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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$18.2M +$571K +24,486 +3%
PS
27
Principal Securities
Iowa
$17.4M +$1.22M +52,181 +8%
MIM
28
Morningstar Investment Management
Illinois
$15.2M
BPA
29
Beacon Pointe Advisors
California
$14.8M +$355K +15,232 +2%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$14.1M +$11.3M +483,542 +430%
TIM
31
Tortoise Investment Management
New York
$13.5M +$220K +9,435 +2%
KF
32
Krilogy Financial
Missouri
$12.5M +$258K +11,064 +2%
LPL Financial
33
LPL Financial
California
$12.3M +$3.54M +152,002 +41%
CMP
34
Courage Miller Partners
Virginia
$12.3M -$77.8K -3,335 -0.6%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$11.9M -$318K -13,652 -3%
SFP
36
Strategic Financial Planning
Texas
$11.8M +$11.6M +499,423 New
FCM
37
Firestone Capital Management
Florida
$11.7M +$356K +15,285 +3%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$11.6M +$2.29M +98,400 +26%
AssetMark Inc
39
AssetMark Inc
California
$11M +$6.48M +278,093 +150%
Wealthfront Advisers
40
Wealthfront Advisers
California
$10.2M +$733K +31,459 +8%
VT
41
Vise Technologies
New York
$10M +$127K +5,464 +1%
Mariner
42
Mariner
Kansas
$10M +$532K +22,830 +6%
WA
43
Waterford Advisors
New York
$9.93M +$621K +26,653 +7%
WMR
44
Wealth Management Resources
Rhode Island
$9.64M +$8.07K +346 +0.1%
AWM
45
Avior Wealth Management
Nebraska
$9.55M +$136K +5,819 +1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$9.36M +$826K +35,433 +10%
Morgan Stanley
47
Morgan Stanley
New York
$9.36M +$78.8K +3,381 +0.9%
JTWM
48
Jackson Thornton Wealth Management
Alabama
$9.34M -$120K -5,167 -1%
FTUS
49
Flow Traders U.S.
New York
$9.06M +$8.92M +382,561 New
Wells Fargo
50
Wells Fargo
California
$8.39M -$45.3K -1,943 -0.5%