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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DW
351
Dodds Wealth
Colorado
$206K +$128 +6 +0.1%
AF
352
Advisornet Financial
Minnesota
$201K +$8.1K +380 +4%
LFG
353
Larson Financial Group
Missouri
$197K -$25.7K -1,205 -12%
GIM
354
Glenmede Investment Management
Pennsylvania
$186K -$5.52K -259 -3%
AIP
355
Ameritas Investment Partners
Nebraska
$174K +$172K +8,057 New
HWA
356
Heartwood Wealth Advisors
Virginia
$172K +$170K +7,983 New
CIR
357
Clear Investment Research
Georgia
$172K
JFG
358
JDM Financial Group
Texas
$171K +$95.7K +4,485 +130%
ACA
359
Aptus Capital Advisors
Alabama
$167K -$35K -1,639 -17%
BCWM
360
Bartlett & Co Wealth Management
Ohio
$161K +$5.08K +238 +3%
SWIM
361
Smallwood Wealth Investment Management
New Jersey
$134K
ITIM
362
Indiana Trust & Investment Management
Indiana
$134K
LFA
363
LGT Financial Advisors
Texas
$131K +$130K +6,096 New
WOC
364
West Oak Capital
California
$129K +$80.4K +3,770 +169%
AWM
365
AE Wealth Management
Kansas
$125K +$31.6K +1,483 +34%
CTC
366
Central Trust Company
Missouri
$118K -$118K -5,554 -50%
MAFA
367
MJT & Associates Financial Advisory
Minnesota
$117K -$20K -936 -15%
Comerica Bank
368
Comerica Bank
Texas
$116K -$66.3K -3,107 -37%
William Blair & Company
369
William Blair & Company
Illinois
$112K -$3.35K -157 -3%
CAL
370
Capital Analysts LLC
Pennsylvania
$108K +$32.6K +1,529 +44%
BFPW
371
BOK Financial Private Wealth
Colorado
$107K -$53.4K -2,503 -33%
AA
372
Ancora Advisors
Ohio
$107K +$42.9K +2,010 +68%
PWAM
373
Private Wealth Asset Management
Iowa
$95.8K -$27.6K -1,294 -23%
CIAS
374
Capital Investment Advisory Services
North Carolina
$87K +$3.63K +170 +4%
FFWM
375
Future Financial Wealth Management
Ohio
$84.1K