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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
351
Covestor
United Kingdom
$30K -$11K -548 -26%
BWL
352
Bogart Wealth LLC
Virginia
$26.4K +$21.7K +1,082 +396%
CA
353
Crewe Advisors
Utah
$26.1K +$60 +3 +0.2%
NECFA
354
New England Capital Financial Advisors
Connecticut
$24.3K
TCOV
355
Trust Company of Vermont
Vermont
$23K +$23.6K +1,180 New
ADL
356
Asset Dedication LLC
California
$23K
PCMC
357
Private Capital Management (Colorado)
Colorado
$22.9K +$23.5K +1,172 New
SWM
358
Sugarloaf Wealth Management
Georgia
$22.7K
SPIA
359
Steward Partners Investment Advisory
New York
$21.8K +$17.2K +859 +329%
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.5K +$260 +13 +1%
ASN
361
Advisory Services Network
Georgia
$20.3K -$4.67K -233 -18%
SS
362
Sunbelt Securities
Texas
$20K +$21K +1,047 New
CT
363
Cambridge Trust
Massachusetts
$19.5K
NSIM
364
North Star Investment Management
Illinois
$19.4K
GFPC
365
Global Financial Private Client
Florida
$18K
IRC
366
Investors Research Corp
Georgia
$17.7K +$320 +16 +2%
BA
367
Bristlecone Advisors
Washington
$17.5K +$18K +897 New
TWA
368
TCI Wealth Advisors
Arizona
$16.9K
MCM
369
MV Capital Management
Maryland
$15.8K
FHA
370
First Horizon Advisors
Tennessee
$15.3K -$2.82K -141 -15%
BAM
371
Belpointe Asset Management
Nevada
$15K -$74.5K -3,718 -83%
PK
372
Pflug Koory
Nebraska
$14.3K
TFGT
373
TS Financial Group (TSFG)
Illinois
$14K +$60 +3 +0.4%
FWP
374
FAS Wealth Partners
Kansas
$13.5K +$100 +5 +0.7%
SWA
375
Sutton Wealth Advisors
Florida
$13.4K +$2.42K +121 +21%