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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$5.62K – – –
SVCP
402
Silicon Valley Capital Partners
California
$5.42K +$5.57K +278 New
RDFA
403
Ritter Daniher Financial Advisory
Ohio
$5.34K +$5.03K +251 +1,091%
AWM
404
Abound Wealth Management
Tennessee
$5.3K +$40 +2 +0.7%
PFG
405
Piershale Financial Group
Illinois
$5.15K – – –
O'Shaughnessy Asset Management
406
O'Shaughnessy Asset Management
Connecticut
$5.11K -$160 -8 -3%
WWM
407
Wolff Wiese Magana
California
$4.88K – – –
BWM
408
BerganKDV Wealth Management
Minnesota
$4.68K -$641 -32 -12%
PWMG
409
Prestige Wealth Management Group
New Jersey
$4.55K +$20 +1 +0.4%
EverSource Wealth Advisors
410
EverSource Wealth Advisors
Alabama
$4.46K +$2.58K +129 +129%
Chilton Capital Management
411
Chilton Capital Management
Texas
$4.29K +$4.41K +220 New
Farmers & Merchants Investments Inc
412
Farmers & Merchants Investments Inc
Nebraska
$4.29K +$4.41K +220 New
HCM
413
Horrell Capital Management
Arkansas
$4K – – –
Blue Trust Inc
414
Blue Trust Inc
Georgia
$4K +$3.81K +190 New
BBPWM
415
Blue Bell Private Wealth Management
Pennsylvania
$3.98K – – –
BWA
416
BDO Wealth Advisors
Florida
$3.98K – – –
Aptus Capital Advisors
417
Aptus Capital Advisors
Alabama
$3.9K -$105K -5,237 -96%
BAM
418
Bellevue Asset Management
Washington
$3.9K – – –
GWANC
419
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.9K – – –
PO
420
Private Ocean
California
$3.86K -$7.23K -361 -65%
SWA
421
SOA Wealth Advisors
New York
$3.82K – – –
BLC
422
Brown, Lisle/Cummings
Rhode Island
$3.61K – – –
CFGS
423
Concourse Financial Group Securities
Alabama
$3.51K -$3.85K -192 -52%
VFA
424
Values First Advisors
Tennessee
$3.35K +$3.44K +172 New
Tower Research Capital (TRC)
425
Tower Research Capital (TRC)
New York
$3K +$2.64K +132 New