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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
451
Iron Horse Wealth Management
Iowa
$1K +$575 +25 New
SFC
452
SYM Financial Corp
Indiana
$1K +$598 +26 New
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$782 +34 New
SAM
454
Strategic Asset Management
Minnesota
$1K +$1.31K +57 New
GEA
455
Glen Eagle Advisors
New Jersey
$212 -$1.84K -80 -89%
AWM
456
Aries Wealth Management
Maine
– -$7.64M -306,880 Closed
TF
457
Trek Financial
Arizona
– -$5.51M -221,427 Closed
IAA
458
Ironsides Asset Advisors
North Carolina
– -$4.58M -184,000 Closed
PFO
459
Pathstone Family Office
New Jersey
– -$4.41M -177,000 Closed
JG
460
Jefferies Group
New York
– -$3.96M -158,974 Closed
CWM
461
Centric Wealth Management
Illinois
– -$2.42M -97,428 Closed
CF
462
Centaurus Financial
California
– -$1.95M -78,193 Closed
LWMNY
463
Landmark Wealth Management (New York)
New York
– -$1.47M -59,155 Closed
SA
464
Scarborough Advisors
Maryland
– -$1.14M -45,703 Closed
Qube Research & Technologies (QRT)
465
Qube Research & Technologies (QRT)
United Kingdom
– -$751K -30,174 Closed
CCWA
466
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$745K -29,920 Closed
YIH
467
Y-Intercept (HK)
Hong Kong
– -$525K -21,109 Closed
FA
468
Fiducient Advisors
Illinois
– -$406K -16,292 Closed
HWM
469
HB Wealth Management
Georgia
– -$336K -13,482 Closed
BAM
470
Belpointe Asset Management
Nevada
– -$328K -13,178 Closed
KAS
471
Kestra Advisory Services
Texas
– -$311K -12,492 Closed
PCIA
472
Prime Capital Investment Advisors
Kansas
– -$614K -11,650 Closed
FWCM
473
Ferguson Wellman Capital Management
Oregon
– -$230K -9,256 Closed
RK
474
Rather & Kittrell
Tennessee
– -$229K -9,236 Closed
SAM
475
Stone Asset Management
Texas
– -$218K -8,761 Closed