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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Stratford Consulting
Texas
$516K +$71.4K +4,584 +16%
PFC
27
Phocas Financial Corp
California
$343K +$5.14K +330 +1%
CCM
28
CWH Capital Management
Washington
$334K +$344K +22,110 New
BCMO
29
Buckingham Capital Management (Ohio)
Ohio
$313K -$126K -8,058 -28%
MHS
30
M Holdings Securities
Oregon
$308K +$318K +20,394 New
Wells Fargo
31
Wells Fargo
California
$291K +$267K +17,118 +808%
Bank of America
32
Bank of America
North Carolina
$278K +$19.9K +1,276 +7%
APCM
33
Alaska Permanent Capital Management
Alaska
$249K +$22.6K +1,452 +10%
ACM
34
Avalon Capital Management
California
$241K -$1.19M -76,578 -83%
Jane Street
35
Jane Street
New York
$233K +$240K +15,414 New
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$227K
Ameriprise
37
Ameriprise
Minnesota
$188K +$14.4K +924 +8%
FNBT
38
FineMark National Bank & Trust
Florida
$170K +$1.68K +108 +1%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$151K +$41.8K +2,682 +37%
U
40
UBS
Switzerland
$122K +$114K +7,312 +947%
Morgan Stanley
41
Morgan Stanley
New York
$105K +$108K +6,940 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$99K
CDIA
43
Capital Directions Investment Advisors
Georgia
$56K -$15.5K -992 -21%
MCM
44
Manchester Capital Management
Vermont
$30K
Creative Planning
45
Creative Planning
Kansas
$24K +$21.8K +1,402 +687%
TCM
46
Tradewinds Capital Management
Washington
$21K +$22K +1,412 New
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$20K +$20.1K +1,292 New
WA
48
WFG Advisors
Texas
$20K +$20.7K +1,330 New
BC
49
Bartlett & Co
Ohio
$18K
EWM
50
Edge Wealth Management
New York
$18K