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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
451
West Financial Advisors
Iowa
$1K – – –
Citigroup
452
Citigroup
New York
$1K +$49 +2 +6%
HS
453
Horan Securities
United States
$1K +$493 +20 New
DHGWA
454
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K +$739 +30 New
Eaton Vance Management
455
Eaton Vance Management
Massachusetts
$1K +$739 +30 New
Bogart Wealth LLC
456
Bogart Wealth LLC
Virginia
$1K +$887 +36 New
SMA
457
Sage Mountain Advisors
Georgia
$1K +$1.03K +42 New
CFCI
458
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1.08K +44 New
MFC
459
Morris Financial Concepts
South Carolina
$1K +$1.18K +48 New
CWP
460
Concord Wealth Partners
Virginia
$1K +$1.23K +50 New
Gradient Investments
461
Gradient Investments
Minnesota
$1K +$1.28K +52 New
AHIA
462
Andrew Hill Investment Advisors
Florida
$1K +$1.82K +74 New
KFS
463
Kelly Financial Services
Massachusetts
$338 – – –
WIC
464
Whitegate Investment Counselors
New Hampshire
– -$2.93M -128,408 Closed
Capital Wealth Planning
465
Capital Wealth Planning
Florida
– -$1.07M -47,046 Closed
RPCA
466
Running Point Capital Advisors
California
– -$1.06M -46,506 Closed
Franklin Resources
467
Franklin Resources
California
– -$986K -43,172 Closed
Segall Bryant & Hamill
468
Segall Bryant & Hamill
Illinois
– -$773K -33,916 Closed
EFSCE
469
Enterprise Financial Services Corp (EFSC)
Missouri
– -$476K -20,842 Closed
Citadel Advisors
470
Citadel Advisors
Florida
– -$332K -14,548 Closed
VCM
471
Virtue Capital Management
Tennessee
– -$269K -11,764 Closed
CG
472
Cutler Group
California
– -$196K -8,600 Closed
Whittier Trust
473
Whittier Trust
California
– -$59K -2,600 Closed
Gerber Kawasaki Wealth & Investment Management
474
Gerber Kawasaki Wealth & Investment Management
California
– -$52K -2,290 Closed
Arkadios Wealth Advisors
475
Arkadios Wealth Advisors
Georgia
– -$42K -1,858 Closed