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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$9.58M -$18.1K -906 -0.2%
Betterment LLC
27
Betterment LLC
New York
$9.43M -$223K -11,126 -2%
UBS Group
28
UBS Group
Switzerland
$8.88M +$2.01M +100,127 +28%
FEG
29
Fund Evaluation Group
Ohio
$8.78M
FCM
30
Firestone Capital Management
Florida
$8.55M +$222K +11,072 +3%
Wells Fargo
31
Wells Fargo
California
$8.47M -$178K -8,908 -2%
LPL Financial
32
LPL Financial
California
$8.2M -$146K -7,277 -2%
BSB
33
Bangor Savings Bank
Maine
$8.16M -$279K -13,941 -3%
CMP
34
Courage Miller Partners
Virginia
$7.7M +$210K +10,479 +3%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$7.15M +$699K +34,888 +10%
AWM
36
Apollon Wealth Management
South Carolina
$7.09M +$2.62M +130,787 +56%
KF
37
Krilogy Financial
Missouri
$6.28M +$315K +15,713 +5%
SFP
38
Strategic Financial Planning
Texas
$6.19M +$223K +11,155 +4%
WMR
39
Wealth Management Resources
Rhode Island
$5.92M +$114K +5,714 +2%
FNC
40
First National Corp
Massachusetts
$5.9M +$787K +39,301 +15%
VT
41
Vise Technologies
New York
$5.88M +$228K +11,391 +4%
UBS AM
42
UBS AM
Illinois
$5.87M
PWMG
43
Pioneer Wealth Management Group
Texas
$5.78M +$309K +15,446 +5%
CWA
44
Cornerstone Wealth Advisors
Minnesota
$5.46M +$341K +17,032 +6%
OFG
45
Omega Financial Group
California
$5.12M -$174K -8,666 -3%
SFPM
46
Sensible Financial Planning & Management
Massachusetts
$5.08M +$164K +8,205 +3%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$4.91M -$212K -10,584 -4%
JFG
48
JMG Financial Group
Illinois
$4.9M +$18.2K +910 +0.4%
EWA
49
EP Wealth Advisors
California
$4.83M +$1.48M +74,090 New
CAN
50
Cetera Advisor Networks
California
$4.76M +$269K +13,450 +6%