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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBW
526
Blue Barn Wealth
Utah
-$200K -9,661 Closed
HWA
527
Heritage Wealth Advisors
Virginia
-$99.6K -4,810 Closed
MFA
528
McClarren Financial Advisors
Pennsylvania
-$62K -2,998 Closed
ASN
529
Advisory Services Network
Georgia
-$20.3K -980 Closed
SA
530
Scarborough Advisors
Maryland
-$17.3K -834 Closed
LPP
531
Life Planning Partners
Florida
-$16.3K -788 Closed
FFO
532
Fortitude Family Office
Arizona
-$16.3K -785 Closed
MWM
533
Mascoma Wealth Management
New Hampshire
-$11.5K -555 Closed
AWM
534
Able Wealth Management
New Jersey
-$4.48K -216 Closed
AA
535
Addison Advisors
Vermont
-$4.47K -216 Closed
MSWM
536
McGlone Suttner Wealth Management
Wisconsin
-$4.26K -206 Closed
FWM
537
Focused Wealth Management
New York
-$2.72K -131 Closed
LFA
538
Level Financial Advisors
New York
-$2.49K -120 Closed
BCPWM
539
Bradley & Co Private Wealth Management
Florida
-$2.19K -106 Closed
TFG
540
Team Financial Group
California
-$1.43K -69 Closed
SMA
541
Sage Mountain Advisors
Georgia
-$476 -23 Closed
BWL
542
Bogart Wealth LLC
Virginia
-$456 -22 Closed
PS
543
Planned Solutions
California
-$435 -21 Closed
LC
544
Lindbrook Capital
California
-$373 -18 Closed
First Manhattan
545
First Manhattan
New York
-$331 -16 Closed
FA
546
Faithward Advisors
Pennsylvania
-$233 -12 Closed
OLVIG
547
Oliver Lagore Vanvalin Investment Group
Michigan
-$41 -2 Closed
GWSA
548
Global Wealth Strategies & Associates
Colorado
-$12 -1 Closed
TFA
549
Transamerica Financial Advisors
Florida
-$1K -1 Closed