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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
351
Capital Directions Investment Advisors
Georgia
$33K
MA
352
MUFG Americas
New York
$33K
HCP
353
Hexagon Capital Partners
Arkansas
$31K +$33.6K +1,462 New
ME
354
McIlrath & Eck
Washington
$30K +$30.1K +1,309 +1,023%
LWP
355
Laurel Wealth Planning
Minnesota
$30K +$33.1K +1,440 New
TCWM
356
Total Clarity Wealth Management
Illinois
$27K +$29.9K +1,301 New
COCM
357
Charter Oak Capital Management
New Hampshire
$26K
SWM
358
Sugarloaf Wealth Management
Georgia
$25K
HR
359
Howe & Rusling
New York
$24K +$1.47K +64 +6%
GI
360
Gradient Investments
Minnesota
$24K +$25.5K +1,107 +5,032%
TWA
361
TCI Wealth Advisors
Arizona
$23K
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$161 +7 +0.7%
NSIM
363
North Star Investment Management
Illinois
$21K +$22.9K +994 New
CT
364
Cambridge Trust
Massachusetts
$21K +$23K +1,000 New
GFPC
365
Global Financial Private Client
Florida
$20K
HC
366
Hoese & Co
Minnesota
$19K
IRC
367
Investors Research Corp
Georgia
$19K +$1.06K +46 +5%
FHA
368
First Horizon Advisors
Tennessee
$19K +$21K +913 New
LFA
369
Level Financial Advisors
New York
$18K -$483 -21 -2%
Rockefeller Capital Management
370
Rockefeller Capital Management
New York
$17K -$27K -1,172 -58%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$17K -$4.44K -193 -19%
BlackRock
372
BlackRock
New York
$17K
HNB
373
Huntington National Bank
Ohio
$17K
SBL
374
Sargent Bickham Lagudis
Colorado
$17K
MCM
375
MV Capital Management
Maryland
$17K +$18.6K +808 New