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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Synergy Asset Management
Washington
$16.9K +$16.3K +730 New
ME
402
McIlrath & Eck
Washington
$16.8K -$201 -9 -1%
SSB
403
Sandy Spring Bank
Maryland
$16K -$2.03K -91 -11%
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.5K +$16.3K +730 New
JHCP
405
Jackson Hole Capital Partners
Oklahoma
$15.4K
CFB
406
Cullen/Frost Bankers
Texas
$15.2K +$179 +8 +1%
SWM
407
Spire Wealth Management
Virginia
$14.9K +$8.47K +379 +116%
SIS
408
Strategic Investment Solutions
Illinois
$13.9K -$90.5K -4,051 -86%
DFA
409
DHJJ Financial Advisors
Illinois
$13.2K +$156 +7 +1%
WWMSC
410
Wagner Wealth Management (South Carolina)
South Carolina
$12.9K +$2.15K +96 +19%
OC
411
Oarsman Capital
Wisconsin
$12.6K +$2.66K +119 +25%
HR
412
Howe & Rusling
New York
$11.3K -$28.3K -1,264 -70%
CTWM
413
Cherry Tree Wealth Management
Minnesota
$10.6K +$5.14K +230 +85%
WAG
414
Windsor Advisory Group
Ohio
$10.4K +$11K +493 New
FDCDDQ
415
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K +$10.7K +480 New
1IA
416
1620 Investment Advisors
Massachusetts
$9.6K
BBHC
417
Brown Brothers Harriman & Co
New York
$9.31K +$9.88K +442 New
MA
418
Montag & Associates
Georgia
$9.25K -$37.2K -1,663 -79%
WIM
419
Westside Investment Management
California
$9.06K
NG
420
NWK Group
California
$9.01K +$9.57K +428 New
VNA
421
Valley National Advisers
Pennsylvania
$9K -$2.06K -92 -17%
BAM
422
Bellevue Asset Management
Washington
$8.85K +$4.92K +220 +110%
OPTFSNA
423
Old Point Trust & Financial Services N A
Virginia
$8.68K +$9.21K +412 New
APW
424
Aventura Private Wealth
Florida
$8.04K +$8.54K +382 New
MSG
425
Main Street Group
Virginia
$8K -$9.83K -440 -54%