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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
376
LVW Advisors
New York
– -$3.73M -227,728 Closed
AIP
377
Almanack Investment Partners
Pennsylvania
– -$3.43M -209,544 Closed
VWA
378
Visionary Wealth Advisors
Illinois
– -$2.83M -172,688 Closed
JPG
379
Jordan Park Group
California
– -$2.28M -139,132 Closed
SP
380
SWS Partners
Ohio
– -$2.25M -137,448 Closed
CWM
381
Centric Wealth Management
Illinois
– -$2.53M -108,570 Closed
FAAS
382
First Allied Advisory Services
California
– -$1.32M -80,754 Closed
GBT
383
Grove Bank & Trust
Florida
– -$1.19M -72,500 Closed
GSIS
384
Global Strategic Investment Solutions
Arizona
– -$1.11M -68,006 Closed
AP
385
Advisors Preferred
Maryland
– -$1.04M -63,264 Closed
GM
386
GeoWealth Management
Illinois
– -$979K -59,840 Closed
AWM
387
Aprio Wealth Management
Georgia
– -$946K -57,808 Closed
PPA
388
Parametric Portfolio Associates
Washington
– -$899K -54,900 Closed
TC
389
TownSquare Capital
Utah
– -$797K -46,812 Closed
SS
390
Sunbelt Securities
Texas
– -$716K -37,508 Closed
A
391
AdvicePeriod
California
– -$598K -36,558 Closed
MAM
392
Marquette Asset Management
Minnesota
– -$591K -36,078 Closed
KeyBank National Association
393
KeyBank National Association
Ohio
– -$590K -36,020 Closed
HWMG
394
Hurlow Wealth Management Group
Indiana
– -$589K -34,136 Closed
ACM
395
Armbruster Capital Management
New York
– -$474K -28,942 Closed
RFC
396
Regions Financial Corp
Alabama
– -$400K -24,464 Closed
BL
397
BFSG LLC
California
– -$343K -20,938 Closed
PMG
398
ProVise Management Group
Florida
– -$292K -17,808 Closed
KC
399
Kingfisher Capital
North Carolina
– -$289K -17,672 Closed
MWM
400
Merriman Wealth Management
Washington
– -$277K -16,928 Closed