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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$5.25M +$23.4K +1,202 +0.5%
LSAG
52
Lake Street Advisors Group
New Hampshire
$4.94M -$8.81M -451,674 -65%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$4.81M -$19.6M -1,003,941 -81%
EWM
54
Empirical Wealth Management
Washington
$4.78M +$53.9K +2,764 +1%
W
55
WealthCollab
Washington
$4.68M +$18.5K +951 +0.4%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$4.59M +$72.8K +3,731 +2%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$4.44M +$224K +11,507 +5%
Goldman Sachs
58
Goldman Sachs
New York
$4.38M -$2.13M -109,357 -33%
PCM
59
Passive Capital Management
Maryland
$4.18M +$649K +33,295 +19%
AP
60
Appleton Partners
Massachusetts
$4.02M +$35.3K +1,811 +0.9%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.94M -$12.2K -626 -0.3%
ULWM
62
Upper Left Wealth Management
Florida
$3.83M +$213K +10,927 +6%
PFA
63
Pure Financial Advisors
California
$3.73M +$58.2K +2,982 +2%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.6M +$370K +18,996 +12%
EWP
65
Elevation Wealth Partners
California
$3.56M +$280K +14,353 +9%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$3.49M -$838K -42,948 -20%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$3.43M +$1.85M +94,751 +123%
MFGP
68
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.26M +$29.5K +1,511 +0.9%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$3.25M -$182K -9,338 -5%
VCP
70
Vista Capital Partners
Oregon
$3.25M -$576K -29,511 -15%
FA
71
Fiduciary Alliance
South Carolina
$3.18M +$196K +10,059 +7%
CWM
72
Congress Wealth Management
Massachusetts
$3.08M +$88.9K +4,561 +3%
Bank of America
73
Bank of America
North Carolina
$3.07M +$1.29M +66,228 +76%
FCI
74
Financial Counselors Inc
Kansas
$2.87M -$16.8K -860 -0.6%
CWM
75
CIBC World Markets
New York
$2.85M -$303K -15,553 -10%