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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
551
Wagner Wealth Management (South Carolina)
South Carolina
$702 +$417 +19 +136%
PGAM
552
Princeton Global Asset Management
New Jersey
$645 +$658 +30 New
DF
553
Dunhill Financial
United Kingdom
$558 – – –
WIM
554
Westside Investment Management
California
$430 – – –
NA
555
Networth Advisors
Pennsylvania
$408 +$175 +8 +73%
PWA
556
Portus Wealth Advisors
North Carolina
$408 +$417 +19 New
FFA
557
Frazier Financial Advisors
Ohio
$350 -$2.89K -132 -89%
FMP
558
Financial Management Professionals
Texas
$344 – – –
MCA
559
McGuire Capital Advisors
Oklahoma
$344 – – –
CCMI
560
Creative Capital Management Investments
California
$344 +$153 +7 +78%
GK
561
Graney & King
New York
$297 – – –
NB
562
NBT Bank
New York
$258 -$197 -9 -43%
BFO
563
Biltmore Family Office
North Carolina
$150 +$153 +7 New
FWP
564
FAS Wealth Partners
Kansas
$121 -$395 -18 -75%
Vanguard Advisers Inc
565
Vanguard Advisers Inc
Pennsylvania
$79 +$88 +4 New
VA
566
Vestwell Advisors
New York
$60 – – –
GCM
567
Gunpowder Capital Management
Maryland
$43 – – –
TAM
568
Tucker Asset Management
Colorado
$43 – – –
TFA
569
Transamerica Financial Advisors
Florida
$41 -$22 -1 -50%
KPP
570
Kings Path Partners
Texas
$19 – – –
CFO
571
Cambient Family Office
Michigan
$14 – – –
RCM
572
Raleigh Capital Management
North Carolina
$8 – – –
SFP
573
Strategic Financial Planning
Texas
– -$10.1M -483,962 Closed
SWA
574
Stratos Wealth Advisors
Ohio
– -$3.4M -162,591 Closed
FA
575
Fiducient Advisors
Illinois
– -$2.12M -101,312 Closed