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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
26
Bangor Savings Bank
Maine
$8.72M +$23.1K +1,070 +0.2%
Betterment LLC
27
Betterment LLC
New York
$8.71M
Wells Fargo
28
Wells Fargo
California
$8.49M -$195K -9,000 -2%
FEG
29
Fund Evaluation Group
Ohio
$8.41M +$952 +44 +0%
Mariner
30
Mariner
Kansas
$8.38M +$1.42M +65,552 +17%
EPM
31
Elm Partners Management
Pennsylvania
$8.24M -$1.5M -69,388 -14%
HFS
32
Hantz Financial Services
Michigan
$7.98M +$4.31M +199,018 +87%
Morgan Stanley
33
Morgan Stanley
New York
$7.64M +$4.54M +209,811 +105%
CMP
34
Courage Miller Partners
Virginia
$6.91M -$67.3K -3,111 -0.8%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$6.67M +$388K +17,934 +5%
LPL Financial
36
LPL Financial
California
$6.67M +$933K +43,133 +14%
FCM
37
Firestone Capital Management
Florida
$6.56M -$35.7K -1,648 -0.5%
CST
38
Charles Schwab Trust
Nevada
$6.44M +$2.66M +122,766 +55%
SFP
39
Strategic Financial Planning
Texas
$6.16M +$368K +16,988 +5%
KF
40
Krilogy Financial
Missouri
$6.08M +$194K +8,962 +3%
UBS Group
41
UBS Group
Switzerland
$5.79M +$19.3K +894 +0.3%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.61M +$6.49M +300,000 New
EGA
43
Eagle Global Advisors
Texas
$5.49M -$62K -2,866 -1%
OFG
44
Omega Financial Group
California
$5.27M -$443K -20,490 -7%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$5.26M -$448K -20,712 -7%
VT
46
Vise Technologies
New York
$5.26M +$203K +9,387 +3%
UBS AM
47
UBS AM
Illinois
$5.16M -$508K -23,490 -8%
WMR
48
Wealth Management Resources
Rhode Island
$5.04M +$136K +6,274 +2%
CWA
49
Cornerstone Wealth Advisors
Minnesota
$4.69M +$319K +14,754 +6%
SFPM
50
Sensible Financial Planning & Management
Massachusetts
$4.47M +$286K +13,227 +6%