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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
526
Inspire Advisors
Idaho
-$466K -20,119 Closed
AP
527
Advisors Preferred
Maryland
-$435K -18,909 Closed
WJWM
528
Williams Jones Wealth Management
New York
-$410K -17,706 Closed
NWA
529
Navis Wealth Advisors
New York
-$368K -15,878 Closed
IFG
530
Independent Financial Group
California
-$363K -15,664 Closed
SAM
531
Secure Asset Management
Michigan
-$324K -13,981 Closed
BWA
532
Bordeaux Wealth Advisors
California
-$301K -12,971 Closed
FFS
533
Founders Financial Securities
Maryland
-$297K -12,824 Closed
YIH
534
Y-Intercept (HK)
Hong Kong
-$293K -12,666 Closed
IWM
535
IHT Wealth Management
Illinois
-$292K -12,645 Closed
AWM
536
Axxcess Wealth Management
California
-$287K -12,388 Closed
Kovitz Investment Group Partners
537
Kovitz Investment Group Partners
Illinois
-$283K -12,334 Closed
WIA
538
World Investment Advisors
California
-$241K -10,415 Closed
AWA
539
Acorn Wealth Advisors
Michigan
-$237K -10,216 Closed
HF
540
HRT Financial
New York
-$234K -10,124 Closed
BA
541
Bridgewater Advisors
New York
-$228K -10,060 Closed
HAS
542
HBW Advisory Services
California
-$231K -9,969 Closed
MAM
543
Marotta Asset Management
Virginia
-$228K -9,822 Closed
SWP
544
Stratos Wealth Partners
Ohio
-$225K -9,696 Closed
TI
545
Truepoint Inc
Ohio
-$221K -9,525 Closed
JC
546
Jentner Corp
Ohio
-$220K -9,476 Closed
UCFA
547
United Capital Financial Advisors
Texas
-$211K -9,107 Closed
CFG
548
Citizens Financial Group
Rhode Island
-$209K -9,014 Closed
KAS
549
Kestra Advisory Services
Texas
-$206K -8,890 Closed
SC
550
Shearwater Capital
Colorado
-$202K -8,698 Closed