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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
401
Westside Investment Management
California
$8.59K – – –
GI
402
Gradient Investments
Minnesota
$8.46K -$16.6K -852 -67%
BIA
403
Bell Investment Advisors
California
$8.23K +$1.99K +102 +33%
BL
404
BFSG LLC
California
$7.4K +$4.35K +223 +151%
IHWM
405
Iron Horse Wealth Management
Iowa
$7.01K +$6.84K +351 New
FFA
406
Founders Financial Alliance
North Carolina
$6.61K – – –
MRCM
407
M&R Capital Management
New Jersey
$6.23K +$390 +20 +7%
NA
408
NewEdge Advisors
Louisiana
$6.17K +$546 +28 +10%
ST
409
Smithfield Trust
Pennsylvania
$6K – – –
BC
410
Barrett & Company
Rhode Island
$5.99K – – –
DAM
411
Delta Asset Management
Tennessee
$5.91K – – –
KFI
412
Key Financial Inc
Pennsylvania
$5.75K – – –
ACA
413
American Capital Advisory
Idaho
$5.69K -$741 -38 -12%
AWM
414
Abound Wealth Management
Tennessee
$5.62K – – –
CTWM
415
Cherry Tree Wealth Management
Minnesota
$5.43K – – –
SRCM
416
Signature Resources Capital Management
California
$5.13K – – –
S
417
Sachetta
Massachusetts
$5.03K -$3.63K -186 -44%
RFG
418
REAP Financial Group
Texas
$5.01K – – –
TFGT
419
TS Financial Group (TSFG)
Illinois
$5K – – –
WWM
420
Wolff Wiese Magana
California
$4.99K – – –
PWMG
421
Prestige Wealth Management Group
New Jersey
$4.87K – – –
AT
422
Arlington Trust
Alabama
$4.83K – – –
CCM
423
Chilton Capital Management
Texas
$4.39K -$7.55K -387 -64%
BBPWM
424
Blue Bell Private Wealth Management
Pennsylvania
$4.18K – – –
HCM
425
Horrell Capital Management
Arkansas
$4K – – –