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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
526
Greenleaf Trust
Michigan
-$1.23M -57,386 Closed
Lido Advisors
527
Lido Advisors
California
-$1.19M -55,303 Closed
RWM
528
Ritholtz Wealth Management
New York
-$643K -29,874 Closed
MFGP
529
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$386K -17,928 Closed
Pathstone Holdings
530
Pathstone Holdings
New Jersey
-$372K -17,360 Closed
PA
531
PFG Advisors
Arizona
-$342K -15,919 Closed
RA
532
RFG Advisory
Alabama
-$260K -12,070 Closed
RSWM
533
Robertson Stephens Wealth Management
California
-$249K -11,562 Closed
NRI
534
NFP Retirement Inc
California
-$242K -11,243 Closed
AWE
535
Avidian Wealth Enterprises
Texas
-$231K -10,741 Closed
FVWA
536
Foster Victor Wealth Advisors
South Carolina
-$213K -10,726 Closed
UCFA
537
United Capital Financial Advisors
Texas
-$212K -9,875 Closed
MAM
538
Marotta Asset Management
Virginia
-$228K -9,822 Closed
SFS
539
Strategic Financial Services
New York
-$211K -9,800 Closed
EWA
540
Emergent Wealth Advisors
New York
-$205K -9,528 Closed
NP
541
NorthRock Partners
Minnesota
-$128K -5,931 Closed
WSFS
542
Wilmington Savings Fund Society
Delaware
-$68.7K -3,196 Closed
MIA
543
MeadowBrook Investment Advisors
Michigan
-$38.7K -1,800 Closed
NSIM
544
North Star Investment Management
Illinois
-$21.5K -999 Closed
GFPC
545
Global Financial Private Client
Florida
-$20K -930 Closed
FMII
546
Farmers & Merchants Investments Inc
Nebraska
-$17.4K -810 Closed
CA
547
Continuum Advisory
Idaho
-$15.2K -708 Closed
DJSG
548
D.J. St. Germain
Massachusetts
-$14.5K -675 Closed
CCM
549
Coldstream Capital Management
Washington
-$10.2K -473 Closed
OPTFSNA
550
Old Point Trust & Financial Services N A
Virginia
-$8.86K -412 Closed