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Schwab US REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$450K -$404K -19,810 -47%
FAAS
77
First Allied Advisory Services
California
$441K +$438K +21,452 New
BTS
78
BB&T Securities
Virginia
$412K -$4.43M -217,160 -91%
W
79
Wealthfront
California
$398K +$10.8K +530 +3%
AMG
80
Asset Management Group
Connecticut
$377K +$380K +18,612 New
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$358K +$360K +17,654 New
FNBT
82
FineMark National Bank & Trust
Florida
$333K +$1.59K +78 +0.5%
OCM
83
One Capital Management
California
$330K +$29.1K +1,426 +10%
CPO
84
Cerity Partners OCIO
New York
$313K -$118K -5,796 -27%
BFPW
85
BOK Financial Private Wealth
Colorado
$290K -$12.2K -600 -4%
MCC
86
Mid Continent Capital
Illinois
$274K +$276K +13,500 New
CA
87
Cambridge Advisors
Nebraska
$273K -$31K -1,518 -10%
PHAM
88
Palisades Hudson Asset Management
Florida
$259K +$25K +1,226 +11%
VCP
89
Vista Capital Partners
Oregon
$247K +$14.8K +726 +6%
B
90
Bailard
California
$225K
QI
91
QS Investors
New York
$220K +$221K +10,832 New
KIA
92
KCM Investment Advisors
California
$201K +$203K +9,930 New
AF
93
Allworth Financial
California
$194K +$35.9K +1,760 +23%
AWM
94
AllSquare Wealth Management
New York
$111K
MFS
95
MSI Financial Services
Massachusetts
$93K +$80.8K +3,956 +634%
FANJ
96
Financial Architects (New Jersey)
New Jersey
$91K +$41 +2 +0%
SHJ
97
Sharkey, Howes & Javer
Colorado
$89K +$89.7K +4,392 New
AP
98
Advisors Preferred
Maryland
$64.9K -$97.6K -4,782 -60%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$64K +$64.6K +3,166 New
EK
100
Evensky & Katz
Florida
$63K -$2.37K -116 -4%