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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
326
Visionary Wealth Advisors
Illinois
$291K +$297K +13,545 New
RFP
327
Root Financial Partners
California
$285K -$64.4K -2,936 -18%
FA
328
FF Advisors
California
$284K -$1.25K -57 -0.5%
PSB
329
Piscataqua Savings Bank
New Hampshire
$283K
AI
330
Atria Investments
North Carolina
$274K +$4.34K +198 +2%
AIM
331
Aurora Investment Managers
Florida
$273K -$29.5K -1,345 -10%
XT
332
XTX Topco
Cayman Islands
$273K +$278K +12,702 New
P
333
&Partners
Tennessee
$272K -$572K -26,107 -67%
CFP
334
Cypress Financial Planning
New Jersey
$268K +$10.6K +482 +4%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$267K -$14.5K -663 -5%
ACG
336
Allen Capital Group
Nebraska
$266K +$2.3K +105 +0.9%
JIC
337
Johnson Investment Counsel
Ohio
$264K +$269K +12,291 New
CA
338
Cambridge Advisors
Nebraska
$263K +$88 +4 +0%
BJL
339
Brighton Jones LLC
Washington
$262K +$267K +12,190 New
SFG
340
Synergy Financial Group
California
$262K +$267K +12,179 New
FNBOO
341
First National Bank of Omaha
Nebraska
$255K +$44.4K +2,025 +21%
CPL
342
CAP Partners LLC
Tennessee
$252K +$855 +39 +0.3%
OCPWS
343
One Charles Private Wealth Services
Massachusetts
$250K
HI
344
Harbour Investments
Wisconsin
$244K +$193K +8,820 +351%
MAWA
345
Moss Adams Wealth Advisors
Washington
$243K
MIAS
346
Mason Investment Advisory Services
Virginia
$240K
FFS
347
Founders Financial Securities
Maryland
$239K -$14.1K -644 -6%
LAM
348
Lewis Asset Management
California
$234K -$2.98K -136 -1%
EFG
349
Embree Financial Group
Illinois
$234K -$18.1K -826 -7%
Sumitomo Mitsui Trust Group
350
Sumitomo Mitsui Trust Group
Japan
$232K -$55.7K -2,543 -19%