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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3AM
51
3D Asset Management
Connecticut
$2.06M -$633K -30,664 -24%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.01M -$65.5K -3,172 -3%
GA
53
Gateway Advisory
New Jersey
$1.99M +$1.85M +89,802 New
RMC
54
Regis Management Company
California
$1.95M
LPL Financial
55
LPL Financial
California
$1.87M -$1.67M -80,888 -49%
CFMC
56
Curbstone Financial Management Corp
New Hampshire
$1.64M -$80.5K -3,900 -5%
EA
57
Efficient Advisors
Ohio
$1.52M -$2.31K -112 -0.2%
BSB
58
Bangor Savings Bank
Maine
$1.49M -$103K -5,012 -7%
TRCT
59
Tower Research Capital (TRC)
New York
$1.4M +$1.04M +50,484 +359%
VFS
60
VSR Financial Services
Kansas
$1.36M -$263K -12,754 -17%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.36M +$118K +5,726 +10%
BW
62
Bison Wealth
Georgia
$1.35M -$107K -5,178 -8%
CPIG
63
Chicago Partners Investment Group
Illinois
$1.32M -$64.7K -3,136 -5%
RC
64
Roundview Capital
New Jersey
$1.27M +$756K +36,648 +169%
CCM
65
CWH Capital Management
Washington
$1.25M +$122K +5,920 +11%
TAM
66
Trillium Asset Management
Massachusetts
$1.18M +$1.12M +54,128 New
VC
67
Vicus Capital
Pennsylvania
$1.16M +$1.1M +53,340 New
PFC
68
Phocas Financial Corp
California
$1.14M +$8.3K +402 +0.8%
AWM
69
Avior Wealth Management
Nebraska
$1.14M +$29.1K +1,408 +3%
UCFA
70
United Capital Financial Advisors
Texas
$1.06M -$483K -23,386 -32%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$1.03M -$46.6K -2,258 -5%
UBS Group
72
UBS Group
Switzerland
$1.01M -$134K -6,486 -12%
KKAMG
73
Kernodle & Katon Asset Management Group
Arkansas
$918K -$270K -13,088 -24%
TAT
74
TD Ameritrade Trust
Colorado
$907K -$994K -48,148 -54%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$896K +$327K +15,852 +62%