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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
351
William Blair & Company
Illinois
$3K -$6.49K -332 -66%
JP Morgan Chase
352
JP Morgan Chase
New York
$3K -$5.05K -258 -65%
FWM
353
Focused Wealth Management
New York
$3K – – –
JCM
354
Jacobi Capital Management
Pennsylvania
$3K – – –
ME
355
McIlrath & Eck
Washington
$3K – – –
SWA
356
SOA Wealth Advisors
New York
$3K +$391 +20 +14%
Hantz Financial Services
357
Hantz Financial Services
Michigan
$3K +$587 +30 +28%
FFA
358
Founders Financial Alliance
North Carolina
$3K +$2.46K +126 New
ATC
359
Adirondack Trust Company
New York
$3K +$3.25K +166 New
AWM
360
Atticus Wealth Management
Florida
$2K -$19.2K -984 -89%
WFA
361
West Financial Advisors
Iowa
$2K -$11.9K -606 -85%
CMBA
362
C.M. Bidwell & Associates
Hawaii
$2K – – –
SWM
363
Selective Wealth Management
Virginia
$2K – – –
GM
364
GeoWealth Management
Illinois
$2K +$1.53K +78 New
Glenmede Trust
365
Glenmede Trust
Pennsylvania
$2K +$2.03K +104 New
First Horizon Advisors
366
First Horizon Advisors
Tennessee
$2K +$2.86K +146 New
WIM
367
Westside Investment Management
California
$1.86K +$10.2K +520 New
Clearstead Advisors
368
Clearstead Advisors
Ohio
$1K – – –
MSFP
369
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
SL
370
Savior LLC
Massachusetts
$1K – – –
TCM
371
Tradewinds Capital Management
Washington
$1K – – –
TFGT
372
TS Financial Group (TSFG)
Illinois
$1K – – –
DWMG
373
DB Wealth Management Group
California
$1K +$626 +32 New
EK
374
Evensky & Katz
Florida
$1K +$626 +32 +107%
FCB
375
First Command Bank
Texas
$1K +$665 +34 New