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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$2K
TCWA
427
Ten Capital Wealth Advisors
Washington
$2K
WT
428
Washington Trust
Rhode Island
$2K
PTC
429
Private Trust Company
Ohio
$2K +$1.86K +86 New
PMFA
430
Plante Moran Financial Advisors
Michigan
$2K +$2.23K +103 New
WIM
431
Westside Investment Management
California
$1.69K
TAM
432
Tucker Asset Management
Colorado
$1.51K +$1.69K +78 New
GEA
433
Glen Eagle Advisors
New Jersey
$1.04K +$974 +45 +450%
Citigroup
434
Citigroup
New York
$1K -$138K -6,389 -99%
TFA
435
Transamerica Financial Advisors
Florida
$1K -$3.09K -143 -99%
AAP
436
Arax Advisory Partners
Colorado
$1K
BBPWM
437
Blue Bell Private Wealth Management
Pennsylvania
$1K
GM
438
GeoWealth Management
Illinois
$1K
JWA
439
JFS Wealth Advisors
Pennsylvania
$1K
MSFP
440
Mark Sheptoff Financial Planning
Connecticut
$1K
MFC
441
Morris Financial Concepts
South Carolina
$1K
QCG
442
Quadrant Capital Group
Ohio
$1K
EC
443
EdgeRock Capital
Colorado
$1K +$1.34K +62 New
HBW
444
Hazlett, Burt & Watson
West Virginia
$1K +$1.39K +64 New
OAM
445
Oak Asset Management
California
-$7.86M -372,585 Closed
PMG
446
ProVise Management Group
Florida
-$804K -38,120 Closed
KeyBank National Association
447
KeyBank National Association
Ohio
-$662K -31,398 Closed
BRC
448
Bell Rock Capital
Delaware
-$552K -26,171 Closed
DBRC
449
D.B. Root & Company
Pennsylvania
-$514K -24,405 Closed
GW
450
GW & Wade
Massachusetts
-$513K -24,337 Closed