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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BerganKDV Wealth Management
Minnesota
$7.07M +$843K +43,756 +13%
MI
27
Moneywise Inc
Virginia
$7.01M -$546K -28,352 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.59M +$142K +7,376 +2%
BFPW
29
BOK Financial Private Wealth
Colorado
$6.47M +$5.45M +282,726 +508%
TPW
30
Tiller Private Wealth
Pennsylvania
$6.25M +$29.2K +1,514 +0.5%
RRC
31
Relaxing Retirement Coach
Massachusetts
$5.97M +$2.65M +137,522 +78%
AA
32
Advisory Alpha
Michigan
$5.74M +$2.79M +144,612 +98%
KF
33
Krilogy Financial
Missouri
$5.44M +$304K +15,784 +6%
JFG
34
JMG Financial Group
Illinois
$5.38M +$469K +24,350 +9%
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$5.3M +$613K +31,820 +13%
NQWM
36
Northwest Quadrant Wealth Management
Oregon
$5.18M +$318K +16,506 +6%
CW
37
CreativeOne Wealth
Kansas
$5.07M +$5.11M +264,854 New
CMP
38
Courage Miller Partners
Virginia
$4.95M +$695K +36,080 +16%
BSB
39
Bangor Savings Bank
Maine
$4.69M +$3.04M +157,762 +180%
FWM
40
Frontier Wealth Management
Missouri
$4.54M +$9.6K +498 +0.2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$4.21M +$344K +17,858 +9%
SC
42
Stratford Consulting
Texas
$4M +$72K +3,734 +2%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$3.86M +$387K +20,102 +11%
WIC
44
Whitegate Investment Counselors
New Hampshire
$3.69M +$725K +37,620 +24%
GAM
45
Gemmer Asset Management
California
$3.57M +$119K +6,156 +3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$3.3M +$1.33M +68,846 +66%
RMC
47
Regis Management Company
California
$3.09M -$1.42M -73,480 -31%
HSA
48
HBK Sorce Advisory
Pennsylvania
$3.05M +$131K +6,808 +4%
IFA
49
Interactive Financial Advisors
Illinois
$3.03M -$898K -46,598 -23%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$2.88M -$465K -24,150 -14%