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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
351
Covestor
United Kingdom
$41K +$40.9K +2,127 New
OIA
352
Optimum Investment Advisors
Illinois
$41K +$1.77K +92 +5%
WTC
353
WhitTier Trust Company
Nevada
$38.6K
CCA
354
Column Capital Advisors
Indiana
$36.4K +$962 +50 +3%
GT
355
Glenmede Trust
Pennsylvania
$34.6K
RIA
356
Realta Investment Advisors
Delaware
$30.9K -$25.9K -1,345 -46%
CDIA
357
Capital Directions Investment Advisors
Georgia
$30.5K +$30.4K +1,582 New
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$30K +$22.7K +1,179 +301%
Bank of Montreal
359
Bank of Montreal
Ontario, Canada
$30K
GJIA
360
Glass Jacobson Investment Advisors
Maryland
$28.9K +$28.8K +1,499 New
CS
361
Comerica Securities
Michigan
$27.9K +$27.8K +1,445 New
LWP
362
Laurel Wealth Planning
Minnesota
$27.8K
CA
363
Crewe Advisors
Utah
$25.8K
NECFA
364
New England Capital Financial Advisors
Connecticut
$25.4K +$23.9K +1,244 New
ASN
365
Advisory Services Network
Georgia
$24.6K +$24.5K +1,273 New
ADL
366
Asset Dedication LLC
California
$23K
SWM
367
Sugarloaf Wealth Management
Georgia
$22.4K
EI
368
Ellevest Inc
New York
$22.4K +$19.4K +1,009 +673%
PMFA
369
Plante Moran Financial Advisors
Michigan
$21.6K +$19.6K +1,017 +987%
WAM
370
WFA Asset Management
Wisconsin
$20.2K +$173 +9 +0.9%
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$115 +6 +0.6%
GMA
372
Glassy Mountain Advisors
Maryland
$19.4K +$19.4K +1,006 New
NSIM
373
North Star Investment Management
Illinois
$19.2K
CT
374
Cambridge Trust
Massachusetts
$19K
HC
375
Hoese & Co
Minnesota
$18K