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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
51
Pathstone Family Office
New Jersey
$3.44M
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$3.26M +$76.1K +4,116 +2%
AWM
53
Avior Wealth Management
Nebraska
$3.25M +$467K +25,272 +17%
SC
54
Schoolcraft Capital
Colorado
$3.23M -$88.5K -4,782 -3%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.21M +$1.4M +75,460 +81%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$3.02M -$441K -23,854 -13%
UBS AM
57
UBS AM
Illinois
$3.01M
AWM
58
Apollon Wealth Management
South Carolina
$2.98M +$733K +39,628 +34%
GWM
59
Geneos Wealth Management
Colorado
$2.92M +$230K +12,450 +10%
IFA
60
Interactive Financial Advisors
Illinois
$2.9M +$164K +8,858 +6%
FNC
61
First National Corp
Massachusetts
$2.88M -$5.18M -280,086 -65%
BCM
62
Blume Capital Management
California
$2.8M +$189K +10,214 +7%
ACWM
63
Adams Chetwood Wealth Management
North Carolina
$2.7M +$24.7K +1,336 +0.9%
SP
64
SWS Partners
Ohio
$2.64M -$24.4K -1,320 -0.9%
WIC
65
Whitegate Investment Counselors
New Hampshire
$2.63M -$52.5K -2,838 -2%
PAG
66
Pinnacle Advisory Group
Maryland
$2.54M +$261K +14,116 +12%
MML Investors Services
67
MML Investors Services
Massachusetts
$2.4M -$127K -6,842 -5%
CPWM
68
Cypress Point Wealth Management
Texas
$2.38M +$2.31M +125,128 New
AP
69
Appleton Partners
Massachusetts
$2.36M -$28.8K -1,558 -1%
WWM
70
WT Wealth Management
Arizona
$2.35M -$62.9K -3,402 -3%
GCA
71
Gradient Capital Advisors
California
$2.35M +$99.9K +5,398 +5%
BFPW
72
BOK Financial Private Wealth
Colorado
$2.28M -$392K -21,200 -15%
SMC
73
Smith, Moore & Co
Missouri
$2.28M +$96.4K +5,210 +5%
MFGP
74
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.21M -$163K -8,802 -7%
BA
75
Bridge Advisory
California
$2.11M +$2.06M +111,132 New