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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Gradient Investments
351
Gradient Investments
Minnesota
$1K – – –
MSFP
352
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TCM
354
Tradewinds Capital Management
Washington
$1K – – –
TFGT
355
TS Financial Group (TSFG)
Illinois
$1K – – –
SL
356
Savior LLC
Massachusetts
$1K +$74 +4 +13%
First Command Advisory Services
357
First Command Advisory Services
Texas
$1K +$518 +28 New
Capital Analysts LLC
358
Capital Analysts LLC
Pennsylvania
$1K +$814 +44 New
KFS
359
Kelly Financial Services
Massachusetts
$239 – – –
AIM
360
Aurora Investment Managers
Florida
– -$5.75M -325,116 Closed
CWM
361
Centric Wealth Management
Illinois
– -$2.53M -108,570 Closed
Citadel Advisors
362
Citadel Advisors
Florida
– -$1.06M -59,792 Closed
MI
363
Moneywise Inc
Virginia
– -$951K -53,760 Closed
EHPM
364
Emery Howard Portfolio Management
California
– -$576K -32,594 Closed
Trexquant Investment
365
Trexquant Investment
Connecticut
– -$323K -18,270 Closed
AMG
366
Asset Management Group
Connecticut
– -$322K -18,216 Closed
SFWC
367
Strategic Family Wealth Counselors
New Jersey
– -$318K -18,000 Closed
ACA
368
Ascension Capital Advisors
Texas
– -$246K -13,910 Closed
GAM
369
Garrison Asset Management
Arkansas
– -$227K -12,840 Closed
HA
370
Harborview Advisors
Maine
– -$216K -12,202 Closed
WAP
371
Wealthcare Advisory Partners
Pennsylvania
– -$213K -12,024 Closed
HCM
372
Hengehold Capital Management
Ohio
– -$204K -11,526 Closed
TPWA
373
TRUE Private Wealth Advisors
Oregon
– -$68K -3,870 Closed
NIC
374
Northwest Investment Counselors
Oregon
– -$57K -3,222 Closed
SMG
375
Spectrum Management Group
Indiana
– -$42K -2,402 Closed