria Investments
North Carolina
$263K -$314K -14,811 -54%
FA
332
FF Advisors
California
$258K -$8.59K -405 -3%
ACG
333
Allen Capital Group
Nebraska
$256K -$28.5K -1,343 -10%
CA
334
Cambridge Advisors
Nebraska
$256K -$17.7K -834 -6%
AFP
335
Ausdal Financial Partners
Iowa
$255K -$2.8K -132 -1%
CFP
336
Cypress Financial Planning
New Jersey
$252K -$31.3K -1,475 -11%
IAN
337
Integrated Advisors Network
Texas
$246K -$115K -5,444 -32%
JE
338
Jacobs Equity
Utah
$245K +$248K +11,707 New
EFG
339
Embree Financial Group
Illinois
$244K -$15.6K -738 -6%
CPL
340
CAP Partners LLC
Tennessee
$244K +$1.59K +75 +0.6%
OCPWS
341
One Charles Private Wealth Services
Massachusetts
$243K +$246K +11,621 New
SA
342
Sanctuary Advisors
Indiana
$242K -$81.7K -3,853 -25%
DF
343
Downshift Financial
Colorado
$240K +$235K +11,086 New
MAWA
344
Moss Adams Wealth Advisors
Washington
$236K
FFS
345
Founders Financial Securities
Maryland
$234K +$238K +11,222 New
MIAS
346
Mason Investment Advisory Services
Virginia
$233K
LAM
347
Lewis Asset Management
California
$230K +$3.08K +145 +1%
HR
348
Howe & Rusling
New York
$228K +$213K +10,051 +1,133%
IA
349
IFG Advisory
Georgia
$228K +$2.9K +137 +1%
SOADOR
350
State of Alaska Department of Revenue
Alaska
$227K -$320K -15,105 -58%