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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
26
Northwest Quadrant Wealth Management
Oregon
$7.74M +$1.5M +70,398 +18%
Cerity Partners
27
Cerity Partners
New York
$7.65M +$6.67M +312,392 +202%
Wealthfront Advisers
28
Wealthfront Advisers
California
$7.58M +$1.44M +67,280 +17%
I
29
INVST
Indiana
$7.1M -$6.43M -301,446 -39%
Morgan Stanley
30
Morgan Stanley
New York
$6.77M -$22.3K -1,044 -0.3%
CW
31
CreativeOne Wealth
Kansas
$6.67M +$143K +6,692 +2%
BAMG
32
Brand Asset Management Group
Missouri
$6.66M +$563K +26,378 +7%
CIP
33
Capital Insight Partners
Arizona
$6.56M +$7.91M +370,870 +1,238%
OFG
34
Omega Financial Group
California
$6.54M +$1.18M +55,348 +16%
HSA
35
HBK Sorce Advisory
Pennsylvania
$6.41M -$116K -5,456 -1%
BWA
36
BlueSky Wealth Advisors
North Carolina
$6.39M +$307K +14,386 +4%
FMT
37
First Mercantile Trust
Tennessee
$6.18M +$3.39M +158,834 +73%
KBFS
38
Kohmann Bosshard Financial Services
Ohio
$6.03M -$1.23M -57,762 -14%
KF
39
Krilogy Financial
Missouri
$5.74M +$1.06M +49,866 +17%
BSB
40
Bangor Savings Bank
Maine
$5.68M +$321K +15,038 +5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.6M +$436K +20,420 +6%
JIP
42
JBJ Investment Partners
South Carolina
$5.59M -$1.8M -84,448 -20%
WIC
43
Whitegate Investment Counselors
New Hampshire
$5.57M -$216K -10,142 -3%
PC
44
Premise Capital
Illinois
$5.51M -$1.83M -85,818 -20%
LSAG
45
Lake Street Advisors Group
New Hampshire
$5.51M +$7.18M +336,504 New
EK
46
Evensky & Katz
Florida
$5.42M -$288K -13,508 -4%
HHRDM
47
H&H Retirement Design & Management
Nevada
$5.31M +$6.93M +324,602 New
AIM
48
Aurora Investment Managers
Florida
$5.06M +$1.48M +69,436 +29%
UBS AM
49
UBS AM
Illinois
$4.78M -$4.34M -203,336 -41%
SFP
50
Strategic Financial Planning
Texas
$4.73M -$616K -28,850 -9%