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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BerganKDV Wealth Management
Minnesota
$6.79M +$417K +20,082 +7%
TPW
27
Tiller Private Wealth
Pennsylvania
$6.77M +$281K +13,530 +4%
FI
28
FormulaFolio Investments
Michigan
$6.76M +$330K +15,878 +5%
MWA
29
MFA Wealth Advisors
Pennsylvania
$6.42M +$6.78M +326,218 New
W
30
Wealthfront
California
$6.25M +$690K +33,186 +12%
KF
31
Krilogy Financial
Missouri
$5.59M +$195K +9,366 +4%
JFG
32
JMG Financial Group
Illinois
$5.34M +$482K +23,174 +10%
LYV
33
Live Your Vision
Pennsylvania
$5.14M +$253K +12,174 +5%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$5.11M +$160K +7,708 +3%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$5.01M +$109K +5,244 +2%
FWM
36
Frontier Wealth Management
Missouri
$4.93M -$94.6K -4,548 -2%
RMC
37
Regis Management Company
California
$4.9M
NQWM
38
Northwest Quadrant Wealth Management
Oregon
$4.77M +$568K +27,304 +12%
UBS Group
39
UBS Group
Switzerland
$4.73M +$413K +19,864 +10%
CMP
40
Courage Miller Partners
Virginia
$4.63M +$271K +13,024 +6%
UBS AM
41
UBS AM
Illinois
$4.61M -$4.37M -210,432 -49%
ACM
42
Avalon Capital Management
California
$4.48M +$4.47M +215,236 New
SC
43
Stratford Consulting
Texas
$4.28M +$97.5K +4,688 +2%
Stifel Financial
44
Stifel Financial
Missouri
$4.27M +$146K +7,038 +4%
IFA
45
Interactive Financial Advisors
Illinois
$4.26M +$464K +22,336 +12%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$4.21M +$754K +36,264 +22%
MCIA
47
Mountain Capital Investment Advisors
Colorado
$4.04M -$2.3M -110,624 -36%
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$3.78M +$184K +8,858 +5%
GAM
49
Gemmer Asset Management
California
$3.76M +$489K +23,502 +15%
RRC
50
Relaxing Retirement Coach
Massachusetts
$3.65M +$3.64M +175,268 New