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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNC
51
First National Corp
Massachusetts
$3.73M +$588K +30,064 +20%
PFO
52
Pathstone Family Office
New Jersey
$3.72M
AWM
53
Apollon Wealth Management
South Carolina
$3.6M +$365K +18,642 +12%
SC
54
Schoolcraft Capital
Colorado
$3.46M -$32K -1,638 -1%
UBS AM
55
UBS AM
Illinois
$3.26M
GWM
56
Geneos Wealth Management
Colorado
$3.15M +$14.5K +742 +0.5%
FCI
57
Financial Counselors Inc
Kansas
$3.08M -$1.57M -80,148 -35%
ASI
58
Advisory Services & Investments
Oregon
$3.08M +$2.94M +150,124 New
PAG
59
Pinnacle Advisory Group
Maryland
$3.04M +$280K +14,326 +11%
WWM
60
WT Wealth Management
Arizona
$2.98M +$425K +21,738 +18%
NRI
61
NFP Retirement Inc
California
$2.88M +$2.19M +112,168 +399%
CPWM
62
Cypress Point Wealth Management
Texas
$2.88M +$291K +14,876 +12%
WIC
63
Whitegate Investment Counselors
New Hampshire
$2.84M -$1.68K -86 -0.1%
GCA
64
Gradient Capital Advisors
California
$2.83M +$280K +14,296 +12%
AP
65
Appleton Partners
Massachusetts
$2.8M +$234K +11,952 +10%
MFGP
66
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.78M +$370K +18,904 +16%
CW
67
CreativeOne Wealth
Kansas
$2.76M -$1.19M -61,050 -31%
BIP
68
Blueprint Investment Partners
North Carolina
$2.75M +$2.62M +133,898 +115,429%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$2.71M +$943K +48,224 +58%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$2.65M -$580K -29,646 -19%
SMC
71
Smith, Moore & Co
Missouri
$2.51M +$41.2K +2,104 +2%
JCIA
72
Jackson Creek Investment Advisors
Colorado
$2.46M +$242K +12,396 +12%
Mariner
73
Mariner
Kansas
$2.38M +$534K +27,278 +31%
FA
74
Fiducient Advisors
Illinois
$2.36M +$109K +5,576 +5%
Betterment LLC
75
Betterment LLC
New York
$2.17M +$626K +32,012 +44%