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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Gilpin Wealth Management
Colorado
$28.4K – – –
TWM
452
Topsail Wealth Management
North Carolina
$27K +$26.6K +1,140 New
QC
453
Quent Capital
New York
$26.5K +$26.1K +1,121 New
SWM
454
SHP Wealth Management
Massachusetts
$26.5K – – –
TF
455
Tompkins Financial
New York
$26.2K – – –
CT
456
Caldwell Trust
Florida
$25.9K +$15.6K +669 +158%
RFG
457
REAP Financial Group
Texas
$25.8K +$25.4K +1,089 New
AWM
458
Abound Wealth Management
Tennessee
$25.7K +$1.12K +48 +5%
AIA
459
Armor Investment Advisors
North Carolina
$25.6K -$1.63K -70 -6%
CFB
460
Cullen/Frost Bankers
Texas
$25.5K +$7.65K +328 +44%
AW
461
Avion Wealth
Texas
$24K +$23.6K +1,012 +5,060%
MAFA
462
MJT & Associates Financial Advisory
Minnesota
$23.5K -$653 -28 -3%
HI
463
Horizon Investments
North Carolina
$22.3K -$21.9K -940 -50%
PCFFS
464
Pacific Center for Financial Services
California
$22K – – –
SWAG
465
Spectrum Wealth Advisory Group
California
$20.9K +$20.5K +881 New
FW
466
Fairway Wealth
Ohio
$20.6K – – –
SNBOSD
467
Security National Bank of So Dak
Iowa
$19.5K +$19.2K +825 New
IAIM
468
International Assets Investment Management
Florida
$18.5K +$14.9K +639 +466%
FC
469
Financial Consulate
Maryland
$17.6K – – –
GJIA
470
Glass Jacobson Investment Advisors
Maryland
$17.5K +$47 +2 +0.3%
BBHC
471
Brown Brothers Harriman & Co
New York
$16.8K – – –
HR
472
Howe & Rusling
New York
$16.7K -$1K -43 -6%
MWM
473
Mosley Wealth Management
California
$16K +$15.7K +675 New
BL
474
BFSG LLC
California
$15.5K +$93 +4 +0.6%
DFA
475
DHJJ Financial Advisors
Illinois
$15.1K – – –