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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cullen/Frost Bankers
401
Cullen/Frost Bankers
Texas
$27.4K +$11.5K +538 +73%
Blue Trust Inc
402
Blue Trust Inc
Georgia
$26.4K +$26.1K +1,223 New
WB
403
Webster Bank
Connecticut
$26.1K – – –
ADL
404
Asset Dedication LLC
California
$26K – – –
PAM
405
Palisade Asset Management
Minnesota
$24.7K +$24.4K +1,144 New
NS
406
NBC Securities
Alabama
$24.1K +$128 +6 +0.5%
TF
407
Tompkins Financial
New York
$23.9K – – –
B
408
Birchbrook
Maine
$22.7K +$171 +8 +0.8%
NWMP
409
Noble Wealth Management PBC
Colorado
$21.2K +$21K +983 New
AWM
410
Abound Wealth Management
Tennessee
$20.5K -$21.1K -989 -51%
PCFFS
411
Pacific Center for Financial Services
California
$20K +$19.8K +929 New
FW
412
Fairway Wealth
Ohio
$19.9K +$1.11K +52 +6%
Wealthspire Advisors (New York)
413
Wealthspire Advisors (New York)
New York
$19.8K +$19.6K +918 New
Atlantic Union Bankshares
414
Atlantic Union Bankshares
Virginia
$19.3K -$938 -44 -5%
HR
415
Howe & Rusling
New York
$19.1K -$50.3K -2,358 -73%
NewEdge Advisors
416
NewEdge Advisors
Louisiana
$19K -$9.77K -458 -34%
ME
417
McIlrath & Eck
Washington
$19K +$107 +5 +0.6%
SS
418
Sunbelt Securities
Texas
$16.7K +$12.2K +573 +284%
TCOV
419
Trust Company of Vermont
Vermont
$16.1K – – –
FC
420
Financial Consulate
Maryland
$16K +$15.8K +742 New
JHCP
421
Jackson Hole Capital Partners
Oklahoma
$15.8K – – –
IRC
422
Investors Research Corp
Georgia
$15.5K +$21 +1 +0.1%
BWM
423
Bullock Wealth Management
Indiana
$14.5K +$107 +5 +0.7%
DFA
424
DHJJ Financial Advisors
Illinois
$13.7K – – –
GSWM
425
Golden State Wealth Management
California
$13.4K – – –