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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
376
Private Wealth Asset Management
Iowa
$184K +$88 +4 +0%
CIR
377
Clear Investment Research
Georgia
$171K +$174K +7,959 New
AWM
378
AE Wealth Management
Kansas
$153K +$2.76K +126 +2%
ACA
379
Aptus Capital Advisors
Alabama
$150K -$6.86K -313 -4%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$144K +$37.7K +1,719 +38%
JFG
381
JDM Financial Group
Texas
$140K
3FI
382
3 Factor Indexing
California
$140K +$143K +6,522 New
CAL
383
Capital Analysts LLC
Pennsylvania
$138K +$3.86K +176 +3%
GBT
384
Grove Bank & Trust
Florida
$135K -$8.59M -391,829 -98%
LFA
385
LGT Financial Advisors
Texas
$131K +$285 +13 +0.2%
SWIM
386
Smallwood Wealth Investment Management
New Jersey
$129K
UB
387
UMB Bank
Missouri
$127K +$130K +5,925 New
LFG
388
Larson Financial Group
Missouri
$122K -$68K -3,100 -35%
ITIM
389
Indiana Trust & Investment Management
Indiana
$122K
Vanguard National Trust
390
Vanguard National Trust
Pennsylvania
$111K +$114K +5,187 New
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$110K +$11.9K +543 +12%
BFPW
392
BOK Financial Private Wealth
Colorado
$107K
AIP
393
Ameritas Investment Partners
Nebraska
$105K -$27.1K -1,236 -20%
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$103K +$64.1K +2,925 +158%
BFP
395
Birchwood Financial Partners
Minnesota
$102K +$548 +25 +0.5%
WCM
396
Winthrop Capital Management
Indiana
$99K -$824K -37,592 -89%
William Blair & Company
397
William Blair & Company
Illinois
$98K -$27.4K -1,251 -22%
TBFA
398
Three Bearings Fiduciary Advisors
New Hampshire
$95.2K -$855 -39 -0.9%
GT
399
Glenmede Trust
Pennsylvania
$90.1K -$128K -5,824 -58%
HNB
400
Huntington National Bank
Ohio
$86.2K