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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
401
Financial Advocates Investment Management
Washington
-$3.74M -162,832 Closed
EE
402
EWG Elevate
California
-$2.77M -120,596 Closed
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
-$2.58M -112,148 Closed
IWA
404
IBEX Wealth Advisors
New Jersey
-$2.46M -107,082 Closed
TI
405
tru Independence
Oregon
-$1.7M -103,776 Closed
MIM
406
Morningstar Investment Management
Illinois
-$1.43M -62,082 Closed
ACA
407
Atlas Capital Advisors
Wyoming
-$1.11M -48,520 Closed
AL
408
Aspiriant LLC
California
-$1M -43,676 Closed
MIAS
409
Mason Investment Advisory Services
Virginia
-$968K -42,144 Closed
CA
410
Cetera Advisors
Colorado
-$867K -37,598 Closed
ACM
411
Avalon Capital Management
California
-$827K -35,972 Closed
LWMM
412
Legacy Wealth Management (Mississippi)
Mississippi
-$735K -32,000 Closed
Citadel Advisors
413
Citadel Advisors
Florida
-$733K -31,896 Closed
RF
414
RHS Financial
California
-$677K -29,452 Closed
SS
415
Simplicity Solutions
Minnesota
-$620K -26,980 Closed
AI
416
Atria Investments
North Carolina
-$585K -25,446 Closed
BIA
417
Bigelow Investment Advisors
Maine
-$557K -24,234 Closed
BMO
418
Beck Mack & Oliver
New York
-$494K -21,500 Closed
PWP
419
Principle Wealth Partners
Connecticut
-$478K -20,822 Closed
APW
420
Aurora Private Wealth
New Jersey
-$471K -20,510 Closed
SAM
421
SignalPoint Asset Management
Missouri
-$438K -19,054 Closed
PG
422
Prostatis Group
Maryland
-$432K -18,780 Closed
RMC
423
Regis Management Company
California
-$425K -18,508 Closed
NSAM
424
North Star Asset Management
Wisconsin
-$388K -16,898 Closed
TC
425
TAP Consulting
Missouri
-$388K -16,872 Closed