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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$3.89M +$199K +10,387 +5%
CWAG
52
Carlsbad Wealth Advisory Group
California
$3.73M +$3.66M +191,136 New
AWM
53
Avior Wealth Management
Nebraska
$3.68M +$52.5K +2,740 +1%
AP
54
Appleton Partners
Massachusetts
$3.51M +$71.3K +3,718 +2%
Morgan Stanley
55
Morgan Stanley
New York
$3.49M +$333K +17,345 +11%
ULWM
56
Upper Left Wealth Management
Florida
$3.45M +$254K +13,269 +8%
CPWM
57
Cypress Point Wealth Management
Texas
$3.38M -$68.1K -3,549 -2%
RIM
58
Rockbridge Investment Management
New York
$3.23M -$86.7K -4,523 -3%
PCWA
59
Pacific Capital Wealth Advisors
California
$3.19M -$142K -7,399 -4%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$3.03M -$15.8K -822 -0.5%
SWA
61
Stratos Wealth Advisors
Ohio
$2.9M +$63.1K +3,291 +2%
CWM
62
Congress Wealth Management
Massachusetts
$2.84M -$16.8K -878 -0.6%
FCI
63
Financial Counselors Inc
Kansas
$2.83M
VCP
64
Vista Capital Partners
Oregon
$2.81M -$69.1K -3,605 -2%
SC
65
Schoolcraft Capital
Colorado
$2.8M -$22.5K -1,176 -0.8%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.72M -$3.62K -189 -0.1%
PIMG
67
Patriot Investment Management Group
Tennessee
$2.65M +$316K +16,488 +14%
MFGP
68
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.47M +$39.7K +2,073 +2%
SP
69
SWS Partners
Ohio
$2.34M -$125K -6,533 -5%
SMC
70
Smith, Moore & Co
Missouri
$2.32M -$40.5K -2,111 -2%
PFC
71
Phocas Financial Corp
California
$2.32M -$29.1K -1,515 -1%
JCIA
72
Jackson Creek Investment Advisors
Colorado
$2.31M -$11.5K -599 -0.5%
LIA
73
LifePlan Investment Advisors
North Carolina
$2.3M +$2.26M +117,890 New
JFA
74
JNBA Financial Advisors
Minnesota
$2.28M -$160K -8,367 -7%
IFA
75
Interactive Financial Advisors
Illinois
$2.27M -$121K -6,292 -5%