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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$5M +$876K +47,130 +24%
JP Morgan Chase
52
JP Morgan Chase
New York
$4.96M +$4.08M +219,347 +1,084%
W
53
WealthCollab
Washington
$4.8M +$4.31M +231,761 New
AWM
54
Avior Wealth Management
Nebraska
$4.76M +$417K +22,426 +11%
Morgan Stanley
55
Morgan Stanley
New York
$4.58M +$1.08M +58,231 +36%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$4.44M -$189K -10,183 -5%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.15M +$3.36M +181,063 +940%
VCP
58
Vista Capital Partners
Oregon
$4.09M +$726K +39,050 +25%
QAM
59
Q3 Asset Management
Michigan
$4.09M +$3.67M +197,504 New
AP
60
Appleton Partners
Massachusetts
$3.88M +$108K +5,788 +3%
PFA
61
Pure Financial Advisors
California
$3.81M +$1.49M +80,397 +78%
ULWM
62
Upper Left Wealth Management
Florida
$3.76M -$176K -9,453 -5%
CAN
63
Cetera Advisor Networks
California
$3.71M -$1.9M -102,142 -36%
PCM
64
Passive Capital Management
Maryland
$3.64M +$1.24M +66,682 +61%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$3.44M +$1.97M +106,190 +177%
RIM
66
Rockbridge Investment Management
New York
$3.2M -$78.5K -4,223 -3%
HighTower Advisors
67
HighTower Advisors
Illinois
$3.17M +$76K +4,088 +3%
FCI
68
Financial Counselors Inc
Kansas
$3M
CWM
69
Congress Wealth Management
Massachusetts
$3M -$500K -26,901 -16%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.98M +$261K +14,045 +11%
FA
71
Fiduciary Alliance
South Carolina
$2.93M +$2.63M +141,507 New
SC
72
Schoolcraft Capital
Colorado
$2.78M -$165K -8,877 -6%
LIA
73
LifePlan Investment Advisors
North Carolina
$2.66M +$63.3K +3,406 +3%
WCA
74
Waypoint Capital Advisors
Minnesota
$2.59M +$1.26M +67,586 +118%
CPWM
75
Cypress Point Wealth Management
Texas
$2.59M -$420K -22,580 -15%