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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Efficient Advisors
Ohio
$1.44M -$214K -10,972 -13%
KKAMG
52
Kernodle & Katon Asset Management Group
Arkansas
$1.36M +$1.34M +68,644 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.34M +$344K +17,598 +35%
CPIG
54
Chicago Partners Investment Group
Illinois
$1.21M +$196K +10,050 +20%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$1.06M +$372K +19,054 +55%
CS
56
Credit Suisse
Switzerland
$1.04M +$7.89K +404 +0.8%
AWM
57
Avior Wealth Management
Nebraska
$970K -$64.7K -3,314 -6%
UBS Group
58
UBS Group
Switzerland
$957K -$133K -6,830 -12%
SS
59
Simplicity Solutions
Minnesota
$936K +$923K +47,230 New
VKH
60
Virtu KCG Holdings
New York
$855K +$843K +43,148 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$822K +$91.2K +4,668 +13%
W
62
Wealthfront
California
$815K +$373K +19,090 +87%
FA
63
Fagan Associates
New York
$805K +$12.3K +630 +2%
NSAM
64
North Star Asset Management
Wisconsin
$780K -$28.3K -1,450 -4%
BFG
65
Bouchey Financial Group
New York
$757K +$86K +4,404 +13%
DIA
66
Denver Investment Advisors
Colorado
$736K -$56.3K -2,884 -7%
Goldman Sachs
67
Goldman Sachs
New York
$727K -$14.9M -764,358 -95%
PFC
68
Phocas Financial Corp
California
$683K +$52.6K +2,692 +8%
BCMO
69
Buckingham Capital Management (Ohio)
Ohio
$659K +$19.9K +1,020 +3%
GAM
70
Gemmer Asset Management
California
$652K +$61.5K +3,150 +11%
FFA
71
First Foundation Advisors
California
$613K +$604K +30,912 New
PVH
72
Psagot Value Holdings
Israel
$575K -$58.6K -3,000 -9%
BFPW
73
BOK Financial Private Wealth
Colorado
$559K +$126K +6,472 +30%
RMC
74
Regis Management Company
California
$547K
AA
75
Alesco Advisors
New York
$521K +$195 +10 +0%