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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
51
Ironsides Asset Advisors
North Carolina
$4.33M
PFO
52
Pathstone Family Office
New Jersey
$4.14M
RIM
53
Rockbridge Investment Management
New York
$4.1M -$225K -10,122 -5%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$3.85M -$609K -27,398 -14%
SC
55
Schoolcraft Capital
Colorado
$3.85M -$4K -180 -0.1%
UBS AM
56
UBS AM
Illinois
$3.63M
Betterment LLC
57
Betterment LLC
New York
$3.51M +$1.06M +47,788 +45%
WWM
58
WT Wealth Management
Arizona
$3.44M +$111K +5,006 +3%
FCI
59
Financial Counselors Inc
Kansas
$3.44M
HI
60
Harbour Investments
Wisconsin
$3.44M +$2.94M +132,382 +747%
GCA
61
Gradient Capital Advisors
California
$3.43M +$263K +11,834 +9%
GWM
62
Geneos Wealth Management
Colorado
$3.39M +$113K +5,092 +4%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$3.38M +$414K +18,610 +14%
AP
64
Appleton Partners
Massachusetts
$3.31M +$180K +8,084 +6%
CPWM
65
Cypress Point Wealth Management
Texas
$3.29M +$80.3K +3,612 +3%
MFGP
66
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.07M -$28.2K -1,270 -0.9%
ASI
67
Advisory Services & Investments
Oregon
$3.05M -$374K -16,828 -11%
WIC
68
Whitegate Investment Counselors
New Hampshire
$2.95M -$213K -9,588 -7%
BIP
69
Blueprint Investment Partners
North Carolina
$2.93M -$130K -5,856 -4%
SMC
70
Smith, Moore & Co
Missouri
$2.92M +$118K +5,318 +4%
Ameriprise
71
Ameriprise
Minnesota
$2.63M -$8.97M -403,378 -78%
FA
72
Fiducient Advisors
Illinois
$2.56M -$76.2K -3,426 -3%
HighTower Advisors
73
HighTower Advisors
Illinois
$2.51M +$240K +10,800 +11%
Mariner
74
Mariner
Kansas
$2.47M -$171K -7,686 -7%
AWM
75
Avior Wealth Management
Nebraska
$2.44M +$464K +20,874 +24%