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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
426
Founders Financial Alliance
North Carolina
$3K – – –
ME
427
McIlrath & Eck
Washington
$3K – – –
WIM
428
Westside Investment Management
California
$2.3K – – –
GEA
429
Glen Eagle Advisors
New Jersey
$2.24K +$2.17K +90 New
CWC
430
Carolinas Wealth Consulting
North Carolina
$2K – – –
CSB
431
City State Bank
Iowa
$2K – – –
GM
432
GeoWealth Management
Illinois
$2K – – –
JWA
433
JFS Wealth Advisors
Pennsylvania
$2K – – –
AIP
434
Ahrens Investment Partners
Louisiana
$2K +$24 +1 +1%
GTAM
435
Global Trust Asset Management
Florida
$2K +$1.74K +72 New
TCWA
436
Ten Capital Wealth Advisors
Washington
$2K +$1.98K +82 +586%
LWA
437
Lowe Wealth Advisors
Maryland
$2K +$2.03K +84 New
IBOK
438
Independence Bank of Kentucky
Kentucky
$2K +$2.17K +90 New
HF
439
Halpern Financial
Virginia
$1.64K – – –
HA
440
Herold Advisors
New York
$1.54K +$1.5K +62 New
RDFA
441
Ritter Daniher Financial Advisory
Ohio
$1K -$1.21K -50 -69%
BBPWM
442
Blue Bell Private Wealth Management
Pennsylvania
$1K -$1.01K -42 -60%
Gradient Investments
443
Gradient Investments
Minnesota
$1K -$724 -30 -58%
Bogart Wealth LLC
444
Bogart Wealth LLC
Virginia
$1K -$338 -14 -39%
CWP
445
Concord Wealth Partners
Virginia
$1K – – –
HS
446
Horan Securities
United States
$1K – – –
MSFP
447
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
MFC
448
Morris Financial Concepts
South Carolina
$1K – – –
Quadrant Capital Group
449
Quadrant Capital Group
Ohio
$1K – – –
TFGT
450
TS Financial Group (TSFG)
Illinois
$1K – – –