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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Moran Wealth Management
476
Moran Wealth Management
Florida
– -$1.83M -95,006 Closed
VCM
477
Virtue Capital Management
Tennessee
– -$1.17M -60,444 Closed
PFM
478
Patton Fund Management
Texas
– -$980K -50,811 Closed
SFWC
479
Strategic Family Wealth Counselors
New Jersey
– -$961K -49,833 Closed
BB
480
Bell Bank
North Dakota
– -$749K -38,804 Closed
SIG
481
Spinnaker Investment Group
California
– -$707K -36,674 Closed
Renaissance Technologies
482
Renaissance Technologies
New York
– -$656K -34,000 Closed
RF
483
RHS Financial
California
– -$514K -26,621 Closed
OWM
484
Opes Wealth Management
California
– -$502K -26,017 Closed
NL
485
NWAM LLC
Washington
– -$443K -22,975 Closed
CWA
486
Consilium Wealth Advisory
Texas
– -$417K -21,615 Closed
Wealth Enhancement Advisory Services
487
Wealth Enhancement Advisory Services
Minnesota
– -$408K -19,631 Closed
SCI
488
Stableford Capital II
Arizona
– -$376K -19,113 Closed
CCM
489
Crew Capital Management
Ohio
– -$314K -16,292 Closed
AP
490
Adero Partners
California
– -$284K -14,742 Closed
Old Mission Capital
491
Old Mission Capital
Illinois
– -$251K -13,037 Closed
RBFC
492
Roman Butler Fullerton & Co
Missouri
– -$261K -12,676 Closed
FAIM
493
Financial Advocates Investment Management
Washington
– -$243K -12,609 Closed
IWA
494
IVC Wealth Advisors
Pennsylvania
– -$242K -12,527 Closed
EFS
495
Econ Financial Services
Pennsylvania
– -$232K -12,028 Closed
HI
496
Human Investing
Oregon
– -$231K -11,997 Closed
BOK Financial
497
BOK Financial
Oklahoma
– -$230K -11,899 Closed
LF
498
LifeSteps Financial
California
– -$215K -11,152 Closed
ODIJL
499
One Day In July LLC
Vermont
– -$205K -10,621 Closed
LFA
500
LifeGuide Financial Advisors
Pennsylvania
– -$202K -10,473 Closed