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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
51
Ironsides Asset Advisors
North Carolina
$4.2M -$119K -5,000 -3%
UBS AM
52
UBS AM
Illinois
$4.11M +$504K +21,142 +13%
PFO
53
Pathstone Family Office
New Jersey
$4.04M -$95.4K -4,000 -2%
RIM
54
Rockbridge Investment Management
New York
$4M -$90.4K -3,790 -2%
Mariner
55
Mariner
Kansas
$3.91M +$1.5M +62,986 +58%
SC
56
Schoolcraft Capital
Colorado
$3.77M -$71K -2,976 -2%
BDWCC
57
B&D White Capital Company
Texas
$3.59M +$3.74M +157,040 New
WWM
58
WT Wealth Management
Arizona
$3.52M +$94.1K +3,948 +3%
CPWM
59
Cypress Point Wealth Management
Texas
$3.5M +$225K +9,444 +7%
FCI
60
Financial Counselors Inc
Kansas
$3.43M
AP
61
Appleton Partners
Massachusetts
$3.43M +$134K +5,630 +4%
GCA
62
Gradient Capital Advisors
California
$3.41M -$3.67K -154 -0.1%
GWM
63
Geneos Wealth Management
Colorado
$3.38M -$17.2K -722 -0.5%
FNC
64
First National Corp
Massachusetts
$3.33M -$12.5M -523,332 -78%
Ameriprise
65
Ameriprise
Minnesota
$3.32M +$727K +30,490 +27%
GB
66
Gunma Bank
Japan
$3.2M +$3.34M +140,000 New
ASI
67
Advisory Services & Investments
Oregon
$3.13M +$90.6K +3,800 +3%
SWA
68
Stratos Wealth Advisors
Ohio
$3.08M +$843K +35,372 +36%
ACA
69
Atlas Capital Advisors
Wyoming
$3.07M +$1.12M +46,998 +54%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.07M +$3.91K +164 +0.1%
Morgan Stanley
71
Morgan Stanley
New York
$3.04M +$1.4M +58,898 +80%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$2.98M -$414K -17,362 -12%
SMC
73
Smith, Moore & Co
Missouri
$2.98M +$69.8K +2,926 +2%
WIC
74
Whitegate Investment Counselors
New Hampshire
$2.93M -$8.15K -342 -0.3%
BIP
75
Blueprint Investment Partners
North Carolina
$2.8M -$135K -5,664 -4%