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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
526
WhitTier Trust Company
Nevada
– -$35.5K -2,000 Closed
AFS
527
Annapolis Financial Services
Maryland
– -$14.2K -800 Closed
SSWM
528
Sheets Smith Wealth Management
North Carolina
– -$14.2K -800 Closed
Simplex Trading
529
Simplex Trading
Illinois
– -$13K -765 Closed
CSPIA
530
Cary Street Partners Investment Advisory
Virginia
– -$11.8K -663 Closed
WB
531
Webster Bank
Connecticut
– -$9.53K -537 Closed
HL
532
HeadInvest LLC
Maine
– -$8.76K -503 Closed
LIA
533
Luken Investment Analytics
Tennessee
– -$7.17K -404 Closed
CG
534
Cutler Group
California
– -$7K -400 Closed
FHA
535
First Horizon Advisors
Tennessee
– -$5.72K -322 Closed
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$5.56K -313 Closed
Bank of Montreal
537
Bank of Montreal
Ontario, Canada
– -$4.55K -235 Closed
YAL
538
Your Advocates Ltd
Texas
– -$1.77K -100 Closed
HCM
539
Hollencrest Capital Management
California
– -$1.21K -68 Closed
CWP
540
Concord Wealth Partners
Virginia
– -$930 -52 Closed
RDFA
541
Ritter Daniher Financial Advisory
Ohio
– -$410 -23 Closed
RCM
542
Raleigh Capital Management
North Carolina
– -$307 -17 Closed
CCMI
543
Creative Capital Management Investments
California
– -$249 -14 Closed
QCG
544
Quadrant Capital Group
Ohio
– -$213 -12 Closed
FCAS
545
First Command Advisory Services
Texas
– -$107 -6 Closed
SIC
546
SJS Investment Consulting
Ohio
– -$18 -1 Closed
UIA
547
Ulland Investment Advisors
Minnesota
– +$335 +18 New