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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
AE Wealth Management
Kansas
$146K +$25.2K +1,188 +21%
JFG
377
JDM Financial Group
Texas
$136K -$29.7K -1,403 -18%
KAS
378
Kestra Advisory Services
Texas
$136K +$138K +6,516 New
CAL
379
Capital Analysts LLC
Pennsylvania
$131K +$25.9K +1,221 +24%
AIP
380
Ameritas Investment Partners
Nebraska
$128K -$40.7K -1,918 -24%
LFA
381
LGT Financial Advisors
Texas
$127K
SWIM
382
Smallwood Wealth Investment Management
New Jersey
$126K -$4.5K -212 -3%
William Blair & Company
383
William Blair & Company
Illinois
$121K +$13.4K +630 +12%
ITIM
384
Indiana Trust & Investment Management
Indiana
$119K -$11K -520 -8%
MAFA
385
MJT & Associates Financial Advisory
Minnesota
$108K -$5.47K -258 -5%
BFPW
386
BOK Financial Private Wealth
Colorado
$104K
BFP
387
Birchwood Financial Partners
Minnesota
$98.8K +$100K +4,729 New
TBFA
388
Three Bearings Fiduciary Advisors
New Hampshire
$95.7K +$94.8K +4,469 New
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$95.3K +$19.4K +914 +25%
BCWM
390
Bartlett & Co Wealth Management
Ohio
$93.9K -$63.1K -2,977 -40%
DT
391
DV Trading
Illinois
$93.4K +$94.8K +4,470 New
HNB
392
Huntington National Bank
Ohio
$84.1K
PTC
393
Private Trust Company
Ohio
$78K
Comerica Bank
394
Comerica Bank
Texas
$75.6K -$36.9K -1,742 -33%
CTC
395
Central Trust Company
Missouri
$73.6K -$41.6K -1,962 -36%
GRP
396
Global Retirement Partners
California
$72.3K -$1.55K -73 -2%
SPIA
397
Steward Partners Investment Advisory
New York
$71.3K +$8.21K +387 +13%
FRA
398
Front Row Advisors
California
$68.6K +$21 +1 +0%
BCM
399
Blume Capital Management
California
$67.5K -$6.36K -300 -8%
CIAS
400
Capital Investment Advisory Services
North Carolina
$67.3K -$17.2K -813 -20%