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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
26
Wealthfront Advisers
California
$13.6M -$1.24M -57,850 -8%
Betterment LLC
27
Betterment LLC
New York
$13M +$437K +20,458 +4%
PPH
28
Pure Portfolios Holdings
Oregon
$12.9M +$571K +26,713 +5%
PWMG
29
Pioneer Wealth Management Group
Texas
$12.1M +$12M +563,075 New
TIM
30
Tortoise Investment Management
New York
$11.5M +$432K +20,226 +4%
EPM
31
Elm Partners Management
Pennsylvania
$10.3M -$7.54M -352,789 -42%
CMP
32
Courage Miller Partners
Virginia
$9.8M +$263K +12,292 +3%
JTWM
33
Jackson Thornton Wealth Management
Alabama
$9.53M +$483K +22,622 +5%
FCM
34
Firestone Capital Management
Florida
$9.5M +$12.6K +591 +0.1%
SFP
35
Strategic Financial Planning
Texas
$9.5M +$156K +7,295 +2%
PS
36
Principal Securities
Iowa
$9.34M +$100K +4,692 +1%
Mariner
37
Mariner
Kansas
$8.89M -$1.34M -62,569 -13%
UBS Group
38
UBS Group
Switzerland
$8.27M -$8.83M -412,969 -52%
TC
39
TownSquare Capital
Utah
$8.17M +$482K +22,553 +6%
KF
40
Krilogy Financial
Missouri
$7.99M +$345K +16,152 +5%
BWM
41
Brown Wealth Management
Illinois
$7.91M +$454K +21,226 +6%
WMR
42
Wealth Management Resources
Rhode Island
$7.88M +$58K +2,716 +0.7%
Wells Fargo
43
Wells Fargo
California
$7.75M -$838K -39,216 -10%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$7.67M -$1.77M -82,589 -19%
SFPM
45
Sensible Financial Planning & Management
Massachusetts
$7.65M +$170K +7,943 +2%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$7.5M -$299K -13,980 -4%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$7.12M +$1.6M +75,000 +29%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$6.64M -$29.5K -1,379 -0.4%
AWM
49
Avior Wealth Management
Nebraska
$6.4M +$128K +5,987 +2%
LPL Financial
50
LPL Financial
California
$6.15M -$5.4M -252,635 -47%