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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Worth Asset Management
Texas
– -$661K -28,540 Closed
IA
527
Inspire Advisors
Idaho
– -$466K -20,119 Closed
AP
528
Advisors Preferred
Maryland
– -$435K -18,909 Closed
WJWM
529
Williams Jones Wealth Management
New York
– -$410K -17,706 Closed
NWA
530
Navis Wealth Advisors
New York
– -$368K -15,878 Closed
IFG
531
Independent Financial Group
California
– -$363K -15,664 Closed
SAM
532
Secure Asset Management
Michigan
– -$324K -13,981 Closed
BWA
533
Bordeaux Wealth Advisors
California
– -$301K -12,971 Closed
FFS
534
Founders Financial Securities
Maryland
– -$297K -12,824 Closed
YIH
535
Y-Intercept (HK)
Hong Kong
– -$293K -12,666 Closed
IWM
536
IHT Wealth Management
Illinois
– -$292K -12,645 Closed
AWM
537
Axxcess Wealth Management
California
– -$287K -12,388 Closed
Kovitz Investment Group Partners
538
Kovitz Investment Group Partners
Illinois
– -$283K -12,334 Closed
WIA
539
World Investment Advisors
California
– -$241K -10,415 Closed
AWA
540
Acorn Wealth Advisors
Michigan
– -$237K -10,216 Closed
HF
541
HRT Financial
New York
– -$234K -10,124 Closed
BA
542
Bridgewater Advisors
New York
– -$228K -10,060 Closed
HAS
543
HBW Advisory Services
California
– -$231K -9,969 Closed
MAM
544
Marotta Asset Management
Virginia
– -$228K -9,822 Closed
SWP
545
Stratos Wealth Partners
Ohio
– -$225K -9,696 Closed
TI
546
Truepoint Inc
Ohio
– -$221K -9,525 Closed
JC
547
Jentner Corp
Ohio
– -$220K -9,476 Closed
UCFA
548
United Capital Financial Advisors
Texas
– -$211K -9,107 Closed
CFG
549
Citizens Financial Group
Rhode Island
– -$209K -9,014 Closed
KAS
550
Kestra Advisory Services
Texas
– -$206K -8,890 Closed