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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
376
Asset Dedication LLC
California
$24K – – –
SWM
377
Sugarloaf Wealth Management
Georgia
$23.6K – – –
TF
378
Tompkins Financial
New York
$22.5K +$22.2K +1,106 New
NS
379
NBC Securities
Alabama
$21K +$100 +5 +0.5%
B
380
Birchbrook
Maine
$20.4K +$100 +5 +0.5%
CT
381
Cambridge Trust
Massachusetts
$20.3K – – –
NSIM
382
North Star Investment Management
Illinois
$20.2K – – –
GFPC
383
Global Financial Private Client
Florida
$18.6K – – –
Steward Partners Investment Advisory
384
Steward Partners Investment Advisory
New York
$17.8K +$13.7K +683 +352%
IRC
385
Investors Research Corp
Georgia
$17.6K -$2.23K -111 -11%
O'Shaughnessy Asset Management
386
O'Shaughnessy Asset Management
Connecticut
$17.4K -$702 -35 -4%
Capital Analysts LLC
387
Capital Analysts LLC
Pennsylvania
$17K +$16.5K +825 +2,292%
JPWM
388
Jamison Private Wealth Management
Georgia
$16.9K +$2.53K +126 +18%
MCM
389
MV Capital Management
Maryland
$16.4K – – –
MSG
390
Main Street Group
Virginia
$16.3K +$40 +2 +0.2%
SSB
391
Sandy Spring Bank
Maryland
$15.4K +$20 +1 +0.1%
JHCP
392
Jackson Hole Capital Partners
Oklahoma
$14.9K – – –
HR
393
Howe & Rusling
New York
$14.5K +$13.3K +662 +1,298%
AssetMark Inc
394
AssetMark Inc
California
$14.3K +$14.1K +702 New
SS
395
Sunbelt Securities
Texas
$13.8K +$501 +25 +4%
MCF Advisors
396
MCF Advisors
Kentucky
$13.7K – – –
BWM
397
Bullock Wealth Management
Indiana
$13.2K +$13.2K +659 New
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$13.1K – – –
DFA
399
DHJJ Financial Advisors
Illinois
$12.4K +$60 +3 +0.5%
CPA
400
Clear Point Advisors
New York
$12.4K +$80 +4 +0.7%