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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$6.71M +$356K +17,262 +6%
TPW
27
Tiller Private Wealth
Pennsylvania
$6.41M +$365K +17,722 +6%
BWA
28
BlueSky Wealth Advisors
North Carolina
$6.41M +$671K +32,566 +12%
FI
29
FormulaFolio Investments
Michigan
$6.36M +$5.95M +288,704 +1,421%
BWM
30
BerganKDV Wealth Management
Minnesota
$6.29M +$31.2K +1,512 +0.5%
MCIA
31
Mountain Capital Investment Advisors
Colorado
$6.26M -$786K -38,156 -11%
TCM
32
Tradewinds Capital Management
Washington
$5.51M -$189K -9,174 -3%
W
33
Wealthfront
California
$5.5M -$779K -37,824 -12%
KF
34
Krilogy Financial
Missouri
$5.34M -$27.1K -1,316 -0.5%
LYV
35
Live Your Vision
Pennsylvania
$5.1M +$94.7K +4,598 +2%
FWM
36
Frontier Wealth Management
Missouri
$4.96M -$1.66M -80,614 -25%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$4.89M +$4.9M +237,590 New
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$4.84M +$173K +8,394 +4%
RMC
39
Regis Management Company
California
$4.84M
JFG
40
JMG Financial Group
Illinois
$4.8M +$466K +22,606 +11%
NQWM
41
Northwest Quadrant Wealth Management
Oregon
$4.8M +$572K +27,776 +14%
CMP
42
Courage Miller Partners
Virginia
$4.31M +$199K +9,640 +5%
UBS Group
43
UBS Group
Switzerland
$4.27M +$324K +15,710 +8%
AWMG
44
Alliance Wealth Management Group
New Jersey
$4.22M +$2.21M +107,096 +109%
SC
45
Stratford Consulting
Texas
$4.13M +$4.14M +200,954 New
Stifel Financial
46
Stifel Financial
Missouri
$4.09M -$43K -2,086 -1%
IFA
47
Interactive Financial Advisors
Illinois
$3.75M +$12.1K +588 +0.3%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$3.58M +$1.16M +56,126 +48%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$3.55M +$154K +7,470 +5%
FTS
50
Fifth Third Securities
Ohio
$3.46M +$1.56M +75,862 +82%